The Rules of Investing
Hosted by Chris Conway & James Marlay · 10 decoded episodes · newest Oct 2, 2026
The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.
Episodes 10
- Oct 2, 2026 · 36 minManagers look beyond crowded AI trades for global winnersThe discussion tests whether durable earnings growth and competitive advantages can outperform the market’s most popular narratives.
- Sep 30, 2026 · 32 minSoul Patts shifts from equities toward cash and creditTodd Barlow explains how higher rates have changed Soul Patts’ portfolio and why permanent capital supports a valuation-driven approach through market cycles.
- Sep 30, 2026 · 1 minLivewire Live previews Australia’s next investing debatesThe special series maps the investment questions shaping discussions on allocation, psychology, markets, megatrends, and unexpected risks.
- Sep 25, 2026 · 44 minDent sees room for equities despite late-cycle risksThe episode tests whether investors should stay exposed to expensive markets while AI spending, geopolitics and rising yields reshape the opportunity set.
- Sep 18, 2026 · 42 minVolatility widens Australia’s value-investing gapPhilipp Hofflin argues that unusually wide valuation differences and sharp market reactions are creating opportunities, while macroeconomic and AI risks complicate the case for value.
- Sep 18, 2026 · 42 minValue investors find opportunity in Australia’s fallen angelsThe discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
- Aug 28, 2026 · 60 minValue investors challenge AI-driven index concentrationThe episode examines whether benchmark concentration and AI enthusiasm are obscuring mispriced opportunities—and risks—across the wider market.
- Aug 14, 2026 · 46 minInvestors rethink diversification as inflation reshapes portfoliosThe traditional balance between equities and government bonds is under pressure, forcing investors to reconsider how portfolios manage inflation, rates and shocks.
- Aug 7, 2026 · 58 minCuriosity helps investors find tomorrow’s mega-capsThe episode examines how disciplined research can turn uncertainty across technology, energy and healthcare into long-term investment conviction.
- Jul 17, 2026 · 46 minRyder targets forced selling in overlooked small capsLauren De Zilva explains how Ryder Capital balances concentrated bets and fully franked dividends against the risks of small-company investing.