Your Wealth

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.

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.

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.

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.