Your Wealth

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.

The Magnificent Seven and the opportunities you shouldn’t miss

Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?

Alphinity’s global portfolio manager Mary Manning shares her thoughts on:

• why Nividia's price to earnings ratio has actually fallen, despite its rise
• which of the globe's hugest stocks can really continue to grow
• whether China is cheap enough at current prices, and
• where to look for real growth in your portfolio

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.

This is Money – what a former financial planner and podcaster has learned

When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future.

Over six years and several hundred podcast conversations, Glen has thoughts on:

• The number one question his listeners have (hint: it’s not about buying a house)
• His 1% rule for spending
• Simple automated ways to win your behaviour, and
• Why your money habits are only one part of the puzzle.

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 the signal in the noise – or how to find gems on the ASX in 2024

Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure.

Tune in to hear Henry’s thoughts on:

• why markets are 90% boredom
• how the Tokyo Olympics and Tom Hanks heralded turning points for equities
• what the year could hold for materials, financial, tech and more, and
• why you don’t have to be first on a theme…but you don’t want to be last.

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.

How to invest in natural resources – for a population of 10 billion people

As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges?

Janus Henderson’s Tim Gerrard shares his thoughts on:

• the critical minerals to facilitate transition to a lower emissions world
• technological advances that offer opportunities for investors
• how to invest for high yield crops and other necessities to feed a larger population, and
• why the ASX may not offer the best opportunities for investing in resources.

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 world’s largest asset manager on what’s in store for 2024

2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024?

BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss:

• why 2023 defied all expectations
• what has driven the resilience in the economy and markets
• where investors should consider focussing in 2024 and
• the biggest opportunities and threats the world's biggest asset manager is thinking about.

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.