Atlas Funds Management’s Hugh Dive joins the podcast to discuss:

• The standout performers from reporting season
• Three stocks that have fallen hard - but may keep falling
• Why markets remain dangerously optimistic, and
• The stocks and sectors to watch if war in the Middle East escalates

Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss:

• Why the ‘killing season’ is in full swing, and who’s suffering
• How the ‘big bifurcation’ creates opportunity
• Which stocks are winning as Australia becomes the world’s third largest data centre market and
• What to avoid when the siren call of a sell off sings to 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.

Nab’s Head of FX Strategy, Ray Attrill, joins the podcast to discuss:

• Why de-dollarisation is just noise in the short term, BUT
• What the extraordinary appetite for gold may be telling us
• The implications of new Fed Chair Kevin Warsh, and
• The key conditions that would see a dramatic change in financial outlook for the dollar, commodities 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.

Behavioural – and financial – economist Evan Lucas joins the podcast to discuss:

• Why the world is ‘excitingly risky’ right now
• How to improve your cognitive architecture
• Why you should be asking ‘what’s the point?’ and
• The surprising habit that dramatically improves your chances of success, and
• How to adapt your thinking and your habits if you think the proven methods are too cheesy to work for 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.

Forager Funds’ founder and CIO Steve Johnson joins the podcast to share:

• Whether AI will really allow large corporates to ‘vibe code’ their way to success
• Why sport can be an exciting opportunity for the right team or code
• When striking skydivers can ruin your thesis
• The opportunities you should be looking at right now, and
• Which beaten up sectors have problems that are too difficult to solve.

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.

Join Gemma and Money Money Money’s Glen James as they answer listener questions on:

• How to invest for children, including tax tricks and tips
• Whether private credit should have a place in your portfolio
• When super works, and when it doesn’t for those nearing 60 years of age, and
• Strategies for optimising your ETF 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.

Morningstar’s Director of Personal Finance Mark LaMonica shares his views on:

• Why he hates inspo without strategy
• The set of principles he uses to help investors keep themselves on track and in the game
• What he’s learned from decades of working with direct investors, and
• Why the person who’s supposed to be passive is 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.

The Motley Fool’s Scott Phillips is back to discuss:

• How the mega caps have ‘sucked the oxygen out’ of the market
• Why he’s been recommending investors sell more regularly than buy
• The sector that’s still growing at 15% year on year
• Two quality companies he’s avoiding, and one he’s not, and
• What to do when markets feel uncomfortably high.

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.

Plato Investments’ Dr Dave Allen share his frank and fearless approach, including:

• Where the market has gone ‘full ponzi’
• Which sector has risk written all over it
• Why a thorough post mortem can ensure you don’t make the same mistake twice
• The exciting opportunities that exist in an expensive market, and
• Some of the 150 red flags his team use to profit from companies with the potential to fail.

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.

Nab’s Chief Economist Sally Auld joins the podcast to discuss:

• Areas of strength and weakness in the Australian economy
• The outlook for inflation, rates and more
• Global challenges and opportunities
• Downside risks that investors should keep in mind, and
• Why exaggerated seasonality in the data shouldn’t deter you from taking a long term view.

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.

Coolabah Capital CIO Chris Joye joins the podcast to discuss:

• The risks to the outlook for global interest rates
• Why he’s ‘very bullish’ the US economy
• Which sectors of the fixed income market are ‘the cheapest in history’
• What looks expensive, and
• How to invest as hybrids reach their maturity.

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.

Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:

• Which ‘reasonable’ result saw its share price smashed
• The sectors really crushed by any disappointment
• Why fund managers tend not to react in the heat of reporting season, and
• The result of the year, from a standout performer that was already priced for perfection  

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.

S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:

• How company sales have just hit an all time record
• Whether the highs can keep coming,
• Which sectors are thriving, and which are surviving
• Why we can’t ignore the billions the Big Beautiful Bill will add to the economy, and
• Why traders have to trade what’s in front of them, but investors have different objectives

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.

Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:

• Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy
• Why data centres may not live up to the hype
• How the development cycle affects valuations and can take years to play out, and
• The opportunity presented by the blowout in construction costs.

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.

To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss:

• Why the rise of the Chinese gold investor could mean even better times ahead
• How supply overhangs are affecting lithium and uranium
• The genuine players in the decarbonisation boom, and
• Why the gold miners continue to lag the gold price, and what needs to 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.

Alphinity Investment Management’s Elfreda Jonker joins the podcast to discuss:

• Asset classes & Opportunities
• Australian listed banks and financials
• Clear risks in the market particularly to do with pricing and,
• Australian household wealth and the impact to investment behaviours.

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.

Munro Partners’ Qiao Ma joins the podcast to discuss:

• Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
• Whether the game for cloud is really over
• How AI is levelling the playing field
• The non-AI industries with exceptional earnings growth, and
• Whether the US is over, and it’s time to look afield.

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 this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes 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.

Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:

• why there is space for both active and passive strategies in a portfolio
• what significant and permanent shifts in trade mean for markets
• asset class opportunities beyond volatile equity markets, and
• the huge runway for themes that are yet to realise their full 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.

The Trading Game’s Louise Bedford joins the podcast to discuss:

• Why technical analysis can assist with the tough decisions of buying and selling
• Which indicators help her fall in love with a stock
• The sectors that offer the most opportunity right now, and
• What the data tell us about CBA’s likelihood of hitting new highs, or falling away.

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.

Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:

• Whether US exceptionalism can continue to deliver for investors
• Why markets are myopic on tariffs and more
• How capital expenditure drives returns
• The demographic shifts no developed nation is avoiding, and
• Where he’s looking for opportunity in today’s 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.

nab’s Head of FX Strategy Ray Attrill shares his thoughts on:

• The facts as we currently understand them
• Why China’s response is critical for Australia, and possibly the world
• The good news for Australian households
• How growth will falter despite the backdown, and
• Investment strategies that still make sense in a rapidly changing 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.

Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on:

• why those who think they can predict Trump's next move are too optimistic
• whether value has crept in to the market
•  strategies for retirees and accumulators, and 
• why this isn't the GFC or 1987 ... yet

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.

There are, however, other ways to borrow to invest. In this podcast, nab Equity Lending’s Phil McCall shares:

• A product that allows you to borrow for shares, with no margin call ever
• How to borrow to invest inside super
• The benefits of gearing to super charge your portfolio, and
• All the risks you must consider.

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.

Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:

• Why the question of whether Chinese businesses can innovate has been settled
• Whether the recent run in share prices has seen all the easy gains made
• Where the opportunities lie outside megacap tech in China, and
• What he learned working for investing legend Kerr Neilson.

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.

Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:

• Which companies delivered during reporting season, and which didn’t
• The results the market has clearly misread
• Why Telstra is back to its old tricks
• The sector that remains overvalued, and
• Where he is sifting through the underperformers for opportunity.

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.

WAM Leaders portfolio manager Matt Haupt joins the podcast to discuss:

• Why Australia’s largest company is sitting 100% above its price target
• The biggest misses from reporting season
• Which stock could be a great opportunity if everything goes right
• The trading strategy that is driving big price movements, and
• Three potential winners in 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.

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 react.

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.

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 Nvidia and co can whether this storm
• Two stocks at the forefront of AI innovation, and
• Where you should be looking for opportunity in 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.

The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au

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 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.

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 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.

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 next year is crucial for the global economy, and stocks.

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.

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 outperformed as the rates environment has normalised, and
• How APRA’s hybrid securities proposal could affect fixed income options for 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.

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 be in the best companies.

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.

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 stocks now, and what she’s keen to buy in a pullback

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.

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, and
• the one sector that is likely to outperform whatever the outcome.

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.

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 equities and mitigating risk
• How ETFs can provide exposure offshore and
• What Australian investors should be focused 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.

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 potential challenges ahead.

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, 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 Apple
• the Australian companies that Warren would buy in a sell off, and
• how to build wealth like the man himself

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.

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 success.

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.

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 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.

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 end of your portfolio, and
• which sectors offer the most potential in this 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.

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 higher than originally anticipated for a while to come.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Over six years and several hundred podcast conversations, Glen has thoughts on:

• The number one question his listeners have (hint: it’s not about buying a house)
• His 1% rule for spending
• Simple automated ways to win your behaviour, and
• Why your money habits are only one part of the puzzle.

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.

Tune in to hear Henry’s thoughts on:

• why markets are 90% boredom
• how the Tokyo Olympics and Tom Hanks heralded turning points for equities
• what the year could hold for materials, financial, tech and more, and
• why you don’t have to be first on a theme…but you don’t want to be last.

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.

Janus Henderson’s Tim Gerrard shares his thoughts on:

• the critical minerals to facilitate transition to a lower emissions world
• technological advances that offer opportunities for investors
• how to invest for high yield crops and other necessities to feed a larger population, and
• why the ASX may not offer the best opportunities for investing in 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.

BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss:

• why 2023 defied all expectations
• what has driven the resilience in the economy and markets
• where investors should consider focussing in 2024 and
• the biggest opportunities and threats the world's biggest asset manager is thinking about.

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.

NAB Markets' Ken Crompton joins the podcast to discuss:

• the return of yield, and what it offers investors
• why the world is 'awash with debt', offering a range of investment opportunities
• simple (and complex) explanations for the volatility in bond markets
• whether recent moves in rates will help to stabilise prices
• how US debt issuance is changing markets, and
• how to incorporate fixed income into 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

NAB Markets' Ray Attrill joins the podcast to discuss:

• Why currency forecasting is so challenging, and so important
• His thoughts on the outlook for the Aussie dollar and US currency
• Why predictions of the Fed being forced to cut may be premature, and
• How to think about managing currency risk with your offshore portfolio, and your business.

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 Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:

• How Warren Buffett screwed up an $8bn opportunity
• Why getting ‘too clever’ can cause you to miss the real gains
• His favourite beaten up stocks and sectors
• The gift horse you shouldn’t look in the mouth, and
• How to prepare for the next leg of growth.

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

Wealth manager and CIO Roger Montgomery joins the podcast to discuss:

• How the bucket strategy was developed and how it works
• Simple methods for limiting the downside when you’re no longer working
• The importance of investing for the short, medium and long term in retirement, and
• Tips and strategies for making the most of your accumulated 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.

Fidelity International's Casey McLean joins the podcast to discuss:

• Why one hot sector may have seen its best days
• Where to find yield and growth potential on the ASX
• How to look through challenging conditions to see future winners, and
• Where he's investing 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.

Gavin Wendt of MineLife joins the podcast to share:

• The outlook for iron ore, oil, lithium and more
• Why the re-rating of sky-high lithium stocks was necessary
• Which sectors are likely to be winners and losers in the near term, and
• His top pick for the energy transition 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.

In this broad-ranging discussion, Effie shares: 

• Her four key tips for getting your finances right
• Why she avoided one of the last decade's hot stocks
• The key behavioural traits holding us back, and what to read to understand yours, and
• Where to find an extra $12,000 this year by reviewing your finances

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.

Anthony Doyle from Firetrail joins the podcast to discuss:

• How confident central banks remain in their actions to date
• What a soft landing means for markets and the economy
• The steps that central banks are taking to keep their plan on track, and
• How to prepare for any eventuality, as an investor.

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 this interview, he discusses his views on:

• How to build wealth over time, with his simple method
• Why income matters far more than many investors believe
• His favoured stocks and companies
• How to make money in real estate (it's definitely not what you think)
• Why ETFs are not the best solution for everyone.

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 analyst Alex Prineas joins the podcast to share:

• What the 17% fall in the value of a single CBD office tower means for the rest of the industry
• How to measure the return to the office when the data is patchy
• Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and 
• Why your superannuation is likely affected, even if you hold no REITs 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.

Julian Campbell-Wood of Resolution Capital joins the podcast to discuss:

• The range of commercial property sectors that Australian investors generally don't have access to  
• Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk
• Why debt levels should be front of mind for investors, and
• How to look at property assets when building a portfolio for income and growth.

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.

Alan joins the podcast to discuss: 

• Why he's optimistic about house prices - and the economy - in the medium term
• The challenges ahead as the economy starts to slow
• How consumer behaviour is shifting in the face of 12 rate hikes
• Which sectors of the economy are performing well, and
• How to plan for this changing 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.

Platinum’s Julian McCormack joins the podcast to share:

• Why low unemployment can precede an economic downturn
• How shipping rates and consumer data are predicting turmoil
• What investors should be considering as the S&P500 continues to shine, and
• Opportunities for those who have cash to spare, and strategies for those who don't.

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.

Chris Balalovski, tax partner at BDO, joins the podcast to discuss:

• The deductions available to business owners, salary earners and more
• Popular strategies to optimise your position
• How to avoid getting on the wrong side of the ATO, and
• A last minute win for those with businesses 

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 even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on:

• Why the most predicted recession on record hasn’t arrived yet
• Which sectors offer the most promise in this environment
• How to understand the signals each asset class is sending, and
• How to position yourself so your mistakes won’t hurt

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.

Listener favourite Roger Montgomery joins the podcast to share:

• Why profitless growth is dead, but opportunities still abound
• Which companies continue to offer value to investors
• Why the search for yield can derail your portfolio, and
• How to find diamonds in the rough

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.

Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss:

• How dramatic rate rises have affected fixed income and other asset classes
• The 101 of investing in fixed income assets 
• His outlook for rates, the property market and broader asset prices, and 
• His preferred opportunities in hybrids, corporate debt 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.

Alison Savas from investment management boutique Antipodes Partners shares her thoughts on:

• What a winner looks like in this environment,
• How to employ the principles of pragmatic value when investing for the future
• How to avoid value traps and other pitfalls, and
• Why there are more opportunities out there for long term investors than the headlines may have you believe.

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 this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on:

• What the collapse of Silicon Valley Bank means for start ups, 
• How artificial intelligence will change the way we live, and how to profit from it
• Whether regulatory risk is the key driver behind Baba’s split
• Which region has zero companies she’s interested in hearing from, and 
• Where investors should really be looking to find profitable growth in a higher rate 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.

NAB’s Head of FX Strategy Ray Attrill joins the podcast to share:

• His forecast for the Aussie dollar, and outlook for the USD
• Why markets are rapidly repricing the likelihood of further rate rises
• The impact of China’s reopening on commodities and the Australian economy, and
• Whether inflation is likely to fall as quickly as central banks – and markets – are hoping.

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 Mutual portfolio manager Dan Moore shares his thoughts on:

• Why rates matter so much for shareholders
• What needs to happen for analysts to achieve their forecasts
• Whether  a 2% fall in rates - within 2 years - is unrealistically optimistic and
• What to do if you believe a miracle isn't on the horizon

You can also read Dan's thoughts here.

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.

Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses:

• Why our human bias to extrapolate can get us into trouble
• How earnings expectations are diverging from the economic outlook
• How Tesla is now worth more than the bottom 70 companies in the S&P500, and
• What all this means for investors right now.

You can read the stats for yourself here.

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.

Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:

• Why the banking sector may have its best half yet
• What reporting season has in store
• What to buy in a sell off, and 
• The stocks and sectors she’s staying away from*

* Including a top pick from a favourite guest

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.

Julia shares her thoughts on:

• Which sectors have outperformed in downturns, and which haven’t
• Why the energy sector doesn’t perform the way you think it might
• What investors can learn from past performance across all asset classes, and
• Why the received wisdom about diversification needs to come with a caveat.

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.

Scott Phillips joins the podcast to discuss a bit of everything, including:

• Why markets are doing what they’re doing right now
• Which shares are very hard to resist at current prices
• How to prepare yourself for a higher rate environment, and
• The decisions you can make today to set yourself up for an awesome 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.

Henry shares:

• What worked and what didn't in 2022
• Which sectors continue to have promise, and which are looking clouded
• His outlook for 2023
• And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick.

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.

NAB’s Security Team joins the podcast to share:

• Why your data can be at risk through no fault of your own
• What you can do if your data has been breached, or you think it has
• What companies and small business can do to better protect their customers, and
• How to protect yourself as best you can

ou 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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 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.

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.