Best Livewire Markets Podcasts (2024)

1
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25 9:48

30m ago9:48

9:48

Growth stocks had been on a tear in 2024, with investors betting big on rate cuts at the end of the year and throughout 2025. The last month, however, has been a slightly different story. The NASDAQ 100 has dropped more than 13% since hitting a peak on July 10. And while our local tech tracker, the S&P All Tech Index (XTX) held up relatively well t…

1
Why trying to time small caps is a "big waste of time" 42:18

10h ago42:18

42:18

Much has been made of the “Great Rotation” of late and the move away from highly concentrated large caps into small-cap equities, particularly in the US. Greg Dean, founder of Langdon Equity Partners, is having none of it. When quizzed about whether the rotation was impacting how Dean and his team invest, the short answer was ‘no’. Late last year, …

1
LAB-374-Adventure/Dirt/Enduro Market, Bikes, Predictions, Our Bikes, Projects, and Wants with Oscar and BDK 1:21:11

1h ago1:21:11

1:21:11

Official Website: https://www.lawabidingbiker.com Our main content for this podcast and our YouTube Channel is street motorcycles; more specifically American V-Twin. But, we do love all motorcycles. Many of us have adventure motorcycles and dirt bikes. Rick recently purchased a Husqvarna Norder 901. We get into a fun debate about which is a better …

1
LAB-374-Adventure/Dirt/Enduro Market, Bikes, Predictions, Our Bikes, Projects, and Wants with Oscar and BDK 1:21:11

2h ago1:21:11

1:21:11

Official Website: https://www.lawabidingbiker.com Our main content for this podcast and our YouTube Channel is street motorcycles; more specifically American V-Twin. But, we do love all motorcycles. Many of us have adventure motorcycles and dirt bikes. Rick recently purchased a Husqvarna Norder 901. We get into a fun debate about which is a better …

1
50% of the ASX is banks and miners. Should you bet against the market? 13:23

2h ago13:23

13:23

It's no secret that the ASX is incredibly concentrated. 50% of the ASX 200 is made up of banks and miners. In the top 10 stocks on the ASX alone, only three (CSL, Wesfarmers and Goodman Group) don't fit within the financial or materials sectors. The S&P/ASX 200 Financials index has risen 23.99% over the last 12 months, while the Banks index has pus…

1
How to dominate small caps like Roger Federer dominates tennis 20:14

5h ago20:14

20:14

In tennis, just as in investing, it's the points that you win that matter. After all, Roger Federer played 1,526 singles matches throughout his career, and while he only won 54% of the individual points within those matches, he walked away with the win 80% of the time. Ausbil Investment Management's fresh-faced co-head of emerging companies, and po…

1
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season 10:26

1h ago10:26

10:26

It's not shaping up to be an easy reporting season, with weakening consumer sentiment and business conditions, as well as a softening labour market, taking a toll on Australia's listed companies. That said, while analysts believe earnings will disappoint this August results season, with Goldman Sachs and Macquarie predicting a 3.8% and 6% drop resp…

1
LAB-373-Things We Learned On Our Multi-State Motorcycle Trip 1:53:38

5h ago1:53:38

1:53:38

Official Website: https://www.lawabidingbiker.com In this episode, we talk about our recent multi-state motorcycle trip and the things we learned. Our recent trip from Nashville, Tennessee, out to the Coast, down and across Florida to Destin, and then back up to Nashville was no exception. The first debacle occurred at the very beginning of our tri…

1
LAB-373-Things We Learned On Our Multi-State Motorcycle Trip 1:53:38

1h ago1:53:38

1:53:38

Official Website: https://www.lawabidingbiker.com In this episode, we talk about our recent multi-state motorcycle trip and the things we learned. Our recent trip from Nashville, Tennessee, out to the Coast, down and across Florida to Destin, and then back up to Nashville was no exception. The first debacle occurred at the very beginning of our tri…

1
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks 8:01

2h ago8:01

8:01

There are many market maxims that investors hold close to their hearts. Here are just a few of them: It's time in the market not timing the market. Buy the rumour, sell the fact. Be fearful when others are greedy. Be greedy when others are fearful! It's not whether you're right or wrong that's important, but how much money you make when you're righ…

1
Why you should only focus on your best ideas (and 2 to get you started) 14:46

1h ago14:46

14:46

Back in May, Livewire sat down with the chief investment officer of a family office - i.e. the steward of a billionaire client's wealth. The main takeaway, for this anonymous writer at least, was that Australia's ultra-wealthy are on the hunt for concentrated, high-conviction funds - those that hold a smaller number of stocks, look very different f…

1
30-year property veteran: Australia has its head in the sand on housing 39:31

14d ago39:31

39:31

There's no supply in residential housing nor the majority of segments of the commercial real estate market. Sky-high construction costs are now too prohibitive. Bandaid solutions, like rent control, only backfire. And inconsistent state, federal and local policies are not helping either. That's according to this week's guest on The Rules of Investi…

1
Buy Hold Sell: 5 mispriced growth stocks 7:10

18d ago7:10

7:10

Growth stocks have had a truly spectacular 12 months, with many fortunes being made from investing in stocks like NVIDIA (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI), which have soared 154% and 170%, respectively. In the last year alone, the NASDAQ 100 has lifted 26% - meaning, over the past five years, the bourse is now up 153%. Ahh! The…

1
LAB-372-Motorcycle Tire Talk! Age, Balancing, Styles, Etc. 1:37:06

2h ago1:37:06

1:37:06

Official Website: https://www.lawabidingbiker.com In this episode, we talk about all things tires. We cover how old your motorcycle tires can be and still be safe, what tires are the best, and the best way to balance them. This episode was presented live on YouTube to our Patreon members. You can be a Patron of Law Abiding Biker and get our content…

1
LAB-372-Motorcycle Tire Talk! Age, Balancing, Styles, Etc. 1:37:06

2h ago1:37:06

1:37:06

Official Website: https://www.lawabidingbiker.com In this episode, we talk about all things tires. We cover how old your motorcycle tires can be and still be safe, what tires are the best, and the best way to balance them. This episode was presented live on YouTube to our Patreon members. You can be a Patron of Law Abiding Biker and get our content…

1
Buy Hold Sell: 2 high-conviction healthcare winners for FY25 17:18

2d ago17:18

17:18

Healthcare stocks have been some of Australia's most consistent wealth generators, with stocks like CSL (ASX: CSL) skyrocketing more than 6000% since listing on the ASX 25 years ago. Over the past 20 years, the S&P/ASX Health Care Index has far outperformed the rest of the market, lifting 994% compared to the S&P/ASX 200's 121% over that same perio…

1
2 big buys (and the next steps for consumer stocks) 11:54

1M ago11:54

11:54

Consumer stocks are split into two distinct categories - those that are sensitive to economic cycles (discretionaries) and those that aren't (staples). Both, however, have been on a tear over the past 12 months, despite a cost of living crisis that is continuing to take a bite out of Australians' wallets. Take Lovisa, for instance, which has soared…

1
3 compelling long-term ETF ideas for investors still on the sidelines 43:40

10d ago43:40

43:40

Investors are too focused on interest rates and are subsequently underweight risk assets. That’s the, albeit US-centric, view from Global X ETFs’ Head of Investment Strategy, Scott Helfstein. He elaborates by saying that the US economy is looking a lot more like mid-cycle expansion than late cycle and that “you don’t want to be sitting on the sidel…

1
Buy Hold Sell: 2 high conviction tech stocks for the next 12 months 15:27

28d ago15:27

15:27

Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence. That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to sta…

1
LAB-371-I Rode A LIVEWIRE 1 On The Police Competition Course | NAMOA 2024 1:23:04

27d ago1:23:04

1:23:04

Official Website: https://www.lawabidingbiker.com In this episode, we discuss riding a LiveWire 1 on a police competition course at the North America Motor Officers Association (NAMOA) 2024 conference. Many of the officers at NAMOA wanted to test-ride my bike to specifically experience my extended brake pedal. It puts the brake pedal in a natural p…

1
LAB-371-I Rode A LIVEWIRE 1 On The Police Competition Course | NAMOA 2024 1:23:04

10d ago1:23:04

1:23:04

Official Website: https://www.lawabidingbiker.com In this episode, we discuss riding a LiveWire 1 on a police competition course at the North America Motor Officers Association (NAMOA) 2024 conference. Many of the officers at NAMOA wanted to test-ride my bike to specifically experience my extended brake pedal. It puts the brake pedal in a natural p…

1
Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum 8:18

1M ago8:18

8:18

Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest. And while themes will fall in and out of fashion (lithium, for example), it is important for …

1
More please! Dr Don Hamson’s cure for the 'disappearing dividends' on the ASX 39:14

1M ago39:14

39:14

Fully franked dividends are a prized asset of the Australian market. While the lack of growth is often lamented, plenty of self-funded retirees are content to dine on the distributions of Australia's big miners and banks. And who can blame them - high commodity prices, particularly in iron ore and lithium, resulted in record dividends from the top …

1
2 stocks fundies would bet the house on (and worst calls from the first half) 15:12

24d ago15:12

15:12

Boy oh boy, it has been a big first half. Interest rate expectations have whipped around, sticky inflation has confounded central banks, most commodities are surging - paticularly silver and gold - and AI has lit a fire under.... well, everything. Did we miss anything? That's right, the ASX 200, like many global markets, is trading at all time high…

1
Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket) 8:00

25d ago8:00

8:00

End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order. But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers. It has b…

1
Recession a line ball as Australia groans under a massive debt load 28:07

2M 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
Buy Hold Sell: 5 stocks with sustainable and fully franked dividends 8:49

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

1M 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

2M 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

2M 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

2M 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
LAB-370-Proper Motorcycle Clutch Break-in | PSR Levers and Fat Baggers EZ Clutch Adjuster 1:21:39

2M ago1:21:39

1:21:39

Official Website: https://www.lawabidingbiker.com In this episode, I'm joined by Lurch, and we give you proper motorcycle clutch break-in procedures to ensure a good working and long-lasting clutch. Most riders buy their new bike and just ride and don't truly break it in. I recommend breaking your clutch in correctly to widen your clutch friction z…

1
LAB-370-Proper Motorcycle Clutch Break-in | PSR Levers and Fat Baggers EZ Clutch Adjuster 1:21:39

1M ago1:21:39

1:21:39

Official Website: https://www.lawabidingbiker.com In this episode, I'm joined by Lurch, and we give you proper motorcycle clutch break-in procedures to ensure a good working and long-lasting clutch. Most riders buy their new bike and just ride and don't truly break it in. I recommend breaking your clutch in correctly to widen your clutch friction z…

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

2M 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

2M 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

2M 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
LAB-369-HOG Memberships Are Dead? | PNW Non-Sanction Patron Meet-up With Patron Brad Johnston 1:36:55

2M ago1:36:55

1:36:55

Official Website: https://www.lawabidingbiker.com In this episode, Lurch and Ryan are joined by Patron Member Brad Johnston. Ryan recently purchased a 2024 Harley-Davisdon Street Glide and with it came a Harley Owners Group (HOG) membership. It's been ten years since Ryan bought a new bike. He didn't keep his HOG membership going from the new biker…

1
LAB-369-HOG Memberships Are Dead? | PNW Non-Sanction Patron Meet-up With Patron Brad Johnston 1:36:55

3M ago1:36:55

1:36:55

Official Website: https://www.lawabidingbiker.com In this episode, Lurch and Ryan are joined by Patron Member Brad Johnston. Ryan recently purchased a 2024 Harley-Davisdon Street Glide and with it came a Harley Owners Group (HOG) membership. It's been ten years since Ryan bought a new bike. He didn't keep his HOG membership going from the new biker…

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

3M 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

2M 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

3M 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…

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