Your Wealth

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next. Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss: whether the US, and tech, can continue to dominate global markets which jurisdictions lo...

Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio? Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss: how government debt levels are growing, and whether they can be managed why the geographic centre of economic growth is...

While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?   For this EOFY, we’ve spoken to three stock pickers about their tips in this market: Gaurav Sodhi recommends a company you may not have considered Scott Phillips talks out of favour options Hen...

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...

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 ta...

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 f...

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...

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...

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 gr...

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 h...

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...

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 technologic...

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...

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...

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...

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 caus...

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...

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...

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-ra...

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 y...

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 mean...

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...

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: Wh...

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 A...

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...