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The global changes that could guide how – and where – you invest

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?
Gemma Dale | nabtrade
12 June 2024
Created by potrace 1.15, written by Peter Selinger 2001-2017 30 min listen

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.

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.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.