The Rules of Investing: Feast and Famine with Allan Gray

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.

Om Podcasten

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 Ally Selby, 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.