The Rules of Investing dari Livewire Markets
Livewire Markets
The Rules of Investing is one of Australia’s top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes, philosophy, and current take on markets. After launching in October 2017, there have been over 100 episodes published - you can access all content on Livewire Markets, Spotify and Apple Podcasts.
Kategori: Bisnis & Keuangan Pribadi
Dengarkan episode terakhir:
The past six months have been golden for investors, with everything from equities to gold and even Bitcoin enjoying stellar runs. And if risk assets are not your bag, then there have been juicy yields on offer across a range of cash and fixed-income asset classes. Animal spirits woke from their slumber in late October 2023 when the Fed effectively claimed victory in the fight against inflation. Markets have been led to believe that rate cuts are a forgone conclusion in the year ahead, and participants have been piling into risk assets accordingly. Christopher Joye, portfolio manager and chief investment officer at Coolabah Capital Investments, says that markets have become so complacent that they appear to be completely ignoring a growing set of data suggesting that the path forward might not be smooth. Most notably, the resurgent inflation data coming out of the US is causing interest rate cut expectations to be dialled back and kicked down the road. When asked what he thought investors were getting wrong about markets today, Joye was quick to call the dichotomy between what the economy is suggesting needs to happen with interest rates and market expectations. “If this strong data keeps coming through then hold onto your hats because the world is not priced for this risk. Make no mistake, there is no margin for error in listed equities. There is no margin for error in venture capital, private equity, zero in crypto, in commercial real estate, nothing,” Joye argued. Tune in to the latest episode of the Rules of Investing, where Livewire’s James Marlay ask Joye about his views on the outlook for both the US and Australian economies, the three risks he is watching and where he sees value in Australian residential real estate.
Episode sebelumnya
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206 - Christopher Joye: No margin for error for risk junkies craving rate cuts Fri, 12 Apr 2024
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205 - Why Ben Clark is taking profits on growth stocks (and where he's putting that money to work) Fri, 12 Apr 2024 - 0h
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204 - Trailer: Ben Clark, TMS Capital Thu, 11 Apr 2024 - 0h
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203 - The next 10 years in ETF growth could be dominated by this asset class Fri, 22 Mar 2024 - 0h
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202 - Warryn Robertson’s guide to picking the best infrastructure stocks on the ASX and abroad Fri, 15 Mar 2024 - 0h
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201 - The policy overhaul Shane Oliver would make to secure Australia's fortunes Fri, 01 Mar 2024 - 0h
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200 - Where Soul Patts is investing for long term growth and dividends Fri, 16 Feb 2024 - 0h
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199 - How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters) Fri, 02 Feb 2024 - 0h
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198 - How to invest $1 million in 2024 Mon, 08 Jan 2024 - 0h
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197 - The lead indicator for Dion Hershan’s best trades (and two high quality stocks for the ”slow grind” ahead) Thu, 21 Dec 2023 - 0h
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196 - Ben Griffiths’ small cap playbook as animal spirits awaken Fri, 15 Dec 2023 - 0h
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195 - 2 killer growth stocks (and why culture is key to successful small caps) Fri, 17 Nov 2023 - 0h
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194 - Trailer: Qiao Ma, Munro Partners Thu, 16 Nov 2023 - 0h
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193 - We are in the midst of a social, economic, financial and political crisis Fri, 10 Nov 2023 - 0h
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192 - Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager Fri, 27 Oct 2023 - 0h
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191 - Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today) Fri, 06 Oct 2023 - 0h
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190 - Matthew Kidman: Get ready to run with the bulls Fri, 06 Oct 2023
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189 - Hedge fund managers never name their shorts. This one does... Fri, 22 Sep 2023 - 0h
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188 - Bob Desmond names his ”forever” stock Fri, 15 Sep 2023 - 0h
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187 - Trailer: Bob Desmond, Claremont Global Thu, 14 Sep 2023 - 0h
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186 - 3 reasons why the US economy has achieved a miraculous ”soft landing” Fri, 25 Aug 2023 - 0h
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185 - Blackwattle’s Ray David is raising red flags about market darling CSL Fri, 18 Aug 2023 - 0h
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184 - Trailer: Blackwattle’s Ray David is raising red flags about market darling CSL Thu, 17 Aug 2023 - 0h
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183 - Livewire Live is back in 2023! Wed, 16 Aug 2023 - 0h
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182 - What do counting cars and delivering an 18% pa return for investors have in common? Fri, 11 Aug 2023 - 0h
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181 - Regal’s ultimate guide to microcap investing in 2023 Fri, 04 Aug 2023 - 0h
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180 - Trailer: The ultimate guide to microcap investing in 2023 Thu, 03 Aug 2023 - 0h
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179 - The only ASX stock with a return on equity of over 50% Fri, 28 Jul 2023 - 0h
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178 - Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks Fri, 21 Jul 2023 - 0h
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177 - Trailer: Small caps are primed to rally, and it doesn’t happen without these stocks Wed, 19 Jul 2023 - 0h
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176 - Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer) Sat, 15 Jul 2023 - 0h
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175 - Trailer: Fidelity’s Paul Taylor reveals his secret sauce for finding long-term compounders Thu, 13 Jul 2023 - 0h
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174 - This energy company hasn’t seen conditions this good in 25 years Fri, 30 Jun 2023 - 0h
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173 - Trailer: This energy company hasn’t seen conditions this good in 25 years Thu, 29 Jun 2023 - 0h
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172 - Giselle Roux’s fluff-free take on the market (and where you can find opportunity today) Fri, 23 Jun 2023 - 0h
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171 - Trailer: Giselle Roux Thu, 22 Jun 2023 - 0h
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170 - The dividend doctor gives his prescription for investing in 2023 Fri, 16 Jun 2023
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169 - Trailer: The dividend doctor gives his prescription for income investing in 2023 Thu, 15 Jun 2023 - 0h
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168 - 8 mega cap stocks have carried markets in 2023. Here’s what comes next Fri, 09 Jun 2023
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167 - Trailer: 8 mega cap stocks have carried markets in 2023. Here’s what comes next Wed, 07 Jun 2023 - 0h
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166 - The goldilocks buying opportunity is *almost* here in fixed income Fri, 02 Jun 2023 - 0h
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165 - Jun Bei Liu: Top stocks for today’s markets Fri, 26 May 2023 - 0h
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164 - Trailer: Jun Bei Liu, Tribeca Investment Partners Wed, 24 May 2023 - 0h
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163 - This fundie found Afterpay at $6. Now he’s found his next opportunity Fri, 19 May 2023 - 0h
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162 - Trailer: This fundie found Afterpay at $6. Now he’s found his next opportunity Wed, 17 May 2023 - 0h
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161 - Is this the least crowded opportunity in the market today? Fri, 05 May 2023 - 0h
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160 - No lithium, no worries for this outperforming small cap manager Fri, 21 Apr 2023 - 0h
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159 - Trailer: No lithium, no worries for this outperforming small cap manager Wed, 19 Apr 2023 - 0h
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158 - James Gerrish: Low risk equity returns are back (and these stocks provide them) Fri, 14 Apr 2023 - 0h
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157 - Why Morgan Stanley is overweight passive in this volatile environment Fri, 31 Mar 2023 - 0h