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PODCAST

Your Wealth

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All Episodes

29:17

What Trump 2.0 means for the ASX, Aussie dollar and...

Your Wealth ·

2025/02/07

With 25% tariffs on Canada and Mexico threatened – and then postponed – over a weekend, investors could be in for a rocky ride. Tariffs on 10% on China are still slated to go ahead on 10 February. So what does all this mean?NAB's Head of FX Strategy Ray Attrill shares his extensive insight on: What really happened with tariffs in Trump 1.0 Why the AUD is under threat, and what could save it What Trump has really proposed, and whether it’s likely to go ahead, and How central banks are likely to

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24:08

Is this it? Nvidia, DeepSeek and the risks to your...

Your Wealth ·

2025/01/30

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on: Where the winners and losers from AI disruption are likely to come from Why Jeff Bezos’ vision in 1999 still rings true Whether

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36:57

Takeover targets, medtech and more – small caps ready...

Your Wealth ·

2025/01/27

After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive? Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on: Why cheap small caps are attracting bidders Which takeover targets look appealing and how to exit if you’re uncertain His top picks in medtech and defence, and Which sector he’s avoiding, regardless of the upside. You can access this and

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37:30

An Intelligent Investor on how to get set for 2025

Your Wealth ·

2025/01/05

While it’s not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time?Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss: Why his worst picks of 2024 didn’t crush his overall return The golden rule he applies to his investments Whether we’re in a full blown bull market, or just close to one, And his top picks for 2025. You can access this and previous episodes of the Your Wealth podcast

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46:19

Henry Jennings on the lessons from 2024

Your Wealth ·

2024/12/18

Henry Jennings on the lessons from 2024 If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors. So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss: Whether it’s time to take profits in the banks What the catalyst for a turnaround in resources could be Why he believes the US could have a lot further to run, and How the

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39:20

Chris Joye on yield plays, bank share prices and a...

Your Wealth ·

2024/11/26

One rare point of agreement ahead of Trump’s presidential win was that his policies would be highly inflationary, and likely to result in a higher for longer rate environment. This has enormous implications for all asset prices – including yours. So where to now?Coolabah Capital’s Chris Joye joins the podcast to discuss: Why venture capital, high yield bonds and property should suffer in a higher rate world How the global growth in public spending is already affecting markets Which assets have

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36:27

A US trading veteran on Trump, tariffs and where to...

Your Wealth ·

2024/11/17

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

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29:42

Small caps for growth and value

Your Wealth ·

2024/11/05

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

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36:07

Everything you know about the US election and markets...

Your Wealth ·

2024/10/24

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,

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25:49

Is having a ‘home bias’ problematic in today’s...

Your Wealth ·

2024/10/03

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

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34:35

Rates, inflation, US voting, and the outlook for markets

Your Wealth ·

2024/09/19

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

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31:02

Buffett is cashing out and cashing up – Roger...

Your Wealth ·

2024/09/04

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

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37:53

Re-align and re-focus – how to become a better investor

Your Wealth ·

2024/08/19

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

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51:41

Are commodities the place to be?

Your Wealth ·

2024/08/06

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

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39:16

The great rotation – is it time for global (and...

Your Wealth ·

2024/07/29

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

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44:33

Why NAB thinks rates will stay high until mid 2025

Your Wealth ·

2024/07/24

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

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43:04

An awesome stock story, and the opportunities outside...

Your Wealth ·

2024/06/26

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

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29:51

The global changes that could guide how – and where –...

Your Wealth ·

2024/06/12

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

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32:20

Three stock pickers give their tips for an EOFY refresh

Your Wealth ·

2024/05/29

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

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37:12

Is the US dollar doomed? 100% tariffs on Chinese...

Your Wealth ·

2024/05/16

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

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145 results

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