Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 227

Inside Investing, Podcast Episode #2

Welcome to the second episode of Inside Investing.

Each week, James Marlay, co founder of Livewire Markets, and I will take you inside the investing world we experience each week. We will discuss interesting conversations or conferences we have enjoyed, highlight insightful articles from both our newsletters, and share some quirky moments in the markets.

This week, Inside Investing revisits an article by Paul Keating looking at challenges for retirement planning, highlights an optimistic fund manager and checks risks investing in long duration bonds. We review the numbers behind A2 Milk’s surging share price and we highlight two quirky money stories. Tune in!

Livewire Markets 

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.

Please click on the podcast below, and links to the articles are listed under the podcast. All Inside Investing podcasts are available on iTunes here.

Links to articles mentioned

How fixed interest is undergoing profound change

Paul Keating on living longer and superannuation

Three crucial mistakes about life expectancy

Can a2 Milk's earnings match the hype?

 

  •   16 November 2017
  • 1
  •      
  •   
1 Comments
Steve Martin
November 16, 2017

Fantastic! Thanks for the insights.

 

Leave a Comment:

RELATED ARTICLES

Inside Investing, Podcast Episode #6

Inside Investing, Podcast Episode #5

Inside Investing, Podcast Episode #4

banner

Most viewed in recent weeks

Indexation implications – key changes to 2026/27 super thresholds

Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.

The missing 30%: how LIC returns are understated, and why it matters

The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.

Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.

Origins of the mislabeled capital gains tax ‘discount’

Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.

2 billion reasons to fix retirement income

A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.

Div 296 may mean your estate pays tax on assets your beneficiaries never receive

The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.

Latest Updates

Investment strategies

Putting portfolios together when the world is falling apart

Global equity markets have grown more correlated due to globalization, but this trend may reverse which boosts the benefits of cross-country diversification.

Property

Housing belongs in the inequality story

Research highlights the significant impact of excluding housing income from income inequality analysis in Australia, arguing for the inclusion of imputed rent and capital gains to provide a more accurate picture.

Exchange traded products

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Economy

Why is Aussie inflation so stubborn?

Increasing our official cash rate contrasts with almost every other developed country in the world. Canada, UK, Europe, and USA, so far, have not reversed recent cuts while their inflation issues appear to be contained.

Strategy

How to stop Australian democracy going the way of the US

Around the world, democracy as a system of government is backsliding. After more than 50 years of liberal democracy in ascendancy, democratic progress plateaued around the turn of the century and is now going backwards.

Economy

Off-budget, but not off-the hook

Financial commentators await the federal budget with focus on debt and deficit. 'Off-budget' accounting alters the fiscal picture with unseen programs.

Economy

Shares rebound on hopes of war ending, but stalemate the likely outcome

Ashley Owen's abridged monthly snapshot uncovers what is front of mind for investors around the world and his view on the likely outcome of the stand-off in the Middle East.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.