Your Wealth

Are you a trader, or an investor? Louise Bedford would argue that you're both, regardless of how you categorise yourself. Ensuring you buy at a price you're comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy. 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.

While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing. 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.

Recorded 12 hours after Trump announced a 90 day ‘pause' on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean. 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.

With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time? 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.

Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however, really fell out of favour after GFC as investors feared they could be wiped out in the event of a margin call. 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.

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over? 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.

With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it's a year for boring returns, and being thoughtful about your exposure. 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.

As Australia's largest companies hand down their numbers in reporting season, investors are starting to get a clearer picture on how the ASX is performing so far, what looks like good value, and which stocks have run too hard. 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.

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

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

After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive? Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on: Why cheap small caps are attracting bidders Which takeover targets look appealing and how to exit if you're uncertain His top picks in medtech and defence, and Which sector he's avoiding, regardless of the upside. You can access this and 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 it's not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time? Intelligent Investor's Gaurav Sodhi joins the podcast to discuss: Why his worst picks of 2024 didn't crush his overall return The golden rule he applies to his investments Whether we're in a full blown bull market, or just close to one, And his top picks for 2025. You can access this and previous episodes of the Your Wealth podcast 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 on the lessons from 2024 If there was ever a year that ‘time in the market' should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors. So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss: Whether it's time to take profits in the banks What the catalyst for a turnaround in resources could be Why he believes the US could have a lot further to run, and How the 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.

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

Ira Epstein has been trading US markets since the 1970s, and he's seen it all. So is he excited or concerned about this frothy market? In this timely podcast, Ira joins the podcast from Chicago to share his thoughts on: AI, driverless cars and uncharted territory for the labour market Why Warren Buffett is building a huge cash buffer How rates markets have overestimated the potential for cuts Tariffs and geopolitics – potential winners and losers, and Why, if you're going to invest, you've got to 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.

While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners? Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss: why the more cyclical end of the market should start to perform where to look for turnaround stories and the right kind of re-rating the resources sector with the best supply/demand outlook, and her favourite 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.

With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what? Dr David Allen from Plato Investment Management joins the podcast to discuss: why traditional energy stocks rose 150% under Biden clean energy rose 150% under Trump how betting markets can be more accurate than pundits why the consensus narratives are largely inaccurate over time, 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.

Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad. Tamara Haban-Beer Stats, Lead ETF Specialist at BlackRock Australia joins the podcast to discuss: How Aussie investors can shed their home bias Investing in global 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.

While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs. Evan Lucas joins the podcast to discuss: why the rate cutting cycle doesn't predict higher share prices how central banks are challenged by inflation and unemployment which data points are really relevant right now and what an investor can do to benefit from the 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.

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it's time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can't help accruing cash, and what he's really been doing with it four new stocks that Berkshire Hathaway is buying instead of 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.    

What doesn't change about investing? While we're all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point. Podcaster, author and former financial planner Glen James joins the podcast to share: why past performance is actually a pretty good indicator of future performance what really constitutes investing how to minimise our own tendencies to do stupid things, and the best way to maximise your chances of financial 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.

As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australia's key exports remain solid. But are commodities a safe haven as volatility rises? MineLife's Gavin Wendt offers his thoughts on: the outlook for iron ore, gold, lithium and more prospects for larger and smaller miners in today's environment whether Dr Copper is sending us a signal, and why gold stocks don't correlate with the gold price, and more. You can access this and previous episodes of the Your 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 extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine? K2 Asset Management's George Boubouras joins the podcast to discuss: how today's megacap tech winners differ from those of the tech bubble why not all small caps will win in the great rotation why the outlook for interest rates matters for the large and small 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.

With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now? NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss: the outlook for inflation, unemployment and more why the distribution of economic pain isn't equal which factors the RBA is keeping a close eye on, and why rates are likely to stay much 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.

Afraid you've missed the run in Nvidia? Not sure there's anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it's hard to know what comes next. Maroun Younes of Fidelity's Global Future Leaders fund joins the podcast to discuss: whether the US, and tech, can continue to dominate global markets which jurisdictions look most attractive right now how to think about rising valuations when concentration is so high, and a 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.

Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there's a lot going on for investors. So which data points really matter when you consider your portfolio? Talaria Capital's Hugh Selby-Smith joins the podcast to discuss: how government debt levels are growing, and whether they can be managed why the geographic centre of economic growth is changing, quickly how markets are pricing for absolute perfection, and where to look for value when it 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.

While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?   For this EOFY, we've spoken to three stock pickers about their tips in this market: Gaurav Sodhi recommends a company you may not have considered Scott Phillips talks out of favour options Henry Jennings give his views on yesterday's winners, and one play they all agree on. You can access this 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 US dollar has been the world's reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions. Nab's Head of FX Strategy Ray Attrill joins the podcast to discuss: why the fall in Japanese yen has real implications for China and emerging markets the threshold at which a genuine currency crisis becomes a real 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.

While the general principle of ‘time in the market, rather than timing the market' can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?   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.

While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off. 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.

With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride. 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.

With the dust settled from reporting season, and dividends starting to flow, investors are sitting on a pile of cash waiting for their next opportunity. With the economy holding up, which small to mid caps look most interesting? Perpetual Investments' portfolio manager Nathan Hughes joins the podcast to share: which sectors have surprised with their strength this year the challenges in healthcare that have led to disappointment what higher rates are doing to company cashflows, and the stocks he'd love to hold, but had to pass 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.

While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie? 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.

Just seven stocks have driven more than 100% of the S&P500's return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up? 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.

When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap' for more complex advice in the future. 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.

Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure. 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.

As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges? 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.

2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024? 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.

As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning? 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

As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play? 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.

Despite recent falls and another interest rate increase, share prices haven't quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment? 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

Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you've stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks. 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.

While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them? 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.

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think? 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.

Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many. 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.

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?   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.

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth. 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.  

With the world returning to travel, festivals and more, it's easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic? 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.  

While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns.  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.  

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices.  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.

The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio? 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.