Player FM - Internet Radio Done Right
66 subscribers
Checked 9d ago
تمت الإضافة منذ قبل seven عام
المحتوى المقدم من NAB. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة NAB أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Your Wealth
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2362606
المحتوى المقدم من NAB. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة NAB أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
…
continue reading
215 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2362606
المحتوى المقدم من NAB. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة NAB أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
…
continue reading
215 حلقات
كل الحلقات
×
1 BHP, the banks and one for the brave – the ASX so far in 2025 34:16
34:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:16
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 biggest misses from reporting season Which stock could be a great opportunity if everything goes right The trading strategy that is driving big price movements, and Three potential winners in today’s market. 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.…

1 What Trump 2.0 means for the ASX, Aussie dollar and the global economy 29:17
29:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب29:17
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 what could save it What Trump has really proposed, and whether it’s likely to go ahead, and How central banks are likely to react. 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.…

1 Is this it? Nvidia, DeepSeek and the risks to your portfolio 24:08
24:08
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب24:08
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 winners and losers from AI disruption are likely to come from Why Jeff Bezos’ vision in 1999 still rings true Whether Nvidia and co can whether this storm Two stocks at the forefront of AI innovation, and Where you should be looking for opportunity in this market. 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 information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au…

1 Takeover targets, medtech and more – small caps ready to rise 36:57
36:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب36:57
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 top picks in medtech and defence, and Which sector he’s avoiding, regardless of the upside. 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.…

1 An Intelligent Investor on how to get set for 2025 37:30
37:30
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب37:30
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 market, or just close to one, And his top picks for 2025. 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.…

1 Henry Jennings on the lessons from 2024 46:19
46:19
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب46:19
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 banks What the catalyst for a turnaround in resources could be Why he believes the US could have a lot further to run, and How the next year is crucial for the global economy, and stocks. 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.…

1 Chris Joye on yield plays, bank share prices and a new world of record deficits 39:20
39:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب39:20
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.…

1 A US trading veteran on Trump, tariffs and where to from here 36:27
36:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب36:27
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.…

1 Everything you know about the US election and markets is wrong 36:07
36:07
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب36:07
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.…

1 Is having a ‘home bias’ problematic in today’s investing landscape? 25:49
25:49
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب25:49
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 BlackRock Australia joins the podcast to discuss: How Aussie investors can shed their home bias Investing in global equities and mitigating risk How ETFs can provide exposure offshore and What Australian investors should be focused 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.…

1 Rates, inflation, US voting, and the outlook for markets 34:35
34:35
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:35
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 inflation and unemployment which data points are really relevant right now and what an investor can do to benefit from the potential challenges ahead. 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.…

1 Buffett is cashing out and cashing up – Roger Montgomery asks if you should too 31:02
31:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب31:02
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’t help accruing cash, and what he’s really been doing with it four new stocks that Berkshire Hathaway is buying instead of Apple the Australian companies that Warren would buy in a sell off, and how to build wealth like the man himself 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.…

1 Re-align and re-focus – how to become a better investor 37:53
37:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب37:53
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 investing how to minimise our own tendencies to do stupid things, and the best way to maximise your chances of financial success. 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.…
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, and why gold stocks don’t correlate with the gold price, and more. 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.…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.