Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources? MineLife’s Gavin Wendt joins the podcast to share his thoughts on: Why prices for key metals could stay high for the foreseeable future What high energy prices mean for the global economy How the transition to renewables will affect battery metals and more, and Which resources he’s most bullish – and bearish – on in the near 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.

When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn? Firetrail Investments’ Anthony Doyle joins the podcast to discuss: Why markets are struggling to direction after heavy falls this year How investors should view the coming economic challenges Where opportunities exist despite the challenges, and Hot stocks in sectors that might spark your interest. 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.

Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet? Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to: Why US unemployment could head to 10% before it falls below 4% again Why earnings estimates remain ‘fanciful’ The strange bullishness in this bear market, and Why patience is a virtue for all investors. 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.

While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth? Evan Lucas from InvestSmart shares the key insights from his new book, including: How to understand your financial decision making What drives us to do the things we do The impact relationships have on our financial decision making, and How to improve your thinking and stay on track. 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.

Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities. Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on: What normalisation really means for markets Why the trends of deglobalisation and decarbonisation aren’t going away The standout performers in Australia’s recent reporting season, and The most attractive factors to look for 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.

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for? Morningstar’s research manager Justin Walsh shares his thoughts on: Why we’re so bad at picking winners Some of the big hits of the past that fizzled, and some that survived What investors should be looking for when choosing a portfolio, and Why the data tells a story that the marketing campaigns might hide 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 ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times? Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on: Some of his top picks on the ASX Why a good story may not cut it anymore The research process that helps uncover gems in a difficult market and Why a  long term strategy is critical. 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.

The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave? BlackRock’s Tommy Taw shares his thoughts on: The three key features of a sustainable megatrend The five major trends driving change in today’s world How to ensure that you’re exposed to the winners of tomorrow, and Why concentration risk matters for investors seeking to invest in change. 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 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 What opportunities lie outside traditional asset classes How venture capital and private equity offer alternative runways for investors, and How to access assets without consistent liquidity – without losing access to your capital. 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 Why mortgage defaults are inevitable, and what that means for the economy How lower rates have increased house price volatility Which asset classes are offering value as rates rise, and Why interest rates may not rise as much as investors fear. 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 How to create a framework that works for you when building a portfolio What factors you should consider when building your wealth, and What to look out for with ‘greenwashing’ and other marketing strategies. 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 Which markets offer the safest upside Why some of the world’s best companies underperformed for a decade in the early 2000s, and What to avoid if the sell off deepens. 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 Where to find value as the market rotates into formerly unloved sectors What to look for as the outlook remains subdued, and How to love boring stocks again. 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 How to respond to a bear market Where there are pockets of value around the world worth focussing on What is driving the market lower, and Why it isn’t the end of the world – just the end of the cycle. 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 How rising inflation threatens the global economy The impact rising rates will have on equity and property markets, and Why taking a long term view is critical as asset prices falter. 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 How to be an outsider in a market that likes consensus Two sectors where you can cultivate a competitive advantage Why he’s rotating out of his most recent big wins, And whether there’s still a mispricing opportunity in commodities, among other things. 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 Why the risk of a correction is ever present Which sectors have the greatest potential If it is too late to get on board the lithium train, and Why investors should seek exposure to high quality growth, and where to find it. 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 The milestones to look for when picking a potential mining multibagger What to avoid in a high interest rate environment, and How he learned to trade in the ‘pit’ and what lessons can be learnt for today’s market. 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.  

Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and iron ore at multi year highs. The ASX200 is a resource-heavy index, but you may be underweight. So are higher prices – and higher demand – here to stay? Gavin Wendt from MineLife shares his thoughts on: How high prices can really go What factors are driving prices, and how persistent they are likely to be Which resources are likely to offer the strongest outlook, and What to avoid if you’re getting on board. 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.  

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 investors can play this market. 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.

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 around the world.  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.

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 learn more about technical analysis? Join nabtrade's upcoming webinar with Chris Conway, who will demonstrate how technical analysis can be used to improve the performance of your portfolio. Register 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.

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 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.

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 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 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 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.

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 look. 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.

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 market looks fully valued. 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.

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 an ageing population will affect China’s economy Why Chinese markets attract ‘breathless reporting’, and Whether valuations are attractive relative to other developed markets. 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 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 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.

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 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.

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 building a long term 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.

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, and Why what to buy is often easier than when to sell 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.

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 podcast she shares: The threat of Covid’s new variants, and how science is responding Opportunities in global healthcare, and how they’ve been affected by the pandemic Which sectors are most undervalued, and Emerging technologies and their potential. 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.

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 1970s has shaped recent policy decisions Which assets and markets are likely to thrive if inflation starts to rise, and How to ensure you’re well positioned, whichever way the numbers go. 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.

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 ensure your long term investment strategy aligns with your goals, and you stay on track. 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.

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 and streaming Stocks you could invest in to capitalise on this opportunity, and  The main drivers of this industry. 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.

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 assets of all kinds Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students How lack of experience can be dangerous, and How to avoid the excesses, and still grow your wealth and knowledge. 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.

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 may fall back to earth What the key factors are driving the ‘supercycle’ narrative, and How net zero targets will affect demand for lithium, coal, gas, oil 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.

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 stocks, healthcare and more Why capital raisings may not be fully priced into share prices How to ensure you’re not paying too much for a great story Why ‘steady Eddy’ companies are still offering value, and Why Cochlear implant demand has soared since masks were introduced. 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 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?   Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on: Why the world’s best companies will keep on growing How his views on buying ‘value’ companies have changed What constitutes a great business, and how to identify its attributes, and Which tech opportunities should be approached with caution. 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.

The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.   nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares: Why time - and home ownership - matter so much How Covid affected the nation’s economic and emotional well-being What types of debt dramatically reduce well-being Why your mortgage might be a source of satisfaction, not despair, and How to invest and spend for maximum happiness. 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.

It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market? Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares: The key characteristics of a future winner Sectors and industries ripe for disruption Why 70% of Australia’s sharemarket is dominated by old world companies, and Why Tesla is their biggest share holding. 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.

Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing? DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including: Which sectors are most likely to perform as domestic and international borders reopen Why the electric vehicle story is not going away, but there are safer plays than Tesla Long term trends and which small companies are likely to benefit, and When to sell in frothy sectors like buy now, pay later. 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. Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies? Ray again joins Gemma Dale to discuss: Why he believes the AUD will rise against the USD The key drivers of currency movements this year The challenges of bitcoin and crypto for currency forecasters The risks to his forecast for 2021, and Why he’s the current world champion currency forecaster – for this quarter. 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. Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?   Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on: Why new sectors such as childcare centres and retirement living are growing The risks to office and retail property in a post Covid world Why industrial space such as warehouses for online commerce are booming How to diversify your property exposure, and why it matters, and The likely yields and capital growth potential of the REIT market in 2021. 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. Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?   SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on: His favourite asset class for long term investors Why it’s critical to understand cash flow for all assets How interest rates are distorting valuations, and what you can do about it What to expect for long term returns, and His top tips for investing and building wealth. 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.

The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching? AMP Capital’s Diana Mousina shares her thoughts on: How low interest rates can stay, and for how long Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more Why non-US markets tend to outperform during a Democratic presidency, and The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world. 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 Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including: Whether markets have gotten ahead of themselves in pricing a return to growth How much demand remains in an economy with elevated unemployment Whether a return to normal is on the cards for office property, and Where he sees risks for the unwary in 2021.  We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year! 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.