x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Your Wealth

Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.

business investing

All Episodes

35:22

Global tech – is now the time to buy?

Your Wealth ·

2022/03/01

Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away? Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss: Why profitless growth is a dangerous game in this environment How monetary policy affects the tech sector Which companies will survive a rout Whether the day of reckoning is really here, and How

en

41:38

How high rates can go, and what it means for your...

Your Wealth ·

2022/02/15

Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts? nab Markets Head of Research Ivan Colhoun has spent a lifetime watching rates, and shares his analysis on: What ‘normal’ interest rates look like, and how quickly we’re likely to get there How seriously we need to take rising inflation Why Australia differs from the US, and other large economies, and How rising rates will affect businesses, consumers and markets

en

35:27

How a successful trader learned his craft

Your Wealth ·

2022/02/01

When Chris Conway bought his first shares, he doubled his money – then came close to losing it all. So how does a novice learn to trade and invest after a wild early ride? These days Chris is a popular trading specialist, as well as Marcus Today’s lead fund manager, and in this podcast he shares: The five books he recommends every trader read Why early wins can set you up for failure His preferred technical indicators, and The models he uses to unearth potential gems in a volatile market. Want to

en

33:49

Want to find the next Afterpay? Look to biotech

Your Wealth ·

2022/01/19

Eleanor Swanson from Firetrail Investments is well known for having ‘thumped the table’ to get her older peers to take note of Afterpay. With a background in science, though, now she’s looking to medical biotech and more for growth. In this discussion, she shares: How to keep your eyes open for growth opportunities Which sectors have the greatest potential Four stocks to add to your watchlist, and Why the impact of Covid will continue to fuel demand at your local laser clinic. You can access this

en

01:00:02

Scott Phillips’ five top stock picks for 2022 – and...

Your Wealth ·

2022/01/04

Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now. In this entertaining conversation, Scott discusses: Why knowing the product doesn’t mean you know the stock His thoughts on Kogan, Adore Beauty and Treasury Wine Estates How Warren Buffett continues to deliver for shareholders, and His best tips to avoid disappointment in 2022. You can access this and previous episodes

en

43:06

Jun Bei Liu on what to hold now, and what to buy in a...

Your Wealth ·

2021/12/14

With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold? Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including: The stock she’s dying to buy, if it falls 20% What she’s sold short, and now holds long Shares that just keep on delivering, and Signs to watch out for, if you’re thinking of selling. You can access this and previous

en

24:23

Banks, healthcare and the outlook for the ASX

Your Wealth ·

2021/11/30

Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid? Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on: Which stocks are really defensive when airports and toll roads are vulnerable Why bank credit quality matters in a low rate environment Where we find ourselves in the earnings cycle, and The high yielding stocks worth another

en

26:59

8 Stats Investors Can’t Afford to Ignore

Your Wealth ·

2021/11/17

Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to. With inflation rising and interest rates potentially heading the same way, Hugh discusses: Whether rising prices are really that big a deal Where to hide in an inflationary cycle The true opportunities outside big tech and the megacaps, and Why you can’t afford not to invest, even when the

en

33:56

Evergrande, energy and the tech crackdown – is...

Your Wealth ·

2021/11/03

The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out. Platinum Investment’s Julian McCormack joins the podcast to discuss: Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy) Why a tech crackdown was inevitable, and what it means for investors How

en

39:29

Why Roger Montgomery is still bullish on this market

Your Wealth ·

2021/10/20

Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over. In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses: The macro trends underpinning market growth Why a correction could happen at any time, but won’t be cataclysmic How rising interest rates could affect share performance, and Why it pays to be optimistic. You can access this and

en

50:37

Scott Phillips on why the crash is coming, and what...

Your Wealth ·

2021/10/06

Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls? The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on: Where to keep your money when markets are risky How much cash you need to ensure you’re optimising your portfolio What sort of investments to hold when markets fall, and What to do if fear is keeping you up at night. You can

en

30:28

The easy money has been made - how to find value on...

Your Wealth ·

2021/09/08

Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep? As investors grapple with these questions, Vince shares his thoughts on: Sectors that offer relative value in the current environment How to look through the challenges of lockdowns and border closures to focus on business quality Where to find rich dividends, and What to avoid in

en

35:52

There’s always something to buy – even if you’re green

Your Wealth ·

2021/08/11

With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money. Nathan Bell of InvestSmart joins Your Wealth to discuss: The biggest mistake he’s made in investing How ethical choices make investing easier – and more profitable Where he’s looking for opportunity and value in this market,

en

33:14

Virologist and fund manager’s view of global...

Your Wealth ·

2021/07/28

Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’? Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this

en

52:08

Will looming inflation end the bull market?

Your Wealth ·

2021/07/15

Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn? Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss: What central banks really fear (and it’s not rising inflation) Why inflation can be low while your expenses keep rising well ahead of your income How the experience of the

en

53:48

Start the new financial year off right

Your Wealth ·

2021/06/30

The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead? Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss: How new super rules could affect you, and what you can do about it Strategies to improve your portfolio’s performance Opportunities to ensure your tax position is optimised for 30 June, and How to

en

31:04

A disruptive innovation worth sporting

Your Wealth ·

2021/06/16

Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming. Van Eck’s Damon Gosen joins us to breakdown this industry and discuss: The significance and magnitude of it and how it’s only just scratching the surface How it’s become a disruptive innovation The growing revenue channels including sponsorship, media rights

en

37:18

Adventures in Bubbleville – finfluencers, Reddit and...

Your Wealth ·

2021/06/02

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

en

54:50

Resources in focus: the outlook for iron ore, lithium...

Your Wealth ·

2021/05/19

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

en

40:59

The reopening trade is over – or is it?

Your Wealth ·

2021/05/05

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

en

149 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...