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6 February 2026
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Welcome to the fourth episode of Inside Investing.
James Marlay, co founder of Livewire Markets, and I take you inside the investing world we experience each week. Inside Investing Episode 4 features:
Please click on the podcast, and links to the articles are listed below. All Inside Investing podcasts are available on iTunes here.
Thousands of share bikes laid to rest in the south-eastern Chinese city of Xiamen. Photograph: Chen Zixiang for the Guardian
The content on Livewire complements Cuffelinks as it has a greater focus on stock picking, often sharing the ideas of prominent fund managers in an entertaining video format. Livewire publishes each day and for those of you managing your own portfolios, it can give new investment ideas and thoughts to start the day. For Cuffelinks readers not familiar with Livewire, I recommend visiting their website and registering for the daily newsletter.
In Episode #6, we discuss the Future Fund versus SMSFs, Telstra's prospects, Geoff Wilson's outlook, ETF trends, LIC reporting and the business case for the stadium rebuilds.
The weekly podcast covers behavioural economist and author Dan Ariely, an optimistic fund manager, a CIO profile, a thriving Aussie company, the Amazon impact and surprising tales from Kim Beazley.
Episode 3 focusses on the small cap rally, how to recognise good startups, Bitcoin, retirement spending, tourism, a new product misrepresenting its features and a Chris Cuffe classic from our archives.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
The latest draft legislation may be an improvement but it still has the whiff of a wealth tax about it. The question remains whether a golden opportunity for simpler and fairer super tax reform has been missed.
Your super isn’t a bank account you own; it’s a trust you merely benefit from. So why would the Division 296 tax you personally on assets, income and gains you legally don’t own?
Inflation consistently undermines wealth, even in low-inflation environments. Whether or not it returns to target, investors must protect portfolios from its compounding impact on future living standards.
Global equity markets have experienced stellar returns in 2024 and 2025 led, in large part, by the boom in AI. Which sector could be the next star in global markets? This names three future winners.
The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.
The US stock market sits in prolonged bubble territory, driven by AI enthusiasm. History suggests eventual mean reversion, reminding investors to weigh potential risks against current market optimism.