Best Livewire Markets Podcasts (2024)

1
Buy Hold Sell: 5 stocks with sustainable and fully franked dividends 8:49

1h ago8:49

8:49

Franking credits are important for many investors, particularly those operating in a low or no-tax environment. A company paying a 5% fully franked yield, for example, gets grossed up to around 7% after franking. Juicy. More than half of the companies listed on the S&P/ASX200 either fully pay or partially pay franked dividends, and it is important …

1
Recession a line ball but Australian house prices will keep rising 28:07

32m ago28:07

28:07

This time last year, PIMCO Portfolio Manager Adam Bowe told Livewire that there was a 50/50 chance that Australia would slip into recession. March GDP figures show that the economy grew at just 0.1 per cent, the slowest rate since December 2020. Today, Bowe says interest rates are sufficiently restrictive, and the chance of recession remains a ‘lin…

1
10 of the highest-yielding stocks on the ASX 11:31

30m ago11:31

11:31

There are currently 10 stocks with double-digit yields on the ASX, exactly half the amount there was this time last year. While double-digit yields certainly sound enticing, investors should be aware that they could indicate that the market believes a company has limited growth prospects, a falling share price, or a one-off dividend. For those not …

1
Buy Hold Sell: 3 dividend darlings (and 2 traps) 7:29

23h ago7:29

7:29

With interest rates up 4.25% in the space of two years, investors have entered a Goldilocks era for income. But while many retirees live happily off the income generated by some of the market’s dividend stalwarts, there are potential traps out there. To help ensure you’re investing in companies with sustainable dividend yields, Livewire's Ally Selb…

1
Rudi: AI is the end of investing as we know it 52:33

14d ago52:33

52:33

While "survival of the fittest" certainly applies to the Earth's abundance of flora and fauna, it may be time for investors to take a page out of Darwin's book. That's according to FNArena's Rudi Filapek-Vandyck, who believes the market has irreversibly changed since 2014 - as has the way investors should value stocks. In this episode, Rudi outline…

1
Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential 5:56

8d ago5:56

5:56

Do you spend your days searching for the next spicy mining stock headed for the moon, a biotech promising revolutionary health advances, or a tech company changing the status quo? If that sounds like you, you've come to the right place. While Buy Hold Sell typically focuses on companies at the larger end of the market cap spectrum, this week, we're…

1
Trailer: Rudi Filapek-Vandyck 3:01

9d ago3:01

3:01

Hello and welcome to the Rules of Investing, brought to you by Livewire Markets. This week’s guest is on a mission to truly surprise our listeners. He believes investors are underappreciating the real impact of artificial intelligence on markets and how we value stocks. In fact, he believes it’s the end of the world as we know it. I’m talking of co…

1
4 of the highest quality companies on the ASX 11:06

20d ago11:06

11:06

From 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market. So, is the trend your friend? In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei…

1
Buy Hold Sell: 5 stocks with exceptional earnings growth 6:28

15d ago6:28

6:28

Time and time again, investment experts tell us punters the same thing - that earnings drive share prices. When earnings per share is positive and continues to grow in each reporting period, it means that your share in a company's profit pie is continuing to grow as well. Higher EPS can often translate to a company's share price trading higher, as …

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

18d 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

29d 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
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher) 10:48

22d 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 secret sauce of good growth stocks (and 2 that tick all the boxes) 10:01

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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 …

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