Podcast · Business

Buy Hold Sell, by Livewire Markets

by Livewire Markets · English · Business

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 investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces mov

New episodes: Weekly
Typical length: 16 min
Latest: 8 Oct 2026
Language: English

Latest episode

8 Oct 2026 · 16 min

Buy Hold Sell: 5 high-scoring ASX stocks for quality and growth

Quantitative data vs. qualitative insights — why not both? In this episode, we cut through the market noise using Market Index’s new stock screening tool, Stock Scores, to uncover top ASX stocks scoring highest across Quality and Growth metrics. Rudi Filapek-Vandyck (FNArena) and Henry Jennings (Marcus Today) join us to break down these high-scoring stocks and share whether they’re a buy, hold or sell. More about Stock Scores here!: https://www.marketindex.com.au/stock-scores Please note this episode was filmed Wednesday 7th October, 2026.

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Earlier episodes 29 most recent

E518 · 1 Oct 2026 · 17 min
Buy Hold Sell: The ASX's top management teams
The key to any great institution is the management team behind the scenes. Take the example of Justin Holbrook, who has guided the Newcastle Knights from wooden spooners to NRL grand finalists in the space of a year. And the ASX has long been home to stellar management teams who have turned their companies into global winners. In this episode of Livewire's Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management Australia and Joseph Koh from Blackwattle Investment Partners to deliver the calls on five ASX stocks with respected management teams, and share their pick for the ASX…
E517 · 24 Sep 2026 · 19 min
Buy Hold Sell: 8 ASX stocks for attack and defence
Finding the right balance between attack and defence can be the difference between winning and losing. That will be the case when the Dockers meet the Lions at the MCG tomorrow, and it's also the case for ASX investors looking to build a winning portfolio. In this edition of Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management and Joseph Koh from Blackwattle Investment Partners.
E516 · 20 Sep 2026 · 12 min
Buy Hold Sell: 6 winning stocks - the ultimate small-cap watchlist
After weeks of news about volatile bond markets, stubborn inflation, interest rate hikes, falling house prices, and the AI regulatory divide, that heavy feeling of doom and gloom can be hard to shake. But amidst all of this the world keeps showing us that success stories are still everywhere. Great companies are still thriving and investing in quality companies still works. So, let's put the macro anxiety aside for a moment, take a collective breath and focus on what's working. In this episode of Buy Hold Sell, Matthew Nicholas of 1851 Capital and Nick Sladen of LSN Capital Partners reveal…
E515 · 17 Sep 2026 · 15 min
Buy Hold Sell: 6 ASX small caps surviving and thriving in a macro storm
Right now, bond markets are front of mind for investors everywhere. Sticky inflation and ballooning budget deficits are pushing yields higher, and with the RBA looking likely to hike rates once again and the domestic economy under pressure, the question isn't just which stocks look cheap, it's which ones can actually hold up when the cost of capital keeps rising. Small caps are particularly exposed in this environment and get hit harder when sentiment turns. But within this universe, there are always names with the earnings quality, balance sheet strength, or structural tailwinds to hold…
E514 · 10 Sep 2026 · 20 min
Buy Buy Buy: 11 hot commodity stocks
No, that's not a typo in the headline. We're currently running our Commodities in Focus series, so this episode of Buy Hold Sell is a commodities takeover. We're also departing slightly from our traditional format, with our guests pitching stocks that they like across five different commodities segments. That's right, it's wall-to-wall buys for this episode - because who wants holds and sells when it comes to commodities stocks. Sharing their best and brightest picks across the precious metal, bulk, base metal, battery/energy transition metal, and energy segments are Romano Sala Tenna from…
E513 · 6 Sep 2026 · 17 min
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.
E512 · 3 Sep 2026 · 17 min
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,…
E511 · 27 Aug 2026 · 16 min
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…
E509 · 23 Aug 2026 · 16 min
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.
E508 · 18 Aug 2026 · 13 min
Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs rated
Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech ETFs that launched this year. But as we know, what's in favour today can be out of favour tomorrow. Markets follow narratives, and yesterday's hot thing can become next year's toxic ex. In this episode of Buy Hold Sell, Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Wealth Advisory sort the hot from the not, the break-ups from the make-ups, across six thematic ETFs in technology,…
E506 · 6 Aug 2026 · 14 min
Buy Hold Sell: 5 durable ASX stocks for uncertain times
A Livewire reader recently reached out to us to suggest now is the time for investors to be looking for those durable businesses that could offer some resistance to things like AI, rate hikes and oil prices. The ASX industrials sector seems an obvious place to look, given it's full of stable companies that have endured through the years. But many industrials stocks are also directly exposed to those same macro factors that have help make equities markets a bit of a minefield. So how do you find the stocks that can deliver resilience? In this episode of Livewire's Buy Hold Sell, Hailey Kim…
E505 · 30 Jul 2026 · 11 min
Buy Hold Sell: Making the call on 3 communications stocks (and 2 guest picks)
The Telstra outage of a few weeks ago was a fitting bookend to FY26 the ASX communications sector. It may have fared better than tech and healthcare, but the sector ended the financial year down 12.5% as macro, structural and cyclical threats took their toll. So what does the next year offer? In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by IML's Daniel Moore and Wilson Asset Management's Hailey Kim to dissect three communication names and decide if they're worth picking up or letting go through to voicemail. They also each bring a stock pick of their own - one an…
E504 · 26 Jul 2026 · 15 min
Buy Hold Sell: 4 reader-favourite ASX income stocks - a mid-year verdict
Late last year, more than 2,700 Livewire readers nominated their favourite income stocks for the year ahead. We already ran the ruler over the first half of that list - you can find that episode here. Now we're back for the second half. A lot has changed in the past six months, so there's no better time to take stock, so to speak. Geopolitical tensions have rattled commodity prices, bond yields have pushed higher, and the question of what actually makes a reliable income stock has never felt more relevant. A high yield can be a gift, or it can be a trap. In this episode of Buy Hold Sell,…
E503 · 23 Jul 2026 · 21 min
Buy Hold Sell: 6 ASX stocks in the doghouse - which will bark back in FY27?
Every relationship has its ups and downs. And every year, misunderstandings, broken promises and poor behaviour create a special list that no company wants to end up on - the Dogs of the ASX. These are the stocks that have been punished by the market and banished to the proverbial doghouse. This list is based on the "Dogs of the Dow" strategy, popularised by Michael O'Higgins in the early 90s - a systematic bet on mean reversion. Buy the worst performers from a large-cap index and wait for them to come back. The trick is picking which ones actually will. Hugh Dive from Atlas Funds Management…
E502 · 20 Jul 2026 · 16 min
Buy Hold Sell: 5 ASX tech stocks powering through AI panic
As anyone paying even cursory attention to markets would know, the ASX tech sector has had a rough trot over the past year, down 37% as AI upheaval and rising rates took their toll. But not every stock in the sector has been dragged down with it, and the upcoming August reporting season is shaping up as a key test of who's actually benefiting from AI versus who's being eaten by it. In this episode of Buy Hold Sell, Elise McKay of Pendal and Shaun Weick of Wilson Asset Management join Livewire's Tom Stelzer to analyse three of the biggest ASX tech names that each sit on different branches of…
E501 · 16 Jul 2026 · 13 min
Buy Hold Sell: Are these 5 ASX consumer stocks worth adding to the shopping basket?
It's a tough time for many consumers as the forces of rising rates, stubborn inflation and other macro complications have seen Australia's cost-of-living crisis rumble on. It's a good thing then that there's still plenty of consumer discretionary stocks showing strength, even if the outlook for the sector remains more uncertain. In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Elise McKay from Pendal and Shaun Weick from Wilson Asset Management to make the call on three ASX consumer stocks that could still be potential buys despite the challenges. They've also brought…
E500 · 5 Jul 2026 · 11 min
Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26
There's no two ways about it. If you weren't holding materials stocks over the past 12 months, you missed a trick. The sector surged more than 45%, blitzing its nearest competitor (consumer staples up ~11%) and outperforming every other positive sector... combined. The sector was powered by insatiable demand for commodities from the AI infrastructure build-out. Gold, silver, copper, platinum and palladium all enjoyed significant price increases, whilst iron ore - still the backbone of the Australian mining sector - didn't suffer the price falls many were expecting. But the stellar…
E499 · 2 Jul 2026 · 11 min
Buy Hold Sell: 3 energy stocks analysed (plus another so good it was picked twice)
The energy sector has been front and centre for much of the last 12 months, as AI demand and the war in Iran have seen demand surge and prices jump around. That's been good news for many of local names, with the ASX Energy sector up 11% this year, but is there any charge left in the battery? In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Dougal Maple-Brown from Maple-Brown Abbott and Stephane Andre from Alphinity Investment Management to see if they're positive or negative on some interesting ASX energy names. In a rare turn of events, we've also got a double fundie…
E498 · 29 Jun 2026 · 20 min
Buy Hold Sell: Which ASX stocks win as oil prices fall? (plus 2 surprise picks)
Just weeks ago, markets were pricing in the risk of a prolonged conflict in the Middle East, with oil surging as investors feared disruptions to global supply. Today, much of that geopolitical risk premium has unwound. Brent crude has retreated to around its pre-war levels following a US-Iran peace agreement, even as fresh flare-ups serve as a reminder that the situation remains far from settled. Whether the recent pullback in oil proves temporary or not, investors are already asking the next question: who stands to benefit? The obvious winners are businesses with large fuel bills. But lower…
E497 · 25 Jun 2026 · 25 min
Buy Hold Sell: 6 ASX stocks the shorts sellers love to hate
Short sellers are often described as the smartest money in the room. They borrow shares, sell them on market, and actively bet that the price will fall. Get it right and the returns can be substantial. Get it wrong and the losses are theoretically unlimited. Just ask the person on Reddit who shorted Korean fried chicken companies then lost it all when pictures of Jensen Huang eating fried chicken in Seoul went viral. I think about them often. Mostly I think - what were they thinking. In this episode of Buy Hold Sell, we are joined by Michael Wayne from Medallion Financial and Henry Jennings…
E496 · 21 Jun 2026 · 14 min
Buy Hold Sell: 6 ASX stocks poised for a big FY27, plus two to avoid
As equity investors, we're always aiming for better-than-average - otherwise we'd just buy a low-cost index ETF and be rid of the vagaries of individual stocks (but what fun would that be?!?!) No, playing the game of the market, we want - even need - stocks in our portfolio that deliver above-average performance, if for no other reason than to cover the laggards. With the new financial year about to roll over, it’s time to cast our eyes ahead and think about companies that can deliver for us in the coming 12 months. In this episode, Livewire's Chris Conway is joined by Yarra Capital…
E495 · 18 Jun 2026 · 20 min
Buy Hold Sell: 5 ASX stocks that crushed it in FY26 (and two that should kick on)
There are a few moments throughout the financial year that lend themselves to a portfolio review. While investors should always remain diligent, January 1 provides a fresh opportunity to cast a critical eye over one's holdings, while the February and August reporting seasons offer another chance to decide which companies continue to make the cut. But perhaps EOFY trumps them all, particularly due to tax-loss selling, where investors realise capital losses on underperforming investments to offset capital gains elsewhere in their portfolios and reduce their overall tax bill. Most of the…
E494 · 14 Jun 2026 · 18 min
Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
What are Australia's best income stocks? To kick off Livewire's Income Series, we asked more than 2,700 investors to nominate their favourite income stocks and investments. The results included household names like BHP, Commonwealth Bank, Telstra and Washington H. Soul Pattinson, alongside a handful of small-but-mighty dividend payers that punched well above their weight. In this episode of Buy Hold Sell, Matthew Kidman is joined by Jun Bei Liu from Ten Cap and James Gerrish from Market Matters to run the ruler over six reader-voted income favourites. Timestamps: 00:00 – Income is back 00:58…
E492 · 12 Jun 2026 · 9 min
Buy Hold Sell: A World Cup ASX best XI
The countdown is on to the FIFA World Cup and so what better way to join the party than by putting together our own best XI of ASX stocks. In this special edition of Buy Hold Sell, we've asked First Sentier Investors' Dushko Bajic to take on the role of manager and select a starting team of 11 ASX stocks he thinks can deliver on the pitch. It's a lineup that is looking to deliver everything you need to win - solid leadership, genuine experience, strong vision, versatility and a bit of X-factor. But which Aussie stocks are getting the call-up and which are being left at home? Which companies…
E493 · 11 Jun 2026 · 21 min
Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse
The great ASX tech unwind has been brutal. After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence. The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently,…
E491 · 4 Jun 2026 · 17 min
Buy Hold Sell: 8 consistent ASX dividend stocks (and 2 big Buys)
Are you finding equity income investing harder than it used to be? Well, you're not imagining it. For years, income investors could build a portfolio of quality ASX dividend stocks and generate an attractive income stream without taking excessive risk. Today, that task has become far more challenging - but not impossible. The ASX's yield has fallen well below historical averages, bank share prices have rallied hard, and many of the market's traditional income favourites simply do not offer the yields they once did. At the same time, higher bond yields and attractive cash rates have given…
E490 · 24 May 2026 · 16 min
Buy Hold Sell: 3 sectors and 6 ASX stocks growth investors are circling now
At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it’s driven by disruption. Sometimes it’s recovery. And sometimes it’s simply because the market has become too pessimistic about quality businesses with long runways ahead of them. Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastructure businesses are trying to prove they can scale profitably. Software and SaaS names are attempting to emerge from one of the sharpest valuation resets in recent memory. And in healthcare and…
E489 · 21 May 2026 · 12 min
Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks
In the wake of the budget and the proposed CGT changes, there has been plenty of spirited debate about the future of growth investing in our great country. And rightly so. But let's get real. Whatever we might think about the changes, Aussies will still create and invest in great growth businesses. It's in our blood. No tax change is going to completely crush home-grown innovation - the very innovation which brought us the Coolgardie cooler, the Hills Hoist, the Cochlear implant, and WiFi. Oh, and Tim Tams... mustn't forget the Tim Tams. Typically, these great growth stories are born from…
E488 · 12 May 2026 · 16 min
Buy Hold Sell: Is it time to ditch the banks? 7 ASX financials stocks to watch
While much of the market has been nursing its wounds in 2026, the financial sector has been quietly holding up. But nothing stays comfortable forever. With a fresh rate hike hitting the market and bank valuations looking increasingly stretched, one of our guests this week puts it best - the banks are running on Wile E. Coyote physics. Off the cliff, still running - just haven't looked down yet. So where does the smart money go from here? Because if the bank trade is getting crowded, the case for rotating into other parts of the sector, insurance in particular, is building fast. Higher rates,…

About Buy Hold Sell, by Livewire Markets

Buy Hold Sell, by Livewire Markets is a English business podcast from Livewire Markets. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Livewire Markets
Language: English
Category: Business
New episodes: Weekly
Typical length: 16 min
Latest episode: 8 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1497491315

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