Your Wealth

While the Middle East conflict dominates the headlines, dramatic shifts are occurring in systems we’ve taken for granted for more than half a century. So how does one build and maintain wealth for a very different future?

Talaria Capital’s Hugh Selby Smith joins the podcast to discuss:

How AI will change the world, but you could still lose money

Why unsustainable levels of debt keep governments in a bind

How, why and where supply chains will change forever

Whether gold and other commodities can keep their gains, and

The key strategies you can take to keep your portfolio safe, whatever its size.

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.

With the Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated.

So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss:

Why the disconnect between paper and physical oil is unprecedented

How that will play into actual prices paid by end users

What has been affected and how long it will take to get back online,

Whether markets are accurately pricing the disruption and

How quickly we can expect an end – or an escalation – to hostilities

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.

February reporting season generated unprecedented volatility, offering opportunities and risks for investors. But does any of it matter when geopolitical risks threaten global markets like they have this week?

Atlas Funds Management’s Hugh Dive joins the podcast to discuss:

The standout performers from reporting season

Three stocks that have fallen hard - but may keep falling

Why markets remain dangerously optimistic, and

The stocks and sectors to watch if war in the Middle East escalates

While the ASX looks to be performing solidly in 2026, there is a lot going on below the surface. Strength in materials and financials has masked double digit declines in tech and healthcare, throwing up risk and opportunity for investors.

Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss:

Why the ‘killing season’ is in full swing, and who’s suffering

How the ‘big bifurcation’ creates opportunity

Which stocks are winning as Australia becomes the world’s third largest data centre market and

What to avoid when the siren call of a sell off sings to 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.

While the US dollar has been under pressure, gold has soared to record highs, and pundits are thinking about a world order that is no longer US centric. So how likely is this scenario, and what does it mean for investors?

Nab’s Head of FX Strategy, Ray Attrill, joins the podcast to discuss:

Why de-dollarisation is just noise in the short term, BUT

What the extraordinary appetite for gold may be telling us

The implications of new Fed Chair Kevin Warsh, and

The key conditions that would see a dramatic change in financial outlook for the dollar, commodities 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.