Afleveringen
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Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.
Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:
whether the US, and tech, can continue to dominate global marketswhich jurisdictions look most attractive right nowhow to think about rising valuations when concentration is so high, anda medtech company making the world a better place.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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Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:
how government debt levels are growing, and whether they can be managedwhy the geographic centre of economic growth is changing, quicklyhow markets are pricing for absolute perfection, andwhere to look for value when it seems like paying for growth in the only game in town.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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Zijn er afleveringen die ontbreken?
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While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?
For this EOFY, we’ve spoken to three stock pickers about their tips in this market:
Gaurav Sodhi recommends a company you may not have consideredScott Phillips talks out of favour optionsHenry Jennings give his views on yesterday’s winners, andone play they all agree on.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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The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions.
Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss:
why the fall in Japanese yen has real implications for China and emerging marketsthe threshold at which a genuine currency crisis becomes a real possibilityhow the US has managed to avoid a crisis despite exceeding this threshold, andwhat tariffs of 100% on Chinese imports to the US means for the US, China and others.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 general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?
Author and trader Louise Bedford of The Trading Game joins the podcast to discuss:
what a good trading strategy looks likehow much to risk, and when to take money off the tablewhich markets and sectors look most – and least – attractive to a trader, andhow to manage your emotions when the market goes against 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 many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off.
Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on:
which winners of the last cycle won’t be the outperformers this timethe ‘fraud’ company he’s bought at 10x his original buy pricethe high growth favourites he’s avoiding, andwhy paying too much is not a disaster, butwhy sitting on the sidelines could be a massive mistake.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 rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride.
Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss:
where he thinks rates are headingthe best opportunities in the fixed income sectorwhy some ‘credit’ investments are much riskier than you may expect, andhow to position yourself for income and capital growth potential in the current environment.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 all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie?
Platinum’s Julian McCormack joins the podcast to discuss:
why Chinese stocks fell to 2009 prices, and whether they'll stay therehow Japan has broken out of a 35 year slumpthe extent to which US markets are out of step with the rest of the world, andwhat to consider when allocating to global equities in a strange and challenging timeYou 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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Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?
Alphinity’s global portfolio manager Mary Manning shares her thoughts on:
why Nividia's price to earnings ratio has actually fallen, despite its risewhich of the globe's hugest stocks can really continue to growwhether China is cheap enough at current prices, andwhere to look for real growth in your portfolioYou 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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When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future.
Over six years and several hundred podcast conversations, Glen has thoughts on:
The number one question his listeners have (hint: it’s not about buying a house)His 1% rule for spendingSimple automated ways to win your behaviour, andWhy your money habits are only one part of the puzzle.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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Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure.
Tune in to hear Henry’s thoughts on:
why markets are 90% boredomhow the Tokyo Olympics and Tom Hanks heralded turning points for equitieswhat the year could hold for materials, financial, tech and more, andwhy you don’t have to be first on a theme…but you don’t want to be last.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 the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges?
Janus Henderson’s Tim Gerrard shares his thoughts on:
the critical minerals to facilitate transition to a lower emissions worldtechnological advances that offer opportunities for investorshow to invest for high yield crops and other necessities to feed a larger population, andwhy the ASX may not offer the best opportunities for investing in resources.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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2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024?
BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss:
why 2023 defied all expectationswhat has driven the resilience in the economy and marketswhere investors should consider focussing in 2024 and the biggest opportunities and threats the world's biggest asset manager is thinking about.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 interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning?
NAB Markets' Ken Crompton joins the podcast to discuss:
the return of yield, and what it offers investorswhy the world is 'awash with debt', offering a range of investment opportunitiessimple (and complex) explanations for the volatility in bond marketswhether recent moves in rates will help to stabilise priceshow US debt issuance is changing markets, andhow to incorporate fixed income into your 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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As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play?
NAB Markets' Ray Attrill joins the podcast to discuss:
Why currency forecasting is so challenging, and so importantHis thoughts on the outlook for the Aussie dollar and US currencyWhy predictions of the Fed being forced to cut may be premature, andHow to think about managing currency risk with your offshore portfolio, and your business.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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Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment?
The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:
How Warren Buffett screwed up an $8bn opportunityWhy getting ‘too clever’ can cause you to miss the real gainsHis favourite beaten up stocks and sectorsThe gift horse you shouldn’t look in the mouth, andHow to prepare for the next leg of growth.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 your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.
Wealth manager and CIO Roger Montgomery joins the podcast to discuss:
How the bucket strategy was developed and how it worksSimple methods for limiting the downside when you’re no longer workingThe importance of investing for the short, medium and long term in retirement, andTips and strategies for making the most of your accumulated wealth.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 macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them?
Fidelity International's Casey McLean joins the podcast to discuss:
Why one hot sector may have seen its best daysWhere to find yield and growth potential on the ASXHow to look through challenging conditions to see future winners, andWhere he's investing 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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Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?
Gavin Wendt of MineLife joins the podcast to share:
The outlook for iron ore, oil, lithium and moreWhy the re-rating of sky-high lithium stocks was necessaryWhich sectors are likely to be winners and losers in the near term, andHis top pick for the energy transition 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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Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.
In this broad-ranging discussion, Effie shares:
Her four key tips for getting your finances rightWhy she avoided one of the last decade's hot stocksThe key behavioural traits holding us back, and what to read to understand yours, andWhere to find an extra $12,000 this year by reviewing your financesYou 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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