Home / 228

Inside Investing, Podcast Episode #3

Welcome to the third episode of Inside Investing.

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

This week, Inside Investing Episode 3 focusses on the small cap rally, how to recognise good startups, Bitcoin and gold, retirement spending, tourism, a new product misrepresenting its features and a Chris Cuffe classic from our archives.

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

What's driving the Small Ords surge?

The strongest thematics in small caps today

The future of money: Bitcoin, dollars or gold?

It’s not a shock that retirement is different

My 10 biggest investment management lessons

 

RELATED ARTICLES

Inside Investing, Podcast Episode #6

Inside Investing, Podcast Episode #5

Inside Investing, Podcast Episode #4

Most viewed in recent weeks

Most investors are wrong on dividend yield as income

The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.

My 10 biggest investment management lessons

A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.

Seven major trends affecting Australians in retirement

Retirement planning will become increasingly complex in the face of trends in home ownership, wealth dispersion, life expectancy, health and aged care costs, work patterns and pension dependency.

Lessons from the Future Fund for retail investors

The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.

Four companies riding the healthcare boom

There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people. 

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

Lakehouse

Sponsors

Alliances

Special eBooks

Specially-selected collections of the best articles 

Read more

Earn CPD Hours

Accredited CPD hours reading Firstlinks

Read more

Pandora Archive

Firstlinks articles are collected in Pandora, Australia's national archive.

Read more