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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
205 Episodes
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While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off.
Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on:
which winners of the last cycle won’t be the outperformers this time
the ‘fraud’ company he’s bought at 10x his original buy price
the high growth favourites he’s avoiding, and
why paying too much is not a disaster, but
why sitting on the sidelines could be a massive mistake.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride.
Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss:
where he thinks rates are heading
the best opportunities in the fixed income sector
why some ‘credit’ investments are much riskier than you may expect, and
how to position yourself for income and capital growth potential in the current environment.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie?
Platinum’s Julian McCormack joins the podcast to discuss:
why Chinese stocks fell to 2009 prices, and whether they'll stay there
how Japan has broken out of a 35 year slump
the extent to which US markets are out of step with the rest of the world, and
what to consider when allocating to global equities in a strange and challenging time
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?
Alphinity’s global portfolio manager Mary Manning shares her thoughts on:
why Nividia's price to earnings ratio has actually fallen, despite its rise
which of the globe's hugest stocks can really continue to grow
whether China is cheap enough at current prices, and
where to look for real growth in your portfolio
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future.
Over six years and several hundred podcast conversations, Glen has thoughts on:
The number one question his listeners have (hint: it’s not about buying a house)
His 1% rule for spending
Simple automated ways to win your behaviour, and
Why your money habits are only one part of the puzzle.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Henry 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…but you don’t want to be last.
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.
As 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 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.
2023 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 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.
As 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 stabilise prices
how US debt issuance is changing markets, and
how to incorporate fixed income into your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention
As 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 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.
Despite 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 of growth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention
Investing 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 term in retirement, and
Tips and strategies for making the most of your accumulated wealth.
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 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/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.
Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?
Gavin Wendt of MineLife joins the podcast to share:
The outlook for iron ore, oil, lithium and more
Why the re-rating of sky-high lithium stocks was necessary
Which sectors are likely to be winners and losers in the near term, and
His top pick for the energy transition and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.
In this broad-ranging discussion, Effie shares:
Her four key tips for getting your finances right
Why she avoided one of the last decade's hot stocks
The key behavioural traits holding us back, and what to read to understand yours, and
Where to find an extra $12,000 this year by reviewing your finances
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?
Anthony Doyle from Firetrail joins the podcast to discuss:
How confident central banks remain in their actions to date
What a soft landing means for markets and the economy
The steps that central banks are taking to keep their plan on track, and
How to prepare for any eventuality, as an investor.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
1By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth.
In this interview, he discusses his views on:
How to build wealth over time, with his simple method
Why income matters far more than many investors believe
His favoured stocks and companies
How to make money in real estate (it's definitely not what you think)
Why ETFs are not the best solution for everyone.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic?
Morningstar analyst Alex Prineas joins the podcast to share:
What the 17% fall in the value of a single CBD office tower means for the rest of the industry
How to measure the return to the office when the data is patchy
Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and
Why your superannuation is likely affected, even if you hold no REITs in your portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns.
Julian Campbell-Wood of Resolution Capital joins the podcast to discuss:
The range of commercial property sectors that Australian investors generally don't have access to
Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk
Why debt levels should be front of mind for investors, and
How to look at property assets when building a portfolio for income and growth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices.
Alan joins the podcast to discuss:
Why he's optimistic about house prices - and the economy - in the medium term
The challenges ahead as the economy starts to slow
How consumer behaviour is shifting in the face of 12 rate hikes
Which sectors of the economy are performing well, and
How to plan for this changing environment
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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Thanks Gemma, great guests and friendly interviews
Great content! Thanks!