Your Wealth

Is now the time for an active portfolio?

After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?

Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:

• why there is space for both active and passive strategies in a portfolio
• what significant and permanent shifts in trade mean for markets
• asset class opportunities beyond volatile equity markets, and
• the huge runway for themes that are yet to realise their full 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.

How to get more from your investment portfolio – even in boring markets

Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.

The Trading Game’s Louise Bedford joins the podcast to discuss:

• Why technical analysis can assist with the tough decisions of buying and selling
• Which indicators help her fall in love with a stock
• The sectors that offer the most opportunity right now, and
• What the data tell us about CBA’s likelihood of hitting new highs, or falling away.

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 signal in the noise – how to focus on the numbers that matter

While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.

Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:

• Whether US exceptionalism can continue to deliver for investors
• Why markets are myopic on tariffs and more
• How capital expenditure drives returns
• The demographic shifts no developed nation is avoiding, and
• Where he’s looking for opportunity in today’s 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.

Too soon to say it’s over - the outlook for tariffs, trade and chaos

Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean.

nab’s Head of FX Strategy Ray Attrill shares his thoughts on:

• The facts as we currently understand them
• Why China’s response is critical for Australia, and possibly the world
• The good news for Australian households
• How growth will falter despite the backdown, and
• Investment strategies that still make sense in a rapidly 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.

Cancel the cruise! An old hand on playing this market

With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time?

Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on:

• why those who think they can predict Trump's next move are too optimistic
• whether value has crept in to the market
•  strategies for retirees and accumulators, and 
• why this isn't the GFC or 1987 ... yet

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.

Borrowing to invest – like a home loan, or in super?

Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however, really fell out of favour after GFC as investors feared they could be wiped out in the event of a margin call.

There are, however, other ways to borrow to invest. In this podcast, nab Equity Lending’s Phil McCall shares:

• A product that allows you to borrow for shares, with no margin call ever
• How to borrow to invest inside super
• The benefits of gearing to super charge your portfolio, and
• All the risks you must consider.

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 the epic comeback of Chinese equities just the beginning?

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?

Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:

• Why the question of whether Chinese businesses can innovate has been settled
• Whether the recent run in share prices has seen all the easy gains made
• Where the opportunities lie outside megacap tech in China, and
• What he learned working for investing legend Kerr Neilson.

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 the market got wrong and where the opportunities lie now

With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.

Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:

• Which companies delivered during reporting season, and which didn’t
• The results the market has clearly misread
• Why Telstra is back to its old tricks
• The sector that remains overvalued, and
• Where he is sifting through the underperformers for opportunity.

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.

BHP, the banks and one for the brave – the ASX so far in 2025

As Australia’s largest companies hand down their numbers in reporting season, investors are starting to get a clearer picture on how the ASX is performing so far, what looks like good value, and which stocks have run too hard.

WAM Leaders portfolio manager Matt Haupt joins the podcast to discuss:

• Why Australia’s largest company is sitting 100% above its price target
• The biggest misses from reporting season
• Which stock could be a great opportunity if everything goes right
• The trading strategy that is driving big price movements, and
• Three potential winners in 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.

What Trump 2.0 means for the ASX, Aussie dollar and the global economy

With 25% tariffs on Canada and Mexico threatened – and then postponed – over a weekend, investors could be in for a rocky ride. Tariffs on 10% on China are still slated to go ahead on 10 February. So what does all this mean?

NAB's Head of FX Strategy Ray Attrill shares his extensive insight on:

• What really happened with tariffs in Trump 1.0
• Why the AUD is under threat, and what could save it
• What Trump has really proposed, and whether it’s likely to go ahead, and
• How central banks are likely to react.

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.