Buy Hold Sell, by Livewire Markets

Buy Hold Sell, by Livewire Markets

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 in... more


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Best of Buy Hold Sell, by Livewire Markets

The most played episodes among Podcast App listeners.

  1. Number 1: Buy Hold Sell: 6 giant ETFs rated (VAS, QUAL, NDQ plus more)

    Size isn't everything...or is it? Australia's ETF industry continues to break records, with $6.8 billion pouring in during July alone and the momentum shows no sign of slowing down. The Betashares Australian ETF Review for the previous month notes that flows into international equities led the charge, and that income, in particular, remained a strong theme for ETF investors. With recent tax reforms and a softening property market, it seems no surprise that flows into fixed income and equity- income ETFs combined reached a new record. But bigger doesn't always mean better, and just because a product is popular, it doesn't necessarily mean it's right for your portfolio. As both our guests call out in this episode, does it actually do what it says on the tin? And are you doubling up on the same stocks across multiple ETFs without realising it? With some of the largest funds heavily concentrated in a handful of the same names, how much diversification are you actually getting? In this episode of Buy Hold Sell, Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Wealth Advisory put the six largest ETFs on the ASX across different asset classes to the test. This episode was filmed Friday, 14th August 2026.

    15min
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  2. Number 2: Buy Hold Sell: 6 ASX large cap leaders and laggards

    Another reporting season is behind us and now all that's left to do is assess the fallout. In this special reporting season edition of Buy Hold Sell, I'm joined by Joe Wright from Airlie Funds Management and Charles Story from WaveStone Capital to assess the large cap winners and losers from reporting season, and some other large cap picks that the market may have missed.

    18min
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  3. Number 3: Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps

    Reporting season is done and dusted for another six months. And as my colleagues have pointed out in their respective wrap-ups, for all the angst heading in, Australian companies came out of it in better shape than many expected. The backdrop, however, is a different story. Bond yields have pushed higher, the consumer is weakening, inflation remains sticky, and uncertainty is the only certainty on the horizon. If you had to sum it up in one line: it's tough out there. We kick off this two-part reporting season wrap-up of Buy Hold Sell with the small caps, and in light of the doom and gloom, we asked our guests to bring a positive insight they took from the season. For Ben Richards of Seneca, it was the breadth of the market, with the Small Ordinaries rising 6% while the ASX 200 remained broadly flat. For Steve Johnson from Forager Funds, it was the return to form for software companies - reliable revenue, improving margins, and the SaaS apocalypse narrative finally creating some discipline in the space. We unpack six small-cap stocks in this episode, the ones who were solid from the ones who were sold off, and sort out the winners form the losers (plus a few bonus picks). Keep an eye out for our next episode with Tom Stelzer covering the large caps.

    17min
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  4. Number 4: Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks

    Since 1926, 17 of the top 20 US companies by annualised returns were founder-led at at least one point in their history, and many remain so today. Investors willing to back the right founders over time have been richly-rewarded, and a quick look at the list of the world's most valuable companies suggests that has never been more true than it is today. But what makes founder-led businesses so successful, and which founder-led or formerly-founder led companies are worth a look right now? In this episode of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give their calls on three distinctive founder-led businesses, and share a founder-led stock pick of their own.

    17min
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  5. Number 5: Buy Hold Sell: A mega Mag 7 special

    It's fair to say the world's biggest stocks are quietly putting the "magnificent" back in their Mag 7 moniker. Against the backdrop of an ever-escalating AI arms race, the Mag 7 are posting record revenues and record capex, but which ones are well-placed for this brave new world, and which could fall behind? In this bumper Mag 7 special of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give big calls on the biggest companies in the world.

    16min
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