Your Wealth

Mar 19 2025 100 ep. 38 mins 503

Your Wealth Podcast artwork

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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

Henry Jennings on the lessons from 2024

Dec 17 2024 46 mins

Henry Jennings on the lessons from 2024 If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors. So what can we learn? Henry Jennings from Marcus Today joins the podcast to discuss: Whether it’s time to take profits in the

Chris Joye on yield plays, bank share prices and a new world of record deficits

Nov 26 2024 39 mins

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 sh

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