What are the key challenges Magellan founder Hamish Douglass is thinking about? In the midst of a pandemic, markets could grind higher by 20%, or drop by half – and investors need to be prepared for either scenario.



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In this open and informative discussion, Hamish considers:
The likelihood of a vaccine, and what will happen if one isn’t found
Who will win the US election, and probable market reactions to a Biden-Harris presidency
Why rates that are lower for longer will continue to affect investors
China’s fight with the US and how it will affect global stocks, and
How to tilt your portfolio in a world where no outcome is certain.


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.

Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

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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.

An intelligent investor believes we’re on the cusp of a new bull market

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.

Chris Joye on fixed income, rates and where we’re headed

With 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 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.

Tech, healthcare, lithium – ASX opportunities to consider now

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.

China at record lows, Japan at record highs – where to from here?

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.

Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

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