ASX questions, macro pressure, clear market calls.
Rivkin Investment Podcast turns member questions into compact market briefings. Shannon Rifkin moves from ASX names and ETFs into wider arguments about rates, oil, AI pressure, trade policy, and investor timing.
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Rivkin Investment Podcast is built around investor questions rather than scripted interviews. The recent episodes follow a recurring Virtually Live format, with Shannon Rifkin taking questions from members and using them to frame market calls. The pace is quick. A question about one ticker often becomes a broader argument about valuation, interest rates, oil, AI, tariffs, or portfolio timing. The show is especially grounded in Australian market practice, with frequent attention to ASX-listed companies, ETFs, miners, oil and gas names, e-commerce businesses, technology stocks, and income securities. It is not casual finance chat. The language is practical and opinionated, with recurring emphasis on what looks cheap, what looks expensive, what is cyclical, and what deserves a premium. Recent episodes keep circling the same macro stresses: war in Iran, oil price spikes, the Strait of Hormuz, central-bank caution, sticky inflation, U.S. trade policy, tariff pauses, and Donald Trump’s reaction to bond-market pressure. These themes are treated as market inputs, not abstract news. A sell-off in growth shares becomes a discussion of AI risk. A rally in energy names becomes a warning about temporary earnings strength. A question about big miners becomes a debate about large-cap downside and long-term commodity exposure. The show often sounds like a disciplined investor thinking aloud in public. It hedges when needed, then usually lands on a clear view. That makes it useful for listeners who already know the basic vocabulary of markets and want sharper framing on live conditions. It also has a strong educational current, because the stock calls are usually tied to repeatable concepts: buy cyclicals when earnings look poor, sell when temporary profits make them look cheap, distinguish structural advantage from sentiment, and treat valuation as only one part of the case. The result is focused, dry, and market-aware.
Made for: Suited to active Australian investors who follow listed companies, ETFs, commodities, rates, and global policy risks. It assumes comfort with valuation language and market volatility.
What sets it apart: The show turns member stock questions into wider investing rules, anchoring opinions in valuations, yields, margins, and macro catalysts. Its strength is practical market judgment delivered without interview padding.
Rivkin has been inspiring people to invest directly in financial markets since we first published the Rivkin Report in May, 1997. Since then, our company has grown to incorporate both local and global advice, dealing services covering the thousands of global financial instruments, and accounting services that help Australians manage their superannuation. We love helping our family of clients build and manage wealth so they can enjoy the freedom that increased lifestyle choices can bring. Our Rivkin Podcast is dedicated to bringing the latest and most relevant market news as well as thought and educational pieces to listeners. We offer a wealth of knowledge from seasoned investors, market ana…
Based on 5 episodes we listened to · September 2026
Shannon Rifkin connects market moves with valuation, business quality and portfolio risk through detailed answers to investor questions.
Rivkin Investment Podcast turns current market turbulence into a question-led investment briefing. Shannon Rifkin moves from an opening read on equities, inflation, interest rates or geopolitical shocks to specific investor questions, usually about Australian-listed companies…
Shannon Rifkin treats a relief rally as evidence, not permission to high-five your portfolio.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A measured review of reporting-season volatility, stock-specific sell-offs and the patience now demanded by corporate dealmaking.
Reporting-season volatility drives this single-episode review, with sharp share-price moves set against the harder question of what they really reveal about a business.
A clear market Q&A on gold explorers, Woodside's transition choices, dividends, and portfolio discipline after a strong run.
Shannon Rifkin's 2 October market Q&A reads a market that may have reached a ceiling after a spectacular run, then turns to the practical questions sitting beneath that pause.
Small things, real markets, strange incentives.
Markets, money, and Germany in motion.
Shannon Rifkin discusses the current market sell-off driven by persistent inflation and the unwinding of the AI boom, suggesting it may be a healthy correction within a longer-term bull market.
Shannon Rifkin answers listener questions about capital gains tax implications for Prime Media and discusses Meyer's potential acquisition of Premier or Aria.
Shannon Rifkin discusses the current market conditions tied to inflation and rate decisions, then answers a viewer question about listed options.
Shannon Rifkin hosts Virtually Live Local on November 5, 2025, discussing current market weakness with gold down 10% and cryptocurrencies falling.
Shannon Rifkin hosts a Q&A session on October 2, 2024, addressing listener questions about specific stocks.
Shannon Rifkin discusses AYUPA perpetual fixed-rate notes from Australian Unity, explaining their recent price fall due to interest rate changes and business challenges.
Shannon Rifkin assesses a relief rally after a ceasefire involving Iran, arguing that Donald Trump's political pressure makes a prolonged conflict less likely while oil prices and inflation remain risks.
Shannon Rifkin discusses market volatility driven by Trump's tweets, the impact of tariffs on the economy, and answers a question about oil stocks amid the Iran war.
Shannon Rifkin discusses how the war in Iran is driving markets, with volatile oil prices and inflationary pressures leading to central bank rate hikes.
Shannon Rifkin discusses market volatility driven by the Iran war and oil prices, answering a question about miner valuations and large cap downside risks.
Reporting season is rough.
On 28 January 2026, Shannon Rifkin answers questions about AUB’s near-half-billion-dollar acquisition, its $29.40 entitlement issue price, and the 7.5% discount to its prior trading level.
Shannon Rifkin of the Rivkin Investment Podcast answers five ASX listener questions on January 22, 2026, opening with an analysis of global market volatility triggered by Trump's Greenland territorial claims and introducing the investor acronym TARCO — Trump Always Chickens Out.
DroneShield's near-$4 billion valuation assumes software-like economics that defense businesses may not possess.
Shannon Rifkin discusses the recent thaw in the US-China trade war, its impact on the stock market, and the risk of stagflation and recession.
Shannon Rifkin discusses the recent tariff announcements and the market chaos, urging caution and analyzing Trump's economic policies.