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Buy Hold Sell, by Livewire MarketsAuthor: Livewire Markets
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 Australias top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Buy Hold Sell: Who's next in the trillion dollar club?
Episode 478
Thursday, 12 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.
