Your Wealth

Nov 17 2024 100 ep. 39 mins 495

Your Wealth Podcast artwork

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A US trading veteran on Trump, tariffs and where to from here

Nov 17 2024 36 mins

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 pote

Small caps for growth and value

Nov 05 2024 29 mins

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

Everything you know about the US election and markets is wrong

Oct 23 2024 36 mins

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

Is having a ‘home bias’ problematic in today’s investing landscape?

Oct 03 2024 25 mins

Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to be dominated by dividend-paying companies and have less perceived risk than investing abroad. Tamara Haban-Beer Stats, Lead ETF Specialist at B

Rates, inflation, US voting, and the outlook for markets

Sep 18 2024 34 mins

While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs. Evan Lucas joins the podcast to discuss: why the rate cutting cycle doesn’t predict higher share prices how central banks are challenged by in

Buffett is cashing out and cashing up – Roger Montgomery asks if you should too

Sep 03 2024 31 mins

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can�

Re-align and re-focus – how to become a better investor

Aug 18 2024 37 mins

What doesn’t change about investing? While we’re all looking for an edge, getting back to basics can help you make the most of your financial situation, regardless of your starting point. Podcaster, author and former financial planner Glen James joins the podcast to share: why past performance is actually a pretty good indicator of future performance what really constitutes inv

Are commodities the place to be?

Aug 06 2024 51 mins

As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australia’s key exports remain solid. But are commodities a safe haven as volatility rises? MineLife’s Gavin Wendt offers his thoughts on: the outlook for iron ore, gold, lithium and more prospects for larger and smaller miners in today’s environment whether Dr Copper is sending us a signal

The great rotation – is it time for global (and Aussie) small caps?

Jul 28 2024 39 mins

The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to shine? K2 Asset Management’s George Boubouras joins the podcast to discuss: how today’s megacap tech winners differ from those of the tech b

Why NAB thinks rates will stay high until mid 2025

Jul 23 2024 44 mins

With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now? NAB's Head of Australian Economics Gareth Spence joins the podcast to discuss: the outlook for inflation, unemployment and more why the distribut