Buy Hold Sell: CGT Changes Be Damned, We're Hunting ASX Growth Stocks
The episode of Livewire’s Buy, Hold, Sell focused on identifying Australian small‑cap growth stocks that can thrive despite looming capital‑gains‑tax changes. Hosts Chris Conway, Oscar Aberg of Wilson Asset Management and Alex Shevelev of Forager Funds discussed their investment frameworks, emphasizing earnings growth, management quality, balance‑sheet strength and the need for clear catalysts. Both analysts highlighted recurring revenue and operating leverage as essential metrics. Aberg stressed that family‑run firms with disciplined balance sheets survive bear markets, while Shevelev insisted that sustainable cash flow and prudent capital decisions are non‑negotiable. Their stock picks—Premium, Regis Healthcare, Nanosonics, Megaport, hipages and IPD Group—illustrate these principles in action. Notable quotes include Aberg’s warning that “when catalysts fade, that’s often a sell signal,” and Shevelev’s observation that “recurring revenue provides a steadier path to growth.” Each company was chosen for specific strengths: Premium’s tax savings and acquisition synergies, Regis’s debt‑free war chest for aged‑care expansion, Nanosonics’ US dominance and high‑margin consumables, Megaport’s AI‑related Latitude acquisition, hipages’ platform ecosystem, and IPD’s data‑center exposure. The implications are clear: investors seeking outsized returns should look beyond headline‑grabbing mega‑caps to disciplined small‑caps with strong cash generation, defensible market positions and clear growth catalysts. These picks could re‑rate as market sentiment improves, offering potential upside for patient, fundamentals‑driven portfolios.
Lithium’s Having a Whale of a Time as AI Demand Surges
The Livewire Markets interview spotlights a sharp uptick in lithium demand, now propelled not only by electric‑vehicle batteries but also by massive energy‑storage needs of AI data centers. Portfolio manager Will Taylor introduced the newly launched VLT lithium‑miners ETF as...
Copper Is the Hottest Commodity Trade in the World Right Now. Here's How to Get Exposure
Portfolio manager Will Taylor argues copper is surging as the metal underpinning the ‘electrification of everything’—from EVs and renewable grids to AI data centers—driving robust demand. Supply looks constrained by declining ore grades, labor shortfalls and decade-long mine lead times,...
RAPID FIRE: The "Defensive" Growth Play - AI, Space, and Geopolitics
Private‑market investors are zeroing in on a “defensive” growth play anchored by artificial intelligence, defense spending, and space technology. The panel argues these sectors offer the most compelling upside amid a volatile macro environment. AI is viewed as a structural growth...
RAPID FIRE: Is the SpaceX IPO the Key to Reopening the Market?
The panel argues that today’s most attractive growth businesses remain private longer, scaling before seeking a public listing, and that the next wave of IPOs could be sparked by a high‑profile debut such as SpaceX. Speakers stress that investors now demand...
New Rules, New Playbook: What Growth in This Market Looks Like Now
The interview explores how private‑market growth has entered a new regime marked by higher interest rates, tighter liquidity and lower tolerance for error. Gabrielton outlines four structural shifts—AI, deglobalization, consolidation and liquidity—that now dictate where capital flows and how value...
The Case for Systematic Investing
The video features a rapid‑fire interview with Subash, who makes the case for systematic investing as a disciplined, data‑driven approach to portfolio construction. He highlights how his models detect early earnings‑revision signals that suggest a broader improvement in corporate profits,...
The Louder the Narrative, the Stronger the Case for Systematic Investing
In a Livewise Growth Series interview, Franklin Templeton’s Subash Palai explains how the firm’s systematic, factor‑driven process is designed to thrive in today’s narrative‑heavy market environment. Rather than chasing headlines, the model looks at hard data—margin trends, earnings revisions, and...
RAPID FIRE: Is Water the Next Big Infrastructure Play?
In a rapid‑fire interview, infrastructure strategist Mark outlines emerging themes, emphasizing water and the circular economy as overlooked growth drivers. He argues that rising rates act more as a quality filter than a pure headwind, and while power demand will dominate...
RAPID FIRE: The "Real Money" Strategy for ASX Microcaps
The video is a rapid‑fire interview outlining a "real money" strategy for investing in ASX micro‑caps. The speaker highlights resources as the most attractive growth sector, citing structural demand from electrification and AI‑driven commodity needs. He argues that valuation should...
Christopher Joye: Brace Yourself for a Higher for Longer Rates Cycle
James Marley interviews Coolabah Capital’s Christopher Joye about Australia’s looming higher‑for‑longer interest‑rate environment. Joye notes core inflation running at 3.9% on a six‑month annualised basis, well above the RBA’s 2.5% target, and argues the central bank should push rates toward...
RAPID FIRE: Where Will the Next Amazon or Microsoft Come From?
The video is a rapid‑fire interview that probes what separates successful growth investments from hype. The host emphasizes that merely identifying a structurally expanding market is insufficient; investors must also assess the quality of the founder and leadership team. Key insights...
The Edge that Has Outperformed 10x in an Increasingly Efficient Market
In this Livewise Growth Series interview, fund founder and CIO Joe Zilla explains how his Zilla Funds strategy seeks alpha in an increasingly efficient market by targeting founder‑led businesses. He argues that traditional financial metrics are being repriced faster than...
Searching for a Signal? Alphinity’s Stuart Welch Says Earnings Upgrades Matter Most
Stuart Welch, portfolio manager at Alfinity Investment Management, explained that the firm’s core thesis revolves around earnings upgrades. He argued that earnings revisions are the primary catalyst for share‑price movements, especially in resource‑heavy Australian stocks that have outperformed the U.S....
The ASX Small-Cap Gems Spheria Is Backing - and the Metric that Matters Most
In a recent interview, Spheria co‑founder Marcus Burns emphasized free cash flow as the single most reliable metric for generating real returns in today’s volatile market. He highlighted a handful of ASX small‑cap stocks that consistently deliver strong cash‑flow generation,...
Adam Dawes’ Masterclass on Investing for a Wealthy Retirement
In a Livewire Markets retirement series, senior advisor Adam Dawes of Shaw & Partners explains how high‑net‑worth Australians should structure their portfolios as they transition into and through retirement. Dawes recommends a sliding asset‑allocation mix that starts around 70 % growth and 30 % defensive...
Stay the Course: Blackstone’s Joan Solotar on Compounding in Private Markets
In a candid conversation with Livewire Markets, Blackstone’s Global Head of Private Wealth, Joan Solotar, outlined how the firm is democratizing private‑market investing for affluent individuals. Blackstone, with $1.3 trillion AUM overall and $300 billion in Private Wealth, is extending its institutional‑grade platforms—private...
The 4,000 Stock Universe Most Fund Managers Can't Fully Cover - and How Goldman Sachs Does
The interview spotlights Goldman Sachs Asset Management’s Yarra Global Small Companies Fund, which leverages artificial intelligence and massive alternative data sets to monitor a universe of roughly 4,000 global small‑cap equities. By ingesting thousands of unstructured data sources—regulatory filings, patents,...
Buy Hold Sell: 4 ASX Miners to Watch as the Gold Price Reboots
The Livewire episode examines the gold market’s resurgence and highlights four ASX miners worth watching as gold prices rebound. Host Chris Conway, joined by analysts Emanuel Datt and Rick Squire, frames the discussion around a two‑year bull market, noting that...
David Elms on How Market Mayhem Is Again Making the Case for Multi-Strategy
David Elms of Janus Henderson explained why the current market turbulence—driven by geopolitical tension, equity sell‑offs and rising bond yields—creates a fertile environment for multi‑strategy funds that can offer neutral, low‑correlation exposure. He highlighted the Global Multi‑Strategy Fund’s design, emphasizing...
"You Don’t Grow at 1,000% Near the End of Your Life" - Griffin on a Once-in-a-Lifetime Opportunity
The Livewise Listed Series interview spotlights Monroe Partners’ concentrated global growth ETF (ticker MCG), with portfolio manager Nick Griffin explaining how the fund seeks to capture structural megatrends, especially artificial intelligence, for investors seeking outsized returns through 2026 and beyond. Griffin...
RAPID FIRE: Debt vs Equity in Property - Where’s the Real Opportunity?
The video examines the relative merits of debt and equity investments in real‑estate, highlighting common investor misconceptions about capital‑structure positioning. The speaker stresses that many investors underestimate the protective covenants inherent in private debt deals, while emphasizing cash flow as...
What Really Happens Before an ETF Hits the Market
The video walks viewers through the end‑to‑end journey of launching an exchange‑traded fund, featuring David Tuckwell, CIO of ETF Shares. He explains that the recent explosion of ETFs in Australia is less about novel ideas and more about duplicating existing...
The Listed Fund Giving Investors Access to Sydney's Apartment Boom
The Metrics Real Estate Multist Strategy Fund (ticker MRE) is a listed vehicle that gives investors exposure to Australia’s booming high‑density residential market, particularly Sydney’s apartment surge, while also offering a diversified real‑estate equity component. Managed by Andrew Locker...
EQT Capital Are Backing Fundamentals to Find Tomorrow's Real Winners
EQT Capital’s Bert Yansen explained the firm’s end‑to‑end private‑capital platform and its thematic focus on four long‑term sectors – healthcare, technology, services and industrial‑tech – as it seeks the next generation of market winners. The firm stresses that investment theses now...
This $4.5 Trillion Buildout Could Reshape the Next Decade
The interview with 4D Infrastructure CIO Sarah Shaw highlights a $4.5 trillion global infrastructure build‑out projected over the next ten years. Demand is accelerating, powered by the energy transition, artificial‑intelligence‑enabled construction, and rapid population growth. Shaw argues that the greatest threat...
"What if We're Wrong?" - The Investor Mindset that Matters
The video centers on the investor mindset required for credit markets, highlighting a strategic shift from private‑market dominance toward greater exposure to public credit as risk‑off sentiment rises. The speaker notes that while private credit has been overweight, emerging cracks—rated a...
PIMCO’s New ETF: A Step Beyond Cash
PIMCO has introduced the short‑term active yield ETF, ticker EARN, on the Australian Securities Exchange. The product is positioned between traditional cash holdings and longer‑duration fixed‑income strategies, offering investors a liquid, listed vehicle that delivers institutional‑grade risk‑adjusted returns. The fund targets a...
7 ETFs Aussie Investors Are Leaning Into Right Now
The Livewise Listed series interview with Beta Shares’ Cameron Gleason spotlights seven Australian‑focused ETFs that are attracting investor capital in 2026. Gleason explains how geopolitical unrest has funneled money into oil‑based and defense‑contractor ETFs, while broader market volatility is prompting...
The Simple Equation Behind Blackstone's Bullish AI Thesis
James Marle of LiveWire Markets interviews Varal Patel, CEO of Blackstone’s private‑equity strategies fund, to unpack the firm’s bullish thesis on artificial intelligence and its broader investment outlook. Patel explains that deal activity has accelerated, rising roughly 36% year‑over‑year, as...
WAM’s Private Markets Strategy for Long-Term Growth and Dividends
The interview with Nick Kelly, portfolio manager of WHAM Alternative Assets, outlines the fund’s private‑markets strategy delivered through a listed investment company (LIC) on the ASX, aimed at delivering long‑term growth and franked dividends for retail investors. Kelly explains that the...
RAPID FIRE: The Rise of Robotics and Overcrowded AI Trades
The video is a rapid‑fire interview probing current AI‑infrastructure trends, from where capital is flowing to overlooked opportunities. The speaker highlights that hyperscale cloud providers may be overspending on model development, creating a crowded trade, while Asian regions—particularly Korea, Japan,...
Investing in Oil - What Now? #investing #oil #exxonmobil #nyse
The video argues for selling Exxon Mobil, emphasizing that the firm does not meet the analyst’s strict quality standards despite being one of the better‑run oil companies. The presenter stresses that their investment philosophy targets firms with consistent earnings compounding,...
Buy Hold Sell: 4 Hot Megatrends Shaping Markets - and 2 on the Rise
The video walks through four dominant megatrends—AI, infrastructure, energy and defense—while flagging two emerging themes, aging‑driven healthcare and broader AI adoption, as the next wave for investors. Panelists argue that the current AI market is over‑weighted toward semiconductor winners, but...
Jacob Mitchell Is Finding Value in Places AI Can't Touch
Jacob Mitchell, CIO of Antipities Partners, explains the launch of the Antipities Global Value Active ETF (AGX1) as a pragmatic, value‑focused alternative to heavily concentrated passive benchmarks. He argues that the shift toward US tech and growth has left the...
3 Knockout Growth Stocks From Munro's Qiao Ma
The interview with Chiao Ma of Monroe Partners centered on the firm’s small‑ and mid‑cap growth fund, its disciplined risk‑management framework, and the standout stock ideas driving recent performance. Monroe’s team uses a 20%‑price‑drop trigger that forces a full‑team review,...
12 ASX Stocks Seneca’s Ben Richards Believes the Market Is Mispricing
Ben Richards of Seneca Financial Solutions argues that rule‑based investing is outdated amid AI disruption and geopolitical uncertainty. He and Luke Laretive use the Seneca Australian Small Companies Fund to target stocks where market narratives lag behind forward‑looking fundamentals. Their...
Perpetual's Sean Roger on Why He's a Sell on Transurban
Perpetual analyst Sean Roger issued a clear "sell" recommendation on Transurban, arguing that while the Australian toll‑road operator has built a portfolio of concessions with built‑in inflation escalators, the outlook for replicating that success is dimming. He praised Transurban’s track...
Is the AI Fear for Tech Stocks Justified?
The video examines whether the current fear of artificial intelligence derailing tech‑stock valuations, especially for SaaS firms, is justified or merely a market over‑reaction. The host and guest argue that headlines about an "AI apocalypse" have turned click‑bait into share‑price...
Buy Hold Sell: 5 ASX Stocks with Growing Dividends
In a recent "Buy Hold Sell" episode, Livewire’s Chris Conway and guests Peter Gardner (Plato Asset Management) and Sean Roger (Perpetual) evaluated five ASX‑listed dividend stocks with above‑market yields and projected dividend growth. The selection criteria required a market capitalization...
3 Top Fundies, 10 Stocks for the Next Decade
The Livewire series gathered three Australian investment veterans—Anna Milne, Arms Rosenberg, and Chanel Stuart‑Findlay—to discuss long‑term, disciplined investing amid market volatility. They explored dominant themes, strategies for rapid change, and criteria for identifying the "perfect company." The conversation culminated in...
Perpetual's Sean Roger on the ASX Income Stock the Market Might Be Overlooking in 2026
In a recent interview, Perpetual analyst Sean Roger highlighted GPT Group (ASX: GPT) as an overlooked income stock for 2026, focusing on its recent management overhaul and strategic pivot. Roger notes that over the past 24 months the board refreshed its...
21 ASX Stocks that Should Be on Your Radar
The Yara Capital Management equities team dissected Australia’s February reporting season, highlighting 21 ASX stocks worth watching. The ASX 200 posted a 4.1% gain—the strongest February in seven years—lifting its 12‑month return above 16%. Across sectors performance was uneven. Miners and banks...
Buy Hold Sell: Where Should You Be Looking for Income (and 2 Top Picks)
The ASX’s average dividend yield has lingered under 4%, prompting a reassessment of income‑focused strategies. In a Buy Hold Sell podcast, Livewire’s Chris Conway talks with Peter Gardner of Plato Asset Management and Sean Roger of Perpetual about the forces...
Buy Hold Sell: 12 Key Stocks and the Defining Insights From a Historic Reporting Season
February’s ASX earnings season revealed a stark split between heavyweight banks and miners, which delivered strong results and double‑digit share gains, and a struggling cohort of small‑ and mid‑cap companies that faltered amid AI‑related concerns. Woolworths jumped 13% and BHP...
Share Price Down but This Mid Cap Appears to Be Firing on All Cylinders,
MA Financial posted FY25 results that edged above analyst expectations, with revenue, EBITDA and net profit all marginally higher than consensus forecasts. Asset‑management inflows surged, doubling to $2.4 billion, while the Lending & Technology division expanded sharply and now contributes over...
50% of the Global Economy Is Missing From Most Aussie Portfolios. Here's How to Add It In
LiveWire Markets Fund in Focus featured Platinum Asset Management’s Cameron Robertson discussing the Platinum Asia strategy, highlighting that roughly 50% of the world’s economy resides in Asia yet most Australian portfolios remain heavily US‑centric. Robertson explained the fund’s two‑decade track record,...
Rudi: Where Can You Find Shelter as Winter Arrives for Tech Stocks?
The video features James Marlay and Rudy Van Djk discussing the ASX landscape as reporting season approaches, focusing on the stark rotation from growth‑tech to resources and banks. They note Morgan Stanley’s original 8% earnings growth forecast for the ASX‑200 has...