Platinum: The opportunity of a generation
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Why Platinum is short US tech stocks and long China
According to Andrew Clifford, CEO and Co-Chief Investment Officer of Platinum Asset Management, there's one variable that matters more than any other in stock markets. That variable is interest rates.
Interest rates can't get much lower than curre...
What war in Ukraine means for investors
Guest: Tim Toohey, Head of Macro and Strategy at Yarra Capital Management.
Just a few minutes ago, Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism, for the world watching on, for "invasion"...
The real reason Aussie housing is expensive
Guest: Chris Bedingfield, Quay Global Investors.
Australian housing is expensive. Hardly a shocking statement. But if you ask a bunch of investors and economists why it’s expensive, you’re bound to get a wide range of answers. Most of them will refer...
One sector with 50 years of growth ahead
Guest: Owen Hegarty OAM, Executive Chairman, EMR Capital.
There have been few times in history that one could look at an industry or sector and confidently expect decades of growth ahead. But this is the situation that the resources industry, in par...
Season‘s greetings from Livewire Markets
Christmas is already upon us, which means it's time to take a break from your regular Rules of Investing programming. But don't worry, there's plenty of podcast content to keep you informed and entertained of the summer. Listen to this special short ...
Quality and growth: How Ben Clark consistently finds winners
Consistency is key to successful investing. Just ask someone who invests in speculative mineral explorers – they’ll likely be able to tell you about their big winners but might be less keen to discuss their strike rate. But even getting 60 or 70 perc...
The biggest opportunity since the internet
Guest: Nick Griffin, Chief Investment Officer, Munro Partners.
The internet changed the lives of every person reading this article (and everyone who isn't for that matter) and the fortunes of almost every business in the world. Today, all the largest...
Uranium Special – How did we get here? (part 1)
In the first part of this special miniseries, I talk to Brandon Munro, CEO of Bannerman Energy and co-Chair of the World Nuclear Association's Nuclear Fuel Demand Working Group. Bannerman is a greenfield developer listed on the ASX under the ticker c...
Uranium Special – Where are we going? (part 2)
In the second part of this special miniseries, I speak to Leigh Curyer, CEO of NexGen Energy. NexGen Energy is currently developing the Arrow deposit, located in the Athabasca Basin in Saskatchewan in northern Canada. Arrow is one of the largest, hig...
