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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 banksWhat the catalyst for a turnaround in resources could beWhy he believes the US could have a lot further to run, andHow the next year is crucial for the global economy, and stocks.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.
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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 worldHow the global growth in public spending is already affecting marketsWhich assets have outperformed as the rates environment has normalised, andHow APRA’s hybrid securities proposal could affect fixed income options for investors.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.
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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 marketWhy Warren Buffett is building a huge cash bufferHow rates markets have overestimated the potential for cutsTariffs and geopolitics – potential winners and losers, andWhy, if you’re going to invest, you’ve got to be in the best companies.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.
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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 performwhere to look for turnaround stories and the right kind of re-ratingthe resources sector with the best supply/demand outlook, andher favourite stocks now, and what she’s keen to buy in a pullbackYou 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.
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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 Bidenclean energy rose 150% under Trumphow betting markets can be more accurate than punditswhy the consensus narratives are largely inaccurate over time, andthe one sector that is likely to outperform whatever the outcome.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.
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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 biasInvesting in global equities and mitigating riskHow ETFs can provide exposure offshore andWhat Australian investors should be focused on.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.
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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 priceshow central banks are challenged by inflation and unemploymentwhich data points are really relevant right now andwhat an investor can do to benefit from the potential challenges ahead.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.
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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 itfour new stocks that Berkshire Hathaway is buying instead of Applethe Australian companies that Warren would buy in a sell off, andhow to build wealth like the man himselfYou 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.
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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 performancewhat really constitutes investinghow to minimise our own tendencies to do stupid things, andthe best way to maximise your chances of financial success.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.
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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 moreprospects for larger and smaller miners in today’s environmentwhether Dr Copper is sending us a signal, andwhy gold stocks don’t correlate with the gold price, 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.
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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 bubblewhy not all small caps will win in the great rotationwhy the outlook for interest rates matters for the large and small end of your portfolio, andwhich sectors offer the most potential in this 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.
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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 morewhy the distribution of economic pain isn’t equalwhich factors the RBA is keeping a close eye on, andwhy rates are likely to stay much higher than originally anticipated for a while to come.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.
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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 marketswhich jurisdictions look most attractive right nowhow to think about rising valuations when concentration is so high, anda medtech company making the world a better place.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.
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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 managedwhy the geographic centre of economic growth is changing, quicklyhow markets are pricing for absolute perfection, andwhere to look for value when it seems like paying for growth in the only game in town.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.
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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 consideredScott Phillips talks out of favour optionsHenry Jennings give his views on yesterday’s winners, andone play they all agree on.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.
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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 marketsthe threshold at which a genuine currency crisis becomes a real possibilityhow the US has managed to avoid a crisis despite exceeding this threshold, andwhat tariffs of 100% on Chinese imports to the US means for the US, China and others.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.
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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 likehow much to risk, and when to take money off the tablewhich markets and sectors look most – and least – attractive to a trader, andhow to manage your emotions when the market goes against you.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.
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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 timethe ‘fraud’ company he’s bought at 10x his original buy pricethe high growth favourites he’s avoiding, andwhy paying too much is not a disaster, butwhy sitting on the sidelines could be a massive mistake.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.
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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 headingthe best opportunities in the fixed income sectorwhy some ‘credit’ investments are much riskier than you may expect, andhow to position yourself for income and capital growth potential in the current 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.
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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 therehow Japan has broken out of a 35 year slumpthe extent to which US markets are out of step with the rest of the world, andwhat to consider when allocating to global equities in a strange and challenging timeYou 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.
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