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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
254 Episodes
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While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors.
Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss:
Why the ‘killing season’ is in full swing, and who’s suffering
How the ‘big bifurcation’ creates opportunity
Which stocks are winning as Australia becomes the world’s third largest data centre market and
What to avoid when the siren call of a sell off sings to 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 the US dollar has been under pressure, gold has soared to record highs, and pundits are thinking about a world order that is no longer US centric. So how likely is this scenario, and what does it mean for investors?
Nab’s Head of FX Strategy, Ray Attrill, joins the podcast to discuss:
Why de-dollarisation is just noise in the short term, BUT
What the extraordinary appetite for gold may be telling us
The implications of new Fed Chair Kevin Warsh, and
The key conditions that would see a dramatic change in financial outlook for the dollar, commodities 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.
Many New Year’s resolutions have already waned by mid January, so consider this your gentle reminder – a better financial you is possible in 2026.
Behavioural – and financial – economist Evan Lucas joins the podcast to discuss:
Why the world is ‘excitingly risky’ right now
How to improve your cognitive architecture
Why you should be asking ‘what’s the point?’ and
The surprising habit that dramatically improves your chances of success, and
How to adapt your thinking and your habits if you think the proven methods are too cheesy to work for 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.
There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps.
Forager Funds’ founder and CIO Steve Johnson joins the podcast to share:
Whether AI will really allow large corporates to ‘vibe code’ their way to success
Why sport can be an exciting opportunity for the right team or code
When striking skydivers can ruin your thesis
The opportunities you should be looking at right now, and
Which beaten up sectors have problems that are too difficult to solve.
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 basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potential questions.
Join Gemma and Money Money Money’s Glen James as they answer listener questions on:
How to invest for children, including tax tricks and tips
Whether private credit should have a place in your portfolio
When super works, and when it doesn’t for those nearing 60 years of age, and
Strategies for optimising your ETF 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.
Investing is rarely a set-and-forget process, no matter how much we may wish it were. Changing goals, personal circumstances and markets mean reviewing and renewing your strategy, often several times.
Morningstar’s Director of Personal Finance Mark LaMonica shares his views on:
Why he hates inspo without strategy
The set of principles he uses to help investors keep themselves on track and in the game
What he’s learned from decades of working with direct investors, and
Why the person who’s supposed to be passive is 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.
Struggling with how to invest in a market that is making regular all-time-highs, but afraid of missing out if prices continue to run? You’re not alone.
The Motley Fool’s Scott Phillips is back to discuss:
How the mega caps have ‘sucked the oxygen out’ of the market
Why he’s been recommending investors sell more regularly than buy
The sector that’s still growing at 15% year on year
Two quality companies he’s avoiding, and one he’s not, and
What to do when markets feel uncomfortably high.
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.
1With major sharemarkets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether?
Plato Investments’ Dr Dave Allen share his frank and fearless approach, including:
Where the market has gone ‘full ponzi’
Which sector has risk written all over it
Why a thorough post mortem can ensure you don’t make the same mistake twice
The exciting opportunities that exist in an expensive market, and
Some of the 150 red flags his team use to profit from companies with the potential to fail.
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.
After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?
Nab’s Chief Economist Sally Auld joins the podcast to discuss:
Areas of strength and weakness in the Australian economy
The outlook for inflation, rates and more
Global challenges and opportunities
Downside risks that investors should keep in mind, and
Why exaggerated seasonality in the data shouldn’t deter you from taking a long term view.
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.
Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?
Coolabah Capital CIO Chris Joye joins the podcast to discuss:
The risks to the outlook for global interest rates
Why he’s ‘very bullish’ the US economy
Which sectors of the fixed income market are ‘the cheapest in history’
What looks expensive, and
How to invest as hybrids reach their maturity.
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 ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?
Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:
Which ‘reasonable’ result saw its share price smashed
The sectors really crushed by any disappointment
Why fund managers tend not to react in the heat of reporting season, and
The result of the year, from a standout performer that was already priced for perfection
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 some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?
S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:
How company sales have just hit an all time record
Whether the highs can keep coming,
Which sectors are thriving, and which are surviving
Why we can’t ignore the billions the Big Beautiful Bill will add to the economy, and
Why traders have to trade what’s in front of them, but investors have different objectives
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 Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like – but don’t get caught in the hype for every hot sector.
Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:
Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy
Why data centres may not live up to the hype
How the development cycle affects valuations and can take years to play out, and
The opportunity presented by the blowout in construction costs.
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 gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and small cap opportunities for astute investors, but the outlook for each sector is diverging.
To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss:
Why the rise of the Chinese gold investor could mean even better times ahead
How supply overhangs are affecting lithium and uranium
The genuine players in the decarbonisation boom, and
Why the gold miners continue to lag the gold price, and what needs to change.
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.
From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?
Alphinity Investment Management’s Elfreda Jonker joins the podcast to discuss:
Asset classes & Opportunities
Australian listed banks and financials
Clear risks in the market particularly to do with pricing and,
Australian household wealth and the impact to investment behaviours.
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.
Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.
Munro Partners’ Qiao Ma joins the podcast to discuss:
Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
Whether the game for cloud is really over
How AI is levelling the playing field
The non-AI industries with exceptional earnings growth, and
Whether the US is over, and it’s time to look afield.
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 the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investment), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time.
In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for today’s market.
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.
After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?
Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:
why there is space for both active and passive strategies in a portfolio
what significant and permanent shifts in trade mean for markets
asset class opportunities beyond volatile equity markets, and
the huge runway for themes that are yet to realise their full potential.
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.
Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.
The Trading Game’s Louise Bedford joins the podcast to discuss:
Why technical analysis can assist with the tough decisions of buying and selling
Which indicators help her fall in love with a stock
The sectors that offer the most opportunity right now, and
What the data tell us about CBA’s likelihood of hitting new highs, or falling away.
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 those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:
Whether US exceptionalism can continue to deliver for investors
Why markets are myopic on tariffs and more
How capital expenditure drives returns
The demographic shifts no developed nation is avoiding, and
Where he’s looking for opportunity in today’s markets.
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.
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Thanks Gemma, great guests and friendly interviews
Great content! Thanks!