Shows
FIFE PROPERTIES - Helpful guides for buyers, sellers, landlords and tenantsEP 167: THE WEALTH CREATION SHOW: Future Proof Your WealthEP 167: THE WEALTH CREATION SHOW: Future Proof YourWealthWealth may come to you in different ways. Maybe it’s sudden and overnight – with a huge inheritance. Or maybe you have steadily built-up successful investments over the year.That said, would you know what to do with your newfound wealth? It’s important to know how to handle your wealth appropriate and most importantly, wiselyLuckily, you don’t need to head back to school to understand this as Lettings Director, Richard Cook and one of the UK’s most successful...
2025-03-241h 02
Your WealthThe great rotation – is it time for global (and Aussie) small caps?The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?
K2 Asset Management’s George Boubouras joins the podcast to discuss:
how today’s megacap tech winners differ from those of the tech bubble
why not all small caps will win in the great rotation
why the outlook for interest rates matters for the large and small end of your portfolio, and
which sectors offer the most potential in thi...
2024-07-2939 minYour WealthWhy NAB thinks rates will stay high until mid 2025With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now?
NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss:
the outlook for inflation, unemployment and more
why the distribution of economic pain isn’t equal
which factors the RBA is keeping a close eye on, and
why rates are likely to stay much higher than originally anticipated for a while to come.
...
2024-07-2444 minYour WealthAn awesome stock story, and the opportunities outside mega cap techAfraid 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 p...
2024-06-2743 min
Under the Hood PodcastMatt Reiner of Capital Investment AdvisorsOn this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Reiner managing partner for Capital Investment Advisors
Get in touch with Matt:
https://www.yourwealth.com/
https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.
As a Senior Investment Advisor, Matt seeks to help clients reach their investment...
2024-06-2142 minYour WealthThe global changes that could guide how – and where – you investRecord 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 episod...
2024-06-1229 minYour WealthThree stock pickers give their tips for an EOFY refreshWhile 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 th...
2024-05-3032 minYour WealthIs the US dollar doomed? 100% tariffs on Chinese vehicles and why Japan is so hot right nowThe 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 despit...
2024-05-1637 minYour WealthFinding short term gain without long term painWhile 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.
...
2024-05-0246 minYour WealthAn intelligent investor believes we’re on the cusp of a new bull marketWhile 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 epi...
2024-04-1740 minYour WealthChris Joye on fixed income, rates and where we’re headedWith 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 iTun...
2024-04-0344 minYour WealthTech, healthcare, lithium – ASX opportunities to consider nowWith the dust settled from reporting season, and dividends starting to flow, investors are sitting on a pile of cash waiting for their next opportunity. With the economy holding up, which small to mid caps look most interesting?
Perpetual Investments’ portfolio manager Nathan Hughes joins the podcast to share:
which sectors have surprised with their strength this year
the challenges in healthcare that have led to disappointment
what higher rates are doing to company cashflows, and
the stocks he’d love to hold, but had to pass on.
You can access this and previous episodes of t...
2024-03-2039 minYour WealthChina 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 g...
2024-03-0758 minYour WealthThe Magnificent Seven and the opportunities you shouldn’t missJust 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 W...
2024-02-2130 minYour WealthThis is Money – what a former financial planner and podcaster has learnedWhen 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 ac...
2024-02-0851 minYour WealthFinding the signal in the noise – or how to find gems on the ASX in 2024Henry 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…...
2024-01-1848 minYour WealthHow to invest in natural resources – for a population of 10 billion peopleAs 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...
2024-01-0334 minYour WealthThe world’s largest asset manager on what’s in store for 20242023 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...
2023-12-2028 minYour WealthWhy bonds have behaved so strangely – and you might want to own them anywayAs 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...
2023-12-0744 minYour WealthWhy currency matters and where the AUD is headedAs 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...
2023-11-2338 minYour WealthWhat Scott Phillips wants you to prepare forDespite 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 o...
2023-11-0957 minYour WealthThe bucket strategy - a research-based plan for protecting your wealth in retirementInvesting 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 t...
2023-10-2529 minYour WealthAustralian equities, small caps and how to invest for yieldWhile 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/y...
2023-10-1132 minYour WealthLithium, iron ore, and the next big opportunity in resourcesAustralian 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.
...
2023-09-2749 minYour WealthHow to find an extra $12,000 this year, and other tips from a personal finance proTaking 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 y...
2023-09-1544 minYour WealthSoft 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 ac...
2023-08-3032 minYour WealthInvestment legend Peter Thornhill – by popular demandBy 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...
2023-08-1638 min
The Evolving Advisor PodcastEp 072: Matt Reiner: The ROI of Technology and InnovationIn this episode, Jeff and Matt discuss: The inner dynamics of working with family to build a great firm. Adopting technology for a better firm. Understanding the ROI of technology and innovation. The generational shift in wealth and in people. Finding your why and getting your message distributed. Key Takeaways: The mentality needed around new technology is actually changing the mentality around change and failure. Most new tech does not work immediately for you out of the box - you need to be prepared and ready for that. You need to put money on the intangi...
2023-08-1035 minYour WealthReturn 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
Wh...
2023-08-0238 minYour WealthGlobal commercial property – opportunities and challenges in a post Covid worldWhile 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 pro...
2023-07-2431 minYour WealthThe outlook for Australian house prices – what’s ahead and what it means for the economyNAB 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
Y...
2023-07-0530 minYour WealthWhy a US recession may already be bitingThe 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 episod...
2023-06-2139 minYour WealthPrepping for tax time – strategies, tips and moreWith 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...
2023-06-0746 minYour WealthWhy the real economic crisis has yet to play out – and how to prepare yourselfInvestSmart’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...
2023-05-2439 minYour WealthRoger Montgomery on finding quality growth in a slowing economyAs the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from?
Listener favourite Roger Montgomery joins the podcast to share:
Why profitless growth is dead, but opportunities still abound
Which companies continue to offer value to investors
Why the search for yield can derail your portfolio, and
How to find diamonds in the rough
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...
2023-05-1038 minYour WealthThe return of fixed income – rebuilding your portfolio for yieldAs interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive.
Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss:
How dramatic rate rises have affected fixed income and other asset classes
The 101 of investing in fixed income assets
His outlook for rates, the property market and broader asset prices, and
His preferred opportunities in hybrids, corporate debt and more.
You can acc...
2023-04-2750 minYour WealthInvesting for the next ten years
As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade?
Alison Savas from investment management boutique Antipodes Partners shares her thoughts on:
What a winner looks like in this environment,
How to employ the principles of pragmatic value when investing for the future
How to avoid value traps and other pitfalls, and
Why there are more opportunities out there for long term investors than the...
2023-04-1941 minYour WealthWhat SVB’s collapse, ChatGPT and Alibaba’s break up mean for big tech
The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious?
In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:
What the collapse of Silicon Valley Bank means for start ups,
How artificial intelligence will change the way we live, and how to profit from it
Whether regulatory risk is the key driver behind Baba’s split
Which region has zer...
2023-04-0325 minYour WealthOutlook for the Aussie dollar and its impact on your portfolio
The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways?
NAB’s Head of FX Strategy Ray Attrill joins the podcast to share:
His forecast for the Aussie dollar, and outlook for the USD
Why markets are rapidly repricing the likelihood of further rate rises
The impact of China’s reopening on commodities and the Australian economy, and
Whether inflation is likely to fall as quickly as central banks – and markets – are hopi...
2023-03-1535 minYour WealthAre markets hoping for a fairytale ending?While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the market's current outlook?
Investors Mutual portfolio manager Dan Moore shares his thoughts on:
Why rates matter so much for shareholders
What needs to happen for analysts to achieve their forecasts
Whether a 2% fall in rates - within 2 years - is unrealistically optimistic and
What to do if you believe a miracle isn't on the horizon
You can also read Dan's thoughts here.
Y...
2023-03-0126 minYour WealthWhat’s going on in markets? Just look at the dataSometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about what’s going on.
Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses:
Why our human bias to extrapolate can get us into trouble
How earnings expectations are diverging from the economic outlook
How Tesla is now worth more than the bottom 70 companies in the S&P500, and
What all this means for investors right now.
You can read th...
2023-02-1627 minYour WealthJun Bei Liu on why a falling economy may not mean a falling marketThe ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?
Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:
Why the banking sector may have its best half yet
What reporting season has in store
What to buy in a sell off, and
The stocks and sectors she’s staying away from*
* Including a top pick from a favourite guest
You can access this and previous episodes of the Your...
2023-02-0330 minYour WealthWhat works and what doesn’t in a world of higher rates and inflationHistory may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic.
Julia shares her thoughts on:
Which sectors have outperformed in downturns, and which haven’t
Why the energy sector doesn’t perform the way you think it might
What investors can learn from past performance across all asset classes, and
Why the received wisdom about diversification needs to come with a caveat.
You can access this and prev...
2023-01-1826 minYour WealthWhat Scott Phillips wants you to know for 2023New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023?
Scott Phillips joins the podcast to discuss a bit of everything, including:
Why markets are doing what they’re doing right now
Which shares are very hard to resist at current prices
How to prepare yourself for a higher rate environment, and
The decisions you can make today to set yourself up for an...
2023-01-0449 minYour WealthYou’ve gotta know when to fold ’emHenry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned?
Henry shares:
What worked and what didn't in 2022
Which sectors continue to have promise, and which are looking clouded
His outlook for 2023
And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If y...
2022-12-2136 minYour WealthCyber fraud, identity theft and how to protect yourselfProtecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, and keeping yours safe is critical.
NAB’s Security Team joins the podcast to share:
Why your data can be at risk through no fault of your own
What you can do if your data has been breached, or you think it has
What companies and small business can do to better protect their customers, and
How to protect yourself as best you can
ou can access this and previous episodes of the Yo...
2022-12-0729 minYour WealthResources outlook – oil, gold, lithium and moreEnergy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources?
MineLife’s Gavin Wendt joins the podcast to share his thoughts on:
Why prices for key metals could stay high for the foreseeable future
What high energy prices mean for the global economy
How the transition to renewables will affect battery metals and more, and
Which resources he’s most bullish – and bearish – on in the near time
You can access this and p...
2022-11-2343 minYour WealthThe best companies you’ve never heard of
When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn?
Firetrail Investments’ Anthony Doyle joins the podcast to discuss:
Why markets are struggling to direction after heavy falls this year
How investors should view the coming economic challenges
Where opportunities exist despite the challenges, and
Hot stocks in sectors that might spark your interest.
You can access this and previous episodes of the Your Wealth podcast now on iTu...
2022-11-0943 minYour WealthThis isn’t a crisis – it’s a bear marketFollowing a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet?
Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to:
Why US unemployment could head to 10% before it falls below 4% again
Why earnings estimates remain ‘fanciful’
The strange bullishness in this bear market, and
Why patience is a virtue for all investors.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean...
2022-10-2637 minYour WealthMind over money – how to manage your best and worst enemy when it comes to wealthWhile we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth?
Evan Lucas from InvestSmart shares the key insights from his new book, including:
How to understand your financial decision making
What drives us to do the things we do
The impact relationships have on our financial decision making, and
How to improve your thinking and stay on track.
You can access this and previous episodes of the...
2022-10-1253 minYour WealthAre we there yet? Finding value in Australian equitiesInvestors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities.
Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on:
What normalisation really means for markets
Why the trends of deglobalisation and decarbonisation aren’t going away
The standout performers in Australia’s recent reporting season, and
The most attractive factors to look for right now.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean...
2022-09-2837 minYour WealthWhy following the trends might hurt your portfolioInvestors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?
Morningstar’s research manager Justin Walsh shares his thoughts on:
Why we’re so bad at picking winners
Some of the big hits of the past that fizzled, and some that survived
What investors should be looking for when choosing a portfolio, and
Why the data tells a story that the marketing campaigns might hide
You can access this and previous episodes...
2022-09-1440 minYour WealthHenry Jennings on why you have to work a little bit harder in this market
As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times?
Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on:
Some of his top picks on the ASX
Why a good story may not cut it anymore
The research process that helps uncover gems in a difficult market and
Why a long term strategy is critical.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtra...
2022-08-3140 minYour WealthWhich megatrends are here to stay… and what defines themThe great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave?
BlackRock’s Tommy Taw shares his thoughts on:
The three key features of a sustainable megatrend
The five major trends driving change in today’s world
How to ensure that you’re exposed to the winners of tomorrow, and
Why concentration risk matters for investors seeking to invest in change.
You can access this and p...
2022-08-1724 minYour WealthLooking for alternatives in this marketWith equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital?
Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on:
Why retail investors have been excluded from alternative assets in the past
What opportunities lie outside traditional asset classes
How venture capital and private equity offer alternative runways for investors, and
How to access assets without consistent liquidity – without losing access to your capital.
You can access th...
2022-08-0337 minYour WealthWhy house prices could fall 25% - and what will happen nextInterest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean?
Chris shares his thoughts on:
The impact of rising rates across the economy, and why all assets have been hit
Why mortgage defaults are inevitable, and what that means for the economy
How lower rates have increased house price volatility
Which asset classes are offering value as rates rise, and
Why interest r...
2022-07-2048 minYour WealthHow to invest in what’s right for youAs the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example?
So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares:
Why the world’s wealthiest people are serious about responsible investing
How to create a framework that works for you when building a portfoli...
2022-07-0636 minYour WealthHow to play a global equities sell offWith the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for?
Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on:
The single most important thing to look for in a company right now
Which markets offer the safest upside
Why some of the world’s best companies underperformed for a decade in the early 2000s, and
What to avoid if the sell off deepens.
You can access this and previous episodes of th...
2022-06-2232 minYour WealthWhy the market suddenly cares if a company makes money againAfter years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?
Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on:
Why the days of growth at any cost are over
Where to find value as the market rotates into formerly unloved sectors
What to look for as the outlook remains subdued, and
How to love boring stocks again.
You can access this and previous episodes of the Yo...
2022-06-0833 minYour WealthRemember the tech wreck? This is worse
In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history?
Platinum Investment’s Julian McCormack shares his thoughts on:
Why there’s further to go in this downward trend
How to respond to a bear market
Where there are pockets of value around the world worth focussing on
What is driving the market lower, and
Why it...
2022-05-2548 minYour WealthThe rate hiking cycle has started – Shane Oliver tells us what’s next
Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge.
AMP’s Shane Oliver shares his thoughts on:
Why rates will go higher from here, and how quickly
How rising inflation threatens the global economy
The impact rising rates will have on equity and property markets, and
Why taking a long term view is critical as asset prices falter.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spoti...
2022-05-1142 minYour WealthHow to take an optimistic view – why equities investors need to look to the future
In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.
In this conversation, Gaurav shares:
His ‘diabolical motive’ for loving resources
How to be an outsider in a market that likes consensus
Two sectors where you can cultivate a competitive advantage
Why he’s rotating out of his most recent big wins,
And whether there’s still a mispricing opportunity in commodities, among othe...
2022-04-2739 minYour WealthThe wall of worry – what to do with your money
Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on:
How seriously we need to take rising inflation
Why the risk of a correction is ever present
Which sectors have the greatest potential
If it is too late to get on board the lithium train, and
Why investors should seek exposure to high quality growth, and where to find it.
2022-04-1340 minYour WealthHenry Jennings on how to play this market
Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year?
Veteran stockpicker Henry Jennings from Marcus Today shares his thoughts on:
Which sectors have strong tailwinds in the current environment
The milestones to look for when picking a potential mining multibagger
What to avoid in a high interest rate environment, and
How he learned to trade in the ‘pit’ and what lessons can be learn...
2022-03-3050 minYour WealthIs the commodities boom here to stay?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 get...
2022-03-1639 minYour WealthGlobal tech – is now the time to buy?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.
You can access this and previous ep...
2022-03-0235 minYour WealthHow high rates can go, and what it means for your portfolioTalk 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.
You can access this and previous episodes of the...
2022-02-1541 minYour WealthHow a successful trader learned his craftWhen 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 tech...
2022-02-0235 minYour WealthWant to find the next Afterpay? Look to biotechEleanor 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.
You can access this and previous episodes of the Your Wealth podcast now on iTu...
2022-01-1933 minYour WealthScott Phillips’ five top stock picks for 2022 – and two for forever
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.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealt...
2022-01-041h 00Your WealthJun Bei Liu on what to hold now, and what to buy in a sell offWith 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.
You can access this and previous episodes of the Your Wealth podcast now on iTunes...
2021-12-1443 minYour WealthBanks, healthcare and the outlook for the ASXBanks, 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.
You can access this and previous episodes of the Your Wealth podcast now...
2021-12-0124 minYour Wealth8 Stats Investors Can’t Afford to IgnoreWant 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.
You can access this and previo...
2021-11-1726 minYour WealthEvergrande, energy and the tech crackdown – is investing in China just too risky?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
Wh...
2021-11-0333 minYour WealthWhy Roger Montgomery is still bullish on this marketRoger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over.
In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses:
The macro trends underpinning market growth
Why a correction could happen at any time, but won’t be cataclysmic
How rising interest rates could affect share performance, and
Why it pays to be optimistic.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at na...
2021-10-2039 minYour WealthScott Phillips on why the crash is coming, and what you can doMarket downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls?
The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on:
Where to keep your money when markets are risky
How much cash you need to ensure you’re optimising your portfolio
What sort of investments to hold when markets fall, and
What to do if fear is keeping you up at night.
You can access this an...
2021-10-0650 min
Your WealthCan the ASX200 have 12 consecutive months of gains – or are we headed for a fall?Following last year’s collapse, the ASX200 has just had one of its strongest runs on record. There is a lot to like about shares right now – and a lot to worry about, as well.
InvestSmart’s Evan Lucas is a student of the markets, and has followed this rally closely. He shares his views on:
How current valuations and performance compare to the pre GFC era
Why this time it’s different
What returning to ‘normal’ looks like in a world with Covid, and
How investors can stay sane in an uncertain environment.
You can access this...
2021-09-2242 minYour WealthThe easy money has been made - how to find value on the ASX nowPerpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
Sectors that offer relative value in the current environment
How to look through the challenges of lockdowns and border closures to focus on business quality
Where to find rich dividends, and
What to avoid in building a long term portfolio.
You can access this and previous episodes of the Your W...
2021-09-0830 min
Retire Sooner with Wes MossThe Do's And Don'ts Of The Happiest Retirees - Part 1What separates the happy retirees from the unhappy retirees? It’s not just one habit, but multiple habits that happy retirees implement throughout their routine. In fact, practicing these life, financial, social, and family habits can lead you to living your best life during retirement.In this podcast episode, Wes reveals a few of the habits of the happiest retirees. Wes also shares his purpose for studying these habits, his research and findings about retirement, the do’s and don’ts of retirement, the financial habits of joyful retirees, and outlines his new book What the Happiest Retire...
2021-08-2735 minYour WealthThe outlook for everything with Chris JoyeWith the nation’s two largest cities in lockdown, the positive economic momentum from early 2021 has started to fade. Markets, however, continue to perform strongly, so how should you be thinking about your portfolio?
In typically forthright style, Capital’s Chris Joye offers his thoughts on:
What quantitative easing offers the economy, and households
The outlook for house prices, equity markets and fixed income
Why the long term outlook remains positive, but the near term is much less certain
And why investors need to think carefully about their next move.
You can access this and previous epis...
2021-08-2539 minYour WealthThere’s always something to buy – even if you’re greenWith the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money.
Nathan Bell of InvestSmart joins Your Wealth to discuss:
The biggest mistake he’s made in investing
How ethical choices make investing easier – and more profitable
Where he’s looking for opportunity and value in this market, and
Why what to buy is often easier than when to...
2021-08-1135 minYour WealthVirologist and fund manager’s view of global healthcare opportunitiesDespite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
The threat of Covid’s new variants, and how science is responding
Opportunities in global healthcare, and how th...
2021-07-2833 minYour WealthWill looming inflation end the bull market?Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn?
Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss:
What central banks really fear (and it’s not rising inflation)
Why inflation can be low while your expenses keep rising well ahead of your income
How the experience of the 1970s has shaped recent policy decisions
Which assets and markets are like...
2021-07-1552 minYour WealthStart the new financial year off rightThe start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss:
How new super rules could affect you, and what you can do about it
Strategies to improve your portfolio’s performance
Opportunities to ensure your tax position is optimised for 30 June, and
How to ensure your long term investment strategy alig...
2021-06-3053 minYour WealthA disruptive innovation worth sportingOften the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.
Van Eck’s Damon Gosen joins us to breakdown this industry and discuss:
The significance and magnitude of it and how it’s only just scratching the surface
How it’s become a disruptive innovation
The growing revenue channels including sponsorship, media rights and streaming
Stocks you could invest in to capitalise on this opportunity, and
The main dri...
2021-06-1631 minYour WealthAdventures in Bubbleville – finfluencers, Reddit and other market madnessMorningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?
As markets return to their highs, Mark joins Your Wealth to discuss:
What finfluencers, Reddit boards and stonk memes have in common with previous bubbles
Whether social media is feeding excessive prices for assets of all kinds
Why the latest ‘financial experts’ are only a couple of textbook pages...
2021-06-0237 minYour WealthResources in focus: the outlook for iron ore, lithium and morePundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy?
nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss:
His short and long term forecasts for iron ore, copper and other key commodities
Why iron ore prices are soaring, but may fall back to earth
What the key factors are driving the ‘supercycle’ narrative...
2021-05-1954 minYour WealthThe reopening trade is over – or is it?With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?
Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on:
The downside risks to travel stocks, healthcare and more
Why capital raisings may not be full...
2021-05-0540 minYour WealthGlobal tech – bubble or opportunity?
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?
Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
Why the world’s best companies will keep on growing
How his views on buying ‘value’ companies have changed
What constitutes a great business, and how to identify its attributes, and
Which tech opportunities should be approached with caution.
You can access this and previous episode...
2021-04-2344 minYour WealthWealth and wellbeing - how much money will really bring happiness?The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.
nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares:
Why time - and home ownership - matter so much
How Covid affected the nation’s economic and emotional well-being
What types of debt dramatically reduce well-being
Why your mortgage might be a source of satisfaction, not despair, and
How to invest and spend for maximum happiness.
You can access this and...
2021-04-0747 minYour WealthPicking the next big thing in a ‘winner takes all’ worldIt’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?
Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares:
The key characteristics of a future winner
Sectors and industries ripe for disruption
Why 70% of Australia’s sharemarket is dominated by old world companies, and
Why Tesla is their biggest share holding.
You can access this and previous episodes of the Your Wealth pod...
2021-03-2437 minYour WealthSmall cap opportunities as the world reopensInvestors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?
DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:
Which sectors are most likely to perform as domestic and international borders reopen
Why the electric vehicle story is not going away, but there are safer plays than Tesla
Long term trends and which small companies are likely to benefit, and
When to sell in frothy sectors like...
2021-03-1041 minYour WealthAussie dollar highs – 2021 currency outlookNAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?
Ray again joins Gemma Dale to discuss:
Why he believes the AUD will rise against the USD
The key drivers of currency movements this year
The challenges of bitcoin and crypto for currency forecasters
The risks to his forecast for 2021, and
Why he’s the current world champion currency forecaster – for this quarter.
You can ac...
2021-02-2443 minYour WealthAREITs – sectors for growth and income in 2021, and what’s at riskInvestors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?
Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on:
Why new sectors such as childcare centres and retirement living are growing
The risks to office and retail property in a post Covid world
Why industrial space such as warehouses for online commerce are booming
How to diversify y...
2021-02-1039 minYour WealthWhat I’ve learned in thirty years of investing across all assetsThe events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?
SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on:
His favourite asset class for long term investors
Why it’s critical to understand cash flow for all assets
How interest rates are distorting valuations, and what you can do about it
What to expect...
2021-01-2848 minYour WealthWhat 2021 has in store for markets and the global economyThe new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?
AMP Capital’s Diana Mousina shares her thoughts on:
How low interest rates can stay, and for how long
Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
Why non-US m...
2021-01-1436 minYour WealthRoger Montgomery on why he’s optimistic about markets in 2021After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:
Whether markets have gotten ahead of themselves in pricing a return to growth
How much demand remains in an economy with elevated unemployment
Whether a return to normal is on the cards for office property, and
Where he sees risks for the unwary in 2021.
We thank y...
2020-12-2329 minYour WealthDisruption for the decade ahead - Bitcoin, blockchain and new ways of workingDisruption has driven share prices to record highs, and assessing the major trends is key to setting your portfolio up for success over the next decade. With central banks trialling cryptocurrencies and Bitcoin closing in on record highs after falling 60%, investors are looking to technology for further growth.
Fidelity Global Portfolio Manager Amit Lodha brings his thoughtful and far-reaching research to this conversation, and considers:
Why collaboration and decentralisation will be the driving themes behind future market winners
Which trends have been accelerated in 2020, and which will be left behind
How blockchain technology is r...
2020-12-1554 min
Equity ASAGemma Dale - Your Wealth & NabtradeGemma Dale is the Director, SMSF and Investor Behaviour at Nabtrade and is the host of the Your Wealth podcast. It features insights and updates from market and finance experts to help investors become better informed. She is also a regular market and finance commentator on Your Money, Sky Business, featuring on Sunrise, AFR, ABC TV and Radio, Channel Ten and other media. She regularly presents at major industry events including ASX Investor and Adviser Days and the Kanga Conference. We talk about the podcast, some of her more recent guests, and about the surprisingly conservative investor behaviour witnessed during...
2020-10-0826 min
Atlanta Business RadioAtlanta Business Radio Interviews Mitch Reiner COO of Capital Investment Advisors
Please click on the POD button to listen to the latest Atlanta Business Radio show podcast broadcasting live each Wednesday at 10am EDT from the Business Radio X studio in Atlanta, GA, USA. Here's how to listen to the podcast of our show. First click on the title of the show you are interested in. Then there should be a player in the upper right hand corner of the screen. Now just press play and the show you chose should start playing. You can also download the show to listen on your mp3 player. We are now available on iTunes...
2010-12-0137 min