Episodes
Tuesday Feb 20, 2024
The Magnificent Seven and the opportunities you shouldn’t miss
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
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.
Thursday Feb 08, 2024
This is Money – what a former financial planner and podcaster has learned
Thursday Feb 08, 2024
Thursday Feb 08, 2024
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.
Wednesday Jan 17, 2024
Finding the signal in the noise – or how to find gems on the ASX in 2024
Wednesday Jan 17, 2024
Wednesday Jan 17, 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.
Tuesday Jan 02, 2024
How to invest in natural resources – for a population of 10 billion people
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
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.
Tuesday Dec 19, 2023
The world’s largest asset manager on what’s in store for 2024
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
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.
Wednesday Dec 06, 2023
Why bonds have behaved so strangely – and you might want to own them anyway
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning?
NAB Markets' Ken Crompton joins the podcast to discuss:
- the return of yield, and what it offers investors
- why the world is 'awash with debt', offering a range of investment opportunities
- simple (and complex) explanations for the volatility in bond markets
- whether recent moves in rates will help to stabilise prices
- how US debt issuance is changing markets, and
- how to incorporate fixed income into 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
Thursday Nov 23, 2023
Why currency matters and where the AUD is headed
Thursday Nov 23, 2023
Thursday Nov 23, 2023
As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play?
NAB Markets' Ray Attrill joins the podcast to discuss:
- Why currency forecasting is so challenging, and so important
- His thoughts on the outlook for the Aussie dollar and US currency
- Why predictions of the Fed being forced to cut may be premature, and
- How to think about managing currency risk with your offshore portfolio, and your business.
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.
Wednesday Nov 08, 2023
What Scott Phillips wants you to prepare for
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment?
The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:
- How Warren Buffett screwed up an $8bn opportunity
- Why getting ‘too clever’ can cause you to miss the real gains
- His favourite beaten up stocks and sectors
- The gift horse you shouldn’t look in the mouth, and
- How to prepare for the next leg of growth.
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
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.
Wealth manager and CIO Roger Montgomery joins the podcast to discuss:
- How the bucket strategy was developed and how it works
- Simple methods for limiting the downside when you’re no longer working
- The importance of investing for the short, medium and long term in retirement, and
- Tips and strategies for making the most of your accumulated wealth.
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.
Wednesday Oct 11, 2023
Australian equities, small caps and how to invest for yield
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them?
Fidelity International's Casey McLean joins the podcast to discuss:
- Why one hot sector may have seen its best days
- Where to find yield and growth potential on the ASX
- How to look through challenging conditions to see future winners, and
- Where he's investing now.
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.