Too soon to say it’s over - the outlook for tariffs, trade and chaos
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 Australian households
How growth will falter despite the backdown, and
Investment strategies that still make sense in a rapidly changing 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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47:46
Cancel the cruise! An old hand on playing this market
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
strategies for retirees and accumulators, and
why this isn't the GFC or 1987 ... yet
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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36:10
Borrowing to invest – like a home loan, or in super?
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 margin call ever
How to borrow to invest inside super
The benefits of gearing to super charge your portfolio, and
All the risks you must consider.
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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42:02
Is the epic comeback of Chinese equities just the beginning?
While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?
Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:
Why the question of whether Chinese businesses can innovate has been settled
Whether the recent run in share prices has seen all the easy gains made
Where the opportunities lie outside megacap tech in China, and
What he learned working for investing legend Kerr Neilson.
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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38:16
What the market got wrong and where the opportunities lie now
With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.
Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:
Which companies delivered during reporting season, and which didn’t
The results the market has clearly misread
Why Telstra is back to its old tricks
The sector that remains overvalued, and
Where he is sifting through the underperformers for opportunity.
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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