Your Wealth

While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors.

Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss:

Why the ‘killing season’ is in full swing, and who’s suffering

How the ‘big bifurcation’ creates opportunity

Which stocks are winning as Australia becomes the world’s third largest data centre market and

What to avoid when the siren call of a sell off sings to 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.

While the US dollar has been under pressure, gold has soared to record highs, and pundits are thinking about a world order that is no longer US centric. So how likely is this scenario, and what does it mean for investors?

Nab’s Head of FX Strategy, Ray Attrill, joins the podcast to discuss:

Why de-dollarisation is just noise in the short term, BUT

What the extraordinary appetite for gold may be telling us

The implications of new Fed Chair Kevin Warsh, and

The key conditions that would see a dramatic change in financial outlook for the dollar, commodities 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.

Many New Year’s resolutions have already waned by mid January, so consider this your gentle reminder – a better financial you is possible in 2026.

Behavioural – and financial – economist Evan Lucas joins the podcast to discuss:

Why the world is ‘excitingly risky’ right now

How to improve your cognitive architecture

Why you should be asking ‘what’s the point?’ and

The surprising habit that dramatically improves your chances of success, and

How to adapt your thinking and your habits if you think the proven methods are too cheesy to work for 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.

There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps.

Forager Funds’ founder and CIO Steve Johnson joins the podcast to share:

Whether AI will really allow large corporates to ‘vibe code’ their way to success

Why sport can be an exciting opportunity for the right team or code

When striking skydivers can ruin your thesis

The opportunities you should be looking at right now, and

Which beaten up sectors have problems that are too difficult to solve.

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.

While the basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potential questions.

Join Gemma and Money Money Money’s Glen James as they answer listener questions on:

How to invest for children, including tax tricks and tips

Whether private credit should have a place in your portfolio

When super works, and when it doesn’t for those nearing 60 years of age, and

Strategies for optimising your ETF portfolio.

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.