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The Rules of Investing

The Rules of Investing

By: Livewire Markets
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About this listen

 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.All rights reserved Economics Personal Finance
Episodes
  • The property assets still trading at a discount as investors chase growth

    The property assets still trading at a discount as investors chase growth
    Nov 3 2025

    Property moves in cycles, but real value lies in assets you can’t replace. Quay Global Investors’ Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographics and construction costs are reshaping real estate, and why patience remains the most underrated edge for investors.

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    Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
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    40 mins
  • The five-year test: Lev Margolin’s four-step process for finding structural winners

    The five-year test: Lev Margolin’s four-step process for finding structural winners
    Oct 29 2025

    It’s hard to know what markets will do next week, let alone next year. But what if you could identify companies that will be in a stronger position five years from now?

    That’s the approach taken by Lev Margolin, founder of System Capital, a Melbourne-based long/short strategy that’s delivered more than 22% per annum since inception. In this episode of The Rules of Investing, we unpack the four-step framework that guides his process, where he’s finding opportunities in a hot market, and the businesses he believes are quietly building long-term strength.

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    Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
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    40 mins
  • Inside the Soul Patts compounding machine

    Inside the Soul Patts compounding machine
    Oct 24 2025

    Soul Patts CEO Todd Barlow joins The Rules of Investing to unpack the firm’s merger with Brickworks, why he’s buying at cyclical lows, and how he’s positioning for the future of energy. He also shares why liquidity and humility matter when markets are running hot.

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    Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
    Show More Show Less
    34 mins
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