Rules of Investing
Rules of Investing

Rules of Investing

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Trailer: Qiao Ma, Munro Partners

Qiao Ma has had an extensive career in funds management including stops in New York working for hedge fund Jericho Capital and more recently Cooper Investors in Melbourne.   Earlier this year, Qiao joined Munro Partners, where it was recen...

290 downloads Nov 16, 2023
We are in the midst of a social, economic, financial and political crisis

From geopolitics to fiscal policy, commodities to equities, this week's featured guest on The Rules of Investing has some high-conviction views on a whole range of subjects.  For more than 40 years, Donald Amstad traded his way through the highs and ...

241 downloads Nov 10, 2023
Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager

Despite all of his success, Morry Waked has remained relatively under the radar. He’s not one to boast of his achievements, and he’s very rarely fronted the media. At Livewire, we dedicate ourselves to finding the best fund managers in Australia - an...

235 downloads Oct 27, 2023
Morry Waked: Australia’s first-ever quantitative Hall of Fame fund manager

Despite all of his success, Morry Waked has remained relatively under the radar. He’s not one to boast of his achievements, and he’s very rarely fronted the media. At Livewire, we dedicate ourselves to finding the best fund managers in Australia - an...

183 downloads Oct 27, 2023
Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

The times when a company is dominating headlines (for all the wrong reasons) are the best time to buy.  Take Medibank Private (ASX: MPL), for example, which you may remember, was embroiled in a data breach in October 2022.  On the news, the stock's s...

390 downloads Oct 05, 2023
Matthew Kidman: Get ready to run with the bulls

Matthew Kidman is a well-known entity to readers of Livewire, as host of Success and More Interesting Stuff, Buy Hold Sell, and most recently, Livewire Live. Finally, we got him in the hot seat to run us through his own journey into funds management,...

414 downloads Sep 28, 2023
Hedge fund managers never name their shorts. This one does…

Short sellers have had a tough time of it over the past decade. The era of free money lifted all boats, including companies that would perhaps otherwise be candidates for short selling.  Today's market is radically different. Central banks have lifte...

254 downloads Sep 22, 2023
Bob Desmond names his ”forever” stock

We're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it.  Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios...

267 downloads Sep 15, 2023
Trailer: Bob Desmond, Claremont Global

We're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it. Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios....

270 downloads Sep 13, 2023
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