The signal in the noise – how to focus on the numbers that matter

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 today’s markets.

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.