by Livewire Markets
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
Language
🇺🇲
Publishing Since
11/24/2022
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April 27, 2025
With inflation finally heading in the right direction and Trump’s trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight. A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment? To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management. In the episode, they dig into how lower interest rates influence portfolio construction, which sectors stand to benefit, and how professionals assess the impact on capital-intensive or heavily indebted companies. They also explore the growing importance of dividends and yield in a low-rate environment, and, of course, share one rate-sensitive stock they believe the market is currently mispricing. If you’re looking to sharpen your strategy in a shifting rate environment, this episode is not to be missed. Please note this episode was filmed on 23 April 2025
April 24, 2025
Matthew Kidman interviews Matthew Haupt and Tim Johnston, who analyze ASX stocks poised to either thrive or struggle as interest rates potentially decrease, offering valuable investment insights.
April 16, 2025
James Marlay interviews Ben Richards and Daniel Sullivan about navigating the current gold market and identifying top investment opportunities in this interview
Livewire Markets
ausbiz
NAB
CommSec
Equity Mates Media
Rask
LiSTNR
Australian Financial Review
The Australian
Eureka Report
Morningstar Australia
LiSTNR
Australian Financial Review
Phil Dobbie
Rask
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