Hype or bubble? Hyper growth opportunities in an expensive market
Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.
Munro Partners’ Qiao Ma joins the podcast to discuss:
Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
Whether the game for cloud is really over
How AI is levelling the playing field
The non-AI industries with exceptional earnings growth, and
Whether the US is over, and it’s time to look afield.
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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32:49
Investment and stock ideas for your 30 June prep
With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinnacle Investment), Henry Jennings (Marcus Today) and Scott Phillips (Motley Fool) -share their tips for tax time.
In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for 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.
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27:23
Is now the time for an active portfolio?
After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?
Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:
why there is space for both active and passive strategies in a portfolio
what significant and permanent shifts in trade mean for markets
asset class opportunities beyond volatile equity markets, and
the huge runway for themes that are yet to realise their full potential.
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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44:51
How to get more from your investment portfolio – even in boring markets
Are you a trader, or an investor? Louise Bedford would argue that you’re both, regardless of how you categorise yourself. Ensuring you buy at a price you’re comfortable with, and have an exit strategy for a stock that loses, or wins too much, is essential to any investing strategy.
The Trading Game’s Louise Bedford joins the podcast to discuss:
Why technical analysis can assist with the tough decisions of buying and selling
Which indicators help her fall in love with a stock
The sectors that offer the most opportunity right now, and
What the data tell us about CBA’s likelihood of hitting new highs, or falling away.
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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38:13
The signal in the noise – how to focus on the numbers that matter
While those with a good story can enjoy great success in markets, numbers can reveal trends and themes that the headlines may be missing.
Talaria Capital’s Hugh Selby-Smith joins the podcasts to talk about the real data points he’s focussed on, including:
Whether US exceptionalism can continue to deliver for investors
Why markets are myopic on tariffs and more
How capital expenditure drives returns
The demographic shifts no developed nation is avoiding, and
Where he’s looking for opportunity in today’s markets.
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.
New Zealand