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

Your Wealth

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Tag Team Talent Podcast

1
Tag Team Talent Bonus Show #1 "Mack & Jamie" 5:37

منذ 5 أيام5:37

التشغيل لاحقا

قوائم

إعجاب

احب

5:37

Great short Bonus Show for all our loyal podcast fans. This week a tremendous comedy team shares comedy and music...it's "Mack & Jamie" , stars of TV's "Comedy Break"; sharing loads of musical humor. Enjoy!

منذ عام واحد 24:08

MP3•منزل الحلقة

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

215 حلقات

#NAB #Trading #Business

Your Wealth

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

Your Wealth

66 subscribers

published منذ عام واحد

MP3•منزل الحلقة

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

215 حلقات

#NAB #Trading #Business

كل الحلقات

Your Wealth

1
BHP, the banks and one for the brave – the ASX so far in 2025 34:16

منذ 9 أيام34:16

34:16

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.…

Your Wealth

1
What Trump 2.0 means for the ASX, Aussie dollar and the global economy 29:17

منذ 25 يومًا29:17

29:17

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.…

Your Wealth

1
Is this it? Nvidia, DeepSeek and the risks to your portfolio 24:08

منذ 5 weeks24:08

24:08

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…

Your Wealth

1
Takeover targets, medtech and more – small caps ready to rise 36:57

منذ 5 weeks36:57

36:57

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.…

Your Wealth

1
An Intelligent Investor on how to get set for 2025 37:30

منذ 8 weeks37:30

37:30

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.…

Your Wealth

1
Henry Jennings on the lessons from 2024 46:19

منذ 11 weeks46:19

46:19

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.…

Your Wealth

1
Chris Joye on yield plays, bank share prices and a new world of record deficits 39:20

منذ 14 weeks39:20

39:20

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.…

Your Wealth

1
A US trading veteran on Trump, tariffs and where to from here 36:27

منذ 15 weeks36:27

36:27

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.…

Your Wealth

1
Small caps for growth and value 29:42

منذ 17 weeks29:42

29:42

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.…

Your Wealth

1
Everything you know about the US election and markets is wrong 36:07

منذ 19 weeks36:07

36:07

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.…

Your Wealth

1
Is having a ‘home bias’ problematic in today’s investing landscape? 25:49

منذ 22 weeks25:49

25:49

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.…

Your Wealth

1
Rates, inflation, US voting, and the outlook for markets 34:35

منذ 24 weeks34:35

34:35

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.…

Your Wealth

1
Buffett is cashing out and cashing up – Roger Montgomery asks if you should too 31:02

منذ 26 weeks31:02

31:02

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.…

Your Wealth

1
Re-align and re-focus – how to become a better investor 37:53

منذ 28 weeks37:53

37:53

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.…

Your Wealth

1
Are commodities the place to be? 51:41

منذ 30 weeks51:41

51:41

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.…

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