October 20, 2021
Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over.
In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses:
- The macro trends underpinning market growth
- Why a correction could happen at any time, but won’t be cataclysmic
- How rising interest rates could affect share performance, and
- Why it pays to be optimistic.
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.
October 6, 2021
Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls?
The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on:
- Where to keep your money when markets are risky
- How much cash you need to ensure you’re optimising your portfolio
- What sort of investments to hold when markets fall, and
- What to do if fear is keeping you up at night.
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.
September 8, 2021
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
- Sectors that offer relative value in the current environment
- How to look through the challenges of lockdowns and border closures to focus on business quality
- Where to find rich dividends, and
- What to avoid in building a long term portfolio.
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.
August 10, 2021
With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money.
Nathan Bell of InvestSmart joins Your Wealth to discuss:
- The biggest mistake he’s made in investing
- How ethical choices make investing easier – and more profitable
- Where he’s looking for opportunity and value in this market, and
- Why what to buy is often easier than when to sell
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.
July 28, 2021
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
- The threat of Covid’s new variants, and how science is responding
- Opportunities in global healthcare, and how they’ve been affected by the pandemic
- Which sectors are most undervalued, and
- Emerging technologies and their potential.
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.
July 15, 2021
Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn?
Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss:
- What central banks really fear (and it’s not rising inflation)
- Why inflation can be low while your expenses keep rising well ahead of your income
- How the experience of the 1970s has shaped recent policy decisions
- Which assets and markets are likely to thrive if inflation starts to rise, and
- How to ensure you’re well positioned, whichever way the numbers go.
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.
June 30, 2021
The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss:
- How new super rules could affect you, and what you can do about it
- Strategies to improve your portfolio’s performance
- Opportunities to ensure your tax position is optimised for 30 June, and
- How to ensure your long term investment strategy aligns with your goals, and you stay on track.
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.
June 16, 2021
Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.
Van Eck’s Damon Gosen joins us to breakdown this industry and discuss:
- The significance and magnitude of it and how it’s only just scratching the surface
- How it’s become a disruptive innovation
- The growing revenue channels including sponsorship, media rights and streaming
- Stocks you could invest in to capitalise on this opportunity, and
- The main drivers of this industry.
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.
June 2, 2021
Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?
As markets return to their highs, Mark joins Your Wealth to discuss:
- What finfluencers, Reddit boards and stonk memes have in common with previous bubbles
- Whether social media is feeding excessive prices for assets of all kinds
- Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students
- How lack of experience can be dangerous, and
- How to avoid the excesses, and still grow your wealth and knowledge.
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.
May 19, 2021
Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy?
nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss:
- His short and long term forecasts for iron ore, copper and other key commodities
- Why iron ore prices are soaring, but may fall back to earth
- What the key factors are driving the ‘supercycle’ narrative, and
- How net zero targets will affect demand for lithium, coal, gas, oil and more.
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.
