Your Wealth

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.