Matthew Kidman: The two best times to make mo...

​Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfoli ...  Show more

Hedley Widdup from Lion Selection Group joins The Rules of Investing to discuss why the resources cycle may still be in its early stages, the outlook for gold and copper, and where he is finding opportunities among Australian micro-cap miners. In this episode: Why the mining cycl ...  Show more

Marcus is the founder of Marcus Today, a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcus on the podcast and his episode ‘No Bullshit ...

Roger Montgomery is the Chairman and Chief Investment Officer at Montgomery Investment and has been on the show several times previously.

With all that is happening in the markets, we are ...

Some are saying it’s a bull market, we’re calling it a giddy one.  (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch u ...  Show more

It's not only the big American stocks that have taken a battering lately. Some of our local Australian 'market-darlings' have also taken big hits. So in today's episode, Bryce and Alec run through some company valuations and discount cash-flows (and reverse discounted ...