Your Wealth

The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions. Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss: why the fall in Japanese yen has real implications for China and emerging markets the threshold at which a genuine currency crisis becomes a real possibility how the US has managed to avoid a crisis despite exceeding this threshold, and what tariffs of 100% on Chinese imports to the US means for the US, China and others. 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.

While the general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like? Author and trader Louise Bedford of The Trading Game joins the podcast to discuss: what a good trading strategy looks like how much to risk, and when to take money off the table which markets and sectors look most – and least – attractive to a trader, and how to manage your emotions when the market goes against you. 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.

While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off. Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on: which winners of the last cycle won’t be the outperformers this time the ‘fraud’ company he’s bought at 10x his original buy price the high growth favourites he’s avoiding, and why paying too much is not a disaster, but why sitting on the sidelines could be a massive mistake. 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.

With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride. Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss: where he thinks rates are heading the best opportunities in the fixed income sector why some ‘credit’ investments are much riskier than you may expect, and how to position yourself for income and capital growth potential in the current environment. 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.

While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much. So what can investors make of the divergence in global markets, and where do the opportunities really lie? Platinum’s Julian McCormack joins the podcast to discuss: why Chinese stocks fell to 2009 prices, and whether they'll stay there how Japan has broken out of a 35 year slump the extent to which US markets are out of step with the rest of the world, and what to consider when allocating to global equities in a strange and challenging time 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.

Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up? Alphinity’s global portfolio manager Mary Manning shares her thoughts on: why Nividia's price to earnings ratio has actually fallen, despite its rise which of the globe's hugest stocks can really continue to grow whether China is cheap enough at current prices, and where to look for real growth in your portfolio 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.

When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future. Over six years and several hundred podcast conversations, Glen has thoughts on: The number one question his listeners have (hint: it’s not about buying a house) His 1% rule for spending Simple automated ways to win your behaviour, and Why your money habits are only one part of the puzzle. 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.

Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure. Tune in to hear Henry’s thoughts on: why markets are 90% boredom how the Tokyo Olympics and Tom Hanks heralded turning points for equities what the year could hold for materials, financial, tech and more, and why you don’t have to be first on a theme…but you don’t want to be last. 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.

As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges? Janus Henderson’s Tim Gerrard shares his thoughts on: the critical minerals to facilitate transition to a lower emissions world technological advances that offer opportunities for investors how to invest for high yield crops and other necessities to feed a larger population, and why the ASX may not offer the best opportunities for investing in resources. 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.

2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024? BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss: why 2023 defied all expectations what has driven the resilience in the economy and markets where investors should consider focussing in 2024 and the biggest opportunities and threats the world's biggest asset manager is thinking about. 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.

As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning? NAB Markets' Ken Crompton joins the podcast to discuss: the return of yield, and what it offers investors why the world is 'awash with debt', offering a range of investment opportunities simple (and complex) explanations for the volatility in bond markets whether recent moves in rates will help to stabilise prices how US debt issuance is changing markets, and how to incorporate fixed income into your portfolio. 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

As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play? NAB Markets' Ray Attrill joins the podcast to discuss: Why currency forecasting is so challenging, and so important His thoughts on the outlook for the Aussie dollar and US currency Why predictions of the Fed being forced to cut may be premature, and How to think about managing currency risk with your offshore portfolio, and your business. 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.

Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment? The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on: How Warren Buffett screwed up an $8bn opportunity Why getting ‘too clever’ can cause you to miss the real gains His favourite beaten up stocks and sectors The gift horse you shouldn’t look in the mouth, and How to prepare for the next leg of growth. 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

Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks. Wealth manager and CIO Roger Montgomery joins the podcast to discuss: How the bucket strategy was developed and how it works Simple methods for limiting the downside when you’re no longer working The importance of investing for the short, medium and long term in retirement, and Tips and strategies for making the most of your accumulated wealth. 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.

While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them? Fidelity International's Casey McLean joins the podcast to discuss: Why one hot sector may have seen its best days Where to find yield and growth potential on the ASX How to look through challenging conditions to see future winners, and Where he's investing now. 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.

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think? Gavin Wendt of MineLife joins the podcast to share: The outlook for iron ore, oil, lithium and more Why the re-rating of sky-high lithium stocks was necessary Which sectors are likely to be winners and losers in the near term, and His top pick for the energy transition and more. 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.

Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many. In this broad-ranging discussion, Effie shares: Her four key tips for getting your finances right Why she avoided one of the last decade's hot stocks The key behavioural traits holding us back, and what to read to understand yours, and Where to find an extra $12,000 this year by reviewing your finances 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.

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short? Anthony Doyle from Firetrail joins the podcast to discuss: How confident central banks remain in their actions to date What a soft landing means for markets and the economy The steps that central banks are taking to keep their plan on track, and How to prepare for any eventuality, as an investor. 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.

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth. In this interview, he discusses his views on: How to build wealth over time, with his simple method Why income matters far more than many investors believe His favoured stocks and companies How to make money in real estate (it's definitely not what you think) Why ETFs are not the best solution for everyone. 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.

With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic? Morningstar analyst Alex Prineas joins the podcast to share: What the 17% fall in the value of a single CBD office tower means for the rest of the industry How to measure the return to the office when the data is patchy Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and Why your superannuation is likely affected, even if you hold no REITs in your portfolio. 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.

While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns. Julian Campbell-Wood of Resolution Capital joins the podcast to discuss: The range of commercial property sectors that Australian investors generally don't have access to Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk Why debt levels should be front of mind for investors, and How to look at property assets when building a portfolio for income and growth. 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.

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices. Alan joins the podcast to discuss: Why he's optimistic about house prices - and the economy - in the medium term The challenges ahead as the economy starts to slow How consumer behaviour is shifting in the face of 12 rate hikes Which sectors of the economy are performing well, and How to plan for this changing environment 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.

The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio? Platinum’s Julian McCormack joins the podcast to share: Why low unemployment can precede an economic downturn How shipping rates and consumer data are predicting turmoil What investors should be considering as the S&P500 continues to shine, and Opportunities for those who have cash to spare, and strategies for those who don't. 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.

With just a few weeks until 30 June, now is the time to ensure you’ve reviewed your portfolio, contributed to super, and lined up all your deductions for EOFY. Is there anything you could be missing? Chris Balalovski, tax partner at BDO, joins the podcast to discuss: The deductions available to business owners, salary earners and more Popular strategies to optimise your position How to avoid getting on the wrong side of the ATO, and A last minute win for those with businesses 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.

InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current divergence between bond market pessimism and equity market optimism about the future of the economy? When even the experts vehemently disagree about the outlook for everything, Evan gives his thoughts on: Why the most predicted recession on record hasn’t arrived yet Which sectors offer the most promise in this environment How to understand the signals each asset class is sending, and How to position yourself so your mistakes won’t hurt 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.

As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from? Listener favourite Roger Montgomery joins the podcast to share: Why profitless growth is dead, but opportunities still abound Which companies continue to offer value to investors Why the search for yield can derail your portfolio, and How to find diamonds in the rough 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.

As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk sectors. Now rates are normalising, a defensive holding in your portfolio becomes much more attractive. Fixed income portfolio manager Chris Joye of Coolabah Capital joins the podcast to discuss: How dramatic rate rises have affected fixed income and other asset classes The 101 of investing in fixed income assets His outlook for rates, the property market and broader asset prices, and His preferred opportunities in hybrids, corporate debt and more. 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.

As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be looking out for when it comes to picking the winners of the next decade? Alison Savas from investment management boutique Antipodes Partners shares her thoughts on: What a winner looks like in this environment, How to employ the principles of pragmatic value when investing for the future How to avoid value traps and other pitfalls, and Why there are more opportunities out there for long term investors than the headlines may have you believe. 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.

The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re looking for growth, what opportunities do new technology present, and to what extent should investors be cautious? In this timely podcast, Alphinity Investment Management’s Mary Manning shares her thoughts on: What the collapse of Silicon Valley Bank means for start ups, How artificial intelligence will change the way we live, and how to profit from it Whether regulatory risk is the key driver behind Baba’s split Which region has zero companies she’s interested in hearing from, and Where investors should really be looking to find profitable growth in a higher rate world. 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.

The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, still hot inflation, and employment numbers that could be read two ways? NAB’s Head of FX Strategy Ray Attrill joins the podcast to share: His forecast for the Aussie dollar, and outlook for the USD Why markets are rapidly repricing the likelihood of further rate rises The impact of China’s reopening on commodities and the Australian economy, and Whether inflation is likely to fall as quickly as central banks – and markets – are hoping. 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.

While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can engineer a soft landing. So how realistic is the market's current outlook? Investors Mutual portfolio manager Dan Moore shares his thoughts on: Why rates matter so much for shareholders What needs to happen for analysts to achieve their forecasts Whether a 2% fall in rates - within 2 years - is unrealistically optimistic and What to do if you believe a miracle isn't on the horizon You can also read Dan's thoughts here. 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.

Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a lot about what’s going on. Hugh Selby-Smith from Talaria Capital shares the 10 stats he thinks are most telling right now, and discusses: Why our human bias to extrapolate can get us into trouble How earnings expectations are diverging from the economic outlook How Tesla is now worth more than the bottom 70 companies in the S&P500, and What all this means for investors right now. You can read the stats for yourself here. 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.

The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in? Jun Bei Liu of Tribeca Investment Partners shares her thoughts on: Why the banking sector may have its best half yet What reporting season has in store What to buy in a sell off, and The stocks and sectors she’s staying away from* * Including a top pick from a favourite guest 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.

History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Advisors has read the research, and believes it could be prophetic. Julia shares her thoughts on: Which sectors have outperformed in downturns, and which haven’t Why the energy sector doesn’t perform the way you think it might What investors can learn from past performance across all asset classes, and Why the received wisdom about diversification needs to come with a caveat. 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.

New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one of our favourite commentators wish we’d all buy, hold, sell and do for 2023? Scott Phillips joins the podcast to discuss a bit of everything, including: Why markets are doing what they’re doing right now Which shares are very hard to resist at current prices How to prepare yourself for a higher rate environment, and The decisions you can make today to set yourself up for an awesome year. 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.

Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned? Henry shares: What worked and what didn't in 2022 Which sectors continue to have promise, and which are looking clouded His outlook for 2023 And why - and how - you've got to be willing to buy and sell the hot stocks in order to make your gains stick. 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.

Protecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, and keeping yours safe is critical. NAB’s Security Team joins the podcast to share: Why your data can be at risk through no fault of your own What you can do if your data has been breached, or you think it has What companies and small business can do to better protect their customers, and How to protect yourself as best you can ou 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.

Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources? MineLife’s Gavin Wendt joins the podcast to share his thoughts on: Why prices for key metals could stay high for the foreseeable future What high energy prices mean for the global economy How the transition to renewables will affect battery metals and more, and Which resources he’s most bullish – and bearish – on in the near time 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.

When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn? Firetrail Investments’ Anthony Doyle joins the podcast to discuss: Why markets are struggling to direction after heavy falls this year How investors should view the coming economic challenges Where opportunities exist despite the challenges, and Hot stocks in sectors that might spark your interest. 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.

Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors. The ultimate question – are we there yet? Platinum Asset Management’s Julian McCormack has been vocal about the challenges ahead for global equities, and talks to: Why US unemployment could head to 10% before it falls below 4% again Why earnings estimates remain ‘fanciful’ The strange bullishness in this bear market, and Why patience is a virtue for all investors. 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.

While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. So how do we get a grip on our emotions in order to grow our wealth? Evan Lucas from InvestSmart shares the key insights from his new book, including: How to understand your financial decision making What drives us to do the things we do The impact relationships have on our financial decision making, and How to improve your thinking and stay on track. 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.

Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities. Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on: What normalisation really means for markets Why the trends of deglobalisation and decarbonisation aren’t going away The standout performers in Australia’s recent reporting season, and The most attractive factors to look for right now. 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.

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for? Morningstar’s research manager Justin Walsh shares his thoughts on: Why we’re so bad at picking winners Some of the big hits of the past that fizzled, and some that survived What investors should be looking for when choosing a portfolio, and Why the data tells a story that the marketing campaigns might hide 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.

As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more challenging times? Veteran stock picker Henry Jennings of Marcus Today gives his thoughts on: Some of his top picks on the ASX Why a good story may not cut it anymore The research process that helps uncover gems in a difficult market and Why a long term strategy is critical. 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.

The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s largest asset manager look for and how can an investor ensure they’re riding the right wave? BlackRock’s Tommy Taw shares his thoughts on: The three key features of a sustainable megatrend The five major trends driving change in today’s world How to ensure that you’re exposed to the winners of tomorrow, and Why concentration risk matters for investors seeking to invest in change. 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.

With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private equity, infrastructure and venture capital? Wilson Asset Management portfolio manager Dania Zinurova has spent her career focussing on real assets, and shares her thoughts on: Why retail investors have been excluded from alternative assets in the past What opportunities lie outside traditional asset classes How venture capital and private equity offer alternative runways for investors, and How to access assets without consistent liquidity – without losing access to your capital. 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.

Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickbait headline – it’s a data driven forecast based on the RBA’s own model. So what could that mean? Chris shares his thoughts on: The impact of rising rates across the economy, and why all assets have been hit Why mortgage defaults are inevitable, and what that means for the economy How lower rates have increased house price volatility Which asset classes are offering value as rates rise, and Why interest rates may not rise as much as investors fear. 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.

As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sleep at night factors that may be hiding in your portfolio – are you okay with investing in tobacco, armaments or companies with holdings in Russia, for example? So how do you invest to ensure you can sleep at night? JBWere’s Head of Responsible Investing and Alternatives Gillian Gordon shares: Why the world’s wealthiest people are serious about responsible investing How to create a framework that works for you when building a portfolio What factors you should consider when building your wealth, and What to look out for with ‘greenwashing’ and other marketing strategies. 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.

With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for? Maroun Younes, portfolio manager of the Fidelity Global Future Leaders Fund, shares his thoughts on: The single most important thing to look for in a company right now Which markets offer the safest upside Why some of the world’s best companies underperformed for a decade in the early 2000s, and What to avoid if the sell off deepens. 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

After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world? Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on: Why the days of growth at any cost are over Where to find value as the market rotates into formerly unloved sectors What to look for as the outlook remains subdued, and How to love boring stocks again. 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.