Your Wealth

Apr 10 2025 100 ep. 38 mins 507

Your Wealth Podcast artwork

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Too soon to say it’s over - the outlook for tariffs, trade and chaos

Apr 10 2025 47 mins

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 Au

Cancel the cruise! An old hand on playing this market

Apr 07 2025 36 mins

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 optimi

Borrowing to invest – like a home loan, or in super?

Apr 02 2025 42 mins

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 produc

Is the epic comeback of Chinese equities just the beginning?

Mar 19 2025 38 mins

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 h

What the market got wrong and where the opportunities lie now

Mar 05 2025 39 mins

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: W

BHP, the banks and one for the brave – the ASX so far in 2025

Feb 23 2025 34 mins

As Australia’s largest companies hand down their numbers in reporting season, investors are starting to get a clearer picture on how the ASX is performing so far, what looks like good value, and which stocks have run too hard. WAM Leaders portfolio manager Matt Haupt joins the podcast to discuss: Why Australia’s largest company is sitting 100% above its price target The bigges

What Trump 2.0 means for the ASX, Aussie dollar and the global economy

Feb 07 2025 29 mins

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 wha

Is this it? Nvidia, DeepSeek and the risks to your portfolio

Jan 29 2025 24 mins

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 w

Takeover targets, medtech and more – small caps ready to rise

Jan 27 2025 36 mins

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 to

An Intelligent Investor on how to get set for 2025

Jan 05 2025 37 mins

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 ma