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