Your Wealth

By NABBusiness Investing

Your Wealth episodes

June 26, 2024An awesome stock story, and the opportunities outside mega cap tech
Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.
Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:
whether the US, and tech, can continue to dominate global markets
which jurisdictions look most attractive right now
how to think about rising valuations when concentration is so high, and
a medtech company making the world a better place.
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.
44 min
June 12, 2024The global changes that could guide how – and where – you invest
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:
how government debt levels are growing, and whether they can be managed
why the geographic centre of economic growth is changing, quickly
how markets are pricing for absolute perfection, and
where to look for value when it seems like paying for growth in the only game in town.
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
May 29, 2024Three stock pickers give their tips for an EOFY refresh
While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?

For this EOFY, we’ve spoken to three stock pickers about their tips in this market:
Gaurav Sodhi recommends a company you may not have considered
Scott Phillips talks out of favour options
Henry Jennings give his views on yesterday’s winners, and
one play they all agree 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.
33 min
May 16, 2024Is the US dollar doomed? 100% tariffs on Chinese vehicles and why Japan is so hot right now
The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions.
Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss:
why the fall in Japanese yen has real implications for China and emerging markets
the threshold at which a genuine currency crisis becomes a real possibility
how the US has managed to avoid a crisis despite exceeding this threshold, and
what tariffs of 100% on Chinese imports to the US means for the US, China and others.
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 01, 2024Finding short term gain without long term pain
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.
47 min
April 17, 2024An intelligent investor believes we’re on the cusp of a new bull market
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.
41 min
April 03, 2024Chris Joye on fixed income, rates and where we’re headed
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.
45 min
March 20, 2024 Tech, healthcare, lithium – ASX opportunities to consider now
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.
40 min
March 07, 2024China at record lows, Japan at record highs – where to from here?
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.
59 min
February 21, 2024The Magnificent Seven and the opportunities you shouldn’t miss
Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?
Alphinity’s global portfolio manager Mary Manning shares her thoughts on:
why Nividia's price to earnings ratio has actually fallen, despite its rise
which of the globe's hugest stocks can really continue to grow
whether China is cheap enough at current prices, and
where to look for real growth in your portfolio
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.
31 min