Your Wealth

Struggling with how to invest in a market that is making regular all-time-highs, but afraid of missing out if prices continue to run? You’re not alone.

The Motley Fool’s Scott Phillips is back to discuss:

• How the mega caps have ‘sucked the oxygen out’ of the market
• Why he’s been recommending investors sell more regularly than buy
• The sector that’s still growing at 15% year on year
• Two quality companies he’s avoiding, and one h...

With major sharemarkets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether?

Plato Investments’ Dr Dave Allen share his frank and fearless approach, including:

• Where the market h...

After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?

Nab’s Chief Economist Sally Auld joins the podcast to discuss:

• Areas of strength and weakness in the Australian economy
• The outlook for inflation, rates and more
• Global challenges and opportunities
• Downside risks that investors should keep in mind, and
• Why exaggerated seasonality in the data ...

Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?

Coolabah Capital CIO Chris Joye joins the podcast to discuss:

• The risks to the outlook for global interest rates
• Why he’s ‘very bullish’ the US economy
• Which sectors of the fixed income market are ‘the cheapest in histor...

While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?

Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:

• Which ‘reasonable’ result saw its share price smashed
• The sectors really crushed by any disappointment
• Why fund managers tend not to react in the he...

While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold?

S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares:

• How company sales have just hit an all time record
• Whet...

When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like – but don’t get caught in the hype for every hot sector.

Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:

• Whether the return to office push has run its cour...

The gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and small cap opportunities for astute investors, but the outlook for each sector is diverging.

To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss:

• Why the rise...

From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market?

Alphinity Investment Management’s Elfreda Jonker joins the podcast to discuss:

• Asset classes & Opportunities
• Australian listed banks and financials
• Clear risks in the market particularly to do with pricing and,
• Australian household wealth and the ...

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 le...

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 unl...

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 ma...

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
• Wh...

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 de...

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 Austr...

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
•  ...

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 m...