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Insights

Your Wealth

A podcast series designed to help you create, build, and grow your wealth.

Latest Your Wealth episodes

Too soon to say it’s over - the outlook for tariffs, trade and chaos

Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast is designed to get you up to date with where we are now, and what it all could mean.
10 April 2025 45 min listen

Cancel the cruise! An old hand on playing this market

With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashing up and ready to buy the dip - is it time?
07 April 2025 36 min listen

Borrowing to invest – like a home loan, or in super?

Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however, really fell out of favour after GFC as investors feared they could be wiped out in the event of a margin call. There are, however, other ways to borrow to invest.
03 April 2025 40 min listen

Is the epic comeback of Chinese equities just the beginning?

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?
19 March 2025 35 min listen

What the market got wrong and where the opportunities lie now

With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.
06 March 2025 35 min listen

BHP, the banks and one for the brave – the ASX so far in 2025

As Australia’s largest companies hand down their numbers in reporting season, investors are starting to get a clearer picture on how the ASX is performing so far, what looks like good value, and which stocks have run too hard.
23 February 2025 35 min listen

What Trump 2.0 means for the ASX, Aussie dollar and the global economy

With 25% tariffs on Canada and Mexico threatened – and then postponed – over a weekend, investors could be in for a rocky ride. Tariffs on 10% on China are still slated to go ahead on 10 February.
07 February 2025 26 min listen

Is this it? Nvidia, DeepSeek and the risks to your portfolio

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.
30 January 2025 24 min listen

Takeover targets, medtech and more – small caps ready to rise

After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive?
27 January 2025 36 min listen

An Intelligent Investor on how to get set for 2025

While it’s not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time?
05 January 2025 46 min listen

Henry Jennings on the lessons from 2024

If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors.
18 December 2024 46 min listen

Chris Joye on yield plays, bank share prices and a new world of record deficits

One rare point of agreement ahead of Trump’s presidential win was that his policies would be highly inflationary, and likely to result in a higher for longer rate environment. This has enormous implications for all asset prices – including yours. So where to now?
26 November 2024 40 min listen

A US trading veteran on Trump, tariffs and where to from here

Ira Epstein has been trading US markets since the 1970s, and he’s seen it all. So is he excited or concerned about this frothy market?
18 November 2024 35 min listen

Small caps for growth and value

While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners?
05 November 2024 27 min listen

Everything you know about the US election and markets is wrong

With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what?
24 October 2024 listen

Is having a ‘home bias’ problematic in today’s investing landscape?

Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad.
03 October 2024 25 min listen

Rates, inflation, US voting, and the outlook for markets

While the rate cut cycle is finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs.
19 September 2024 34 min listen

Buffett is cashing out and cashing up – Roger Montgomery asks if you should too

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch.
04 September 2024 30 min listen

Are commodities the place to be?

As markets reel at the possibility of the yen carry-trade unwinding and a US recession, Australia’s key exports remain solid. But are commodities a safe haven as volatility rises? MineLife's Gavin Wendt joins this episode of the Your Wealth podcast.
06 August 2024 50 min listen

The great rotation – is it time for global (and Aussie) small caps?

The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine?
29 July 2024 36 min listen

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