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.

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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.

It’s hard to know what markets will do next week, let alone next year. But what if you could identify companies that will be in a stronger position five years from now?

That’s the approach taken by Lev Margolin, founder of System Capital, a Melbourne-based long/short strategy that’s delivered more than 22% per annum since inception. In this episode of The Rules of Investing, we unpack the four-step framework that guides his process, where he’s finding opportunities in a hot market, and the businesses he believes are quietly building long-term strength.

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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.

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.

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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.

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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 episode of The Rules of Investing, Centennial’s Matthew Kidman shares his playbook for the late stage of a structural bull market. He explains why valuations don’t matter (for now), how he found his first 10-bagger, and the standout management teams on the ASX. Plus, Kidman reveals why he’s still bullish on markets — and what could eventually bring it all undone.

Warryn Robertson has spent two decades investing in the assets that keep the world running — from toll roads to transmission lines and satellites. In this episode, he explains the rules for owning the world’s best assets, why getting the definition right matters, and what investors are getting wrong about markets today.

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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.

Two of Australia’s most respected investment firms share how they are positioning for tomorrow. Learn where they see opportunity and how their strategies are evolving. From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.

________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge. Whether you're a frequent trader or a high-net-worth individual looking to trade shares, options, or warrants, Bell Direct Advantage offers a tailored platform and superior service to sharpen your investing edge. [Find out more here]

From gaming stock to global giant, Nvidia shows how fast the future can arrive. Global stock pickers Josh Cummings, Qiao Ma and Dr David Allen share where they see the next mega caps emerging.

________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge. Whether you're a frequent trader or a high-net-worth individual looking to trade shares, options, or warrants, Bell Direct Advantage offers a tailored platform and superior service to sharpen your investing edge. [Find out more here]