While the US dollar has been under pressure, gold has soared to record highs, and pundits are thinking about a world order that is no longer US centric. So how likely is this scenario, and what does it mean for investors?

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.

Many New Year’s resolutions have already waned by mid January, so consider this your gentle reminder – a better financial you is possible in 2026.

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.

There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps.

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.

While the basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potential questions.

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.

Investing is rarely a set-and-forget process, no matter how much we may wish it were. Changing goals, personal circumstances and markets mean reviewing and renewing your strategy, often several times.

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.

Struggling with how to invest in a market that is making regular all-time-highs, but afraid of missing out if prices continue to run? You’re not alone.

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.

With major sharemarkets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether?

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.

After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?

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.

Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?

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.

While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?

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.

While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?

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.