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.

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