Scott Phillips: This is not your grandfather’s market
Struggling with how to invest in a market that is making regular all-time-highs, but afraid of missing out if prices continue to run? You’re not alone.
The Motley Fool’s Scott Phillips is back to discuss:
How the mega caps have ‘sucked the oxygen out’ of the market
Why he’s been recommending investors sell more regularly than buy
The sector that’s still growing at 15% year on year
Two quality companies he’s avoiding, and one he’s not, and
What to do when markets feel uncomfortably high.
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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Red flags and how to profit by avoiding them
With major sharemarkets running red hot, many investors are torn between fear of missing out on further gains, and fear of taking a bath if the markets turn. So how to minimise the risk of loss, while ensuring you don’t sit out altogether?
Plato Investments’ Dr Dave Allen share his frank and fearless approach, including:
Where the market has gone ‘full ponzi’
Which sector has risk written all over it
Why a thorough post mortem can ensure you don’t make the same mistake twice
The exciting opportunities that exist in an expensive market, and
Some of the 150 red flags his team use to profit from companies with the potential to fail.
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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Cautiously optimistic – the outlook for the Australian economy
After years of anaemic growth, the outlook for the Australian economy may have quietly but steadily improved. But what’s on the horizon?
Nab’s Chief Economist Sally Auld joins the podcast to discuss:
Areas of strength and weakness in the Australian economy
The outlook for inflation, rates and more
Global challenges and opportunities
Downside risks that investors should keep in mind, and
Why exaggerated seasonality in the data shouldn’t deter you from taking a long term view.
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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Chris Joye on where next for rates and finding value in fixed income
Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?
Coolabah Capital CIO Chris Joye joins the podcast to discuss:
The risks to the outlook for global interest rates
Why he’s ‘very bullish’ the US economy
Which sectors of the fixed income market are ‘the cheapest in history’
What looks expensive, and
How to invest as hybrids reach their maturity.
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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34:34
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A ‘brutal’ ASX reporting season – winners, losers and what’s next
While the ASX ended the month higher, share prices were surprisingly volatile in response to even modest beats and misses. So where is the value on the ASX, and what should investors be worried about?
Atlas Funds Management Portfolio Manager Hugh Dive joins the podcast to discuss:
Which ‘reasonable’ result saw its share price smashed
The sectors really crushed by any disappointment
Why fund managers tend not to react in the heat of reporting season, and
The result of the year, from a standout performer that was already priced for perfection
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