Your Wealth

By NABBusiness Investing

Your Wealth episodes

June 02, 2021Adventures in Bubbleville – finfluencers, Reddit and other market madness
Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?
As markets return to their highs, Mark joins Your Wealth to discuss:
What finfluencers, Reddit boards and stonk memes have in common with previous bubbles
Whether social media is feeding excessive prices for assets of all kinds
Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students
How lack of experience can be dangerous, and
How to avoid the excesses, and still grow your wealth and knowledge.
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.
38 min
May 19, 2021Resources in focus: the outlook for iron ore, lithium and more
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.
55 min
May 05, 2021The reopening trade is over – or is it?
With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?
Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on:
The downside risks to travel stocks, healthcare and more
Why capital raisings may not be fully priced into share prices
How to ensure you’re not paying too much for a great story
Why ‘steady Eddy’ companies are still offering value, and
Why Cochlear implant demand has soared since masks were introduced.
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.
41 min
April 22, 2021Global tech – bubble or opportunity?
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?

Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
Why the world’s best companies will keep on growing
How his views on buying ‘value’ companies have changed
What constitutes a great business, and how to identify its attributes, and
Which tech opportunities should be approached with caution.
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.
45 min
April 07, 2021Wealth and wellbeing - how much money will really bring happiness?
The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.

nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares:
Why time - and home ownership - matter so much
How Covid affected the nation’s economic and emotional well-being
What types of debt dramatically reduce well-being
Why your mortgage might be a source of satisfaction, not despair, and
How to invest and spend for maximum happiness.
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.
48 min
March 24, 2021Picking the next big thing in a ‘winner takes all’ world
It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?
Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares:
The key characteristics of a future winner
Sectors and industries ripe for disruption
Why 70% of Australia’s sharemarket is dominated by old world companies, and
Why Tesla is their biggest share holding.
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.
38 min
March 10, 2021Small cap opportunities as the world reopens
Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?

DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:
Which sectors are most likely to perform as domestic and international borders reopen
Why the electric vehicle story is not going away, but there are safer plays than Tesla
Long term trends and which small companies are likely to benefit, and
When to sell in frothy sectors like buy now, pay later.
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.

Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
42 min
February 24, 2021Aussie dollar highs – 2021 currency outlook
NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?

Ray again joins Gemma Dale to discuss:
Why he believes the AUD will rise against the USD
The key drivers of currency movements this year
The challenges of bitcoin and crypto for currency forecasters
The risks to his forecast for 2021, and
Why he’s the current world champion currency forecaster – for this quarter.
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.

Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
44 min
February 10, 2021AREITs – sectors for growth and income in 2021, and what’s at risk
Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?

Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on:
Why new sectors such as childcare centres and retirement living are growing
The risks to office and retail property in a post Covid world
Why industrial space such as warehouses for online commerce are booming
How to diversify your property exposure, and why it matters, and
The likely yields and capital growth potential of the REIT market in 2021.
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.

Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.
40 min
January 28, 2021What I’ve learned in thirty years of investing across all assets
The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?

SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on:
His favourite asset class for long term investors
Why it’s critical to understand cash flow for all assets
How interest rates are distorting valuations, and what you can do about it
What to expect for long term returns, and
His top tips for investing and building 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.
49 min