This week's guest is Simon Mawhinney, Chief Investment Officer of Allan Gray. We learn about the ‘feast and famine' nature of contrarian investing, why a long-term approach is essential to success, and then finish with Simon’s contrarian case for Telstra.

The Rules of Investing: Feast and Famine with Allan Gray

The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you.  New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.

Business

Investing

The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.

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The Rules of Investing: Feast and Famine with Allan Gray

The Rules of Investing: Feast and Famine with Allan Gray

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