With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital?

Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on:

• Why retail investors have been excluded from alternative assets in the past

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.

Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean?

Chris shares his thoughts on:

• The impact of rising rates across the economy, and why all assets have been hit

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.

As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example?

So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares:

• Why the world’s wealthiest people are serious about responsible investing

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.

With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for?

Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on:

• The single most important thing to look for in a company right now

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

After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world?

Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on:

• Why the days of growth at any cost are over

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.

In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths like Amazon were caught up in the sell off, and took two decades to recover. Is the recent sell off in global equities going to repeat history?

Platinum Investment’s Julian McCormack shares his thoughts on:

• Why there’s further to go in this downward trend

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.

Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and the implications are huge.

AMP’s Shane Oliver shares his thoughts on:

• Why rates will go higher from here, and how quickly

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.

In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.

In this conversation, Gaurav shares:

• His ‘diabolical motive’ for loving resources

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.

Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed?

Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on:

• How seriously we need to take rising inflation

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.

Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen all these factors before, and it’s possible to imagine who might win and lose in the coming year?

Veteran stockpicker Henry Jennings from Marcus Today shares his thoughts on:

• Which sectors have strong tailwinds 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.