Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 226

Inside Investing, Podcast Episode #1

Welcome to the first episode of the Inside Investing podcast.

Each week, James Marlay, co founder of Livewire Markets, and I will take you inside the investing world we experience each week as we produce our newsletters.

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. We will also invite high profile guests to share their views.

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. I have enjoyed Livewire for many years, and talking to James (a millennial) sometimes gives me (a baby boomer) a different perspective which we hope to share with both our audiences. 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. Inside Investing podcasts are available on iTunes here.

 

Links to articles mentioned

Charlie Aitken: setting the trap

How state charges can kill investment returns

Will millennials change the investment landscape?

ETFs are not always simple index trackers

If 24 LICs ran in the Melbourne Cup, which would be our favourites?

Avoid these 11 habits for better performance

Where are we in this bull market?

 

 

 

11 Comments
Mark
November 13, 2017

Are you going to have a guest presenter on in the future? I always prefer guest presenters than getting people on for an interview. I find guest presenters give good insights on all the varied topics that come up in a show. Just an idea

Leeanne Bland
November 13, 2017

James, Graham, congratulations on this initiative. This first podcast collaboration is a welcome development, and I look forward to more.

Steve Martin
November 13, 2017

Excellent! Thanks!

john
November 12, 2017

Hi Graham, please advise when its up on itunes. Cheers.

Graham Hand
November 12, 2017

Hi John, OK, we'll make a mention in the cover note on the newsletter.

DS
November 12, 2017

Graham, congrats on the new podcast. I always thought that was the next step so I’m glad there is a show now. Will it be on the Apple Podcast platform soon?

Graham Hand
November 12, 2017

Hi DS, thanks for the question, yes, we're waiting for approval from Apple. G

John
November 11, 2017

Very interesting and open conversation. Look forward to more.

Simrita Virk
November 10, 2017

Congratulations to James and Graham for this excellent podcast, its pleasing to see such creative media partnerships in this day and age. Keep it up and looking forward to the second edition.

Ed
November 09, 2017

Will this podcast eventually appear in iTunes?

Graham Hand
November 09, 2017

Thanks, Ed. Yes, just going through the motions of setting up the account.

 

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

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are franking credits worth pursuing?

Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Latest Updates

A nation of landlords and fund managers

Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?

Economy

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Retirement

Retiring debt-free may not be the best strategy

Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.

Shares

Why the ASX is losing Its best companies

The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.

Investment strategies

3 reasons the party in big tech stocks may be over

The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.

Investment strategies

Resilience is the new alpha

Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.

Shares

The DNA of long-term compounding machines

The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.

Sponsors

Alliances

© 2025 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.