What Trump 2.0 means for the ASX, Aussie dollar and the global economy
With 25% tariffs on Canada and Mexico threatened – and then postponed – over a weekend, investors could be in for a rocky ride. Tariffs on 10% on China are still slated to go ahead on 10 February. So what does all this mean?
NAB's Head of FX Strategy Ray Attrill shares his extensive insight on:
What really happened with tariffs in Trump 1.0
Why the AUD is under threat, and what could save it
What Trump has really proposed, and whether it’s likely to go ahead, and
How central banks are likely to react.
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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29:17
Is this it? Nvidia, DeepSeek and the risks to your portfolio
AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.
Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on:
Where the winners and losers from AI disruption are likely to come from
Why Jeff Bezos’ vision in 1999 still rings true
Whether Nvidia and co can whether this storm
Two stocks at the forefront of AI innovation, and
Where you should be looking for opportunity in this market.
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 information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
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24:08
Takeover targets, medtech and more – small caps ready to rise
After years of underperformance, circumstances could be ripe for a resurgence in the small cap end of the market. So where could the opportunities be looking attractive?
Small cap specialist Dean Fergie of Cyan Investment Management shares his thoughts on:
Why cheap small caps are attracting bidders
Which takeover targets look appealing and how to exit if you’re uncertain
His top picks in medtech and defence, and
Which sector he’s avoiding, regardless of the upside.
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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36:57
An Intelligent Investor on how to get set for 2025
While it’s not critical to review your portfolio in the early days of the new year, it can be beneficial. But what should an investor be thinking about at this time?
Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss:
Why his worst picks of 2024 didn’t crush his overall return
The golden rule he applies to his investments
Whether we’re in a full blown bull market, or just close to one,
And his top picks for 2025.
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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37:30
Henry Jennings on the lessons from 2024
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 banks
What the catalyst for a turnaround in resources could be
Why he believes the US could have a lot further to run, and
How 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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