Your Wealth

With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what? Dr David Allen from Plato Investment Management joins the podcast to discuss: why traditional energy stocks rose 150% under Biden clean energy rose 150% under Trump how betting markets can be more accurate than pundits why the consensus narratives are largely inaccurate over time, and the one sector that is likely to outperform whatever the outcome. 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.

Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad. Tamara Haban-Beer Stats, Lead ETF Specialist at BlackRock Australia joins the podcast to discuss: How Aussie investors can shed their home bias Investing in global equities and mitigating risk How ETFs can provide exposure offshore and What Australian investors should be focused 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.

While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs. Evan Lucas joins the podcast to discuss: why the rate cutting cycle doesn’t predict higher share prices how central banks are challenged by inflation and unemployment which data points are really relevant right now and what an investor can do to benefit from the potential challenges ahead. 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.

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can’t help accruing cash, and what he’s really been doing with it four new stocks that Berkshire Hathaway is buying instead of Apple the Australian companies that Warren would buy in a sell off, and how to build wealth like the man himself 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.

What doesn’t change about investing? While we’re all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point. Podcaster, author and former financial planner Glen James joins the podcast to share: why past performance is actually a pretty good indicator of future performance what really constitutes investing how to minimise our own tendencies to do stupid things, and the best way to maximise your chances of financial success. 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.

As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australia’s key exports remain solid. But are commodities a safe haven as volatility rises? MineLife’s Gavin Wendt offers his thoughts on: the outlook for iron ore, gold, lithium and more prospects for larger and smaller miners in today’s environment whether Dr Copper is sending us a signal, and why gold stocks don’t correlate with the gold price, 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.

The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine? K2 Asset Management’s George Boubouras joins the podcast to discuss: how today’s megacap tech winners differ from those of the tech bubble why not all small caps will win in the great rotation why the outlook for interest rates matters for the large and small end of your portfolio, and which sectors offer the most potential in this 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.

With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now? NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss: the outlook for inflation, unemployment and more why the distribution of economic pain isn’t equal which factors the RBA is keeping a close eye on, and why rates are likely to stay much higher than originally anticipated for a while to come. 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.

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 markets which jurisdictions look most attractive right now how to think about rising valuations when concentration is so high, and a 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.

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 managed why the geographic centre of economic growth is changing, quickly how markets are pricing for absolute perfection, and where 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.

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 considered Scott Phillips talks out of favour options Henry Jennings give his views on yesterday’s winners, and one 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.

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 markets the threshold at which a genuine currency crisis becomes a real possibility how the US has managed to avoid a crisis despite exceeding this threshold, and what 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.

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 like how much to risk, and when to take money off the table which markets and sectors look most – and least – attractive to a trader, and how 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.

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 time the ‘fraud’ company he’s bought at 10x his original buy price the high growth favourites he’s avoiding, and why paying too much is not a disaster, but why 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.

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 heading the best opportunities in the fixed income sector why some ‘credit’ investments are much riskier than you may expect, and how 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.

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 there how Japan has broken out of a 35 year slump the extent to which US markets are out of step with the rest of the world, and what to consider when allocating to global equities in a strange and challenging time 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.

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 rise which of the globe's hugest stocks can really continue to grow whether China is cheap enough at current prices, and where to look for real growth in 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.

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 spending Simple automated ways to win your behaviour, and Why 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.

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% boredom how the Tokyo Olympics and Tom Hanks heralded turning points for equities what the year could hold for materials, financial, tech and more, and why 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.

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 world technological advances that offer opportunities for investors how to invest for high yield crops and other necessities to feed a larger population, and why 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.

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 expectations what has driven the resilience in the economy and markets where 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.

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 investors why the world is 'awash with debt', offering a range of investment opportunities simple (and complex) explanations for the volatility in bond markets whether recent moves in rates will help to stabilise prices how US debt issuance is changing markets, and how 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

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 important His thoughts on the outlook for the Aussie dollar and US currency Why predictions of the Fed being forced to cut may be premature, and How 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.

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 opportunity Why getting ‘too clever’ can cause you to miss the real gains His favourite beaten up stocks and sectors The gift horse you shouldn’t look in the mouth, and How 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

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 works Simple methods for limiting the downside when you’re no longer working The importance of investing for the short, medium and long term in retirement, and Tips 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.

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 days Where to find yield and growth potential on the ASX How to look through challenging conditions to see future winners, and Where 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.

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 more Why the re-rating of sky-high lithium stocks was necessary Which sectors are likely to be winners and losers in the near term, and His 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.

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 right Why she avoided one of the last decade's hot stocks The key behavioural traits holding us back, and what to read to understand yours, and Where to find an extra $12,000 this year by reviewing your finances 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.

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?   Anthony Doyle from Firetrail joins the podcast to discuss: How confident central banks remain in their actions to date What a soft landing means for markets and the economy The steps that central banks are taking to keep their plan on track, and How to prepare for any eventuality, as an investor. 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.

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth. In this interview, he discusses his views on: How to build wealth over time, with his simple method Why income matters far more than many investors believe His favoured stocks and companies How to make money in real estate (it's definitely not what you think) Why ETFs are not the best solution for everyone. 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.

With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic? Morningstar analyst Alex Prineas joins the podcast to share: What the 17% fall in the value of a single CBD office tower means for the rest of the industry How to measure the return to the office when the data is patchy Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and  Why your superannuation is likely affected, even if you hold no REITs in 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.

While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns.  Julian Campbell-Wood of Resolution Capital joins the podcast to discuss: The range of commercial property sectors that Australian investors generally don't have access to   Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk Why debt levels should be front of mind for investors, and How to look at property assets when building a portfolio for income and 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.

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices.  Alan joins the podcast to discuss:  Why he's optimistic about house prices - and the economy - in the medium term The challenges ahead as the economy starts to slow How consumer behaviour is shifting in the face of 12 rate hikes Which sectors of the economy are performing well, and How to plan for this changing 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.

The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio? Platinum’s Julian McCormack joins the podcast to share: Why low unemployment can precede an economic downturn How shipping rates and consumer data are predicting turmoil What investors should be considering as the S&P500 continues to shine, and Opportunities for those who have cash to spare, and strategies for those who don't. 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.

With just a few weeks until 30 June, now is the time to ensure you’ve reviewed your portfolio, contributed to super, and lined up all your deductions for EOFY. Is there anything you could be missing? Chris Balalovski, tax partner at BDO, joins the podcast to discuss: The deductions available to business owners, salary earners and more Popular strategies to optimise your position How to avoid getting on the wrong side of the ATO, and A last minute win for those with businesses  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.

InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy? When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on: Why the most predicted recession on record hasn’t arrived yet Which sectors offer the most promise in this environment How to understand the signals each asset class is sending, and How to position yourself so your mistakes won’t hurt 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.

As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from? Listener favourite Roger Montgomery joins the podcast to share: Why profitless growth is dead, but opportunities still abound Which companies continue to offer value to investors Why the search for yield can derail your portfolio, and How to find diamonds in the rough 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.

As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive.  Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss: How dramatic rate rises have affected fixed income and other asset classes The 101 of investing in fixed income assets  His outlook for rates, the property market and broader asset prices, and  His preferred opportunities in hybrids, corporate debt 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.

As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade? Alison Savas from investment management boutique Antipodes Partners shares her thoughts on: What a winner looks like in this environment, How to employ the principles of pragmatic value when investing for the future How to avoid value traps and other pitfalls, and Why there are more opportunities out there for long term investors than the headlines may have you believe. 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.

The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious? In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on: What the collapse of Silicon Valley Bank means for start ups,  How artificial intelligence will change the way we live, and how to profit from it Whether regulatory risk is the key driver behind Baba’s split Which region has zero companies she’s interested in hearing from, and  Where investors should really be looking to find profitable growth in a higher rate world. 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.

The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways? NAB’s Head of FX Strategy Ray Attrill joins the podcast to share: His forecast for the Aussie dollar, and outlook for the USD Why markets are rapidly repricing the likelihood of further rate rises The impact of China’s reopening on commodities and the Australian economy, and Whether inflation is likely to fall as quickly as central banks – and markets – are hoping. 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.

While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the market's current outlook? Investors Mutual portfolio manager Dan Moore shares his thoughts on: Why rates matter so much for shareholders What needs to happen for analysts to achieve their forecasts Whether  a 2% fall in rates - within 2 years - is unrealistically optimistic and What to do if you believe a miracle isn't on the horizon You can also read Dan's thoughts here. 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.

Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about what’s going on. Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses: Why our human bias to extrapolate can get us into trouble How earnings expectations are diverging from the economic outlook How Tesla is now worth more than the bottom 70 companies in the S&P500, and What all this means for investors right now. You can read the stats for yourself here. 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.

The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in? Jun Bei Liu of Tribeca Investment Partners shares her thoughts on: Why the banking sector may have its best half yet What reporting season has in store What to buy in a sell off, and  The stocks and sectors she’s staying away from* * Including a top pick from a favourite guest 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.

History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic. Julia shares her thoughts on: Which sectors have outperformed in downturns, and which haven’t Why the energy sector doesn’t perform the way you think it might What investors can learn from past performance across all asset classes, and Why the received wisdom about diversification needs to come with a caveat. 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.

New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023? Scott Phillips joins the podcast to discuss a bit of everything, including: Why markets are doing what they’re doing right now Which shares are very hard to resist at current prices How to prepare yourself for a higher rate environment, and The decisions you can make today to set yourself up for an awesome year. 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.

Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned? Henry shares: What worked and what didn't in 2022 Which sectors continue to have promise, and which are looking clouded His outlook for 2023 And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick. 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.

Protecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, and keeping yours safe is critical. NAB’s Security Team joins the podcast to share: Why your data can be at risk through no fault of your own What you can do if your data has been breached, or you think it has What companies and small business can do to better protect their customers, and How to protect yourself as best you can ou 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.

Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources? MineLife’s Gavin Wendt joins the podcast to share his thoughts on: Why prices for key metals could stay high for the foreseeable future What high energy prices mean for the global economy How the transition to renewables will affect battery metals and more, and Which resources he’s most bullish – and bearish – on in the near time 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.

When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn? Firetrail Investments’ Anthony Doyle joins the podcast to discuss: Why markets are struggling to direction after heavy falls this year How investors should view the coming economic challenges Where opportunities exist despite the challenges, and Hot stocks in sectors that might spark your interest. 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.

Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet? Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to: Why US unemployment could head to 10% before it falls below 4% again Why earnings estimates remain ‘fanciful’ The strange bullishness in this bear market, and Why patience is a virtue for all 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.

While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth? Evan Lucas from InvestSmart shares the key insights from his new book, including: How to understand your financial decision making What drives us to do the things we do The impact relationships have on our financial decision making, and How to improve your thinking and stay on track. 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.

Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities. Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on: What normalisation really means for markets Why the trends of deglobalisation and decarbonisation aren’t going away The standout performers in Australia’s recent reporting season, and The most attractive factors to look for right 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.

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for? Morningstar’s research manager Justin Walsh shares his thoughts on: Why we’re so bad at picking winners Some of the big hits of the past that fizzled, and some that survived What investors should be looking for when choosing a portfolio, and Why the data tells a story that the marketing campaigns might hide 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.

As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times? Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on: Some of his top picks on the ASX Why a good story may not cut it anymore The research process that helps uncover gems in a difficult market and Why a  long term strategy is critical. 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.

The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave? BlackRock’s Tommy Taw shares his thoughts on: The three key features of a sustainable megatrend The five major trends driving change in today’s world How to ensure that you’re exposed to the winners of tomorrow, and Why concentration risk matters for investors seeking to invest in change. 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.

With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital? Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on: Why retail investors have been excluded from alternative assets in the past What opportunities lie outside traditional asset classes How venture capital and private equity offer alternative runways for investors, and How to access assets without consistent liquidity – without losing access to your capital. 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.

Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean? Chris shares his thoughts on: The impact of rising rates across the economy, and why all assets have been hit Why mortgage defaults are inevitable, and what that means for the economy How lower rates have increased house price volatility Which asset classes are offering value as rates rise, and Why interest rates may not rise as much as investors fear. 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.

As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example? So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares: Why the world’s wealthiest people are serious about responsible investing How to create a framework that works for you when building a portfolio What factors you should consider when building your wealth, and What to look out for with ‘greenwashing’ and other marketing strategies. 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.

With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for? Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on: The single most important thing to look for in a company right now Which markets offer the safest upside Why some of the world’s best companies underperformed for a decade in the early 2000s, and What to avoid if the sell off deepens. 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

After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world? Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on: Why the days of growth at any cost are over Where to find value as the market rotates into formerly unloved sectors What to look for as the outlook remains subdued, and How to love boring stocks again. 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.

In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history? Platinum Investment’s Julian McCormack shares his thoughts on: Why there’s further to go in this downward trend How to respond to a bear market Where there are pockets of value around the world worth focussing on What is driving the market lower, and Why it isn’t the end of the world – just the end of the cycle. 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.

Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge. AMP’s Shane Oliver shares his thoughts on: Why rates will go higher from here, and how quickly How rising inflation threatens the global economy The impact rising rates will have on equity and property markets, and Why taking a long term view is critical as asset prices falter. 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.

In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times. In this conversation, Gaurav shares: His ‘diabolical motive’ for loving resources How to be an outsider in a market that likes consensus Two sectors where you can cultivate a competitive advantage Why he’s rotating out of his most recent big wins, And whether there’s still a mispricing opportunity in commodities, among other things. 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.

Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on: How seriously we need to take rising inflation Why the risk of a correction is ever present Which sectors have the greatest potential If it is too late to get on board the lithium train, and Why investors should seek exposure to high quality growth, and where to find it. 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.

Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year? Veteran stockpicker Henry Jennings from Marcus Today shares his thoughts on: Which sectors have strong tailwinds in the current environment The milestones to look for when picking a potential mining multibagger What to avoid in a high interest rate environment, and How he learned to trade in the ‘pit’ and what lessons can be learnt for today’s market. 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.

Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and iron ore at multi year highs. The ASX200 is a resource-heavy index, but you may be underweight. So are higher prices – and higher demand – here to stay? Gavin Wendt from MineLife shares his thoughts on: How high prices can really go What factors are driving prices, and how persistent they are likely to be Which resources are likely to offer the strongest outlook, and What to avoid if you’re getting on board. 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.

Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away? Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss: Why profitless growth is a dangerous game in this environment How monetary policy affects the tech sector Which companies will survive a rout Whether the day of reckoning is really here, and How investors can play this market. 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.

Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts? nab Markets Head of Research Ivan Colhoun has spent a lifetime watching rates, and shares his analysis on: What ‘normal’ interest rates look like, and how quickly we’re likely to get there How seriously we need to take rising inflation Why Australia differs from the US, and other large economies, and How rising rates will affect businesses, consumers and markets around the world.  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.

When Chris Conway bought his first shares, he doubled his money – then came close to losing it all. So how does a novice learn to trade and invest after a wild early ride? These days Chris is a popular trading specialist, as well as Marcus Today’s lead fund manager, and in this podcast he shares: The five books he recommends every trader read Why early wins can set you up for failure His preferred technical indicators, and The models he uses to unearth potential gems in a volatile market. Want to learn more about technical analysis? Join nabtrade's upcoming webinar with Chris Conway, who will demonstrate how technical analysis can be used to improve the performance of your portfolio. Register 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.

Eleanor Swanson from Firetrail Investments is well known for having ‘thumped the table’ to get her older peers to take note of Afterpay. With a background in science, though, now she’s looking to medical biotech and more for growth. In this discussion, she shares: How to keep your eyes open for growth opportunities Which sectors have the greatest potential Four stocks to add to your watchlist, and Why the impact of Covid will continue to fuel demand at your local laser clinic. 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.

Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now. In this entertaining conversation, Scott discusses: Why knowing the product doesn’t mean you know the stock His thoughts on Kogan, Adore Beauty and Treasury Wine Estates How Warren Buffett continues to deliver for shareholders, and His best tips to avoid disappointment in 2022. 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.

With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold? Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including: The stock she’s dying to buy, if it falls 20% What she’s sold short, and now holds long Shares that just keep on delivering, and Signs to watch out for, if you’re thinking of selling. 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.

Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid? Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on: Which stocks are really defensive when airports and toll roads are vulnerable Why bank credit quality matters in a low rate environment Where we find ourselves in the earnings cycle, and The high yielding stocks worth another look. 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.

Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to. With inflation rising and interest rates potentially heading the same way, Hugh discusses: Whether rising prices are really that big a deal Where to hide in an inflationary cycle The true opportunities outside big tech and the megacaps, and Why you can’t afford not to invest, even when the market looks fully valued. 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.

The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out. Platinum Investment’s Julian McCormack joins the podcast to discuss: Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy) Why a tech crackdown was inevitable, and what it means for investors How an ageing population will affect China’s economy Why Chinese markets attract ‘breathless reporting’, and Whether valuations are attractive relative to other developed markets. 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.

Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over. In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses: The macro trends underpinning market growth Why a correction could happen at any time, but won’t be cataclysmic How rising interest rates could affect share performance, and Why it pays to be optimistic. 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.

Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls? The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on: Where to keep your money when markets are risky How much cash you need to ensure you’re optimising your portfolio What sort of investments to hold when markets fall, and What to do if fear is keeping you up at night. 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.

Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep? As investors grapple with these questions, Vince shares his thoughts on: Sectors that offer relative value in the current environment How to look through the challenges of lockdowns and border closures to focus on business quality Where to find rich dividends, and What to avoid in building a long term 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.

With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money. Nathan Bell of InvestSmart joins Your Wealth to discuss: The biggest mistake he’s made in investing How ethical choices make investing easier – and more profitable Where he’s looking for opportunity and value in this market, and Why what to buy is often easier than when to sell 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.

Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’? Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares: The threat of Covid’s new variants, and how science is responding Opportunities in global healthcare, and how they’ve been affected by the pandemic Which sectors are most undervalued, and Emerging technologies and their potential. 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.

Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn? Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss: What central banks really fear (and it’s not rising inflation) Why inflation can be low while your expenses keep rising well ahead of your income How the experience of the 1970s has shaped recent policy decisions Which assets and markets are likely to thrive if inflation starts to rise, and How to ensure you’re well positioned, whichever way the numbers go. 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.

The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead? Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss: How new super rules could affect you, and what you can do about it Strategies to improve your portfolio’s performance Opportunities to ensure your tax position is optimised for 30 June, and How to ensure your long term investment strategy aligns with your goals, and you stay on track. 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.

Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.    Van Eck’s Damon Gosen joins us to breakdown this industry and discuss: The significance and magnitude of it and how it’s only just scratching the surface   How it’s become a disruptive innovation The growing revenue channels including sponsorship, media rights and streaming Stocks you could invest in to capitalise on this opportunity, and  The main drivers of this industry. 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.

Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for? As markets return to their highs, Mark joins Your Wealth to discuss: What finfluencers, Reddit boards and stonk memes have in common with previous bubbles Whether social media is feeding excessive prices for assets of all kinds Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students How lack of experience can be dangerous, and How to avoid the excesses, and still grow your wealth and knowledge. 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.

Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy? nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss: His short and long term forecasts for iron ore, copper and other key commodities Why iron ore prices are soaring, but may fall back to earth What the key factors are driving the ‘supercycle’ narrative, and How net zero targets will affect demand for lithium, coal, gas, oil 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.

With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains? Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on: The downside risks to travel stocks, healthcare and more Why capital raisings may not be fully priced into share prices How to ensure you’re not paying too much for a great story Why ‘steady Eddy’ companies are still offering value, and Why Cochlear implant demand has soared since masks were introduced. 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.

With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?   Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on: Why the world’s best companies will keep on growing How his views on buying ‘value’ companies have changed What constitutes a great business, and how to identify its attributes, and Which tech opportunities should be approached with caution. 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.

The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.   nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares: Why time - and home ownership - matter so much How Covid affected the nation’s economic and emotional well-being What types of debt dramatically reduce well-being Why your mortgage might be a source of satisfaction, not despair, and How to invest and spend for maximum happiness. 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.

It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market? Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares: The key characteristics of a future winner Sectors and industries ripe for disruption Why 70% of Australia’s sharemarket is dominated by old world companies, and Why Tesla is their biggest share holding. 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.

Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing? DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including: Which sectors are most likely to perform as domestic and international borders reopen Why the electric vehicle story is not going away, but there are safer plays than Tesla Long term trends and which small companies are likely to benefit, and When to sell in frothy sectors like buy now, pay later. 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. Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies? Ray again joins Gemma Dale to discuss: Why he believes the AUD will rise against the USD The key drivers of currency movements this year The challenges of bitcoin and crypto for currency forecasters The risks to his forecast for 2021, and Why he’s the current world champion currency forecaster – for this quarter. 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. Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?   Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on: Why new sectors such as childcare centres and retirement living are growing The risks to office and retail property in a post Covid world Why industrial space such as warehouses for online commerce are booming How to diversify your property exposure, and why it matters, and The likely yields and capital growth potential of the REIT market in 2021. 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. Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?   SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on: His favourite asset class for long term investors Why it’s critical to understand cash flow for all assets How interest rates are distorting valuations, and what you can do about it What to expect for long term returns, and His top tips for investing and building 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.

The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching? AMP Capital’s Diana Mousina shares her thoughts on: How low interest rates can stay, and for how long Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more Why non-US markets tend to outperform during a Democratic presidency, and The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world. 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.

After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including: Whether markets have gotten ahead of themselves in pricing a return to growth How much demand remains in an economy with elevated unemployment Whether a return to normal is on the cards for office property, and Where he sees risks for the unwary in 2021.  We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year! 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.

Disruption has driven share prices to record highs, and assessing the major trends is key to setting your portfolio up for success over the next decade. With central banks trialling cryptocurrencies and Bitcoin closing in on record highs after falling 60%, investors are looking to technology for further growth.   Fidelity Global Portfolio Manager Amit Lodha brings his thoughtful and far-reaching research to this conversation, and considers: Why collaboration and decentralisation will be the driving themes behind future market winners Which trends have been accelerated in 2020, and which will be left behind How blockchain technology is revolutionising markets, including the ASX, and Which sectors and regions will be winners and losers in the coming decade. 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.

Lockdowns and economic uncertainty stemming from Covid resulted in predictions of falls of up to 30% in the Australian residential property market. Fears for office property were much, much worse, with only 10% of office workers returning to Melbourne’s CBD late this year. As the year ends, however, forecasts are looking much more positive. nab’s Chief Economist Alan Oster talks about his forecasts and: Why house prices are looking much more positive for 2021 Which areas of Australia are most likely to experience price rises, and which are not How commercial property is fracturing as the workforce shifts and What to keep an eye on as an investor. Apologies for the reduced audio quality of this recording – remote working is sometimes dependent on less than ideal recording scenarios. 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.

As the gold price has rallied, investors have started to question whether the precious metal deserves a place in a modern portfolio. Is it too late for speculators and should the lack of dividend be a dealbreaker? In this broad-ranging discussion, Head of Commodities Research for nab Markets, Lachlan Shaw shares his thoughts on: Why gold and equities are both rallying Whether gold has ceased to be a defensive asset – or even a store of value The drivers of the gold price, and how they’ve changed over time How to access gold (directly, through an ETF or via a gold mining stock) and How seriously retail investors should consider a space for gold in their portfolios. For your diary: Every year, nabtrade hosts its annual Charity Trading Day. This year we're supporting Rural Aid's Young Minds program and the ASX Refinitiv Charity Foundation. Find out more here.  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.