Your Wealth

By NABBusiness Investing

Your Wealth episodes

November 17, 2024A US trading veteran on Trump, tariffs and where to from here
Ira Epstein has been trading US markets since the 1970s, and he’s seen it all. So is he excited or concerned about this frothy market?
In this timely podcast, Ira joins the podcast from Chicago to share his thoughts on:
AI, driverless cars and uncharted territory for the labour market
Why Warren Buffett is building a huge cash buffer
How rates markets have overestimated the potential for cuts
Tariffs and geopolitics – potential winners and losers, and
Why, if you’re going to invest, you’ve got to be in the best companies.
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
November 05, 2024Small caps for growth and value
While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners?
Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss:
why the more cyclical end of the market should start to perform
where to look for turnaround stories and the right kind of re-rating
the resources sector with the best supply/demand outlook, and
her favourite stocks now, and what she’s keen to buy in a pullback
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.
30 min
October 24, 2024Everything you know about the US election and markets is wrong
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what?
Dr David Allen from Plato Investment Management joins the podcast to discuss:
why traditional energy stocks rose 150% under Biden
clean energy rose 150% under Trump
how betting markets can be more accurate than pundits
why the consensus narratives are largely inaccurate over time, and
the one sector that is likely to outperform whatever the outcome.
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
October 03, 2024Is having a ‘home bias’ problematic in today’s investing landscape?
Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad.
Tamara Haban-Beer Stats, Lead ETF Specialist at BlackRock Australia joins the podcast to discuss:
How Aussie investors can shed their home bias
Investing in global equities and mitigating risk
How ETFs can provide exposure offshore and
What Australian investors should be focused 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.
26 min
September 19, 2024Rates, inflation, US voting, and the outlook for markets
While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs.
Evan Lucas joins the podcast to discuss:
why the rate cutting cycle doesn’t predict higher share prices
how central banks are challenged by inflation and unemployment
which data points are really relevant right now and
what an investor can do to benefit from the potential challenges ahead.
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
September 04, 2024Buffett is cashing out and cashing up – Roger Montgomery asks if you should too
Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch.
Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on:
why Buffett can’t help accruing cash, and what he’s really been doing with it
four new stocks that Berkshire Hathaway is buying instead of Apple
the Australian companies that Warren would buy in a sell off, and
how to build wealth like the man himself
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
August 19, 2024Re-align and re-focus – how to become a better investor
What doesn’t change about investing? While we’re all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point.
Podcaster, author and former financial planner Glen James joins the podcast to share:
why past performance is actually a pretty good indicator of future performance
what really constitutes investing
how to minimise our own tendencies to do stupid things, and
the best way to maximise your chances of financial success.
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
August 06, 2024Are commodities the place to be?
As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australia’s key exports remain solid. But are commodities a safe haven as volatility rises?
MineLife’s Gavin Wendt offers his thoughts on:
the outlook for iron ore, gold, lithium and more
prospects for larger and smaller miners in today’s environment
whether Dr Copper is sending us a signal, and
why gold stocks don’t correlate with the gold price, 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.
52 min
July 29, 2024The great rotation – is it time for global (and Aussie) small caps?
The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?
K2 Asset Management’s George Boubouras joins the podcast to discuss:
how today’s megacap tech winners differ from those of the tech bubble
why not all small caps will win in the great rotation
why the outlook for interest rates matters for the large and small end of your portfolio, and
which sectors offer the most potential in this 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.
40 min
July 24, 2024Why NAB thinks rates will stay high until mid 2025
With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now?
NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss:
the outlook for inflation, unemployment and more
why the distribution of economic pain isn’t equal
which factors the RBA is keeping a close eye on, and
why rates are likely to stay much higher than originally anticipated for a while to come.
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