Best Livewire Markets Podcasts (2024)

1
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher) 10:48

26m ago10:48

10:48

If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts. And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 si…

1
The investment secrets of Australia's billionaires 25:24

31m ago25:24

25:24

There seems to be no stopping Australia's ultra-wealthy, with the number of billionaires down under growing by 14.4% over the past 12 months, to a record 159 people. For some context, in 2020, this number was 117, according to The Australian. While it's wonderful to daydream about what you would buy or do with a few billion dollars, the true secret…

1
700+ meetings each year: How WAM Global uncovers under-the-radar stocks 32:33

11m ago32:33

32:33

In investing, just as in love, trust is everything - and without it, you really don't have anything at all. It's for this reason that the Wilson Asset Management global equities team meets with more than 700 management teams across the world each year - including in the US, Japan, and Europe. In addition, they also meet with competitors and supplie…

1
The secret sauce of good growth stocks (and 2 that tick all the boxes) 10:01

2h ago10:01

10:01

Given interest rates remain at decade-long highs, and hopes of cuts continue to be pushed out into the future, it may be surprising for some that growth companies have continued to go from strength to strength. The S&P/ASX 200 Growth Index, for example, has risen 7.76% over the past 12 months. In comparison, the S&P/ASX 200 Value Index has lifted j…

1
Chris Stott’s 5 high conviction stock ideas for the new bull market 46:35

8d ago46:35

46:35

Time flies when you’re having fun! While the last five years have had plenty of ups and downs, they haven’t dented the enthusiasm and passion of small-cap fund manager Chris Stott from 1851 Capital. Stott launched 1851 Capital in 2020, just before COVID-19 hit, wreaking havoc on the market and his portfolio. Since then, Stott has comfortably beaten…

1
Buy Hold Sell: 5 growth stocks for the next 5 years 10:45

3h ago10:45

10:45

Growth stocks are the bread and butter of investors who are happy to stomach typically higher prices for exceptional above-market earnings growth. These companies typically exhibit high earnings and sales growth, a unique product or service, significant market share in their industries, impressive moats, and loyal customers. Take WiseTech Global, f…

1
Buy Hold Sell: 5 small stocks with big catalysts on the horizon 6:48

3d ago6:48

6:48

Just as in science, catalysts are the starting point for major change or action in life. It may be a whistleblower whose revelations lead to significant systemic change, or an enzyme that helps speed up a chemical reaction. In investing, however, catalysts trigger a drastic change in a stock's share price trajectory. And while no one can know the f…

1
2 undiscovered stocks (and how to analyse under-the-radar companies) 10:28

8d ago10:28

10:28

Want to learn how to identify undiscovered stocks before the rest of the market does? Of course, you do - what else are you going to talk about at your next dinner party... Or at the pub over a lukewarm beer... Or around the office coffee machine? In this episode, Livewire's Ally Selby was joined by LSN Capital's Nick Sladen and Elston Asset Manage…

1
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings) 7:17

21d ago7:17

7:17

There's something to be said about discovering a gem of a stock the rest of the market missed. Like uncovering a musician before the world does, or being the first to watch a TV series before everyone else's eyes are glued to the same screen. It's a great feeling - and one that may leave you asking, 'Am I better than everyone else?' In most cases, …

1
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave) 11:06

18d ago11:06

11:06

As the name would suggest, future-facing commodities are those that will carry humanity forward as we take on the momentous task of decarbonising the world. These are the commodities that are essential to the energy transition, including lithium, nickel, cobalt, manganese, graphite and copper. Much of the demand for these commodities is expected to…

1
4 undiscovered gems as gold prices hit record highs 13:04

30d ago13:04

13:04

There are a couple of hot commodities right now, including uranium, cocoa, and gold. The latter exploded higher in February this year after being stuck in a range for the best part of five years. Several reasons have been posited for gold's renaissance, the primary being that investors who expect the Fed to cut rates have been buying the commodity.…

1
Christopher Joye: No margin for error for risk junkies craving rate cuts 1:02:19

1M ago1:02:19

1:02:19

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 …

1
Why Ben Clark is taking profits on growth stocks (and where he's putting that money to work) 47:03

1M ago47:03

47:03

Quality growth stocks, those with fortress balance sheets, impressive moats, structural tailwinds and top-notch management teams, have had a stellar run recently. Take Goodman Group (ASX: GMG) for example, which has risen 66% over the past year. Or Megaport (ASX: MP1), up over 252% in 12 months alone. If you're like this anonymous writer, you've pr…

1
Is there still upside to uranium? (and 4 stocks fundies are buying) 10:16

25d ago10:16

10:16

The law of supply and demand determines commodity prices. Currently, the uranium market is undersupplied, just as more nuclear reactors requiring fuel are being brought online. Some reports suggest the market will remain in structural undersupply for more than a decade. It’s one thing for an underlying commodity to rally. Where the rubber meets the…

1
Trailer: Ben Clark, TMS Capital 1:45

25d ago1:45

1:45

If there is one theme that has taken the world by storm in 2024, it's Artificial Intelligence or AI. Until very recently, this week's guest was a bit of a sceptic, but a recent trip to the US has seen him come back a changed man. In this episode, we'll be sitting down with investment adviser Ben Clark of TMS Capital. We'll be learning about the won…

1
The stocks headed for the ASX 20 (and 2 on the way out) 14:00

1M ago14:00

14:00

Over the last five, 10, 15 and 20 years, mid-cap stocks have managed to outperform both their large and small-cap counterparts. They've done this with the same volatility as small caps and, over the last decade, they've grown earnings at around 7.5% per annum - more than double that of the small and large-cap indices. So, why is this? According to …

1
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off) 9:55

1M ago9:55

9:55

Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets. The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period. Elsewhere in the world, the UK's FTSE 100 has lifted 6% in s…

1
Buy Hold Sell: 5 undervalued founder-led stocks 9:34

1M ago9:34

9:34

In 2016, Bain & Company found that the companies most successful at maintaining profit growth over the long term disproportionately were companies where the founder was still running the business, still involved on its board, or where the principles the founder originally put in place persisted. That's because founders possessed these three traits:…

1
The next 10 years in ETF growth could be dominated by this asset class 28:37

2M ago28:37

28:37

If there is any one investment product that has experienced a true boom over the last 10 years, it is exchange-traded funds (ETFs) and exchange-traded products (ETPs) more broadly. The number of listed products has increased by 17.5 times in Australia during the last decade alone. More than 300 products are now listed across the ASX and CBOE exchan…

1
10 adviser-approved ETFs for 2024 14:01

2M ago14:01

14:01

By now, you’re probably aware of the stats highlighting the growth of ETFs in Australia (if not, they’re available here). Alright, alright already, we get it… they’re very popular. But just because something is popular, doesn’t always mean it is good, or that people know how to use it effectively (think Q-tips, running shoes, and Taylor Swift songs…

1
Answering the internet's most common ETF questions 10:57

2M ago10:57

10:57

Around 51% of Australians (or 10.2 million people) hold investments outside their homes and superannuation, according to the ASX. Of these investors, around 20% (or 2 million people) use exchange-traded funds (or ETFs) - up from 15% in 2020. Investor interest in low-cost, liquid and diversified ETFs has seen assets under management in the industry …

1
Warryn Robertson’s guide to picking the best infrastructure stocks on the ASX and abroad 39:15

2M ago39:15

39:15

Warryn Robertson, portfolio manager and analyst at Lazard Asset management, understands the nuances of infrastructure assets like few others in the market. His approach is to find monopoly assets with inflation protected revenues, high margins and reasonable leverage then buy them at attractive prices. Of the 400 listed infrastructure stocks global…

1
Buy Hold Sell: Your top-tipped ETFs for 2024 15:30

2M ago15:30

15:30

There are now more than two million Australians using exchange-traded funds (ETFs) to invest, an increase of 7% compared to 2022 (according to Betashares). As of the end of February, there was $189.4 billion invested across 359 ETFs, and with BlackRock estimating the market could more than double by 2027, it seems there's no stopping the explosive …

1
Buy Hold Sell: 5 of the ASX's fastest-growing stocks 10:04

2M ago10:04

10:04

Growth stocks have been off to the races over the last few months, with the S&P/ASX 200 Growth Index rebounding 14% since hitting a low at the end of October 2023. Over that same time period, growth stocks like Megaport (up 52%), NEXTDC (up 44%), REA Group (up 28%), WiseTech Global (up 60%), and Lovisa (up 76%) - among many others - have all skyroc…

1
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years) 16:22

2M ago16:22

16:22

How do you avoid the small-cap potholes and identify the fast-lane stocks on the highway to success? In this episode, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their tips and tricks for investing in emerging ASX-listed stocks. They also share their outlook on s…

1
The policy overhaul Shane Oliver would make to secure Australia's fortunes 46:26

2M ago46:26

46:26

"Living Legend", "One of a kind", and "Diamond in the Rough are not terms usually bandied about when describing economists! But these are just a few of the hundreds of messages of support and appreciation that flooded a recent social media post recognising the 40-year tenure Dr Shane Oliver to AMP. Shane has dedicated his years to educating Austral…

1
Buy Hold Sell: 5 small stocks headed for large-cap status 8:11

3M ago8:11

8:11

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here. That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-ca…

1
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block) 6:41

3M ago6:41

6:41

When it comes to income, you need a recipe for success. Sure, term deposits are cooking up around 5% yields right now, but for income-hungry investors, 5% may just not cut it. That's where equity income comes in. The yield on the market itself has been around 4-5% over the last 20 years - and a diversified portfolio of stocks with rising and sustai…

1
How to generate passive income in 2024 10:34

3M ago10:34

10:34

Over the 12 months to the end of December, housing costs rose 6.1%, alcohol and tobacco prices lifted 6.6%, medical costs bumped up 5.1%, and insurance and financial services prices soared 8.1%. We also spent more on food and non-alcoholic beverages, more on transport, and more on education.* All this is to say that it costs a lot more to be alive …

1
Where Soul Patts is investing for long term growth and dividends 41:55

3M ago41:55

41:55

If you’re looking for the future blue chips of the ASX then Washington H Soul Pattinson might be worth a closer look. The company has been around for more than a century, has never missed a dividend payment but, for the most part, has flown under investor radars. That is starting to change following the tie up with Milton Corporation in 2021, which…

1
Buy Hold Sell: 5 stocks with monster dividends in 2024 6:13

3M ago6:13

6:13

Global markets soared to new heights in 2023, with the MSCI World Index (AUD) lifting 23.2%. Lucky for income-hungry investors, this saw dividends grow with it, with payouts up 8.9% in Aussie dollar terms, according to Plato Investment Management. While the majority of investors around the globe enjoyed increased dividend payouts in 2023 (compared …

1
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys) 8:47

3M ago8:47

8:47

Given the underperformance of small and mid-caps since 2021, and the fact that central banks have tipped the end of the rate-hiking cycle, many money managers are spruiking the coming wave of capital that could enter the smaller end of the market in 2024. While small caps tend to outperform post-recession - and we haven't seen one of those - the Sm…

1
6 stocks for a full portfolio reset in 2024 11:22

3M ago11:22

11:22

Last year, we asked two fund managers what they would do if they could start completely from scratch. It seemed to hit a nerve with our readers, with the episode turning out to be the most popular of the year. It's likely because we all, at some point in our investment journeys, have cursed the day we bought a particular stock (or let's face it, st…

1
How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters) 45:58

3M ago45:58

45:58

The structural forces that saw growth investing rise to the top after the GFC remain. Covid created a blip, but the world is returning to slow growth, low inflation and lower interest rates. That's the perspective of Jason Orthman, the Deputy Chief Investment Officer of Brisbane-based Hyperion Asset Management. Orthman says that neither you, me, no…

1
Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list) 8:47

3M ago8:47

8:47

Welcome back to Buy Hold Sell for 2024! And what a start to the year it's been... This week, the S&P/ASX 200 hit a new all-time high, buoyed by investors' expectations for rate cuts over the year ahead. This is all thanks to inflation starting to ease, and recessionary fears finally starting to fall. But in a world of goldilocks thinking en masse, …

1
12 stocks with game-changing catalysts in 2024 10:03

4M ago10:03

10:03

If only there was a way to identify game-changing opportunities before they are announced to the market. Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition. B…

1
14 stocks to help you sleep at night 8:26

4M ago8:26

8:26

As part of Livewire's Outlook Series for 2024, James Marlay and Ally Selby challenged 12 of Australia’s most successful investors to each name one company that brings that “sleep at night” assurance so many of us are seeking right now. In many cases, their responses yielded well-known stalwarts of the investment world, including names in listed pro…

1
12 crowded trades to avoid in 2024 10:22

4M ago10:22

10:22

No great investor ever got to where they are now by going with consensus. If you believed the analyst consensus of 2022, 2023 was going to be another challenging year for asset allocation as economies and markets were forced to come to terms with inflation and interest rates remaining higher for longer. Many analysts continued to have a deep US-led…

1
9 of the best stocks to buy in a sell-off 7:15

4M ago7:15

7:15

There have been many opportunities to buy some of the market's favourite stocks at cheaper prices in recent years. Many fortunes were made buying these discounted darlings at the bottom of the COVID-19 crash, and then again during the latter months of 2022 and throughout 2023 as markets looked out to the end of the Reserve Bank of Australia's inter…

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