Tim Carleton, the Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, was recently interviewed on "The Rules of Investing" podcast, hosted by Livewire Markets.

Tim reveals two stocks from the Auscap Long Short Australian Equities Fund. One of these stocks stands out impressively as the sole ASX-listed company with a return on equity above 50%. While the other is Carsales, Tim's 2022 Conference stock pick, showcasing its competitive advantage in the market.

Tim also discusses why he's steering clear of the tech and energy sectors, his expectations for the upcoming earnings season, and why lithium is a crowded trade (yet remains invested in it).

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