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The signal in the noise – how to focus on the numbers that matter

While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Gemma Dale | nabtrade
01 May 2025
Created by potrace 1.15, written by Peter Selinger 2001-2017 30 min listen

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.

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.