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Success and More Interesting Stuff

Success and More Interesting Stuff

By: Livewire Markets
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Take a front-row seat to hear the stories behind some of Australia’s most successful and iconic sports people and business leaders. The show is hosted by Matthew Kidman, former business editor of the Sydney Morning Herald and author of three books. Kidman takes the time to uncover the rarely heard stories behind these successful individuals to give listeners a unique perspective of what makes them tick.Copyright 2020 All rights reserved. Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • Nick Griffin on finding stocks that can double earnings in 5 years
    Jun 30 2025

    Nick Griffin’s path to fund management may have seemed preordained, his father worked in the industry, but his journey has been anything but ordinary.

    After completing a commerce degree, Griffin missed out on a graduate role with one of the big four accounting firms. That setback led him to the Commonwealth Bank’s investment team, where he cut his teeth before embarking on a backpacking trip that ultimately set the trajectory for his career.

    Landing in London, Griffin took on a role as an oil and gas analyst and soon found himself in Edinburgh, the traditional home of UK fund management. It was there he immersed himself in the world of long-term capital, working closely with some of the oldest and most respected investment houses in Europe.

    Eventually, Griffin returned to Australia and joined K2 Asset Management, where he ran the firm’s global fund. Then, in 2017, he co-founded Munro Partners with a clear mission, back companies set to double their earnings in five years or less by riding powerful structural tailwinds.

    In this episode of Success and More Interesting Stuff, Griffin shares how he built Munro from $20 million to more than $5 billion in FUM, the key signals he looks for in structural winners, and what comes next for AI, healthcare, and defence investing.

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    55 mins
  • Jake Klein: The West is ill-prepared for what lies ahead and the gold price reflects this
    Jun 2 2025

    Jake Klein left a high-flying banking career to chase a hunch about gold, and it paid off in spades. From pioneering mining ventures in China to building Evolution Mining into a $16 billion powerhouse, Klein has made a habit of spotting value where others see risk. In this episode of Success and More Interesting Stuff, he shares how growing up in South Africa shaped his thinking, why Western democracies are unprepared for what’s coming, and what the gold price is really telling us.

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    49 mins
  • How Fidelity’s Paul Taylor stays ahead of the market
    May 9 2025

    We're often told that beating the market over the long term is impossible. A lucky year or two? Maybe. But doing it for more than two decades? That’s supposed to be out of reach.

    Paul Taylor has defied that logic. Managing a concentrated portfolio of 30 to 50 local stocks through everything from the GFC to the COVID crash. It sounds exhausting - but he shows no signs of slowing down.

    In today’s turbulent market, Taylor’s perspective is more relevant than ever. In this episode of Success and More Interesting Stuff, he shares the key ingredients for long-term success, explains why failure is inevitable in stock picking, and offers his view on why the current obsession with tariffs and trade tensions will ultimately be seen as little more than short-term noise. It’s a rare opportunity to hear from one of Australia’s most consistent and enduring investors.

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    55 mins
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