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.
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.
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.
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.
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.
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.
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.
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.
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.
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.