Your Wealth

Lithium, iron ore, and the next big opportunity in resources

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?

Gavin Wendt of MineLife joins the podcast to share:

• The outlook for iron ore, oil, lithium and more
• Why the re-rating of sky-high lithium stocks was necessary
• Which sectors are likely to be winners and losers in the near term, and
• His top pick for the energy transition and more.

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 find an extra $12,000 this year, and other tips from a personal finance pro

Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.

In this broad-ranging discussion, Effie shares: 

• Her four key tips for getting your finances right
• Why she avoided one of the last decade's hot stocks
• The key behavioural traits holding us back, and what to read to understand yours, and
• Where to find an extra $12,000 this year by reviewing your finances

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.

Soft landing – could we really pull it off, and what does it mean for markets?

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?  

Anthony Doyle from Firetrail joins the podcast to discuss:

• How confident central banks remain in their actions to date
• What a soft landing means for markets and the economy
• The steps that central banks are taking to keep their plan on track, and
• How to prepare for any eventuality, as an investor.

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.

Investment legend Peter Thornhill – by popular demand

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth.

In this interview, he discusses his views on:

• How to build wealth over time, with his simple method
• Why income matters far more than many investors believe
• His favoured stocks and companies
• How to make money in real estate (it's definitely not what you think)
• Why ETFs are not the best solution for everyone.

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.

 

Return to the office – is CBD property dead, or a great buying opportunity?

With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic?

Morningstar analyst Alex Prineas joins the podcast to share:

• What the 17% fall in the value of a single CBD office tower means for the rest of the industry
• How to measure the return to the office when the data is patchy
• Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and 
• Why your superannuation is likely affected, even if you hold no REITs 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.

 

Global commercial property – opportunities and challenges in a post Covid world

While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns. 

Julian Campbell-Wood of Resolution Capital joins the podcast to discuss:

• The range of commercial property sectors that Australian investors generally don't have access to  
• Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk
• Why debt levels should be front of mind for investors, and
• How to look at property assets when building a portfolio for income and 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.

 

The outlook for Australian house prices – what’s ahead and what it means for the economy

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices. 

Alan joins the podcast to discuss: 

• Why he's optimistic about house prices - and the economy - in the medium term
• The challenges ahead as the economy starts to slow
• How consumer behaviour is shifting in the face of 12 rate hikes
• Which sectors of the economy are performing well, and
• How to plan for this changing 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 a US recession may already be biting

The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio?

Platinum’s Julian McCormack joins the podcast to share:

• Why low unemployment can precede an economic downturn
• How shipping rates and consumer data are predicting turmoil
• What investors should be considering as the S&P500 continues to shine, and
• Opportunities for those who have cash to spare, and strategies for those who don't.

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.

Prepping for tax time – strategies, tips and more

With just a few weeks until 30 June, now is the time to ensure you’ve reviewed your portfolio, contributed to super, and lined up all your deductions for EOFY. Is there anything you could be missing?

Chris Balalovski, tax partner at BDO, joins the podcast to discuss:

• The deductions available to business owners, salary earners and more
• Popular strategies to optimise your position
• How to avoid getting on the wrong side of the ATO, and
• A last minute win for those with businesses 

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 the real economic crisis has yet to play out – and how to prepare yourself

InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy?

When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on:

• Why the most predicted recession on record hasn’t arrived yet
• Which sectors offer the most promise in this environment
• How to understand the signals each asset class is sending, and
• How to position yourself so your mistakes won’t hurt

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.