Where Australia's best investors share unmissable insights, context, and education on today's investing world.
Sydney, Melbourne, Perth
Joined April 2013
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“Investors have forgotten how to invest in businesses" - Jun Bei Liu explains why that’s creating rare opportunities in quality compounders. livewiremarkets.com/wires/au…
Fidelity’s global PMs on whether AI can pay its own way in 2027 and four stocks they like that sit outside the AI trade. livewiremarkets.com/wires/ea…
From the roaring twenties to the AI revolution, Whitefield's Angus Gluskie discusses CBA, market cycles and his optimism for Australia. livewiremarkets.com/wires/10…
NextDC's share price collapse has exposed an uncomfortable reality for AI investors. Henry Jennings explains why the worst may not be over. livewiremarkets.com/wires/ni…
The question income investors should consider as essential to their research. livewiremarkets.com/wires/ar…
Bell Potter's Rob Crookston on the asset allocation decisions that actually move the needle. livewiremarkets.com/wires/wa…
VanEck's GOAT ETF looks at hundreds of global stocks. Here's what it's been buying and selling. livewiremarkets.com/wires/wh…
With bond yields potentially peaking, James Gerrish sees a market shift that could favour two ETFs over traditional S&P 500 exposure. livewiremarkets.com/wires/is…
The number of Australians that are in what the super industry’s regulator calls “unsustainable funds” has increased to more than 1 million. livewiremarkets.com/wires/ar…
Uranium producers are in the sights, but it's a struggling market darling that tops the list. livewiremarkets.com/wires/in…
Token usage for Chinese AI models is surging. JP Morgan says that doesn't mean the US models are losing but it does change the economics. livewiremarkets.com/wires/th…
DP Wealth's Andrew Wielandt unpacks our retirement survey of 1,400+ readers and shares six ETF picks spanning growth, dividends and bonds. livewiremarkets.com/wires/wh…
Fulcrum's Fawaz Chaudhry on how a complex macro and market backdrop needs careful navigating, and why the AI rally isn't done yet. livewiremarkets.com/wires/fi…
🎧 The Rules of Investing: Andrew Parsons says there is no silver bullet to solve Australia’s housing affordability crisis. livewiremarkets.com/wires/i-…
Buy Hold Sell: High returns, pricing power and balance sheet strength. Henry Jennings @henryj007 and Rudi Filapek-Vandyck @Filapek test whether these wide moats are intact. livewiremarkets.com/wires/bu…
More Australians are investing than ever before, according to the new ASX study. Here are the key takeaways. livewiremarkets.com/wires/a-…
The hedge fund veteran sees room for a strong finish to this year, but warns a key source of support for US shares is fading. livewiremarkets.com/wires/bi…
NAOS CIO Sebastian Evans names four lesser-known stocks and explains why an emptying small-cap market may be the opportunity. livewiremarkets.com/wires/4-…
