Pundits 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, and
How net zero targets will affect demand for lithium, coal, gas, oil 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.

Resources in focus: the outlook for iron ore, lithium and more

Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

While 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.
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.

Finding short term gain without long term pain

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.

Resources in focus: the outlook for iron ore, lithium and more

Download our free app to listen on your phone