Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging. Munro Partners’ Qiao Ma joins the podcast to discuss: Why she’s not sure that any of the Magnificent 7 has a proper AI strategy Whether the game for cloud is really over How AI is levelling the playing field The non-AI industries with exceptional earni...
Jun 24, 2025•33 min•Ep. 245
With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investment), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time. In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for to...
Jun 10, 2025•27 min•Ep. 244
After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities? Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss: why there is space for both active and passive strategies in a portfolio what significant and permanent shifts in trade mean for markets asset class opportunities beyond volatile equity markets, and th...
Jun 04, 2025•45 min•Ep. 243
Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy. The Trading Game’s Louise Bedford joins the podcast to discuss: Why technical analysis can assist with the tough decisions of buying and selling Which indicators help her fall in love with a stock The sectors that off...
May 21, 2025•38 min•Ep. 242
While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing. Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including: Whether US exceptionalism can continue to deliver for investors Why markets are myopic on tariffs and more How capital expenditure drives returns The demographic shifts no developed nation is avoiding, and Where he’s looking for opportunity in ...
Apr 30, 2025•31 min•Ep. 241
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. nab’s Head of FX Strategy Ray Attrill shares his thoughts on: The facts as we currently understand them Why China’s response is critical for Australia, and possibly the world The good news for Australian households How growth will falter despite the backdown, and Inve...
Apr 10, 2025•48 min•Ep. 240
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? Henry Jennings from Marcus Today was on the trading floor in 1987 and has seen many crises. He shares his thoughts on: why those who think they can predict Trump's next move are too optimistic whether value has crept in to the market strategies for retirees and accumulators, and why this isn't the GFC or...
Apr 07, 2025•36 min•Ep. 239
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. In this podcast, nab Equity Lending’s Phil McCall shares: A product that allows you to borrow for shares, with no margin call ever How to borrow to invest inside super The benefits of g...
Apr 03, 2025•42 min•Ep. 238
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? Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss: Why the question of whether Chinese businesses can innovate has been settled Whether the recent run in share prices has seen all the easy gains made Where the opportunities lie o...
Mar 19, 2025•38 min•Ep. 236
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. Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss: Which companies delivered during reporting season, and which didn’t The results the market has clearly misread Why Telst...
Mar 06, 2025•39 min•Ep. 235
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. WAM Leaders portfolio manager Matt Haupt joins the podcast to discuss: Why Australia’s largest company is sitting 100% above its price target The biggest misses from reporting season Which stock could be a great opportunity if everything goes right The trading strategy tha...
Feb 23, 2025•34 min•Ep. 234
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. So what does all this mean? NAB's Head of FX Strategy Ray Attrill shares his extensive insight on: What really happened with tariffs in Trump 1.0 Why the AUD is under threat, and what could save it What Trump has really proposed, and whether it’s likely to go ahead, and How central banks are likely to ...
Feb 07, 2025•29 min•Ep. 233
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. Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on: Where the winners and losers from AI disruption are likely to come from Why Jeff Bezos’ vision in 1999 still rings true Whether ...
Jan 30, 2025•24 min•Ep. 232
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? Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on: Why cheap small caps are attracting bidders Which takeover targets look appealing and how to exit if you’re uncertain His top picks in medtech and defence, and Which sector he’s avoiding, regardless of the upside. You can access this and previ...
Jan 27, 2025•37 min•Ep. 231
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? Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss: Why his worst picks of 2024 didn’t crush his overall return The golden rule he applies to his investments Whether we’re in a full blown bull market, or just close to one, And his top picks for 2025. You can access this and previous episodes of the Your Wealth podcast ...
Jan 05, 2025•38 min•Ep. 230
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. So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss: Whether it’s time to take profits in the banks What the catalyst for a turnaround in resources could be Why he believes the US could have a lot further to run, and How ...
Dec 18, 2024•46 min•Ep. 229
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? Coolabah Capital’s Chris Joye joins the podcast to discuss: Why venture capital, high yield bonds and property should suffer in a higher rate world How the global growth in public spending is already affecting markets Which assets have ...
Nov 26, 2024•39 min•Ep. 228
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? In this timely podcast, Ira joins the podcast from Chicago to share his thoughts on: AI, driverless cars and uncharted territory for the labour market Why Warren Buffett is building a huge cash buffer How rates markets have overestimated the potential for cuts Tariffs and geopolitics – potential winners and losers, and Why, if you’re going to invest, you’ve got t...
Nov 17, 2024•36 min•Ep. 227
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? Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss: why the more cyclical end of the market should start to perform where to look for turnaround stories and the right kind of re-rating the resources sector with the best supply/demand outlook, and her favourite...
Nov 05, 2024•30 min•Ep. 226
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? Dr David Allen from Plato Investment Management joins the podcast to discuss: why traditional energy stocks rose 150% under Biden clean energy rose 150% under Trump how betting markets can be more accurate than pundits why the consensus narratives are largely inaccurate over t...
Oct 24, 2024•36 min•Ep. 225
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. Tamara Haban-Beer Stats, Lead ETF Specialist at BlackRock Australia joins the podcast to discuss: How Aussie investors can shed their home bias Investing in global eq...
Oct 03, 2024•26 min•Ep. 224
While the rate cut cycle 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. Evan Lucas joins the podcast to discuss: why the rate cutting cycle doesn’t predict higher share prices how central banks are challenged by inflation and unemployment which data points are really relevant right now and what an investor can do to benefit from the p...
Sep 19, 2024•35 min•Ep. 223
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. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can’t help accruing cash, and what he’s really been doing with it four new stocks that Berkshire Hathaway is buying instea...
Sep 04, 2024•31 min•Ep. 222
What doesn’t change about investing? While we’re all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point. Podcaster, author and former financial planner Glen James joins the podcast to share: why past performance is actually a pretty good indicator of future performance what really constitutes investing how to minimise our own tendencies to do stupid things, and the best way to maximise your chances of financial su...
Aug 19, 2024•38 min•Ep. 221
As market 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 offers his thoughts on: the outlook for iron ore, gold, lithium and more prospects for larger and smaller miners in today’s environment whether Dr Copper is sending us a signal, and why gold stocks don’t correlate with the gold price, and more. You can access this and previous episodes of the Your...
Aug 06, 2024•52 min•Ep. 220
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? K2 Asset Management’s George Boubouras joins the podcast to discuss: how today’s megacap tech winners differ from those of the tech bubble why not all small caps will win in the great rotation why the outlook for interest rates matters for the large and s...
Jul 29, 2024•39 min•Ep. 219
With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now? NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss: the outlook for inflation, unemployment and more why the distribution of economic pain isn’t equal which factors the RBA is keeping a close eye on, and why rates are likely to stay m...
Jul 24, 2024•45 min•Ep. 218
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 look most attractive right now how to think about rising valuations when concentration is so high, and...
Jun 26, 2024•43 min•Ep. 217
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 changing, quickly how markets are pricing for absolute perfection, and where to look for value when ...
Jun 12, 2024•30 min•Ep. 216
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 Henry Jennings give his views on yesterday’s winners, and one play they all agree on. You can access this...
May 29, 2024•32 min•Ep. 215
