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Вміст надано Livewire Markets. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Livewire Markets або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Buy Hold Sell, by Livewire Markets
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Вміст надано Livewire Markets. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Livewire Markets або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Вміст надано Livewire Markets. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Livewire Markets або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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When it comes to small caps, investors tend to fall into two camps: those who see risk and those who see opportunity. With a small-cap comeback underway, the latter camp might just be onto something. While this part of the market can be volatile and under-researched, it’s also fertile ground for stock pickers with a sharp eye and thick skin. In this episode of Buy Hold Sell, Livewire’s Anna Dadic is joined by Matt Griffin from Maple Brown Abbott and Luke Laretive from Seneca Financial Solutions to uncover where they’re spotting value in today’s small-cap landscape. From sector-level trends to the traits that separate a potential winner from a flop, these two fundies share how they’re navigating a dynamic market full of hidden gems and hopefuls. We put three small-cap names under the microscope, with our guests weighing in on which ones still have room to run and which might have already had their moment. They also each share a high-conviction pick they believe could outperform over the next 12 months. This interview was filmed on Wednesday 8 October 2025.…
This year's NRL Finals have been dominated by the players with the magic touch showing up when needed. But which companies are doing the same thing on the ASX? Who are the real MVPs and who are the also-rans? In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to offer their verdicts on the companies showing strong game management and delivering on the big stage. Our guests also bring the ASX innovator they think has a winning strategy right now. Please note, this episode was filmed on Wednesday, 24th September 2025.…
This episode was filmed Wednesday, 24th September 2025. The siren might have sounded on another AFL season, but when it comes to markets, the game next stops. With the ASX trading near record highs and valuations stretching common sense, investors are asking the big question: how do you protect the scoreboard when conditions turn tough? As the saying goes, attack wins you games, but defence wins you titles. And while growth stocks often grab the spotlight, low-volatility names and reliable portfolio ballast can be just as crucial for staying in the match when momentum shifts. So in this episode, we’re drawing up our own starting lineup of ASX defenders. Which stocks deserve a place in your portfolio’s backline, and which ones should be left warming the bench? Joining Livewire's Tom Stelzer to make the calls are from Blackwattle and Brenton Saunders from Pendal, who put three ASX names under the spotlight. They also share their best defensive stock picks for when markets get choppy.…
Growth stocks by definition are going to run hot from time to time, but as the old saying goes: form is temporary, class is permanent. In a year that's seen a surprisingly resilient stock market, some names have taken the ball and run with it. But it's where they go next that matters. In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Tim Riordan from Blackwattle and Brenton Saunders from Pendal to analyse some of the ASX's current star performers and see whether they can maintain that form going forward. They also throw up the ASX growth stock they think can continue to kick goals over the next 12 months. Please note this episode was filmed on 24 September 2025.…
1 Buy Hold Sell: 3 ASX names moving from promise to profitability (and 2 that might not make it) 6:45
Facebook (now Meta) founder Mark Zuckerberg coined the phrase “move fast and break things” – a catchy motto designed to celebrate speed and experimentation. But as investors know, speed counts for little if a company can’t cross the Rubicon from potential to profitability. That’s the real test: turning hype into hard dollars. Profitability is the finish line, and plenty of flashy contenders never make it across. In this episode of Buy Hold Sell , Livewire’s Chris Conway is joined by Martin Hickson (1851 Capital) and Steve Johnson (Forager) to zero in on a clutch of ASX names either approaching that threshold or already beyond it. Which businesses are set to graduate from promise to performance – and which are still running on fumes, with more buzz than balance sheet? For good measure, both guests also reveal one stock they believe is presently offering more hype than substance. Please note this episode was filmed on 10 September 2025.…
We all love a compelling growth story, but how do you tell whether you're buying substance or sizzle? In this episode, we’re diving into one of the most exciting - and sometimes most dangerous - areas of the market: innovation. It’s a word that gets thrown around a lot, but how do you tell the difference between a company with a slick marketing pitch and one that’s genuinely building something transformative? To unpack this, Livewire's Chris Conway is joined by Steve Johnson from Forager and Martin Hickson from 1851 Capital. Johnson and Hickson share what innovation means to them, the traits that set true disruptors apart, and the red flags that suggest hype over substance. They also cover how to assess competitive moats, and what metrics matter when profitability hasn't quite yet arrived. Of course, it wouldn't be an episode of Buy Hold Sell without some stock ideas, so the guests each share an ASX innovator that is underrated and the market might be missing, as well as the best innovator across any market cap segment. Please note this episode was filmed on 10 September 2025.…
It's September, and that means football finals - time to separate the contenders from the pretenders, as they say. It's no different when hunting for opportunities on the ASX, particularly when it comes to the innovators - those companies pushing boundaries, reshaping industries, and trying to become the market leaders of tomorrow. But as every investor knows, backing innovation isn’t as simple as spotting a good idea. For every success story like Pro Medicus or Life360, there are countless others that never quite make the leap, leaving investors nursing losses. So how do you tell the difference between a genuine innovator and a pretender? And what signals should investors look for when trying to back the next big thing? To answer those questions, Lvewire's Chris Conway is joined by Martin Hickson from 1851 Capital and Steve Johnson from Forager. Together, they run the ruler over a handful of ASX innovators. For good measure, each guest shares a disruptor they are backing that has massive upside potential - provided they can nail it. Please note this episode was filmed on 27 August 2025.…
Reporting season already feels like a lifetime ago, given how fast markets are moving these days, but some results - both good and bad - will have a lasting impact. A great set of results and positive share price reaction can reset a company's trajectory, both operationally and in the minds of investors. Suddenly, a middling company with a middling share price can look like a world-beater - though with that comes greater expectations. On the other hand, market darlings can turn into pumpkins almost in an instant, with momentum and share prices derailed in equal measure. In this episode of Buy Hold Sell, Livewire's Anna Dadic speaks with Ben Rundle (Hayborough) and Joe McCarthy (Elston) to unpack some of the most painful results from the season. For balance, they also each highlight a standout winner that they believe can kick on over the next 12 months. This episode of Buy Hold Sell was filmed 27th August, 2025.…
Reporting season is always full of surprises, and this one didn’t disappoint. Some companies smashed expectations, sending share prices soaring, while others stumbled badly and left investors wondering what went wrong. And then, of course, there were the quiet achievers, delivering solid results without making much noise. To help us cut through the chaos, Livewire's Anna Dadic is joined by Ben Rundle from Hayborough Investment Partners and Joe McCarthy from Elston Asset Management. Together, they examine the key themes from the season, including some of the best, worst, and under-the-radar results, and - perhaps most importantly - whether they are making any portfolio adjustments. Strap in, there's plenty to cover. Please note this episode was filmed on 27 August 2025.…
While the aggregate numbers suggest this August reporting season hasn’t been as volatile as previous ones—at least when looking at average share price moves on beats and misses—several big-name stocks have experienced outsized reactions. CSL, Woolworths and James Hardie were punished, while Coles, Brambles, and REA Group fared far better. Such sharp swings among large-cap “reliable” names have made the season feel more unpredictable than usual, particularly since these are the stocks investors typically buy for stability. They are also companies that dominate headlines and, understandably, get a lot of coverage. However, that also means that there are likely many companies beyond the headlines that delivered solid results, which the market might have overlooked. In this episode, Livewire’s Anna Dadic is joined by Ben Rundle from Hayborough Investment Partners and Joe McCarthy from Elston Asset Management to run the ruler over three ASX names that quietly delivered strong results. For good measure, they each nominate another stock that may have flown under the radar —one they believe offers a compelling buying opportunity. Please note this episode was recorded on 27 August 2025.…
Despite having a world-class healthcare industry and some equally impressive companies, the ASX healthcare sector has been code blue over the last 12 months and is in dire need of a defibrillator. The sector has been the third-worst performer over the period, down around 2%. So, what gives? Well, COVID didn't help, and healthcare companies have never been 'cheap' historically, but it does beg the question - is the sector due for a turnaround? And, far more importantly, as it concerns Buy Hold Sell, which stocks could lead the charge? To help answer those questions, Livewire's Chris Conway was joined by David Wilson from First Sentier Investors, and Matt Williams from Airlie Funds Management. Not only do the guests run the ruler over a handful of healthcare names, but they also each identify one healthcare company they believe is set for a big year ahead. Please note this episode was recorded on 30 July 2025.…
There’s something stirring in the ASX property sector. With interest rates finally trending lower, the landscape for real estate investment is beginning to shift. Cheaper financing, improving asset valuations, and a potential tailwind for yield-focused investors all mean that property stocks are starting to look a lot more compelling. While they’ve been out of favour in recent times, could we now be witnessing the early signs of a comeback? In this episode of Buy Hold Sell, we’re diving into the world of listed property - from retail to residential, industrial to office - to uncover where the best opportunities might lie. To help make sense of it all, host Chris Conway is joined by two top investors who’ve seen more cycles than most: Matt Williams from Airlie Funds Management and David Wilson from First Sentier Investors. Together, they run the ruler over three ASX-listed property stocks and discuss the macro forces driving the sector. For good measure, Matt and David also name a property play (or two) they like right now. Please note this episode was filmed on 30 July 2025.…
There has been a lot of focus on the banks over the past 12 months, and fair enough. Commonwealth Bank (CBA) has traded more like a growth stock, and its unexpected trajectory has warped not only its valuation but those of its peers. Whilst debate about the reasons for CBA's rally rages on, investors might do well to remember that the ASX financials sector comprises more than just the Big Four - hard to believe, we know. With that in mind, we've brought in the big guns to run the ruler over the other parts of the financial sector, including insurers and platform businesses. Joining host Chris Conway are Airlie Funds Management's Matt Williams and First Sentier Investors' David Wilson. Together, they talk about the opportunities beyond the banks, run the ruler over three other key financial stocks, and each share an ASX name they particularly like in the space. Oh, and just because we couldn't help ourselves, they also share whether any of the Big Four look appealing right now. Please note this episode was recorded on 30 July 2025.…
With the headline yield for the ASX 200 now sub 4%, generating a decent yield from equities has become more challenging in recent years. There are a couple of factors investors can screen for, however, to make the task a little easier. First and foremost, make sure to look for companies with an above-market yield – otherwise, you might as well just buy the market. In this case, the line in the sand is 4%. Secondly, look for companies whose consensus estimates suggest they will at least maintain, if not grow, their dividends over the next two years. As we all know, there is no point getting 8% one year, and then no dividend the following year – income investors crave consistency. So, with those simple but powerful guardrails in place, Livewire’s James Marlay is joined by Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management to run the ruler over a handful of stocks that meet the criteria. For good measure, they each share a name that they like for its above-market yield and expected consistency in coming years. Please note this episode was filmed on 16 July 2025.…
In this income-focused episode of Buy Hold Sell, to celebrate Livewire’s 2025 Income Series kicking off, we’re tackling one of the most beloved - and fiercely defended - corners of the Australian market: fully franked dividends. To help make sense of the dividend landscape in 2025 and beyond, Livewire’s James Marlay is joined by two seasoned pros: Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management. Together, they explore where the best income opportunities lie, what traps to avoid, and how to hunt for companies that deliver both yield and capital growth. You’ll hear why traditional dividend darlings like CBA and Wesfarmers might not be pulling their weight anymore, why payout ratios matter more than ever, and how franking credits can offer crucial insight into a company’s financial health. Plus, we get their verdicts on some of the most consistent dividend payers on the ASX – including Soul Patts, Charter Hall, and Steadfast Group - before each guest shares their top pick for income in 2025. If you’re serious about dividends, you won’t want to miss this one. Please note that this episode was recorded on July 16, 2025.…
Investing is rarely black and white, but one of the most enduring debates in equity markets is this: Do you chase the proven performers at a premium, or take a punt on the underpriced underdogs? In this episode, we’re putting that question to the test. Joining Livewire's Chris Conway are two seasoned portfolio managers, Hamish FitzSimons of AllianceBernstein and Dougal Maple-Brown from Maple-Brown Abbott. Together, they explore some of the ASX’s most closely watched names across key sectors, including banks, miners, healthcare, and consumer staples. But there's a twist. For each 'quality' name, Hamish and Dougal will assess the company in classic Buy Hold Sell style. Then, they’ll weigh up a potential 'value' alternative and tell us whether they prefer it. Which names offer true long-term defensiveness? Which ones are still too expensive despite recent drawdowns? And which cheaper stocks have what it takes to close the gap? Please note this episode was filmed on 2 July 2025.…
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Buy Hold Sell, by Livewire Markets
With the ASX hovering near all-time highs, you’d be forgiven for thinking the value train has left the station. But is that really the case? Or are there still pockets of opportunity hiding in plain sight? In this episode of Buy Hold Sell, we dig into whether there’s any genuine value left in the market, and where two leading investors are finding it. Dougal Maple-Brown from Maple-Brown Abbott and Hamish FitzSimons from AllianceBernstein share their philosophies, the must-have traits of a value stock, and what sectors they’re eyeing right now. Plus, they name one stock to avoid - and one they’re buying.…
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Buy Hold Sell, by Livewire Markets
No matter which factor you like, clear-cut winners are hard to find. Why? Because quality is rarely cheap and value can be anything but. So in this episode, we're going to keep it simple by running the ruler over five ASX names with strong balance sheets. These are companies that boast robust financial foundations: low debt, consistent cash flows, and disciplined capital management. Such businesses typically not only weather economic storms but often emerge stronger on the other side. But that does not mean they are automatic 'buys' if the valuation doesn't stack up. Applying their respective lenses are Dougal Maple-Brown from Maple-Brown Abbott, and Hamish FitzSimons from AllianceBernstein. For good measure, they also share one ASX name that they like right now. Please note this episode was filmed on 2 July 2025.…
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Buy Hold Sell, by Livewire Markets
We’ve crunched the numbers from Livewire Markets and Market Index to uncover the most-searched ASX stocks over the past 12 months, and now it’s time to put them under the microscope. As you'd expect, big-name favourites lead the pack. But behind the ticker symbols are stories full of surprises, challenges, and potential - and that’s where the real insight begins. Joining guest host Grady Wulff are two of the sharpest (and most entertaining) minds in the market: Henry Jennings from Marcus Today and James Gerrish from Market Matters . Together, they weigh in on what’s driving investor interest and whether these companies still have room to run. And to top it off, Henry and James each reveal one innovative stock they believe could make serious waves in FY26. It’s fast, it’s fun, and it’s not to be missed. Please note this episode was filmed on 18 June 2025.…
FY25 has been anything but dull. From sharp market pullbacks and the ripple effects of global trade tensions, to geopolitical flare-ups and wild swings in commodity prices - there’s been no shortage of drama. Yet, despite the volatility, markets have remained surprisingly resilient, with the ASX 200 now flirting with all-time highs. So, what have investors learned? What caught them off guard? And more importantly, how should they be positioning for FY26? In this episode, we’re taking stock of the past 12 months whilst also looking to the future. To help us unpack the biggest surprises, wins, and lessons from FY25 - and uncover where the smart money might be heading next - guest host Grady Wulff is joined by two of Australia’s sharpest market minds: Henry Jennings from Marcus Today and James Gerrish from Market Matters. From their best (and worst) investment calls to the sectors they’re backing for FY26, the biggest risks still looming on the horizon, and a stock they are each backing for the year ahead - this is one episode you don’t want to miss.…
The end of the financial year is more than just tax time. It's a time to reflect on your portfolio, sort the winners from the duds, and make some informed decisions about how to position for the next 6-12 months. Invariably, there will be some stocks in your portfolio that have crushed it, and some that you wish you'd never bothered with. Against that backdrop, we’re taking a look at some of the best and worst performers in the ASX 200 - based purely on share price performance over the past 12 months - and asking the big questions: can the market’s high fliers keep climbing in FY26? And is opportunity hiding in the rubble of this year’s worst performers? To help us separate the traps from the turnarounds, guest host Grady Wulff is joined by two of Australia’s most respected market commentators - James Gerrish from Market Matters and Henry Jennings from Marcus Today. Whether you’re hunting for momentum or bargain buys, this episode will give you expert insights into what’s hot, what’s not, and what might be next. Please note this episode was filmed on 18 June 2025.…
While the top end of town tends to steal the spotlight, real innovation often happens in the small and mid-cap space. From nimble fintech redefining how we bank to next-gen healthcare firms disrupting traditional delivery models to tech-savvy logistics players streamlining operations, there’s a new wave of challengers taking on the incumbents. These companies may not yet be household names but many are leveraging technology, unique business models, or sharp customer focus to punch well above their weight. And in a market where growth is increasingly hard to come by, they offer investors a compelling, if sometimes risky, alternative. So, how do you sort the genuine disruptors from the hype machines? Which companies have the vision, execution, and balance sheets to go the distance, and which are more likely to fizzle out? Joining Livewire's Chris Conway to break it all down are Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital. Together, they put three emerging challengers under the microscope. For good measure, they also name their favourite disruptor they are backing right now.…
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Buy Hold Sell, by Livewire Markets
It’s easy to forget that many of today’s ASX blue chips – household names like CSL, REA Group and WiseTech – started life as small-cap stocks. While they may have flown under the radar at the time, patient investors who could spot their potential early on have been handsomely rewarded. In this episode, we’re diving into the world of small caps, where volatility runs high, but the rewards can be even higher. More specifically, we’re exploring how to separate the true long-term compounders from the companies fueled by hype, rather than fundamentals. Which business models are built to last? Which leaders have the vision and execution to deliver real growth? And what signs suggest a small company could one day play in the big leagues? To help us tackle these questions, Livewire's Chris Conway was joined by two seasoned investors who know the small-cap landscape inside and out: Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital Management. For good measure, they each share an ASX name they are backing to become the next big thing. Please note this episode was filmed on 7 May 2025.…
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Buy Hold Sell, by Livewire Markets
Equity investors, quite rightly, are looking beyond large caps for opportunity. There's only so much Commonwealth Bank and Magnificent 7 you can have in a portfolio before things start to look top-heavy. But moving down the market cap spectrum does not have to equal higher risk - not if you know where to look. Whilst small-cap names are often under-researched and overlooked, this can create opportunities for outsized returns. The key is to have a process for unearthing the mispriced or underappreciated gems. So, in this episode, Datt Capital’s Emanuel Datt and Yarra Capital’s Michael Steele share what they are looking for when mining the small-cap space, before putting their method to the test by analysing three small-cap names. For good measure, they each share a diamond in the rough small cap that they are backing right now. Please note this episode was filmed on 7 May 2025.…
With Livewire’s inaugural Growth Series in full swing, special guest host - CommSec's Tom Piotrowski - is back in the chair for another round of Buy, Hold, Sell. This time he's asking the big questions, including what the key risks are for ASX growth companies today, and how professionals manage downside when the inevitable arrives. Answering those questions are Ellerston’s James Barker and Ausbil’s Andrew Peros. Tom also quizzes them on past growth investments that exceeded expectations, and which early-stage indicators they pay most attention to. And that's all before we get to the traditional Buy Hold Sell fare, running the ruler over five overlooked growth stocks. Are they misunderstood, or has the market ditched them for a reason? If you love growth investing, don't miss this bumper episode. , investors piled into early-stage lithium hopefuls. This episode was filmed 21 May, 2025…
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Buy Hold Sell, by Livewire Markets
With Livewire’s inaugural Growth Series kicking off next week, we’re bringing you a special series of Buy Hold Sell focused on growth stocks. Against the backdrop of an incredibly volatile macro picture, punctuated by Trump’s flip-flop on tariffs, we explore how growth investing is being reshaped in real time. Known for punching above our weight on many fronts, we also uncover the sectors and industries where Australia has a competitive edge. That’s all before we deliver what Buy Hold Sell is best known for, running the ruler over three stocks that are on the move as well as two growth ideas our experts reckon the market is overlooking. To help navigate this bumper episode, special guest host Tom Piotrowski from Commsec is joined by Ellerston’s James Barker and Ausbil’s Andrew Peros. Don’t miss the insights as we set the scene for a journey through growth investing over the next couple of weeks. This episode was filmed 21 May, 2025…
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Buy Hold Sell, by Livewire Markets
There are myriad benefits for companies with powerful earnings potential. So, which ASX companies have such earnings potential, and are they currently priced correctly? To answer those questions, Livewire's Anna Dadic is joined by Will Granger from Airlie Funds Management and Marc Whittaker from IML. In this episode, they analyse three ASX companies exhibiting strong earnings that are set to grow in the future. For good measure, they each outline the bull case on one company they believe has significant earnings upside. Please note this episode was filmed on 7 May 2025.…
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Buy Hold Sell, by Livewire Markets
When you're looking to buy something, one of the first things you ask is: what's the quality like? No one wants something that’ll fall apart or blow up in their face. One of the big bugbears is reliability - most people want something that’s built to last when they’re putting their money into it. Same goes for stocks. The word quality gets bandied around a lot, and while there’s a broadly accepted definition, it can mean different things to different people. Different strokes for different folks. To unpack what it means for those hunting in the small and mid-cap space, Livewire's Anna Dadic is joined by Will Granger from Airlie Funds Management and Marc Whittaker from IML. In this episode, they will discuss why quality becomes so significant in market turbulence and share their current favourite high-quality small and mid-cap stock names. Please note this episode was filmed on 7 May 2025.…
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Buy Hold Sell, by Livewire Markets
When markets take a dive like they did recently, the use of the word "quality" increases dramatically. Suddenly, everyone is hunting quality stocks that can withstand whatever is being thrown at them by the economy and by the market. But what exactly is quality? Well, it has many faces, but companies with strong financial metrics, like high return on equity and strong competitive advantages, are high on the list. So, which ASX companies exhibit these traits and how do the pros rate them? To answer those questions, Livewire's Anna Dadic was joined by Will Granger from Airlie Funds Management and Marc Whittaker from IML. In this episode they analyse five ASX names that fit the bill and each outline the bull case on one company they believe is set to thrive. Please note this episode was filmed on 7 May 2025.…
The RBA meets next month, with the decision due on 20 May. Regardless of what happens with the election and despite this week's slightly hotter-than-expected inflation print, a rate cut is "locked in" according to Westpac. Many in the market agree. And whilst some believe it is the last cut we could get for a while, the market is pricing in up to three more cuts for the rest of the year. Should these cuts materialise, there is a cohort of capital-intensive and consumer-facing businesses that could benefit from lower debt costs and increased disposable income. Of course, this outlook needs to be balanced against the reason for the cuts in the first place - a slowing economy. To help us understand where that balance lies, guest host Matthew Kidman of Centennial Asset Management was joined by Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management. Together, they run the ruler over no less than five ASX companies that could benefit from lower rates. For good measure, they share a name that they believe will be a winner in a lower rate environment. Please note this episode was filmed on 23 April 2025.…
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Buy Hold Sell, by Livewire Markets
With inflation finally heading in the right direction and Trump’s trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight. A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment? To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management. In the episode, they dig into how lower interest rates influence portfolio construction, which sectors stand to benefit, and how professionals assess the impact on capital-intensive or heavily indebted companies. They also explore the growing importance of dividends and yield in a low-rate environment, and, of course, share one rate-sensitive stock they believe the market is currently mispricing. If you’re looking to sharpen your strategy in a shifting rate environment, this episode is not to be missed. Please note this episode was filmed on 23 April 2025…
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Buy Hold Sell, by Livewire Markets
With one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast. Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall? In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy moves ripple through the ASX. They reveal which companies they believe are poised to outperform in a falling rate environment, which ones are worth avoiding, and how they’re positioning their portfolios for what could be a very different 12 months ahead. Please note this episode was filmed on 23 April 2025.…
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Buy Hold Sell, by Livewire Markets
The recent surge in gold prices has been described by some as a once-in-40-year gift for investors. It has been a perfect backdrop for the precious metal, driven by a weaker US dollar, escalating US-China trade tensions, and growing concerns about global economic stability. Gold equities have also participated in the rally, although not quite to the same extent as the underlying commodity. So, where to for gold from here and which companies are best placed to capitalise? To help answer those questions, Livewire’s James Marlay was joined by Ben Richards from Seneca Financial Solutions and Daniel Sullivan from Janus Henderson. Ben and Dan share their perspectives on the current gold market dynamics, where they are finding value amongst explorers, developers and producers, and – most importantly, which stocks they like. Please note this episode was filmed on 9 April 2025.…
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Buy Hold Sell, by Livewire Markets
In the latest episode of Livewire’s Buy Hold Sell, host James Marlay is joined by two battle-hardened commodity experts to run the ruler over one of the most volatile and recently unloved sectors of the market: lithium and battery metals. After a meteoric rise in 2021 and 2022, lithium prices have taken a sharp turn, falling significantly over the past year. This pullback has left many investors questioning whether the sector's structural tailwinds—such as electrification and the global energy transition—are still intact. Joining the conversation are Ben Richards of Seneca Financial Solutions and Daniel Sullivan from Janus Henderson Investors, who share their insights on where value is emerging and what to steer clear of. They delve into the recent price weakness, explore how far valuations have reset, and debate which companies and commodities are best positioned for a rebound. Whether you're already exposed or just lithium-curious, this episode is essential viewing for anyone trying to navigate the next phase of the commodity cycle. Please note this video was filmed on 9 April 2025.…
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Buy Hold Sell, by Livewire Markets
Recent weeks have delivered a fresh bout of volatility across global markets, driven by tariff tantrums, bending bond markets, and irritable investors. Nothing has been spared, not even commodities. Prices for iron ore have softened, copper has been smashed, and coal has continued to come under long-term pressure. But as seasoned investors know, periods of weakness can often uncover the most compelling opportunities. With that in mind, Livewire’s James Marlay sat down with two commodities specialists in Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards to pick through the rubble. They share their outlooks for key commodities, the forces shaping supply and demand, and where they’re finding value — both on the ASX and globally. Please note this episode was filmed on 9 April 2025.…
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Buy Hold Sell, by Livewire Markets
When markets turn rough, it’s often small and mid-cap stocks that wear the brunt of the pain. Take 2022, for example. While the ASX 200 slipped just 1%, the Small Ordinaries Index tumbled nearly 20%. But a falling share price doesn’t always mean a falling star - some of the greatest investment comebacks are buried beneath the rubble of a market correction. Consider Eagers Automotive, which plunged from $3.20 to below $1 during the GFC before surging above $16 with a healthy dividend yield. Or Afterpay, which collapsed to $8.01 in March 2020 only to rocket back to $70 within months. Drawdowns like these can offer bold investors serious upside, but only if you back the right names. The real opportunity lies in spotting companies with strong fundamentals and a compelling long-term outlook that’s masked by a weak share price. In this episode of Buy Hold Sell, we're joined by David Allingham from Eley Griffiths and Marcus Burns from Spheria to uncover which beaten-down stocks are primed for recovery (and which ones deserve to stay on the sidelines). You can watch or read an edited transcript of this interview here: https://www.livewiremarkets.com/wires/buy-hold-sell-3-asx-small-and-mid-cap-recovery-plays-and-2-names-to-avoid…
Of the top 20 largest and most successful US companies from the past quarter century, only three remain constituents today – Walmart, Exxon Mobil and JP Morgan Chase. Of the top 20 largest and most successful Australian companies from 2000, more than half remain as constituents, with banks and miners dominating. While our biggest companies have served us well, the lack of innovation and new entrants into the upper echelons leaves the top part of our market looking old hat compared to global peers, lacking diversification and growth potential. Fortunately, looking outside the top 20 yields a different result. The small and mid-cap space is rich with companies on the cutting edge, disrupting industries and carving out new markets. But there are also greater risks. So, how are investors to sort the wheat from the chaff? To find out, Livewire’s Vishal Teckchandani is joined by Marcus Burns from Spheria Asset Management and David Allingham from Eley Griffiths Group. They share what they look for in small and mid-caps (SMID) and, for good measure, they highlight a favourite SMID they believe has staying power. This video was recorded on 26 March 2025.…
Hunting for the next breakout small or mid-cap stock isn’t about chasing headlines or hype – it’s about backing gritty, cash-generating companies with rock-solid balance sheets and management teams bold enough to make smart decisions without constantly rattling the tin. In this episode of Buy Hold Sell, Livewire’s Vishal Teckchandani puts five high-potential ASX ex-20 stocks under the microscope with David Allingham from Eley Griffiths and Marcus Burns from Spheria – spanning homegrown global exporters to local names with serious staying power – to uncover what truly separates the standouts from the rest. Plus, each fundie reveals their top mid-cap pick – a compelling business flying under the radar that not only ticks all the boxes, but has a clear strategy to keep delivering growth. This episode was filmed on 26 March 2025.…
In investing, every basis point counts. Keeping costs low is one of the simplest ways to boost long-term returns, and some of the best-performing ETFs and LICs charge less than 0.10% in annual fees, proving that strong performance doesn’t always come with a high price tag. In this episode of Buy Hold Sell , we’re going bottom-fishing for the cheapest funds on the ASX. Joining us to break down the best rock-bottom-fee strategies are Charlie Viola from Viola Private Wealth and Adam Dawes from Shaw and Partners. Are these low-cost funds worth the hype? Let’s find out.…
Should investors start taking Bitcoin seriously, just as we should have taken tech stocks more seriously in the 2010s? Paul Tudor Jones, the billionaire hedge fund manager who famously called the ’87 crash, made a bold bet on Bitcoin in 2020. Since then, it’s surged over 1,200%. His reasoning? If beating inflation is a race, Bitcoin is the fastest horse. Yet, many investors remain sceptical. Unlike traditional assets, Bitcoin has no cash flows, no earnings, and no tangible value - making it easy to dismiss. But are we making the same mistake with Bitcoin that sceptics made with Amazon and Apple decades ago? With institutional adoption accelerating, crypto markets maturing, and Bitcoin hitting record highs (until the recent dip), the case for it as a legitimate asset is stronger than ever. Is it time to move past old biases and rethink its place in a portfolio? To break it down, we’re joined by Charlie Viola from Viola Private Wealth and Adam Dawes from Shaw and Partners. Watch, read or listen to the podcast below.…
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Buy Hold Sell, by Livewire Markets
A winning portfolio is like a championship team; star players in attack, rock-solid defense, and steady hands at the helm. In this episode of Buy Hold Sell, Livewire's Vishal Teckchandani calls on selectors Adam Dawes (Shaw and Partners) and Charlie Viola (Viola Private Wealth) to draft the ultimate lineup of listed investments. With nine ETFs and LICs - five chosen by Vishal plus two wildcards from each expert - they’re hunting for the Ricky Pontings and Emma McKeons of the ASX. Whether you seek growth, resilience, or cash flow, they’ve got you covered. Watch, read, or listen below to find your portfolio’s MVPs.…
It's every investor's dream: get in at the right time on a great growth company and ride the wave to untold riches. It might sound like a pipedream, and it is indeed hard to do, but there have been plenty of examples over the past decade. Globally, names like Nvidia, Apple, Microsoft and Google spring to mind, whilst locally names like ProMedicus and TechnologyOne fit the bill. So, how does one go about hunting these unicorns, and what are the companies right now with massive growth runways ahead of them? We're talking about names with sustainable competitive advantages, good returns on capital, strong balance sheets, and that are disruption-resistant. To help answer that question, and run the ruler over three prospective growth standouts, Livewire's James Marlay was joined by Vihari Ross from Antipodes and James Tsinidis from Munro Partners. For good measure, they also share one company they believe is destined to rise to up the growth stock leaderboard over coming years. Note: This episode was recorded on Wednesday, 26 February 2025.…
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Buy Hold Sell, by Livewire Markets
The stock market is constantly evolving but, every decade, a few megatrends reshape entire industries - creating huge opportunities for investors who spot them early. Today, AI is revolutionising everything from automation to chip design, with the global AI market projected to grow from US$207 billion in 2023 to over US$1.8 trillion by 2030, according to Grand View Research. Meanwhile, the clean energy transition, shifting demographics, and deglobalisation are rewriting economic playbooks. Getting these megatrends right isn’t just important, it can be the difference between market-beating returns and falling behind. Just look at how Amazon capitalised on e-commerce or how Nvidia surged over 3,000% in the past decade thanks to AI-driven demand. In this episode of Buy Hold Sell, we’ll break down the biggest megatrends shaping the future, explore why they matter, and discuss how investors can position themselves to ride the wave. We'll also unpack a couple that could be on the decline. To do that, Livewire’s James Marlay was joined by Vihari Ross from Antipodes and James Tsinidis from Munro Partners. For good measure, they each share a stock idea set to benefit from their favourite megatrend. Note: This episode was recorded on Wednesday, 26 February 2025.…
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Buy Hold Sell, by Livewire Markets
Whether you're a fund manager overseeing billions or a Livewire reader investing your hard-earned money, there is no better time than the end of reporting season. Firstly, because it’s bloody exhausting, and secondly, because it’s the clearest picture you will ever get of the health of corporate Australia and the shape of your own portfolio. Right now is the moment where there is the least noise, the least speculation, and the least fluff. This moment allows investors to make some intelligent decisions, with the fullest information possible, about which opportunities they want to pursue, and forgo, over the coming six months. So, what were the key themes from the season? And, more importantly, which stocks crushed it - and which got crushed? To help answer those questions, Livewire’s James Marlay sat down with James Gerrish from Market Matters and Jun Bei Liu from Tencap for this special February 2025 reporting season wrap-up of Buy Hold Sell. Note: This episode was recorded on Thursday, 26 February 2025.…
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Buy Hold Sell, by Livewire Markets
Tech companies have carved out a special place in the zeitgeist. Like Sting and Madonna, they often go by singular names and, in many cases, those names have become verbs. We don’t search online, we Google. We don’t request a ride, we Uber. Often, when companies reach such a status, there is a coalescence between their use in parlance, our use of their products in everyday life, and a sky-high share price. The question we, as investors, must seek to ask and answer, however, only concerns the latter. Is the business priced appropriately for the expected future return? That’s not so easy to do when the whole world is in love with a company, and its products are so widely used. But that’s what fund managers signed up for, and so that’s the question, amongst others, that we’re exploring in this episode of Buy, Hold, Sell, where Livewire’s James Marlay was joined by Vihari Ross from Antipodes, and James Tsinidis from Munro Partners. For good measure, Ross and Tsinidis each share a tech stock they think is so compelling you can't ignore it. Note: This episode was recorded on Wednesday, 26 February 2025.…
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