Your Wealth

Small caps for growth and value

While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners?

Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss:

• why the more cyclical end of the market should start to perform
• where to look for turnaround stories and the right kind of re-rating
• the resources sector with the best supply/demand outlook, and
• her favourite stocks now, and what she’s keen to buy in a pullback

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.

Everything you know about the US election and markets is wrong

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.

Is having a ‘home bias’ problematic in today’s investing landscape?

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.

Rates, inflation, US voting, and the outlook for markets

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.

Buffett is cashing out and cashing up – Roger Montgomery asks if you should too

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.

 

 

Re-align and re-focus – how to become a better investor

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.

Are commodities the place to be?

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 great rotation – is it time for global (and Aussie) small caps?

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.

Why NAB thinks rates will stay high until mid 2025

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.

An awesome stock story, and the opportunities outside mega cap tech

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.