Inside Investing, Podcast Episode #3


Welcome to the third episode of Inside Investing.

James Marlay, co founder of Livewire Markets, and I take you inside the investing world we experience each week. We will discuss interesting conversations or conferences, highlight insightful articles from both our newsletters, and share some quirky moments in the markets.

This week, Inside Investing Episode 3 focusses on the small cap rally, how to recognise good startups, Bitcoin and gold, retirement spending, tourism, a new product misrepresenting its features and a Chris Cuffe classic from our archives.

Livewire Markets 

The content on Livewire complements Cuffelinks as it has a greater focus on stock picking, often sharing the ideas of prominent fund managers in an entertaining video format. Livewire publishes each day and for those of you managing your own portfolios, it can give new investment ideas and thoughts to start the day. For Cuffelinks readers not familiar with Livewire, I recommend visiting their website and registering for the daily newsletter.

Please click on the podcast below, and links to the articles are listed under the podcast. All Inside Investing podcasts are available on iTunes here.

Links to articles mentioned

What’s driving the Small Ords surge?

The strongest thematics in small caps today

The future of money: Bitcoin, dollars or gold?

It’s not a shock that retirement is different

My 10 biggest investment management lessons


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3 Responses to Inside Investing, Podcast Episode #3

  1. D Ramsay December 20, 2017 at 4:34 PM #

    Thanks guys – another interesting session.
    A thought re tourism. $ figures are from memory.
    The Kiwi’s spend $2.1K per person per trip.
    The Chinese spend $8.2K per person per trip.
    The chinese are good at setting up “closed money pipelines” when they invest in other countries. (Simple example is the pastoral/agriculture scene – here and Africa – they want to send all produce exclusively to China, they want to use imported chinese labour, maybe they even want to import infrastructure (capital equipment) from china)
    Yes – for sure some of the money will stick here – restaurant, hotel, some wages for unskilled casual workers and other incidentals. But if the tour operator is china based as is the bus tour company, etc etc then the question is how much of the $8.2K sticks here ?

  2. Shane_457 November 23, 2017 at 9:13 PM #

    Love the discussion between these 2 guys, something different from the other finance podcasts out there.

  3. James dek November 23, 2017 at 9:12 PM #

    Well done we need more of this from Australia. Keep it up!

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