Cele mai bune Livewire Markets podcast-uri (2025)

1
Buy Hold Sell: Hunting for quality in ASX small and mid-caps, and 4 cracking picks 9:24

2d ago9:24

9:24

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 …

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Buy Hold Sell: 5 Aussie companies ahead of the competition (and 2 big buys) 8:35

5d ago8:35

8:35

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 …

1
Buy Hold Sell: 7 ASX names set to thrive amid lower rates 5:50

12d ago5:50

5:50

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 t…

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With more rate cuts on the way, how are the pros adjusting portfolios? 13:07

16d ago13:07

13:07

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 …

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Buy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cut 3:31

19d ago3:31

3:31

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 …

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Buy Hold Sell: With gold at $5000, where are the best opportunities? 9:47

27d ago9:47

9:47

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 th…

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Buy Hold Sell: Battery metals stocks to buy (and those to avoid) 13:36

1M ago13:36

13:36

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 …

1
Buy Hold Sell: A truckload of commodity stocks for your watchlist (including 3 buys) 14:21

1M ago14:21

14:21

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, pe…

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Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid) 5:52

1M ago5:52

5:52

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 cor…

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Why ex-20 is the prime hunting ground for ASX returns 7:59

1M ago7:59

7:59

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 ser…

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Buy Hold Sell: 7 ex-20 stocks with strong balance sheets 7:43

2M ago7:43

7:43

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…

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Buy Hold Sell: 7 ASX growth strategies with 10:56

2M ago10:56

10:56

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 cheapes…

1
Is it time to take Bitcoin seriously? 12:35

2M ago12:35

12:35

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 …

1
Buy Hold Sell: 9 ETFs & LITs to build a winning multi-asset portfolio 11:15

2M ago11:15

11:15

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 …

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Buy Hold Sell: 5 stocks with massive growth runways 7:08

2M ago7:08

7:08

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 a…

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Buy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink) 15:36

2M ago15:36

15:36

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, accord…

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Buy Hold Sell: 12 key ASX stocks and the important themes from reporting season 26:46

3M ago26:46

26:46

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 …

1
Buy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore) 9:11

3M ago9:11

9:11

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 t…

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Buy Hold Sell: 3 underrated dividend stocks for steady income (and two to skip) 7:36

3M ago7:36

7:36

If property investing is all about location, location, location, then equity yield is all about consistency, consistency, consistency. Yes, investors want a suitable level of yield but the smart ones are willing to relinquish some of that level for a higher degree of consistency. Not convinced? Well, Livewire's Carl Capolingua wrote a wire last yea…

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Where to find above-market income on the ASX – plus two standout picks 15:16

3M ago15:16

15:16

Traditionally, investors who have wanted yield have needed only to look at what a company has paid in the past and the consistency with which they have paid it in order to construct a fairly high-yielding and robust portfolio. But with share prices surging and earnings not growing as fast, it's not so simple anymore. Take the poster child for the m…

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Buy Hold Sell: 7 stocks for market-beating dividends 9:07

3M ago9:07

9:07

With the stock market surging to all-time highs and the rally being driven by a narrow slice of the market, one of the unwelcome outcomes has been a falling average yield on the ASX. It currently sits well below 4% for the All Ordinaries - about the long-term average - as seen on the chart below. As most of you would know, every year we conduct a s…

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Buy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers) 6:57

3M ago6:57

6:57

Sales growth is one of the most important metrics when evaluating growth stocks. Let's face it: it's hard to be a growth company if you're not constantly selling more products and services to consumers. Companies with strong sales growth demonstrate market demand, expansion potential, and the ability to capture a larger share of the industry, and i…

1
Growth stocks are all the rage - here's how to pick the best of the bunch (and 2 ASX examples) 9:17

3M ago9:17

9:17

Whether you’re an experienced investor or just starting out, identifying stocks with the potential for significant long-term growth is both an art and a science. Growth stocks have historically been some of the biggest wealth creators in the market, but finding the right ones requires careful analysis, patience, and let's face it, a bit of intuitio…

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5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list) 9:17

3M ago9:17

9:17

Last year saw markets rally strongly, powered primarily by growth stocks. Aside from some volatility earlier this week, that bullish trend has continued this year, with growth stocks again leading the way. As most of you would know, every year we conduct a survey as part of our Outlook Series, where we ask a host of questions, including “What is yo…

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10 "sleep at night" stocks to help your portfolio weather any storm in 2025 10:20

4M ago10:20

10:20

Legendary investor Warren Buffett once quipped: “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” By the Oracle of Omaha’s standards, most of us are a bit ignorant, and gladly so, relishing the “free lunch” that diversification provides. But what if you didn’t have that option? What if you were…

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Caution! 11 stocks on the ‘avoid’ list for 2025 10:16

4M ago10:16

10:16

Everyone is hunting for the next big winner in the stock market, but sometimes it pays to go back to basics. Where is a better place to start than by drawing on the wisdom of the Oracle of Omaha, Warren Buffett? Buffett is famously quoted as saying his first rule of investing is "never lose money". After all, compounding your capital is much easier…

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Don't count 'em out: 12 contrarian calls that may just surge in 2025 11:43

4M ago11:43

11:43

Sometimes, the best investment ideas are the ones that either no one thinks of or the herd has left for dead. Two years ago, Australian property trusts finished the year down 20% as the fastest interest rate hiking cycle in 40 years left a scarring impact on valuations. But if you were, to paraphrase Warren Buffett, being greedy and buying up REITs…

1
10 industries and 17 stocks poised to break out in 2025 13:08

4M ago13:08

13:08

Move over big tech, there are more opportunities in town. After starting 2024 with earnings downgrades for a range of sectors and a slowdown in consumer spending, it was a bumper year for a number of sectors. Consumer discretionary was one surprise winner, with well-positioned brands like JB Hi-Fi and Nick Scali taking charge. Australian banks faci…

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The #1 growth stocks set to explode in 2025 11:56

4M ago11:56

11:56

The name Thomas Rowe Price Junior should have been consigned to the investing scrap heap. Born in 1898, Price’s career was just hitting its stride as the Great Depression hit and hit hard. At the time, he was the head of investment for the broking firm MacKubin, Legg and Co., but instead of developing great hate for markets, he fell even more in lo…

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Buy Hold Sell: 3 nice stocks and 2 on the naughty list for 2025 11:54

5M ago11:54

11:54

Anyone with children or grandchildren will no doubt have said at some point, "You'd better be good so that you end up on Santa's 'nice' list." Of course, the inference is that nice children get more presents. So, in the spirit of Christmas, this latest episode of Buy Hold Sell saw Henry Jennings from Marcus Today and Hugh Dive from Atlas Funds Mana…

1
2024 has been a cracking year for ASX investors. What's in store for 2025? 14:20

5M ago14:20

14:20

Every year, there are a couple of critical investment decisions that investors need to get right in order to set themselves up for a good year. These big decisions often trump stock picking or catching the latest fad at the right time. Rather, they are fundamental to giving yourself a fighting chance of outperforming. This year, if you did nothing …

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Buy Hold Sell: 5 dogs of 2024 tipped to rebound in 2025 7:40

5M ago7:40

7:40

The end of the year naturally brings a time of reflection. We collectively get a moment to breathe and reflect on our family, friends, and work. For those who play Mr. Market's game, we also invariably run a critical eye over our portfolios and make some decisions on what to keep and what to turf like four-day-old Christmas leftovers. Shedding the …

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Buy Hold Sell: 3 ASX stocks the market loves (and 2 that are flashing red) 6:02

6M ago6:02

6:02

Every now and then, a company captures the attention of the entire market. Like lightning in a bottle, these companies are typically doing something innovative, disruptive and, more often than not, something that was previously considered impossible. The narrative around the company fuels the share price, and vice versa, and provided earnings keep …

1
Could these 2 stocks become the ASX's next 10-baggers? 7:42

6M ago7:42

7:42

Ahh, the mystical 10-bagger. A stock that has delivered its investors a 10x return on their initial investment. Initially coined by legendary investor Peter Lynch, who was a fan of discovering undervalued stocks with sustainable and attractive earnings per share growth, a love of 10-baggers saw Lynch's Magellan Fund achieve a 29.2% average return o…

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Buy Hold Sell: 5 of the ASX's fastest growing small caps 6:43

6M ago6:43

6:43

Small caps are nimble, fast-growing companies that punch well above their weight when it comes to delivering returns. Small caps may not have the size and scale of their large-cap counterparts, but that’s exactly what makes them so exciting. These companies are often innovators or disruptors, capturing niche markets and delivering rapid growth as t…

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Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does) 5:34

6M ago5:34

5:34

Traditional long-only investors, who don't tinker with their cash levels much, typically participate in all of the market's upside when it is flying and all of its downside when it's not. Markets typically increase over time, so this is a perfectly acceptable way to invest. Long/short investors, however, can also profit when markets fall—but that's…

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Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors 16:30

6M ago16:30

16:30

One key function of long/short fund managers is to compare similar companies and trade them against each other. These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics. Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker…

1
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks 6:21

6M ago6:21

6:21

Lithium darling Pilbara Minerals has overtaken Flight Centre as the most-shorted stock on the ASX. After what seems like years at the top of the list, the travel company has dropped down to the 30th most-shorted stock on the ASX - with a short interest of 5.75%. Today, only two of the 10 most-shorted stocks are not miners - while out of the top 20,…

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Buy Hold Sell: 5 stocks with controversial leaders 11:47

6M ago11:47

11:47

Locally, founder-led businesses have been making headlines for all the wrong reasons. Take the downfall of Australian tech billionaire Richard White of WiseTech Global, for example, or the tax scandal claims circling Mineral Resources' Chris Ellison. On the global stage, founders can be far more divisive. Elon Musk is now being sued by Philadelphia…

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Trump v Kamala: What a win for either party will mean for markets 17:56

7M ago17:56

17:56

We are only a week away from the US election - and it's arguably still anyone's guess who could win. Currently, betting markets have former US President Donald Trump at a 59% chance of winning a second term next week. That's despite Democrat nominee Kamala Harris leading in some of these same betting polls just one month ago. So, what would a Trump…

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Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates 7:57

7M ago7:57

7:57

With the US Federal Reserve cutting its cash rate by 50 basis points in September, Fitch Ratings predicts that the upper US federal funds target will fall to 4.5% by the end of the year, 3.5% by the end of 2025, and 3.0% by June 2026. Meanwhile, JP Morgan expects the Fed will cut by another 50 basis points in November. Looking out over the next few…

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Buy Hold Sell: 5 founder-led companies on the rise 6:47

7M ago6:47

6:47

Founder-led companies typically outperform their peers over the long term. Driven by a strong alignment of interest, a founder's long-term focus, and emotional dedication to a business's success, companies with founders at the helm are seen to be a safer bet than those with hired suits. Take Milford Asset Management, for example, which found the th…

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Hall of Fame Special: How two of Australia's best invest 20:51

7M ago20:51

20:51

With decades of experience under their belts, it's fair to say that Ellerston's Chris Kourtis and Airlie's Matt Williams know a thing or two about investing. While their styles differ quite widely - Chris is a contrarian and Matt's all about quality and solid balance sheets - they both have their eyes keenly focused on their next opportunity. Inter…

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Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas 10:25

7M ago10:25

10:25

Each year, a fund manager is added to the Hall of Fame. It's an illustrious list, including only the best of the best Australian funds management talent - the likes of Olev Rahn, Kerr Neilson, Peter Morgan, Anton Tagliaferro, Catherine Allfrey and more. Given another name will be added to the list later this month, we've called on the big guns - Ha…

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Buy Hold Sell: Copper's time has finally come (and 2 big buys) 11:35

7M ago11:35

11:35

For years, experts have predicted a coming surge for copper. BHP, for instance, believes that copper demand will grow by around 70% to over 50 million tonnes (Mt) a year by 2050. For context, the total copper demand in 2023 was 31 million tonnes. But copper prices haven't really gone anywhere over the last three years - sitting at around the mid-US…

1
Buy Hold Sell: 5 uranium stocks as prices bottom out 9:59

8M ago9:59

9:59

Uranium prices have cascaded 23% since hitting a high early in the year, now trading at around US$81/lb. However, Argonaut's David Franklyn believes this is a "pretty good long-term price" - arguing that while demand growth will be substantial, supply will eventually kick in. Despite that, some of the ASX's uranium darlings have still had a pretty …

1
Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks 8:34

8M ago8:34

8:34

Gold prices are trading at all-time highs, with the yellow metal soaring more than 38% over the last 12 months alone. The "safe haven" commodity's price has been driven by continued economic uncertainty, rising geopolitical tensions, a weakening US dollar, and net purchases of gold by global central banks - particularly emerging market central bank…

1
Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years 5:42

8M ago5:42

5:42

Investors love a dividend. Not only do they help provide investors with passive income during even the rockiest periods in markets, but they also make up a significant portion of Australian investors' total return over the long term. While the current outlook for dividends for the Aussie market may not be super hot, some stocks are boosting their d…

1
Buy Hold Sell: How to maximise your income on the ASX 9:45

8M ago9:45

9:45

Let’s face it: We’re all capable of being mesmerised by headlines. Whether it's a cracking headline on Livewire or an attractive headline price at the shops ($199 is always more appealing than $200), we’re often reluctant to read the fine print or understand what’s going on beneath the surface. But that reluctance can get you into trouble, particul…

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Buy Hold Sell: 5 stocks slashing their dividends 6:46

8M ago6:46

6:46

While the August reporting season was mixed itself, the dividend outlook isn't so rosy. Companies are hoarding their cash, with the payout ratio of the Australian market falling from 62% pre-COVID to 53% today, according to Martin Currie. The dividend yield for the Australian stock market has also fallen in recent years, with the All Ords now yield…

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