Afleveringen
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With the largest IPO in history hitting screens, a (possible) resolution to the war in Iran, and so much more going on, it’s easy to lose sight of what’s really going on in your portfolio, and the wider market.
Join Gemma Dale and Money Money Money’s Glen James as they break down:
The SpaceX IPO, its magnitude and what it means for investorsHow the ASX and S&P500 have performed over the last twelve monthsWhich stocks and sectors have delivered the best performance andWhat you should be paying attention to now.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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With global markets continuing to make record highs, investors should be feeling positive – but supply shocks, overvaluation risks and the speed of market change is making many nervous.
Pinnacle Investments’ Anthony Doyle joins the podcast to discuss:
Why 1 in 100 year events seem to be happening every yearThe heroic assumptions your strategy may be built onWhy it’s a difficult time to take a passive approach, andHow to build a portfolio that prepares for both risk and opportunityYou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Zijn er afleveringen die ontbreken?
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This year’s Federal Budget proposed changes to negative gearing, capital gains tax and trust income, all of which will impact millions of Australians. So what is it all likely to mean?
Nab Group Tax specialist Fred Law joins the podcast to break down:
What the impacts are, and aren’t, likely to beWhat is known, and what isn’t, about the changesWhy small business owners have always had CGT exemptions and still doThe possible implications for asset owners and investors, andWhy we need to wait for the final legislation to really know the outcomes.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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An oil crisis, rising rates and inflation, and US markets at record highs – the rules of investing that hold true over time have never mattered more. Motley Fool favourite Scott Phillips could write a book about what he’s learned – and he has.
Today Scott joins the podcast to discuss:
Why you’re not getting any healthier, and why it matters for investingThe value of the pre commitment biasHow to sequester your wins, andWhy quality companies could be the big winners from today’s market volatility.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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As conflict continues in the Middle East, oil and gas supply shocks have significant implications far beyond the price of a barrel of crude. The flow on effects touch every part of the economy, but materials and energy are affected more than most.
MineLife’s Gavin Wendt joins the podcast to discuss the impacts in depth, covering:
The oil price and its outlook as the conflict continuesHow Australia’s iron ore producers are affectedWhether the lithium price will continue to riseWhat energy security looks like, and the impact on renewables and nuclear, andWhy gold remains the safe haven asset of choice for more and more investors.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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While the Middle East conflict dominates the headlines, dramatic shifts are occurring in systems we’ve taken for granted for more than half a century. So how does one build and maintain wealth for a very different future?
Talaria Capital’s Hugh Selby Smith joins the podcast to discuss:
How AI will change the world, but you could still lose moneyWhy unsustainable levels of debt keep governments in a bindHow, why and where supply chains will change foreverWhether gold and other commodities can keep their gains, andThe key strategies you can take to keep your portfolio safe, whatever its size.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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With the Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated.
So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss:
Why the disconnect between paper and physical oil is unprecedentedHow that will play into actual prices paid by end usersWhat has been affected and how long it will take to get back online,Whether markets are accurately pricing the disruption andHow quickly we can expect an end – or an escalation – to hostilitiesYou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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February reporting season generated unprecedented volatility, offering opportunities and risks for investors. But does any of it matter when geopolitical risks threaten global markets like they have this week?
Atlas Funds Management’s Hugh Dive joins the podcast to discuss:
The standout performers from reporting seasonThree stocks that have fallen hard - but may keep fallingWhy markets remain dangerously optimistic, andThe stocks and sectors to watch if war in the Middle East escalates -
While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors.
Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss:
Why the ‘killing season’ is in full swing, and who’s sufferingHow the ‘big bifurcation’ creates opportunityWhich stocks are winning as Australia becomes the world’s third largest data centre market andWhat to avoid when the siren call of a sell off sings to you.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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While the US dollar has been under pressure, gold has soared to record highs, and pundits are thinking about a world order that is no longer US centric. So how likely is this scenario, and what does it mean for investors?
Nab’s Head of FX Strategy, Ray Attrill, joins the podcast to discuss:
Why de-dollarisation is just noise in the short term, BUTWhat the extraordinary appetite for gold may be telling usThe implications of new Fed Chair Kevin Warsh, andThe key conditions that would see a dramatic change in financial outlook for the dollar, commodities and more.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Many New Year’s resolutions have already waned by mid January, so consider this your gentle reminder – a better financial you is possible in 2026.
Behavioural – and financial – economist Evan Lucas joins the podcast to discuss:
Why the world is ‘excitingly risky’ right nowHow to improve your cognitive architectureWhy you should be asking ‘what’s the point?’ andThe surprising habit that dramatically improves your chances of success, andHow to adapt your thinking and your habits if you think the proven methods are too cheesy to work for you.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps.
Forager Funds’ founder and CIO Steve Johnson joins the podcast to share:
Whether AI will really allow large corporates to ‘vibe code’ their way to successWhy sport can be an exciting opportunity for the right team or codeWhen striking skydivers can ruin your thesisThe opportunities you should be looking at right now, andWhich beaten up sectors have problems that are too difficult to solve.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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While the basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potential questions.
Join Gemma and Money Money Money’s Glen James as they answer listener questions on:
How to invest for children, including tax tricks and tipsWhether private credit should have a place in your portfolioWhen super works, and when it doesn’t for those nearing 60 years of age, andStrategies for optimising your ETF portfolio.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Investing is rarely a set-and-forget process, no matter how much we may wish it were. Changing goals, personal circumstances and markets mean reviewing and renewing your strategy, often several times.
Morningstar’s Director of Personal Finance Mark LaMonica shares his views on:
Why he hates inspo without strategyThe set of principles he uses to help investors keep themselves on track and in the gameWhat he’s learned from decades of working with direct investors, andWhy the person who’s supposed to be passive is you.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Struggling with how to invest in a market that is making regular all-time-highs, but afraid of missing out if prices continue to run? You’re not alone.
The Motley Fool’s Scott Phillips is back to discuss:
How the mega caps have ‘sucked the oxygen out’ of the marketWhy he’s been recommending investors sell more regularly than buyThe sector that’s still growing at 15% year on yearTwo quality companies he’s avoiding, and one he’s not, andWhat to do when markets feel uncomfortably high.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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With major sharemarkets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether?
Plato Investments’ Dr Dave Allen share his frank and fearless approach, including:
Where the market has gone ‘full ponzi’Which sector has risk written all over itWhy a thorough post mortem can ensure you don’t make the same mistake twiceThe exciting opportunities that exist in an expensive market, andSome of the 150 red flags his team use to profit from companies with the potential to fail.If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?
Nab’s Chief Economist Sally Auld joins the podcast to discuss:
Areas of strength and weakness in the Australian economyThe outlook for inflation, rates and moreGlobal challenges and opportunitiesDownside risks that investors should keep in mind, andWhy exaggerated seasonality in the data shouldn’t deter you from taking a long term view.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?
Coolabah Capital CIO Chris Joye joins the podcast to discuss:
The risks to the outlook for global interest ratesWhy he’s ‘very bullish’ the US economyWhich sectors of the fixed income market are ‘the cheapest in history’What looks expensive, andHow to invest as hybrids reach their maturity.You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?
Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:
Which ‘reasonable’ result saw its share price smashedThe sectors really crushed by any disappointmentWhy fund managers tend not to react in the heat of reporting season, andThe result of the year, from a standout performer that was already priced for perfectionYou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?
S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:
How company sales have just hit an all time recordWhether the highs can keep coming,Which sectors are thriving, and which are survivingWhy we can’t ignore the billions the Big Beautiful Bill will add to the economy, andWhy traders have to trade what’s in front of them, but investors have different objectivesYou can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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