With global markets continuing to make record highs, investors should be feeling positive – but supply shocks, overvaluation risks and the speed of market change is making many nervous.

Pinnacle Investments’ Anthony Doyle joins the podcast to discuss:

• Why 1 in 100 year events seem to be happening every year
• The heroic assumptions your strategy may be built on
• Why it’s a difficult time to take a passive approach, and
• How to build a portfolio that prepares for both risk and 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.

This year’s Federal Budget proposed changes to negative gearing, capital gains tax and trust income, all of which will impact millions of Australians. So what is it all likely to mean?

Nab Group Tax specialist Fred Law joins the podcast to break down:

• What the impacts are, and aren’t, likely to be
• What is known, and what isn’t, about the changes
• Why small business owners have always had CGT exemptions and still do
• The possible implications for asset owners and investors, and
• Why we need to wait for the final legislation to really know the outcomes.

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.

An oil crisis, rising rates and inflation, and US markets at record highs – the rules of investing that hold true over time have never mattered more. Motley Fool favourite Scott Phillips could write a book about what he’s learned – and he has.

Today Scott joins the podcast to discuss:

• Why you’re not getting any healthier, and why it matters for investing
• The value of the pre commitment bias
• How to sequester your wins, and
• Why quality companies could be the big winners from today’s market volatility.

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 conflict continues in the Middle East, oil and gas supply shocks have significant implications far beyond the price of a barrel of crude. The flow on effects touch every part of the economy, but materials and energy are affected more than most.

MineLife’s Gavin Wendt joins the podcast to discuss the impacts in depth, covering:

• The oil price and its outlook as the conflict continues
• How Australia’s iron ore producers are affected
• Whether the lithium price will continue to rise
• What energy security looks like, and the impact on renewables and nuclear, and
• Why gold remains the safe haven asset of choice for more and more investors.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

While the Middle East conflict dominates the headlines, dramatic shifts are occurring in systems we’ve taken for granted for more than half a century. So how does one build and maintain wealth for a very different future?

Talaria Capital’s Hugh Selby Smith joins the podcast to discuss:

• How AI will change the world, but you could still lose money
• Why unsustainable levels of debt keep governments in a bind
• How, why and where supply chains will change forever
• Whether gold and other commodities can keep their gains, and
• The key strategies you can take to keep your portfolio safe, whatever its size.

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 Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated.

So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss:

• Why the disconnect between paper and physical oil is unprecedented
• How that will play into actual prices paid by end users
• What has been affected and how long it will take to get back online,
• Whether markets are accurately pricing the disruption and
• How quickly we can expect an end – or an escalation – to hostilities

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.

February reporting season generated unprecedented volatility, offering opportunities and risks for investors. But does any of it matter when geopolitical risks threaten global markets like they have this week?

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

While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors.

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.

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.