Your Wealth

By NABBusiness Investing

Your Wealth episodes

August 27, 2020Famed investment manager declares speculative mania in global stocks
Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.
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In this frank and informative conversation, Platinum’s Andrew Clifford and Julian McCormack discuss:
The sectors of global markets that most concern them (hint: it’s not Amazon)
Historical precedents for today’s imbalances
The five most concerning pieces of data for long term investors
Whether to take profits for those who bought the dip, and
How to find value in today’s market, across equites, commodities and other assets.
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.
46 min
August 12, 2020Everything you need to know about trading on the ASX, but possibly don’t
Buying shares has never been easier, but little things like which day and at time you place your trade can make a big difference to the price you pay for a stock.
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In this clear and informative conversation, ASX trading expert Graham O’Brien outlines:
How the open and close work, and why professional investors are changing when they trade
Why dividend payment dates impact share prices
What constitutes market sensitive information and how it can impact your trade plans, and
Trading halts, and how to respond to them.
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.
37 min
July 29, 2020Becoming a full time investor – resources, networks and more
One of the most frequently asked questions for this podcast is how hard it is to make the transition to full time investing, and how to get started. In the last two years, Steve Mabb has gone from being in business to running his own portfolio – becoming a board member of the Australian Shareholders Association along the way.
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In this insightful conversation, Steve shares:
How he got into investing, and why he moved to investing full time
What tools, content and networks he found most valuable to building his skillset
Why the rights of the small shareholder matter, and how you can protect yours
How and why he benchmarks the performance of his portfolio, and
What he’s doing to help others who want to invest.
The Australian Shareholders Association costs just $130 a year for individuals, and provides regular newsletters, events and networking opportunities for those who want to become better investors. To learn more, click here. https://www.australianshareholders.com.au/

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
July 15, 2020Tech megacaps – dangerous bubble or quality blue chips?
To the astonishment of many commentators, the Nasdaq, the tech-heavy US index, is actually up for calendar year 2020, having regained all of its losses since the COVID crisis. Investors who have held the FAANG stocks and darlings such as Tesla have generated vastly greater returns than those who have not.
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So are these companies the future, or in dangerous territory? And if you believe the latter, what can you do about it? Kanish Chugh from ETF Securities shares:
Fundamentals behind the enduring support for the tech titans
The real return implications of tech dominance
Opportunities for investors to take a long or short position on Tesla and more, and
Why ignoring tech has proven so painful for many investors.
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.
35 min
July 01, 2020Don’t fight the Fed - why shares keep rising in a troubled economy
Ever wondered why shares keep rising despite an increasingly troubled economic outlook? What do expressions like ‘don’t fight the Fed’ and ‘brrrr’ mean?
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Coolabah Capital founder and AFR columnist Chris Joye shares his thoughts on:
What quantitative easing really means
The implications of central banks buying bonds and even ETFs
How investors can approach the divergence between markets and the economy
Why high yield may be an unacceptable level of risk for most investors, and
The outlook for the residential property market, 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.
36 min
June 17, 2020 Pre 30 June strategies to save tax and build wealth
The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.
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In this timely podcast, Paul Rickard of the Switzer Group discusses risks and opportunities, including:
Strategies to make the most of your investment portfolio
Which home office expenses are tax deductible
Incentives to boost your superannuation
How those affected by Covid19 shutdowns can get back on their feet, and
Changes in 2020 that could help you preserve more of your 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.
46 min
June 03, 2020 Capital raisings and opportunities outside the ASX100
Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.
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In this timely podcast, Marcus Burns from Spheria Asset Management discusses:
How smaller companies have fared since Covid, including winners and losers
Which companies are raising capital and why
Where to look for future growth in smaller companies, and
Which little Aussie company was featured in the hit US show Billions.
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.
27 min
May 20, 2020 Dividends, franking and the new normal - a 40% decline?
With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.
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So what are investors to do? In this timely conversation, investment specialist Eu-Jene Teng outlines:
The expected fall in earnings from Covid19, and how quickly investors can expect a bounce back
How dividends are likely to fare
Whether payout ratios are likely to be reduced permanently and what that means for equity investors
Which sectors offer the most promising outlook for yield, and
How to position your portfolio to minimise the damage of an economic downturn.
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.
32 min
May 06, 2020 Emerging Markets – mega cities and technology leadership in the COVID-19 era
Please note, this podcast was recorded in early March. Much has changed, however the investment thesis and ideas contained in this podcast are long term trends that remain relevant for investors.
Prior to the COVID-19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.
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The long term numbers are staggering. Eu-Jene Teng of Martin Currie, a Legg Mason business, discusses emerging market investment opportunities arising from:
the rise of mega-cities (125 million people or more)
increasing urbanisation and education
technological sophistication outside the US, and
niche trends such as Korean beauty, 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.
43 min
April 22, 2020 Downturn and recovery – how the economy and markets can respond to the pandemic
Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?
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InvestSmart’s Chief Market Strategist Evan Lucas shares his insights on:
How often bear market rallies are followed by further falls
Recent volatility and its historical context
Likely outcomes for unemployment, exports and consumption
Long term behavioural changes post the Covid19 shutdown, and
U, J, V shaped recoveries, and what this means for the sharemarket.
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