HeyJaredThe Rules of Investing
The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Aug 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
The index is risky. Why Antipodes is finding value beyond the AI trade (opens the original)
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In this episode of The Rules of Investing, we discuss what value investing looks like in 2026, why market concentration has reached levels seen only a handful of times in history, and whether investors have been too quick to sort companies into AI winners and losers. We also explore the investment lessons Ross has carried through a 25-year career, and the US senior housing company she would be comfortable owning if markets closed for the next five years. Thanks to our Sponsor AlphaSenseThis late
Inside Schroders' inflation-beating 'sleep at night' portfolio (opens the original)
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No doubt fundamentals matter over time, but the extreme moves that we see in financial markets can make for a hair-raising ride and can often shake weak hands from their positions. In this episode of The Rules of Investing, Sebastian Mullins offers real-world examples that highlight why paying attention to big-picture headlines matters and explains his value, cycle, liquidity (VCL) framework, which informs his asset allocation decisions. The episode also digs into why he is constructive on glob
Two attributes to make you a better investor (opens the original)
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In this episode of The Rules of Investing, Qiao Ma of Munro Partners explains why curiosity and grit are essential traits for long-term investors. We discuss: Why curiosity is central to Munro Partners’ investment process How following bottlenecks can uncover overlooked investment opportunities Why large-cap research can help identify tomorrow’s small and mid-cap winners The challenge of balancing conviction with the possibility of being wrong Why grit matters when investments do not work out Ho
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends (opens the original)
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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 portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process. Thanks to our Sponsor AlphaSenseThis latest episode is brought to you by AlphaSense.Discover decision-grade AI now -
3 ways to play the mining boom that is just getting started (opens the original)
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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 cycle may still be early What the Lion Clock says about the current resources market Why gold remains attractive beyond the gold price The risks investors often miss during mine commissioning and ramp-up Why copper could be
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