
Sign up to save your podcasts
Or


Banks and miners dominate the ASX, but the opportunity doesn’t end there. At Livewire Live 2025, L1 Capital’s Mark Landau and Allan Gray’s Simon Mawhinney shared their conviction calls beyond these portfolio staples.
This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event.
By Livewire Markets4.8
66 ratings
Banks and miners dominate the ASX, but the opportunity doesn’t end there. At Livewire Live 2025, L1 Capital’s Mark Landau and Allan Gray’s Simon Mawhinney shared their conviction calls beyond these portfolio staples.
This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event.

12 Listeners

89 Listeners

22 Listeners

45 Listeners

9 Listeners

61 Listeners

30 Listeners

24 Listeners

35 Listeners

4 Listeners

6 Listeners

28 Listeners

33 Listeners

17 Listeners

16 Listeners