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How to take an optimistic view – why equities investors need to look to the future

In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav Sodhi of the Intelligent Investor tells it, you need to look for the opportunity in challenging times.

In this conversation, Gaurav shares:

  • His ‘diabolical motive’ for loving resources
  • How to be an outsider in a market that likes consensus
  • Two sectors where you can cultivate a competitive advantage
  • Why he’s rotating out of his most recent big wins,
  • And whether there’s still a mispricing opportunity in commodities, among other things.

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at

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.


About the author
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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.

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Gemma Dale


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