Your Wealth

The great rotation – is it time for global (and Aussie) small caps?

The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?

K2 Asset Management’s George Boubouras joins the podcast to discuss:

• how today’s megacap tech winners differ from those of the tech bubble
• why not all small caps will win in the great rotation
• why the outlook for interest rates matters for the large and small end of your portfolio, and
• which sectors offer the most potential in this 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.

Why NAB thinks rates will stay high until mid 2025

With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now?

NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss:

• the outlook for inflation, unemployment and more
• why the distribution of economic pain isn’t equal
• which factors the RBA is keeping a close eye on, and
• why rates are likely to stay much higher than originally anticipated for a while to come.

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 awesome stock story, and the opportunities outside mega cap tech

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.

Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:

• whether the US, and tech, can continue to dominate global markets
• which jurisdictions look most attractive right now
• how to think about rising valuations when concentration is so high, and
• a medtech company making the world a better place.

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 global changes that could guide how – and where – you invest

Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?

Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:

• how government debt levels are growing, and whether they can be managed
• why the geographic centre of economic growth is changing, quickly
• how markets are pricing for absolute perfection, and
• where to look for value when it seems like paying for growth in the only game in town.

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.

Three stock pickers give their tips for an EOFY refresh

While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?

 

For this EOFY, we’ve spoken to three stock pickers about their tips in this market:

• Gaurav Sodhi recommends a company you may not have considered
• Scott Phillips talks out of favour options
• Henry Jennings give his views on yesterday’s winners, and
• one play they all agree on.

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 US dollar doomed? 100% tariffs on Chinese vehicles and why Japan is so hot right now

The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions.

Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss:

• why the fall in Japanese yen has real implications for China and emerging markets
• the threshold at which a genuine currency crisis becomes a real possibility
• how the US has managed to avoid a crisis despite exceeding this threshold, and
• what tariffs of 100% on Chinese imports to the US means for the US, China and others.

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.

Finding short term gain without long term pain

While the general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?

 

Author and trader Louise Bedford of The Trading Game joins the podcast to discuss:

• what a good trading strategy looks like
• how much to risk, and when to take money off the table
• which markets and sectors look most – and least – attractive to a trader, and
• how to manage your emotions when the market goes against you.

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 believes we’re on the cusp of a new bull market

While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off.

Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on:

• which winners of the last cycle won’t be the outperformers this time
• the ‘fraud’ company he’s bought at 10x his original buy price
• the high growth favourites he’s avoiding, and
• why paying too much is not a disaster, but
• why sitting on the sidelines could be a massive mistake.

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 fixed income, rates and where we’re headed

With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride.

Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss:

• where he thinks rates are heading
• the best opportunities in the fixed income sector
• why some ‘credit’ investments are much riskier than you may expect, and
• how to position yourself for income and capital growth potential in the current 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.

China at record lows, Japan at record highs – where to from here?

While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie?

Platinum’s Julian McCormack joins the podcast to discuss:

• why Chinese stocks fell to 2009 prices, and whether they'll stay there
• how Japan has broken out of a 35 year slump
• the extent to which US markets are out of step with the rest of the world, and
• what to consider when allocating to global equities in a strange and challenging time

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.