Show Notes
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. ________________________ Thanks to our Sponsor AlphaSenseThis 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.
More from The Rules of Investing
Last time veteran property invesrtor Andrew Parsons joined The Rules of Investing, he warned that Australia had its head in the sand on the prickly issue of housing. Fast forward two years, and affordability and the supply of new housing remain unresolved. In this episode, Parsons breaks down the state of the property cycle and where Resolution Capital is identifying the strongest structural demand. He also shares a candid view on the challenge of affordable housing, which he says isn't unique to Australia.
Dr David Allen from Plato Investment Management examines how behavioural biases shape investment decisions. His presentation covers overconfidence, the hot hand fallacy, loss aversion, anchoring, base rates, herding and confirmation bias. Topics include:
A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure. Speakers:
The winds of change are upon us. The forces currently shaping Australian and global markets feel more whipsaw and shape-shifting than ever before and investors today must contend with a far broader set of variables. As Livewire’s Chris Conway put it: "When I was coming up, admittedly many moons ago in markets, there was only three things that you needed to pay attention to have a handle on the macro, and that was inflation, interest rates, and growth. Now we have to worry about policy mistakes, housing, AI, deglobalisation and US exceptionalism, to name but a few." So is it the same game with more moving parts, or is it genuinely more complex? That’s the question we put to our panellists at Livewire Live:
5 Shocking Predictions brings together bold investment forecasts spanning Australian shares, bonds, Chinese technology, geopolitics and energy. The presentations explore: