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 possibili...
May 16, 2024•37 min•Ep. 214
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 e...
May 01, 2024•46 min•Ep. 212
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...
Apr 17, 2024•41 min•Ep. 211
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 ...
Apr 03, 2024•44 min•Ep. 210
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 wo...
Mar 07, 2024•59 min•Ep. 208
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 portfo...
Feb 21, 2024•31 min•Ep. 207
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 habit...
Feb 08, 2024•52 min•Ep. 206
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 ha...
Jan 17, 2024•48 min•Ep. 205
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 nece...
Jan 03, 2024•34 min•Ep. 204
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 ...
Dec 20, 2023•28 min•Ep. 203
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...
Dec 07, 2023•44 min•Ep. 202
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 o...
Nov 23, 2023•39 min•Ep. 201
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...
Nov 09, 2023•58 min•Ep. 200
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 down...
Oct 25, 2023•29 min•Ep. 199
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...
Oct 11, 2023•32 min•Ep. 198
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 t...
Sep 27, 2023•49 min•Ep. 197
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 hol...
Sep 15, 2023•44 min•Ep. 196
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...
Aug 30, 2023•32 min•Ep. 195
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...
Aug 16, 2023•39 min•Ep. 193
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 ...
Aug 02, 2023•39 min•Ep. 192
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 ...
Jul 24, 2023•31 min•Ep. 194
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 ...
Jul 04, 2023•30 min•Ep. 191
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 hav...
Jun 21, 2023•40 min•Ep. 190
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...
Jun 07, 2023•47 min•Ep. 189
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 signal...
May 24, 2023•40 min•Ep. 188
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 , Spot...
May 10, 2023•38 min•Ep. 187
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 ...
Apr 26, 2023•50 min•Ep. 186
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...
Apr 19, 2023•42 min•Ep. 184
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 Wh...
Apr 03, 2023•25 min•Ep. 183
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 Whet...
Mar 15, 2023•35 min•Ep. 181
