{"podcast":{"title":"Buy Hold Sell, by Livewire Markets","slug":"buy-hold-sell-by-livewire-markets-599577","podcast_index_feed_id":599577,"rss_url":"https://feed.podbean.com/buyholdsell/feed.xml","website_url":"https://buyholdsell.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7353978/AlbumCover-BHS.jpg","author":"Livewire Markets","episode_count":100,"summary":"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 Livewire’s Ally Selby as she quizzes Australia’s 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.","last_synced_at":"2026-07-17T08:18:23.166792+00:00","page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577"},"episode":{"title":"Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26","slug":"buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26","published_at":"2026-07-05T20:00:00+00:00","page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26","show_page_url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577","url":"https://buyholdsell.podbean.com/e/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26/","audio_url":"https://mcdn.podbean.com/mf/web/kzkniezvsptjudn5/BHS-2_01Jul26_Podcast9e50c.mp3","summary":"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 performance begs the natural question - can the rally keep going? To explore that question, run the ruler over some of the winners, and each pitch a stock they're backing for the year ahead, Livewire Tom Stelzer is joined by Stephane Andre from Alphinity and Dougal Maple-Brown from Maple-Brown Abbott. Please note this episode was filmed on 1 July 2026.","meta_description":"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%, blitzi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":687,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/buy-hold-sell-by-livewire-markets-599577/episodes/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/buy-hold-sell-by-livewire-markets-599577/buy-hold-sell-5-stocks-from-the-asx-s-hottest-sector-of-fy26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}