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YOUR WEALTH
A podcast series designed to help you create, build, and grow your wealth.
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Episode 135: A disruptive innovation worth sporting

Duration 31:04 | File Size 29.8 MB

Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.  

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Episode 134: Adventures in Bubbleville – finfluencers, Reddit and other market madness

Duration 37:18 | File Size 35 MB

Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?

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Episode 133: Resources in focus: the outlook for iron awe, lithium and more

Duration 54:50 | File Size 49 MB

Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy?

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Episode 132 -  The reopening trade is over – or is it?

Duration 40:59 | File Size 39.9 MB

With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?

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Episode 131 -  Global tech – bubble or opportunity?

Duration 44:31 | File Size 47.8 MB

With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?

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Episode 130 -  Wealth and wellbeing - how much money will really bring happiness?

Duration 47:77 | File Size 45.8 MB

The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.

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Episode 129 -  Picking the next big thing in a ‘winner takes all’ world

Duration 37:17 | File Size 39 MB

It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?

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Episode 128 -  Small cap opportunities as the world reopens

Duration 41:14 | File Size 39.9 MB

Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?

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Episode 127 -  Aussie dollar highs – 2021 currency outlook

Duration 43:09 | File Size 41.4 MB

NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?

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Episode 126 -  AREITs – sectors for growth and income in 2021, and what’s at risk

Duration 39:10 | File Size 37.9 MB

Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?

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Episode 125 -  What I’ve learned in thirty years of investing across all assets
 

Duration 48:50 | File Size 46 MB

The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?

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Episode 124 -  What 2021 has in store for markets and the global economy
 

Duration 26:18 | File Size 35 MB

The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?

 

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Episode 123 -  Roger Montgomery on why he’s optimistic about markets in 2021
 

Duration 29:29 | File Size 28.15 MB

After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?

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Episode 122 -  Disruption for the decade ahead – Bitcoin, blockchain and new ways of working             

 

Duration 54:40 | File Size 52.5 MB

Disruption has driven share prices to record highs, and assessing the major trends is key to setting your portfolio up for success over the next decade. With central banks trialling cryptocurrencies and Bitcoin closing in on record highs after falling 60%, investors are looking to technology for further growth.

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Episode 121 -  The outlook for Australian property – houses, apartments, regional and office

Duration 33:16 | File Size 31.6 MB

Lockdowns and economic uncertainty stemming from Covid resulted in predictions of falls of up to 30% in the Australian residential property market. Fears for office property were much, much worse, with only 10% of office workers returning to Melbourne’s CBD late this year. As the year ends, however, forecasts are looking much more positive.

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Episode 120 -  Gold – is it time for gold in your portfolio?
 

Duration 57:56 | File Size 55.1 MB

As the gold price has rallied, investors have started to question whether the precious metal deserves a place in a modern portfolio. Is it too late for speculators and should the lack of dividend be a dealbreaker?

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Episode 119 -  Investing in a post Covid world – how investing opportunities have changed

Duration 57:56 | File Size 55.1 MB

Covid has changed the world as we know it – international travel has all but stopped, central business districts have emptied and restaurants have closed. At the same time, tech stocks are at record highs and investors have enjoyed a spectacular bounce from the sharemarkets’ lows in March.

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Episode 118 -  How to do good and make money

Duration 38:27 | File Size 36.9 MB

Often charity and investing are seen as mutually exclusive – either you’re making money for yourself, or you’re helping others. Increasingly though, investment professionals have been trying to find a way to have a greater impact with their money.

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Episode 117 -  The US election and the potential impact on your portfolio

Duration 32:02 | File Size 30.7 MB

The US Federal election campaign is already closer than many punters are willing to call, and there are several potential outcomes that have implications for investors. 

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Episode 116 -  Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

Duration 38:44 | File Size 36.8 MB

What are the key challenges Magellan founder Hamish Douglass is thinking about? In the midst of a pandemic, markets could grind higher by 20%, or drop by half – and investors need to be prepared for either scenario.

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Episode 115 -  The global outlook – punishing savers and rewarding investors

Duration 38:41 | File Size 36.9 MB

While debt grows around the world, equity markets are returning to their highs. So what does this mean for investors?

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Episode 114 -  Famed investment manager declares speculative mania in global stocks

Duration 45:29 | File Size 43.5 MB

Platinum International's Andrew Clifford fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

View the Your Wealth archive for all previous episodes.