Listen Top Shows Blog

Inside the Soul Patts compounding machine

Inside the Soul Patts compounding machine

Update: 2025-10-24

Share

Description

Soul Patts CEO Todd Barlow joins The Rules of Investing to unpack the firm’s merger with Brickworks, why he’s buying at cyclical lows, and how he’s positioning for the future of energy. He also shares why liquidity and humility matter when markets are running hot.

________________________

Thanks to our Sponsor AlphaSense

This latest episode is brought to you by AlphaSense.

See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

Comments

In Channel

The five-year test: Lev Margolin’s four-step process for finding structural winners

The five-year test: Lev Margolin’s four-step process for finding structural winners

2025-10-2941:05

Inside the Soul Patts compounding machine

Inside the Soul Patts compounding machine

2025-10-2435:31

Magellan's value picks as sentiment soars

Magellan's value picks as sentiment soars

2025-10-1742:22

Matthew Kidman: The two best times to make money in markets are coming

2025-10-1333:58

Warryn Robertson: The secret to owning the world’s best assets

Warryn Robertson: The secret to owning the world’s best assets

2025-10-1042:17

A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series

A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series

2025-10-0231:22

10 years from now, these are the companies everyone will wish they owned - Livewire Live Mini-Series

10 years from now, these are the companies everyone will wish they owned - Livewire Live Mini-Series

2025-10-0143:28

High conviction: What we’re backing for the long term - Livewire Live Mini-Series

High conviction: What we’re backing for the long term - Livewire Live Mini-Series

2025-09-3040:54

Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

2025-09-2940:31

Chris Joye's big contrarian call

Chris Joye's big contrarian call

2025-09-2338:08

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

2025-09-1134:59

Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

2025-09-0232:34

Lessons from the ‘dark side’ of credit

Lessons from the ‘dark side’ of credit

2025-08-1833:21

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

2025-08-0531:33

Life changing technology meets a structural growth industry

Life changing technology meets a structural growth industry

2025-07-1841:58

From cold call to capital giant: The Metrics story in Lockhart’s words

From cold call to capital giant: The Metrics story in Lockhart’s words

2025-07-0446:46

Equities up, bonds behaving but what is the US dollar telling investors?

Equities up, bonds behaving but what is the US dollar telling investors?

2025-06-2632:45

Mark Mobius: Change is coming and most companies are not prepared

Mark Mobius: Change is coming and most companies are not prepared

2025-06-1537:34

Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally

Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally

2025-06-0642:43

Investors had a decade to buy Amazon. Is it Spotify’s turn now?

Investors had a decade to buy Amazon. Is it Spotify’s turn now?

2025-06-0324:37

00:00

00:00

x

Inside the Soul Patts compounding machine

Inside the Soul Patts compounding machine

Livewire Markets