Your Wealth

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.

Is this it? Nvidia, DeepSeek and the risks to your portfolio

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.

Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on:

• Where the winners and losers from AI disruption are likely to come from
• Why Jeff Bezos’ vision in 1999 still rings true
• Whether Nvidia and co can whether this storm
• Two stocks at the forefront of AI innovation, and
• Where you should be looking for opportunity in 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.

 

The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

Takeover targets, medtech and more – small caps ready to rise

After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive?

Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on:

• Why cheap small caps are attracting bidders
• Which takeover targets look appealing and how to exit if you’re uncertain
• His top picks in medtech and defence, and
• Which sector he’s avoiding, regardless of the upside.

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 Intelligent Investor on how to get set for 2025

While it’s not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time?

Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss:

• Why his worst picks of 2024 didn’t crush his overall return
• The golden rule he applies to his investments
• Whether we’re in a full blown bull market, or just close to one,
• And his top picks for 2025.

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 on the lessons from 2024

Henry Jennings on the lessons from 2024

If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors.

So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss:

• Whether it’s time to take profits in the banks
• What the catalyst for a turnaround in resources could be
• Why he believes the US could have a lot further to run, and
• How the next year is crucial for the global economy, and stocks.

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.

Chris Joye on yield plays, bank share prices and a new world of record deficits

One rare point of agreement ahead of Trump’s presidential win was that his policies would be highly inflationary, and likely to result in a higher for longer rate environment. This has enormous implications for all asset prices – including yours. So where to now?

Coolabah Capital’s Chris Joye joins the podcast to discuss:

• Why venture capital, high yield bonds and property should suffer in a higher rate world
• How the global growth in public spending is already affecting markets
• Which assets have outperformed as the rates environment has normalised, and
• How APRA’s hybrid securities proposal could affect fixed income options for 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.

A US trading veteran on Trump, tariffs and where to from here

Ira Epstein has been trading US markets since the 1970s, and he’s seen it all. So is he excited or concerned about this frothy market?

In this timely podcast, Ira joins the podcast from Chicago to share his thoughts on:

• AI, driverless cars and uncharted territory for the labour market
• Why Warren Buffett is building a huge cash buffer
• How rates markets have overestimated the potential for cuts
• Tariffs and geopolitics – potential winners and losers, and
• Why, if you’re going to invest, you’ve got to be in the best companies.

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.