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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
Episodes
Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and iron ore at multi year highs. The ASX200 is a resource-heavy index, but you may be underweight.
So are higher prices – and higher demand – here to stay? Gavin Wendt from MineLife shares his thoughts on:
- How high prices can really go
- What factors are driving prices, and how persistent they are likely to be
- Which resources are likely to offer the strongest outlook, and
- What to avoid if you’re getting on board.
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 Mar 01, 2022
Tuesday Mar 01, 2022
Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away?
Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss:
- Why profitless growth is a dangerous game in this environment
- How monetary policy affects the tech sector
- Which companies will survive a rout
- Whether the day of reckoning is really here, and
- How investors can play this market.
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 Feb 15, 2022
Tuesday Feb 15, 2022
Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts?
nab Markets Head of Research Ivan Colhoun has spent a lifetime watching rates, and shares his analysis on:
- What ‘normal’ interest rates look like, and how quickly we’re likely to get there
- How seriously we need to take rising inflation
- Why Australia differs from the US, and other large economies, and
- How rising rates will affect businesses, consumers and markets around the world.
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 Feb 01, 2022
Tuesday Feb 01, 2022
When Chris Conway bought his first shares, he doubled his money – then came close to losing it all. So how does a novice learn to trade and invest after a wild early ride?
These days Chris is a popular trading specialist, as well as Marcus Today’s lead fund manager, and in this podcast he shares:
- The five books he recommends every trader read
- Why early wins can set you up for failure
- His preferred technical indicators, and
- The models he uses to unearth potential gems in a volatile market.
Want to learn more about technical analysis? Join nabtrade's upcoming webinar with Chris Conway, who will demonstrate how technical analysis can be used to improve the performance of your portfolio. Register now.
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 18, 2022
Tuesday Jan 18, 2022
Eleanor Swanson from Firetrail Investments is well known for having ‘thumped the table’ to get her older peers to take note of Afterpay. With a background in science, though, now she’s looking to medical biotech and more for growth.
In this discussion, she shares:
- How to keep your eyes open for growth opportunities
- Which sectors have the greatest potential
- Four stocks to add to your watchlist, and
- Why the impact of Covid will continue to fuel demand at your local laser clinic.
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 04, 2022
Tuesday Jan 04, 2022
Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now.
In this entertaining conversation, Scott discusses:
- Why knowing the product doesn’t mean you know the stock
- His thoughts on Kogan, Adore Beauty and Treasury Wine Estates
- How Warren Buffett continues to deliver for shareholders, and
- His best tips to avoid disappointment in 2022.
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 14, 2021
Tuesday Dec 14, 2021
With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold?
Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including:
- The stock she’s dying to buy, if it falls 20%
- What she’s sold short, and now holds long
- Shares that just keep on delivering, and
- Signs to watch out for, if you’re thinking of selling.
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 Nov 30, 2021
Tuesday Nov 30, 2021
Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?
Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on:
- Which stocks are really defensive when airports and toll roads are vulnerable
- Why bank credit quality matters in a low rate environment
- Where we find ourselves in the earnings cycle, and
- The high yielding stocks worth another look.
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 Nov 16, 2021
Tuesday Nov 16, 2021
Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to.
With inflation rising and interest rates potentially heading the same way, Hugh discusses:
- Whether rising prices are really that big a deal
- Where to hide in an inflationary cycle
- The true opportunities outside big tech and the megacaps, and
- Why you can’t afford not to invest, even when the market looks fully valued.
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 03, 2021
Wednesday Nov 03, 2021
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out.
Platinum Investment’s Julian McCormack joins the podcast to discuss:
- Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy)
- Why a tech crackdown was inevitable, and what it means for investors
- How an ageing population will affect China’s economy
- Why Chinese markets attract ‘breathless reporting’, and
- Whether valuations are attractive relative to other developed markets.
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.