Your Wealth NAB

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 distribution of economic pain isn’t equal
which factors the RBA is keeping a close eye on, and
why rates are likely to stay much higher than originally anticipated for a while to come.
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.

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.
Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:
whether the US, and tech, can continue to dominate global markets
which jurisdictions look most attractive right now
how to think about rising valuations when concentration is so high, and
a medtech company making the world a better place.
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.

Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:
how government debt levels are growing, and whether they can be managed
why the geographic centre of economic growth is changing, quickly
how markets are pricing for absolute perfection, and
where to look for value when it seems like paying for growth in the only game in town.
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 there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?
 
For this EOFY, we’ve spoken to three stock pickers about their tips in this market:
Gaurav Sodhi recommends a company you may not have considered
Scott Phillips talks out of favour options
Henry Jennings give his views on yesterday’s winners, and
one play they all agree on.
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.

The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal deficits and a contentious election is looming? The yen is falling, China is buying gold, and markets are starting to ask questions.
Nab’s Head of FX Strategy Ray Attrill joins the podcast to discuss:
why the fall in Japanese yen has real implications for China and emerging markets
the threshold at which a genuine currency crisis becomes a real possibility
how the US has managed to avoid a crisis despite exceeding this threshold, and
what tariffs of 100% on Chinese imports to the US means for the US, China and others.
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 general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?
 
Author and trader Louise Bedford of The Trading Game joins the podcast to discuss:
what a good trading strategy looks like
how much to risk, and when to take money off the table
which markets and sectors look most – and least – attractive to a trader, and
how to manage your emotions when the market goes against 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.