The Rules of Investing

Vishal Teckchandani asked two of Australia's leading ETF providers to put together a starting lineup of 11 ETFs built to win next year.   Our two team captains were VanEck's Jamie Hannah and Global X ETFs' Marc Jocum, who each brought some of their big hitters (and more cricket metaphors than you can shake a stump at). 

Property experts Nerida Conisbee and Kiril Ruvinsky unpack what is driving the market and share their bold predictions for 2026.

The Rules of Investing has wrapped for 2025. Thanks for tuning in; we’ve loved bringing you the conversations and insights that shaped markets this year. We have a few bonus episodes coming out over the next couple of weeks and we’ll return to regular programming in 2026. Enjoy the holiday break and all the best for the year ahead.

The ASX’s headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML’s Dr Michael O’Neill explains the dividend outlook, shares five ASX income picks, and outlines the mistake investors are making on rates and valuation risk. *Correction - in the podcast Michael mistakenly said the yield on CSL is 4% when it is actually closer to 3% based on 1-year forward estimates from brokers. 

Dr David Allen from Plato Investment Management joins the show to unpack the systematic engine behind his fund’s 25 percent annual returns, how red flags reveal stocks set to fall, and the global themes he believes will drive markets over the next decade.

Chris Prunty, Principal and Portfolio Manager at QVG Capital, dives into the qualities that elevate companies to greatness. He reveals three key traits shared by Australia’s elite stocks and names four promising small caps: Hub24, Supply Networks, Aussie Broadband, and MA Financial. Chris explains why Hub24 outshines Netwealth, focusing on margins and customer integration. He shares insights on inflation's impact on the market, and how hiring intentions signal growth potential. Join him for a deep dive into the bright future of small-cap investing!

Property moves in cycles, but real value lies in assets you can’t replace. Quay Global Investors’ Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographics and construction costs are reshaping real estate, and why patience remains the most underrated edge for investors. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

In this conversation with Lev Margolin, Founder and CIO of System Capital, they explore his innovative four-step framework for identifying companies poised for growth over the next five years. Lev shares insights from his early career, lessons on investment philosophy, and how he balances long and short positions. He highlights examples like toll roads as cash-flow businesses and emphasizes the importance of loss minimization. Lev also warns investors to focus on cash flow amidst market uncertainties and reveals his top stock pick for long-term success.

Soul Patts CEO Todd Barlow joins The Rules of Investing to unpack the firm’s merger with Brickworks, why he’s buying at cyclical lows, and how he’s positioning for the future of energy. He also shares why liquidity and humility matter when markets are running hot. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the power of brands and discipline. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.