Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over. In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses: The macro trends underpinning market growth Why a correction could happen at any time, but won’t be cataclysmic How rising interest rates could affect share performance, and Why it pays to be optimistic. 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.

Your Wealth

Why Roger Montgomery is still bullish on this market

Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls? The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on: Where to keep your money when markets are risky How much cash you need to ensure you’re optimising your portfolio What sort of investments to hold when markets fall, and What to do if fear is keeping you up at night. 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.

Scott Phillips on why the crash is coming, and what you can do

Following last year’s collapse, the ASX200 has just had one of its strongest runs on record. There is a lot to like about shares right now – and a lot to worry about, as well. InvestSmart’s Evan Lucas is a student of the markets, and has followed this rally closely. He shares his views on: How current valuations and performance compare to the pre GFC era Why this time it’s different What returning to ‘normal’ looks like in a world with Covid, and How investors can stay sane in an uncertain 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.

Can the ASX200 have 12 consecutive months of gains – or are we headed for a fall?

Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep? As investors grapple with these questions, Vince shares his thoughts on: Sectors that offer relative value in the current environment How to look through the challenges of lockdowns and border closures to focus on business quality Where to find rich dividends, and What to avoid in building a long term 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.

The easy money has been made - how to find value on the ASX now

With the nation’s two largest cities in lockdown, the positive economic momentum from early 2021 has started to fade. Markets, however, continue to perform strongly, so how should you be thinking about your portfolio? In typically forthright style, Coolabah Capital’s Chris Joye offers his thoughts on: What quantitative easing offers the economy, and households The outlook for house prices, equity markets and fixed income Why the long term outlook remains positive, but the near term is much less certain And why investors need to think carefully about their next move. 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 outlook for everything with Chris Joye

With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money. Nathan Bell of InvestSmart joins Your Wealth to discuss: The biggest mistake he’s made in investing How ethical choices make investing easier – and more profitable Where he’s looking for opportunity and value in this market, and Why what to buy is often easier than when to sell 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.

There’s always something to buy – even if you’re green

Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’? Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares: The threat of Covid’s new variants, and how science is responding Opportunities in global healthcare, and how they’ve been affected by the pandemic Which sectors are most undervalued, and Emerging technologies and their potential. 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.

Virologist and fund manager’s view of global healthcare opportunities

Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn? Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss: What central banks really fear (and it’s not rising inflation) Why inflation can be low while your expenses keep rising well ahead of your income How the experience of the 1970s has shaped recent policy decisions Which assets and markets are likely to thrive if inflation starts to rise, and How to ensure you’re well positioned, whichever way the numbers go. 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.

Will looming inflation end the bull market?

The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead? Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss: How new super rules could affect you, and what you can do about it Strategies to improve your portfolio’s performance Opportunities to ensure your tax position is optimised for 30 June, and How to ensure your long term investment strategy aligns with your goals, and you 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.

Start the new financial year off right

Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.    Van Eck’s Damon Gosen joins us to breakdown this industry and discuss: The significance and magnitude of it and how it’s only just scratching the surface   How it’s become a disruptive innovation The growing revenue channels including sponsorship, media rights and streaming Stocks you could invest in to capitalise on this opportunity, and  The main drivers of this industry. 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.

A disruptive innovation worth sporting

Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for? As markets return to their highs, Mark joins Your Wealth to discuss: What finfluencers, Reddit boards and stonk memes have in common with previous bubbles Whether social media is feeding excessive prices for assets of all kinds Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students How lack of experience can be dangerous, and How to avoid the excesses, and still grow your wealth and knowledge. 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.

Adventures in Bubbleville – finfluencers, Reddit and other market madness

Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy? nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss: His short and long term forecasts for iron ore, copper and other key commodities Why iron ore prices are soaring, but may fall back to earth What the key factors are driving the ‘supercycle’ narrative, and How net zero targets will affect demand for lithium, coal, gas, oil 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.

Resources in focus: the outlook for iron ore, lithium and more

With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains? Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on: The downside risks to travel stocks, healthcare and more Why capital raisings may not be fully priced into share prices How to ensure you’re not paying too much for a great story Why ‘steady Eddy’ companies are still offering value, and Why Cochlear implant demand has soared since masks were introduced. 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 reopening trade is over – or is it?

With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?   Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on: Why the world’s best companies will keep on growing How his views on buying ‘value’ companies have changed What constitutes a great business, and how to identify its attributes, and Which tech opportunities should be approached with caution. 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. 

Global tech – bubble or opportunity?

The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.   nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares: Why time - and home ownership - matter so much How Covid affected the nation’s economic and emotional well-being What types of debt dramatically reduce well-being Why your mortgage might be a source of satisfaction, not despair, and How to invest and spend for maximum happiness. 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. 

Wealth and wellbeing - how much money will really bring happiness?

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Your Wealth

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