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The Rules of Investing Podcast Transcripts

Livewire Markets · 100 episodes with transcripts

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.

Spoken has transcripts of 100 The Rules of Investing episodes, with the speakers named. The newest listed here is from October 7, 2026.

InvestingBusiness

Every The Rules of Investing transcript in one script

100 episodes of The Rules of Investing have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

archive.sh
curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1305615859/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest The Rules of Investing transcripts

Signal or noise? Three macro experts on what matters for your portfolio

October 7, 2026

Patrick Ian Polk (0:13)

Good morning, everyone. Thank you for coming along today.

There is a lot going on in the world right now, and all of it seems capable of moving markets. When I was coming up, admittedly, many moons ago in markets, there was only three things that you needed to pay attention to have a handle on the macro, and that was inflation, interest rates, and growth. Now, we have to…

Damien Boey (1:42)

So the way the RBA usually sets interest rates is it says, look, here is the amount of spare capacity that we have in the economy, and here is the amount, here is the rate that we think is necessary to keep the economy stable inflation on an even kill over the longer term. And you kind of take into account both of…

My issue with all of this is that currently the AI narrative is quite pervasive. I think it's almost a coordinated message actually that you're getting from central banks, that AI right now is an inflationary phenomenon and therefore an impetus to raise rates. The problem is, if you think that AI really is going to…

Patrick Ian Polk (3:04)

Diana, I'll throw to you, what do you think matters more from here? Is it persistent inflation or some of what's going on underneath the headlines?

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  https://spoken.md/transcripts/1000793714496

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