Buy Hold Sell, by Livewire Markets

When Archimedes had that famous bath and watched the water rise, he didn't just solve a problem - he had one of history's great moments of innovation. A completely new way of seeing something that had always been there. Investors are on a similar hunt. Figuring out the pure gold in the market, the companies that are genuinely reimagining their industries, the true innovators that have the potential to become the market leaders of tomorrow. The trouble is, telling real innovation from a good story is hard at the best of times. And right now, with small and mid-caps taking a beating since the onset of the war in Iran, the market is anything but straightforward. Do you chase macro tailwinds? Hunt for quality growth names that have been unfairly sold off? Or play it safe and wait for the dust to settle? To help work through those questions and to find where the genuine "eureka!" moments might be, Anna Dadic is joined by Lucas Goode from IML and Ben Rundle from Hayborough Investment Partners to run the ruler over some stocks and share one high conviction pick for the year ahead. Let's go find some gold! This episode was filmed Wednesday 22nd April, 2026.

The world is meant to be moving away from oil and gas, yet we are consuming more of it than ever. Global oil demand is now running at more than 102 million barrels per day, above pre-pandemic levels, and expected to continue growing according to the International Energy Agency. At the same time, oil and gas still account for roughly 55% of global energy consumption, underscoring just how far the transition still has to run. That’s not to say the shift isn’t happening. Renewables now generate close to 30% of global electricity, and clean energy investment has surged past US$2 trillion annually, well ahead of fossil fuels. But here’s the catch: existing oil fields decline at around 5–7% per year, meaning fresh supply is constantly needed just to stand still. Recent events have made that juxtaposition impossible to ignore - just ask anyone who has filled up their car at $2.50+ per litre in recent weeks. The conflict in the Middle East has provided a sharp reminder that, for all the progress, the global economy remains deeply reliant on hydrocarbons. Australia remains one of the world’s largest LNG exporters and is home to globally competitive oil and gas producers across the market cap spectrum. In this episode, Acorn Capital’s Rick Squire and Datt Capital’s Emanuel Datt discuss the energy market and run the ruler over four ASX oil and gas stocks. This episode was recorded on Wednesday, 8th April 2026.

Sometimes, you get tired of the chicken parmy and start looking for a truffle pasta instead - you know that feeling? While there are plenty of advantages to investing on home turf, and many Australians do exactly that, for investors chasing genuine long-term growth, the local menu can feel increasingly narrow. With the ASX still heavily anchored to ex-growth banks and miners, and a tech sector that has been hit hard by the AI shake-up, the case for looking offshore in search of growth opportunities has perhaps never felt stronger. In this episode of Buy Hold Sell, we put five global growth stocks in the spotlight, spanning big tech, semiconductors, e-commerce, aerospace and streaming. Livewire’s Tom Stelzer is joined by Vihari Ross from Antipodes and Casey McLean from Magellan Investment Partners for a look at the big global growth names - some household names, some less familiar - worth watching now.This episode was filmed Wednesday 11th March 2026.

The Magnificent 7 are starting to look a bit like a boy band past its peak. (Think the Beatles, NSYNC, BTS...pick your era.) At their height, the hype is intoxicating. The name up in lights, the style, the choreography of the market moving to their beat. For a while, everyone agrees - they’re untouchable. But nothing stays loved in the limelight forever, and sentiment can turn quickly. Doubts around AI leadership and an overcrowded trade have made investors pause on tech, while sectors like energy, materials and industrials have started outperforming. And when the gloss fades, as we saw in the pullback earlier this year, the next question that naturally gets asked is - what else is out there? Well friends, here at Livewire, we’re here to tell you - quite a lot! In this episode, we’re casting our eyes past the Magnificent 7 and instead focusing on the global megacaps that have been stuck in the Mag 7's shadow. And we’ve brought in two of the best in global equities - Vihari Ross of Antipodes, and Casey McLean of Magellan - to talk through the other members of the trillion-dollar club (and the ones knocking on the door.) This epsiode was filmed Wednesday 11th March, 2026.

The yield on the ASX has now been below 4% for quite some time, but that doesn't mean there's no income opportunities for Australian investors ready to do the work. In this episode of Buy Hold Sell, Livewire's Chris Conway hosts Peter Gardner from Plato Asset Management and Sean Roger from Perpetual to discuss whether we're in a structurally-lower income environment or whether it's just a lull. They also reveal the sectors where they're still finding reliable income and what they're avoiding right now. Finally they each share one ASX income stock idea the rest of the market might be missing for 2026.

It was the best of times, it was the worst of times. That might be the best way to sum up the February reporting season at the headline level. Of course, there is more nuance to it than that. The top end of town - the banks and miners in particular - enjoyed solid results and, often, spectacular share price moves; Woolworths up 14%, anyone? Throw into the mix a record high for BHP and a resurgent Commonwealth Bank, as the strong got stronger - 'twas the best of times. At the other end of the spectrum, if you disappointed the market - even by a smidge in the case of a company like ZIP - you got hammered. This is not a new theme, given recent season history, but certainly a more pronounced one. 'Twas the worst of times. If that wasn't enough to navigate, casting a pall over the entire season was the chaos agent that is change. More specifically, AI-disruption, which apparently is threatening most small and mid-cap business models, while the top 20 are somehow immune. To help unpack one of the most colourful and important reporting seasons in the last decade, guest host, CommSec's James Gruber, was joined by David Lloyd from Ausbil Investment Management, and Dushko Bajic from First Sentier Investors. They discuss the big themes, key takeouts and, of course, all the big stocks - from the winners to the losers, and everything in between. If you're an investor in ASX stocks, you cannot miss this episode of Buy Hold Sell. This episode was recorded on Thursday, 26 February 2026.

AI. It's all anyone is talking about, and whether you love it or loathe it, you're probably going to have to hear about it for a while yet (i.e. forever). But whether you choose to invest in it? That's another story. Let's be real. Investors of all stripes - from retail punters to institutional shops with trillion-dollar balance sheets - have lost their minds over AI. Yes, there will be winners. But there will also be body bags. That’s how every tech revolution works. So what is the play? Do you ram as much AI into your portfolio as you can and back the builders of the future? Or do you position in themes tied to timeless human needs like eating, building and moving? In this episode, Daniel Kelly from Viola Private Wealth and Adam Dawes from Shaw and Partners run the ruler over three ETFs offering direct AI exposure and three designed to be resilient, whether the robots deliver or disappoint. This episode was filmed on Wednesday, 11 February 2026.

ETFs have become the building blocks of modern portfolios, offering instant diversification, liquidity and low-cost access to everything from global blue chips to niche thematics. But with a veritable supermarket of options now available on the ASX, choosing the right ETF is no easy task. In this episode, Livewire’s Tom Stelzer is joined by Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to give us their verdicts on some of the ETFs most tipped by Livewire readers for 2026. We cover ETFs from global quality and cybersecurity, to Australian high yield, copper miners and the world’s largest listed companies. As always, each guest also brings one ETF idea of their own for the year ahead offering two very different ways to position for 2026 - one taking advantage of the beaten-down ASX tech sector and another set to benefit from a geopolitically charged environment. This episode was filmed Wednesday 11th Febraury 2026

To paraphrase Gordon Gecko, growth is good. But not all growth opportunities are created equal (just ask ASX tech investors right now), and after a year in which some growth stocks soared while others stalled, what's the outlook for growth this year, and how do you take advantage? To answer those questions and more, we welcomed Anna Milne from Wilson Asset Management and Blake Henricks of Firetrail Investments to cover off all things growth stocks. They reveal how they're handling the current market rotation, what they actually look for in growth-oriented companies and the thinking that goes into deciding when to sell. They also each share their top pick for an ASX growth stock in 2026. Please note this episode was filmed Wednesday 28th January, 2026.

Despite the noise, 2025 has quietly thrown up plenty of opportunities for investors. Anyone switched on enough to play the Resources rebound, the generational gold trade, the small cap surge or even the CBA rally (before things cooled off) has probably done pretty well for themselves this year. While many investors sat on their hands over AI and bubble fears, or licked their wounds following the Liberation Day correction, others took the chance to act and reaped the benefits. Fortune favours the bold, or at least those willing to think outside the box. So as we prepare for the clocks to tick over to 2026, what are the big opportunities out there for investors looking to outperform over the next 12 months? As part of our 2026 Outlook Series, we asked nine leading fund managers to share the biggest investment opportunity they've identified for next year.

Every year, markets have a habit of humbling consensus. Industries written off as “uninvestable” can quickly turn into the best-performing trades on the board, while last year’s darlings quietly fall out of favour. And 2025 was a textbook example. Few investors began the year expecting gold, defence, critical minerals or uranium to deliver such standout returns – yet all surged as shifting geopolitics, energy security and supply-chain realities reshaped capital flows. Even more surprising was hydrogen’s sudden resurgence, catapulting the long-maligned sector onto the global leaderboard after years in the wilderness. At the same time, traditionally reliable areas like ASX technology and healthcare struggled to gain traction, reminding investors just how quickly market narratives can flip. With 2026 now firmly in sight, the obvious question is: where will the next breakout come from? To find out, we asked 10 experts to look ahead and identify the sector or industry they believe is poised for a breakout year in 2026 – and, crucially, the stocks they think best capture that opportunity. These interviews were filmed on Tuesday, 9 December 2025.

In a year as frantic and fluid as 2025, it can be hard to know what is a valuable learning experience and what is just noise. But it goes without saying that eventful times in markets will always throw up the opportunity for some new lessons and some old lessons best relearned. As part of our 2026 Outlook Series, we asked 10 leading fund managers to share the key lesson they learnt in 2025 and how that's informing their approach going into 2026. From trimming winners too early to working out how to play the big market shifts, these lessons from 2025 should help you become a better investor in the year ahead. These interviews were filmed on 9 December 2025.