Your wealth podcasts
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Episode 147: Banks, healthcare and the outlook for the ASX
Duration 24:23 | File Size 22 MB
Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?
Previous episodes
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Episode 146: 8 stats investors can't afford to ignore
Duration 26:58 | File Size 26 KB
Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to.
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Episode 145: Evergrande, energy and the tech crackdown – is investing in China just too risky?
Duration 33:56 | File Size 31 KB
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out.
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Episode 144: Why Roger Montgomery is still bullish on this market
Duration 39:29 | File Size 37 KB
Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over.
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Episode 143: Scott Phillips on why the crash is coming, and what you can do
Duration 50:37 | File Size 47 KB
Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls?
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Episode 142: Can the ASX200 have 12 consecutive months of gains – or are we headed for a fall?
Duration 42:17 | File Size 39 KB
Following last year’s collapse, the ASX200 has just had one of its strongest runs on record. There is a lot to like about shares right now – and a lot to worry about, as well.
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Episode 141: The money has been made - how to find value on the ASX now
Duration 30:28 | File Size 33 MB
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
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Episode 140: The outlook for everything with Chris Joye
Duration 40:06 | File Size 41.8 MB
With the nation’s two largest cities in lockdown, the positive economic momentum from early 2021 has started to fade. Markets, however, continue to perform strongly, so how should you be thinking about your portfolio?
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Episode 139: There’s always something to buy – even if you’re green
Duration 35:52 | File Size 33 MB
With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money.
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Episode 138: Virologist and fund manager’s view of global healthcare opportunities
Duration 33:14 | File Size 31.9 MB
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
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Episode 137: Will looming inflation end the bull market?
Duration 52:08 | File Size 50.1 MB
Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn?
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Episode 136: Start the new financial year off right
Duration 53:48 | File Size 57.8 MB
The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
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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?