Livewire Markets
Livewire Markets
  • Видео 2 949
  • Просмотров 9 256 139
How this CIO turns inefficiency into opportunity
Markets have become far more complex over the last few years, and the information available to investors daily is becoming more overwhelming. Every day, it seems there is a new narrative, or a new flavour of the month in financial markets - and more often than not, the price action in those themes is fleeting.
While this information is excellent news for market transparency, the speed by which that information is processed can make opportunities quickly crowded for investors.
George Toubia, Chief Investment Officer at Westpac Private Bank, seeks out these inefficiencies and identifies the actionable investment opportunities they present.
"When we think about market structure or improper unde...
Просмотров: 328

Видео

How to dominate small caps like Roger Federer dominates tennis
Просмотров 991День назад
In tennis, just as in investing, it's the points that you win that matter. After all, Roger Federer played 1,526 singles matches throughout his career, and while he only won 54% of the individual points within those matches, he walked away with the win 80% of the time. Ausbil Investment Management's fresh-faced co-head of emerging companies, and portfolio manager for its small and micro-cap str...
Why private markets are fast becoming the new "traditional asset class
Просмотров 264День назад
Assets under management in the global private equity universe have continued to skyrocket higher, tripling in the last 10 years to US$15 trillion. There's no sign this is slowing down, with Partners Group Co-Founder Urs Wietlisbach arguing this will double again in the next 10 years. Partners Group also believes that private equity is the new "traditional asset class" and public market equities...
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season
Просмотров 2,8 тыс.10 часов назад
It's not shaping up to be an easy reporting season, with weakening consumer sentiment and business conditions, as well as a softening labour market, taking a toll on Australia's listed companies. That said, while analysts believe earnings will disappoint this August results season, with Goldman Sachs and Macquarie predicting a 3.8% and 6% drop respectively, they dangle the carrot for investors ...
The one question these investors want answered during ASX reporting season
Просмотров 66910 часов назад
Investors always have plenty of questions on their minds but that is particularly true this coming August. As AMP Chief Economist Shane Oliver points out in the upcoming episode of Signal or Noise, a lot has to go right over the next four weeks for the ASX 200 to keep pushing past its record high. Then, there are the fundamental questions that the macro will help inform: Equity analysts have al...
4 factors that will see gold trading higher from here
Просмотров 65312 часов назад
Gold prices have had a sellar 12 months, lifting 26.38% to US$2,476.00 an ounce over that period. A gold bar typically weighs 32 troy ounces (or 1kg), which means that a gold bar is now worth US$79,232 (or AUD$117,607). For those who love the glitter of gold, there are a few different ways to get exposure without having to splash out more than $100k in cash (and likely more, given you have to s...
How to play the biggest global themes with one fund
Просмотров 51215 часов назад
In this episode of Fund in Focus, J.P. Morgan's Alexander Treves discusses the JPMorgan Emerging Market Research Enhanced Index Equity Active ETF (Managed Fund) (CBOE: JREM) and how it can offer investors the best attributes of passive and active investing in one fund. Timecodes: 0:00 - Introduction 0:37 - Emerging markets outlook 1:34 - What Research Enhanced Index means 2:09 - The portfolio m...
Are these stocks the ultimate "deep value" opportunity?
Просмотров 93715 часов назад
10 years ago, China was the top destination for foreign direct investment. Everyone wanted a slice of an economic engine that was firing on all cylinders. The "world's largest factory", as Investopedia calls it, had a big manufacturing economy and an emerging services economy. Between 1990 and 2010, Australian exports from China grew from a measly 2% to 24% in that time. China became Australia'...
Christopher Joye: How investors can prepare ahead of a second "humiliating" RBA rate hiking cycle
Просмотров 13 тыс.15 часов назад
In this edition of Views from the Top, Coolabah Capital Investments CIO and Portfolio Manager Christopher Joye sits down with Livewire Senior Editor Hans Lee to discuss his views on the markets, how he is positioning portfolios ahead of key macro regime changes, and where he thinks the biggest opportunities and risks will be in the next few years. Tune in to also hear a very personal story abou...
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
Просмотров 2,7 тыс.День назад
There are many market maxims that investors hold close to their hearts. But perhaps one that should also be added to the list is "Two views make a market" - highlighting that to buy shares in a company, someone has to be willing to sell them - and vice versa. So in this episode, Livewire's Ally Selby was joined by Loftus Peak's Alex Pollak and Magellan's Alan Pullen for a bit of a challenge. We...
Gold vs Bitcoin: Which is the better investment?
Просмотров 979День назад
Both Bitcoin and gold have been described as a store of value, a way to protect investors from currency depreciation given they are not tied to central bank policies, and both have had an exceptional 12 months - with Bitcoin and gold prices rising 121% and 26% over the past 12 months. But according to Robin Tsui, APAC gold strategist at State Street Global Advisors, the similarities stop there....
How Ox Capital is investing for a market reversal
Просмотров 1,1 тыс.День назад
In this episode of The Pitch, Ox Capital's Dr Joseph Lai discusses the outlook for emerging markets, why investors are underestimating these compared to developed markets and how he is positioning for the key opportunities he sees. *Follow us:* Linkedin: www.linkedin.com/company/livewire-markets/ Twitter: livewiremarkets Google: news.google.com/publications/CAAqBwgKMI79ugswm5jSAw 🎧 ...
Why this fund manager is underweight what's hot, and overweight what's not
Просмотров 1,1 тыс.День назад
The Asia-Pacific is a huge region - full of opportunities, brimming with ideas, and packing an economic engine like no other. The region contains more than half of the world's population, including the world's most populous nation. In the decade to 2023, the region accounted for more than 70% of global GDP. It's also home to some of the most exciting market stories on the planet - from the rise...
The big investment ideas to drive markets for the next decade
Просмотров 1,3 тыс.День назад
What separates good investors from great investors? Is it better information? Sure, that helps. Is it natural ability? Again, it doesn’t hurt. But those who are successful over long periods (decades, not years), typically exhibit two characteristics that set them apart. A big-picture mindset coupled with the patience required to allow trends to evolve, as well as aggressive opportunism. Warren ...
The 7 questions this investor asks in every investment he makes
Просмотров 572День назад
If you’re watching this video or reading Livewire, chances are you’ve been through the experience of paying off your mortgage - or maybe even you’re in the trenches right now. But have you ever thought of investing in other people’s mortgages as a way to generate returns for your portfolio? Well, you can, and in this episode of The Pitch, AltX co-founder and co-CEO Nick Raphaely is going to sho...
How to increase your exposure to dividends and franking credits
Просмотров 1,3 тыс.День назад
How to increase your exposure to dividends and franking credits
Why you should only focus on your best ideas (and 2 to get you started)
Просмотров 5 тыс.День назад
Why you should only focus on your best ideas (and 2 to get you started)
30-year property veteran: Australia has its head in the sand on housing
Просмотров 33 тыс.14 дней назад
30-year property veteran: Australia has its head in the sand on housing
Buy Hold Sell: 5 mispriced growth stocks
Просмотров 2,6 тыс.14 дней назад
Buy Hold Sell: 5 mispriced growth stocks
Are China’s best days behind us?
Просмотров 1,1 тыс.14 дней назад
Are China’s best days behind us?
How to use gearing to build your wealth
Просмотров 1,3 тыс.14 дней назад
How to use gearing to build your wealth
What investors should do next after making a mistake
Просмотров 1 тыс.14 дней назад
What investors should do next after making a mistake
This stock picker has held his biggest win for 11 years (and still holds it)
Просмотров 2,9 тыс.14 дней назад
This stock picker has held his biggest win for 11 years (and still holds it)
Why Elanor is doubling down in healthcare real estate
Просмотров 89221 день назад
Why Elanor is doubling down in healthcare real estate
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
Просмотров 5 тыс.21 день назад
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
High-quality, defensive equities a hunting ground for this multi-asset investor
Просмотров 92221 день назад
High-quality, defensive equities a hunting ground for this multi-asset investor
The landmark moment that stands out in this veteran investor's 40 year career
Просмотров 64121 день назад
The landmark moment that stands out in this veteran investor's 40 year career
Hungry for profit, patient for growth: Bellroy’s motto for sustainable growth
Просмотров 34821 день назад
Hungry for profit, patient for growth: Bellroy’s motto for sustainable growth
Three companies Ox Capital is watching in an undervalued part of the market
Просмотров 2 тыс.21 день назад
Three companies Ox Capital is watching in an undervalued part of the market
There’s plenty of opportunity in the less sexy parts of the market (if you're willing to look)
Просмотров 81021 день назад
There’s plenty of opportunity in the less sexy parts of the market (if you're willing to look)

Комментарии

  • @bigbillyz
    @bigbillyz 7 часов назад

    They never admit any actual mistakes of losses although they all have them it’s disappointing the level of self promotion

  • @bigbillyz
    @bigbillyz 7 часов назад

    Dominated not dominates. Also Novak is the goat at this point

  • @prof.mor1arty
    @prof.mor1arty 8 часов назад

    why are tariffs inflationary? it sucks demand out of the system with no change in supply and should cool markets. i'm strongly against the tariffs but i don't see it.

  • @RhondaArmstrong-y4d
    @RhondaArmstrong-y4d 15 часов назад

    What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

    • @JuneTalley
      @JuneTalley 14 часов назад

      Some strategies could be put in place for solid gains regardless of the economic situation, but such execution is usually carried out by an investment specialist.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 14 часов назад

      @@JuneTalley I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders.

    • @RhondaArmstrong-y4d
      @RhondaArmstrong-y4d 14 часов назад

      @@KarenDuncan-o5s Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 14 часов назад

      @@RhondaArmstrong-y4d Just research the name, Victoria Carmen Santaella. You’ll find the necessary details to work with a correspondence to set up an appointment.

    • @RhondaArmstrong-y4d
      @RhondaArmstrong-y4d 14 часов назад

      @@KarenDuncan-o5s Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.

  • @tecomaman
    @tecomaman 20 часов назад

    I am not going to buy at all time high

  • @JennyScott-by3rj
    @JennyScott-by3rj День назад

    Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life, made $68,000 profit from trading last month regardless of how bad it gets on the economy

    • @JennyScott-by3rj
      @JennyScott-by3rj День назад

      Ashley Anderson's crypto knowledge is like a secret recipe for success

    • @Amanda-cr5iz
      @Amanda-cr5iz День назад

      YES!!! that's exactly her name (Mrs Ashley Anderson) So many people have recommended highly about her and I'm just starting with her from Brisbane Australia🇦🇺

    • @sheikh8923
      @sheikh8923 День назад

      I don' t really blame people who panic. lack of information can be a big hurdle. I've been making more than $21k passively by just investing through an advisor, and I don't have to do much work Inflation or no inflation, my finances remain secure. So I really don't blame people who panic

    • @GoddessKate-cc1dc
      @GoddessKate-cc1dc День назад

      Same here I believe the Bitcoin ETF approval will be a life-changing opportunity for us, with my current portfolio of $108,000 from my investment with my financial advisor< Ashley Anderson>I agree with you

    • @JohnboscoIsaac
      @JohnboscoIsaac День назад

      Please educate me I've come across this before. How can I get to her, please?

  • @Mikemike1Joss-uf9sc
    @Mikemike1Joss-uf9sc День назад

    Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life, made $68,000 profit from trading last month regardless of how bad it gets on the economy

    • @Mikemike1Joss-uf9sc
      @Mikemike1Joss-uf9sc День назад

      Ashley Anderson's crypto knowledge is like a secret recipe for success

    • @Edwardjoss
      @Edwardjoss День назад

      YES!!! that's exactly her name (Mrs Ashley Anderson) So many people have recommended highly about her and I'm just starting with her from Brisbane Australia🇦🇺

    • @ossailucy
      @ossailucy День назад

      I don' t really blame people who panic. lack of information can be a big hurdle. I've been making more than $21k passively by just investing through an advisor, and I don't have to do much work Inflation or no inflation, my finances remain secure. So I really don't blame people who panic

    • @EmmanuelSanders-od4gp
      @EmmanuelSanders-od4gp День назад

      Same here I believe the Bitcoin ETF approval will be a life-changing opportunity for us, with my current portfolio of $108,000 from my investment with my financial advisor< Ashley Anderson>I agree with you

    • @Mikemike1Joss-uf9sc
      @Mikemike1Joss-uf9sc День назад

      She's on tele grams

  • @all4fishingaustralia514
    @all4fishingaustralia514 День назад

    Great episode, nicely done.

  • @kevinmccoy2138
    @kevinmccoy2138 День назад

    Who is the author of the intellectual humility book I did not quite catch it?

  • @peterburge2123
    @peterburge2123 День назад

    LOV looks good. Nice one.

  • @BenHutchison
    @BenHutchison День назад

    Chris's opinion is worth hearing out, but this prediction didn't age well!

  • @BullBearWatcher
    @BullBearWatcher 2 дня назад

    Awesome content! Lately, I've been keeping an eye on $WKSP (Worksport) because they're doing innovative things with solar technology for vehicles. It's a growing market, and there’s plenty of discussion about them on social media and Discord. Could be a smart investment move for the future!

  • @christianmoy
    @christianmoy 2 дня назад

    Get this man a toothpick and some water.

  • @gardenersgraziers7261
    @gardenersgraziers7261 2 дня назад

    if physical GOLD is insurance the last place you should invest is a digital supported fund that can collapse under worst case scenario

  • @beverlyhills7883
    @beverlyhills7883 2 дня назад

    Chris is an intellectual giant who holds his cards very close to his chest. Someone tell us what stocks he owns! The excellent interviewer should be brave enough to ask.

  • @neil513
    @neil513 2 дня назад

    Absolute muppet who has it wrong. We’ll see after next week tuesday that he has it wrong

    • @vincewant6325
      @vincewant6325 День назад

      What has he stated about next Tuesday ?.

    • @neil513
      @neil513 День назад

      He thinks there will be a rate increase this coming Tuesday. As he is stating everywhere

    • @vincewant6325
      @vincewant6325 День назад

      @@neil513he says he thinks there should be yes !!! Unless Rba and government are waiting until after the election which is possible aslo. Inflation is not going down so will they wait another 3 years or longer ?. 🤷‍♂️

  • @philippe4106
    @philippe4106 3 дня назад

    Confidently incorrect. As usual.

  • @닝닝닝
    @닝닝닝 3 дня назад

    advertisement?

  • @drwinklepecker9298
    @drwinklepecker9298 3 дня назад

    Been following him for years. Usually spot on. Ignore him at your peril.

  • @hotchinahk
    @hotchinahk 3 дня назад

    Thank you for this interesting interview, maybe good idea for me to reduce my mining stocks, have a nice day...

  • @larryfine4719
    @larryfine4719 3 дня назад

    Loving the comments. I imagine he's a lot wealthier than the peeps sh*t bagging him :-)

    • @dennistongs4244
      @dennistongs4244 2 дня назад

      Probably, but I would be too chargeing a fee and using someone else's money! You don't get to the top of the tree being stupid! That's why I have and pay a good adviser!

  • @alexconnors1027
    @alexconnors1027 3 дня назад

    Complete with Freemason hand signals.....

  • @brucehendo
    @brucehendo 3 дня назад

    First like 😊

  • @rickdaniels1000
    @rickdaniels1000 3 дня назад

    This guy is one of the top 5 tossers in the finance industry

    • @TheFfabinhoo
      @TheFfabinhoo 3 дня назад

      why?

    • @rickdaniels1000
      @rickdaniels1000 2 дня назад

      @@TheFfabinhoo Know it all arrogant wanker. Changes his tune based on his personal investment and where he is working.

  • @joangentili8484
    @joangentili8484 3 дня назад

    Great advice 👍

  • @OliviaaWellness
    @OliviaaWellness 3 дня назад

    OSL just hit 0.012. Seems like it's gaining momentum. What's your take on adding OncoSil Medical as a potential winner for FY25? Could be a great topic for a deep dive in your next video.

  • @rogersyme1368
    @rogersyme1368 3 дня назад

    Like him or not, he is a genius...the high yield fund is going great - am in it...

    • @Jeremysamways1
      @Jeremysamways1 3 дня назад

      S&P500 is up 14% YTD, and 18% yearly. That's underperformance not genius. You could of also got 5%+ in a HISA totally risk free.

  • @leonie563
    @leonie563 3 дня назад

    He is a bit Fantastic Mr Fox. But when interviews end I always remember that scene with Amelia Smedley's father in Vanity Fair....😳. Calm down everyone, the Govt has no money to honour the APRA $250k savings guarantee. But eventually you will get an aged pension in your 70s. Or you can create yourself a honeypot for creamers to 🎫 and whatever's left, the hackers. Suggest you bequeath kids earlier and pay off the mortgage. Take holidays and enjoy the grandkids.

  • @thisthattheother7541
    @thisthattheother7541 4 дня назад

    The bricks and mortar economy was key to the Analogue economy of last century. The future is now and it’s Digital. We are seeing capital seep out of property and into Digital property and tech.

  • @stevewood9353
    @stevewood9353 4 дня назад

    Theymention two institutional funds returning 11 and 12%, but the funds to mere mortals only return 7%. Why the bif difference? Coolabah Short Term Income Assisted Investor and Smarter Money Assisted Investor.

  • @johnbassett5407
    @johnbassett5407 4 дня назад

    What scenarios constitute a hard landing?

    • @TheFfabinhoo
      @TheFfabinhoo 3 дня назад

      Higher inflation -> higher cash rate -> High unemployment -> Asset depreciaation/desinflation -> stabilisation. This cicle usually takes 2/3 years.

  • @sunseeker7099
    @sunseeker7099 4 дня назад

    18 months ago Joye forecast house prices to plummet when the RBA started to raise rates. Perhaps he underestimated the simple dynamics of supply and demand? Either way he made a very bad call on housing.

    • @sushigangstaa
      @sushigangstaa 3 дня назад

      Perhaps he didn't count on Albo letting approx 1,000,000 into the country over 24 months

    • @Test21Test
      @Test21Test 3 дня назад

      @@sushigangstaa What a stupid comment. It was never a surprise that we were going to continue letting people back into the country as we have been doing for many years and that we had catching up to do.

    • @redhotmemes7661
      @redhotmemes7661 3 дня назад

      @@Test21Testno, the recent immigration numbers are extreme

    • @MaZ-tg7ch
      @MaZ-tg7ch 3 дня назад

      Don't just blame immigration. His call was simply wrong and immigration was mentioned in his analysis

    • @rickdaniels1000
      @rickdaniels1000 3 дня назад

      @@sushigangstaaat one stage he was a Covid expert too, modelling the infection rates and thinking he could beat the markets

  • @homebrandrules
    @homebrandrules 4 дня назад

    what is the definition of " a hard landing " ?

    • @stewatparkpark2933
      @stewatparkpark2933 3 дня назад

      11% unemployment .

    • @homebrandrules
      @homebrandrules 3 дня назад

      @@stewatparkpark2933 IMPRECISE. ANOTHER goldfish who cant communicate in complete sentences

  • @1tr1ck
    @1tr1ck 4 дня назад

    So in a nut shell " you buy housing shares from companys like blackrock " ?

  • @richarddobosz6174
    @richarddobosz6174 4 дня назад

    The best ,,,,,,,,,thank you .compulsory watching.....

  • @user-oi9to7ux7k
    @user-oi9to7ux7k 4 дня назад

    I hate it that this guy is often right, and his opinion is legit. But his opinions are not neutral because he's talking his book. He's got an agenda for sure.

    • @user-mh8fx4mz5s
      @user-mh8fx4mz5s 2 дня назад

      He is literally always wrong. He’s been saying prices would tank for 3 years and been wrong.

  • @kaneycanes
    @kaneycanes 4 дня назад

    Brilliant conversation as usual. Thanks guys

  • @chris1960
    @chris1960 6 дней назад

    Started listening but your guest was talking about investing in emerging markets so stopped listening and assumed your headline is wrong 🤔

  • @geoffmcintosh3
    @geoffmcintosh3 6 дней назад

    No, blame immigration. What is the benefit of high immigration?

  • @MrRyan83
    @MrRyan83 6 дней назад

    F U! Selling your toxic sh"t to the public.

  • @peterlucas789
    @peterlucas789 7 дней назад

    Droneshield down %14 Zip up %18 in the last month !

  • @GD-ev7lb
    @GD-ev7lb 7 дней назад

    Building costs and the cost of all goods and service have been inflated in line with the rise in the increase in total money supply. The RBA and commercial banks are to blame for dropping interest rates to near 0 levels for such a long time. Increasing the suplly of money via increased debts chasing limited available resources is the problem. When the cost of loans is next to zero of course inflation is going to come.

  • @GD-ev7lb
    @GD-ev7lb 7 дней назад

    Investing in real estate in direct competition with young people who want to buy a house to raise a family should be made illegal. Homes are not financial instruments. Commercial real estate is dead now that people are working from home and shopping online. So now residential properties are seen as the next big opportunity for these investment funds. Its wrong.

  • @PennyStockton
    @PennyStockton 7 дней назад

    Have you considered looking into Actinogen Medical? Their innovative approach to Alzheimer's and depression treatments, particularly with their drug Xanamem, is showing promising results in clinical trials. It could be a compelling addition to your list. Would love to see it featured in one of your upcoming videos!

  • @user-yl4st7wi5w
    @user-yl4st7wi5w 7 дней назад

    problem with REITs is if lots of people want to sell then they have to sell some of the underlying property and may stop allowing people to get their money out.

  • @user-tl6wd8cb1o
    @user-tl6wd8cb1o 7 дней назад

    Solution End negative gearing. Prices will not come down until it happens. Supply and demand topic raised by same investors who raped housing industry. 2) affordable housing for lower income families by government schemes.

  • @all4fishingaustralia514
    @all4fishingaustralia514 8 дней назад

    Excellent show, thanks.

  • @bayleybomber
    @bayleybomber 8 дней назад

    120 seconds & I've heard enough 🙅‍♂️ trickle down economics also knowen as a golden shower

  • @beverlyhills7883
    @beverlyhills7883 8 дней назад

    Too bloody late. If only they told us this a decade ago. Hit us with original content please Livewire, so we can get in on the ground floor.

    • @Alexander-Bunyip
      @Alexander-Bunyip 8 дней назад

      Yeah, I understand where you're coming from. I use NDQ to cover all the biggies and the up&comers... Peter Lynch said something interesting about Walmart...you could buy it 10years after it listed and still 50× your money 💰

    • @homersimp
      @homersimp 8 дней назад

      Where’s your stock idea?

    • @harw_
      @harw_ 7 дней назад

      Uber and Spotify are both future potential mega caps imo

  • @dannieduplessis2432
    @dannieduplessis2432 8 дней назад

    Some of these comments are completely ridiculous. I have owned REITS for years and the DIVS have made me a small fortune. I also sell them when they are over valued and buy when the sky is falling and the world is going to hell in a hand basket. MGR, VCX, SCG have made me a lot of wealth, I think those comments in here that don't know how a REIT works and have missed out from creating wealth and will be poor for the rest of your life is your own fault. Would I buy a used car off this guy... "NO"...and would I buy into his REIT...."NO"....but with what I have owned and still do own, I'm happy. If you are poor or have no money, so sad too bad..."ITS YOUR OWN FAULT"...so stay poor !!!