Your Wealth
Remember the tech wreck? This is worse

Remember the tech wreck? This is worse

May 24, 2022

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 iTunesPodbeanSpotify 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 rate hiking cycle has started – Shane Oliver tells us what’s next

The rate hiking cycle has started – Shane Oliver tells us what’s next

May 11, 2022

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 iTunesPodbeanSpotify 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 take an optimistic view – why equities investors need to look to the future

How to take an optimistic view – why equities investors need to look to the future

April 26, 2022

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 iTunesPodbeanSpotify 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 wall of worry – what to do with your money

The wall of worry – what to do with your money

April 12, 2022

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 iTunesPodbeanSpotify 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 how to play this market

Henry Jennings on how to play this market

March 29, 2022

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 iTunesPodbeanSpotify 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 commodities boom here to stay?

Is the commodities boom here to stay?

March 15, 2022

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 iTunesPodbeanSpotify 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.

 
Global tech – is now the time to buy?

Global tech – is now the time to buy?

March 1, 2022

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 iTunesPodbeanSpotify 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 high rates can go, and what it means for your portfolio

How high rates can go, and what it means for your portfolio

February 15, 2022

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 iTunesPodbeanSpotify 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 a successful trader learned his craft

How a successful trader learned his craft

February 1, 2022

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 iTunesPodbeanSpotify 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 find the next Afterpay? Look to biotech

Want to find the next Afterpay? Look to biotech

January 18, 2022

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 iTunesPodbeanSpotify 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.

Podbean App

Play this podcast on Podbean App