Chris Joye on yield plays, bank share prices and a new world of record deficits
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 world
How the global growth in public spending is already affecting markets
Which assets have outperformed as the rates environment has normalised, and
How 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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39:20
A US trading veteran on Trump, tariffs and where to from here
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 market
Why Warren Buffett is building a huge cash buffer
How rates markets have overestimated the potential for cuts
Tariffs and geopolitics – potential winners and losers, and
Why, 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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36:27
Small caps for growth and value
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 perform
where to look for turnaround stories and the right kind of re-rating
the resources sector with the best supply/demand outlook, and
her favourite stocks now, and what she’s keen to buy in a pullback
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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29:42
Everything you know about the US election and markets is wrong
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 Biden
clean energy rose 150% under Trump
how betting markets can be more accurate than pundits
why the consensus narratives are largely inaccurate over time, and
the 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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36:07
Is having a ‘home bias’ problematic in today’s investing landscape?
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 bias
Investing in global equities and mitigating risk
How ETFs can provide exposure offshore and
What 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.