Your Wealth

Roger 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

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.

Market 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

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.

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

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.

Perpetual 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

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 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, Coolabah Capital’s Chris Joye offers his thoughts on:

• What quantitative easing offers the economy, and households

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 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

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 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

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.

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)

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 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

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.

Often 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  

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.