Your Wealth
Episodes
ASX and international opportunities in an expensive world
11 Dec 2025
Contributed by Lukas
There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is ex...
Ask me anything with Money Money Money
02 Dec 2025
Contributed by Lukas
While the basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potent...
Why having ‘the most money possible’ probably isn’t it
13 Nov 2025
Contributed by Lukas
Investing is rarely a set-and-forget process, no matter how much we may wish it were. Changing goals, personal circumstances and markets mean reviewin...
Scott Phillips: This is not your grandfather’s market
30 Oct 2025
Contributed by Lukas
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 alo...
Red flags and how to profit by avoiding them
17 Oct 2025
Contributed by Lukas
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 market...
Cautiously optimistic – the outlook for the Australian economy
01 Oct 2025
Contributed by Lukas
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 Chi...
Chris Joye on where next for rates and finding value in fixed income
23 Sep 2025
Contributed by Lukas
Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfol...
A ‘brutal’ ASX reporting season – winners, losers and what’s next
09 Sep 2025
Contributed by Lukas
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 th...
Nowhere but up – the S&P500 and why the index keeps winning
02 Sep 2025
Contributed by Lukas
While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentr...
Global property and the next big thing
19 Aug 2025
Contributed by Lukas
When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three be...
Gold, iron ore, lithium and more - the outlook for key resources in this market
01 Aug 2025
Contributed by Lukas
The gold price is soaring, lithium may be staging a comeback, iron ore has somewhat disappointed. The materials sector offers a range of large and sma...
Stock picking, banks & a home bias
09 Jul 2025
Contributed by Lukas
From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remai...
Hype or bubble? Hyper growth opportunities in an expensive market
24 Jun 2025
Contributed by Lukas
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 op...
Investment and stock ideas for your 30 June prep
10 Jun 2025
Contributed by Lukas
With the end of the financial year approaching, many investors are keen to tidy up their portfolios. Three nabtrade favourites – Anthony Doyle (Pinn...
Is now the time for an active portfolio?
04 Jun 2025
Contributed by Lukas
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 ...
How to get more from your investment portfolio – even in boring markets
21 May 2025
Contributed by Lukas
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 pric...
The signal in the noise – how to focus on the numbers that matter
30 Apr 2025
Contributed by Lukas
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 Capi...
Too soon to say it’s over - the outlook for tariffs, trade and chaos
10 Apr 2025
Contributed by Lukas
Recorded 12 hours after Trump announced a 90 day ‘pause’ on global tariffs and the S&P500 staged a 10% rally in a single session, this podcast...
Cancel the cruise! An old hand on playing this market
07 Apr 2025
Contributed by Lukas
With the ASX in correction territory and US indices in a bear market in just three days, investors could be forgiven for panicking. But many are cashi...
Borrowing to invest – like a home loan, or in super?
03 Apr 2025
Contributed by Lukas
Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however...
Is the epic comeback of Chinese equities just the beginning?
19 Mar 2025
Contributed by Lukas
While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly st...
What the market got wrong and where the opportunities lie now
06 Mar 2025
Contributed by Lukas
With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors c...
BHP, the banks and one for the brave – the ASX so far in 2025
23 Feb 2025
Contributed by Lukas
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 perf...
What Trump 2.0 means for the ASX, Aussie dollar and the global economy
07 Feb 2025
Contributed by Lukas
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 ...
Is this it? Nvidia, DeepSeek and the risks to your portfolio
30 Jan 2025
Contributed by Lukas
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 emerge...
Takeover targets, medtech and more – small caps ready to rise
27 Jan 2025
Contributed by Lukas
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 ...
An Intelligent Investor on how to get set for 2025
05 Jan 2025
Contributed by Lukas
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 ab...
Henry Jennings on the lessons from 2024
18 Dec 2024
Contributed by Lukas
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 interna...
Chris Joye on yield plays, bank share prices and a new world of record deficits
26 Nov 2024
Contributed by Lukas
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 f...
A US trading veteran on Trump, tariffs and where to from here
17 Nov 2024
Contributed by Lukas
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 timel...
Small caps for growth and value
05 Nov 2024
Contributed by Lukas
While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well...
Everything you know about the US election and markets is wrong
24 Oct 2024
Contributed by Lukas
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets r...
Is having a ‘home bias’ problematic in today’s investing landscape?
03 Oct 2024
Contributed by Lukas
Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have h...
Rates, inflation, US voting, and the outlook for markets
19 Sep 2024
Contributed by Lukas
While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target b...
Buffett is cashing out and cashing up – Roger Montgomery asks if you should too
04 Sep 2024
Contributed by Lukas
Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whethe...
Re-align and re-focus – how to become a better investor
19 Aug 2024
Contributed by Lukas
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 situ...
Are commodities the place to be?
06 Aug 2024
Contributed by Lukas
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 s...
The great rotation – is it time for global (and Aussie) small caps?
29 Jul 2024
Contributed by Lukas
The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US...
Why NAB thinks rates will stay high until mid 2025
24 Jul 2024
Contributed by Lukas
With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better th...
An awesome stock story, and the opportunities outside mega cap tech
26 Jun 2024
Contributed by Lukas
Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are compris...
The global changes that could guide how – and where – you invest
12 Jun 2024
Contributed by Lukas
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. ...
Three stock pickers give their tips for an EOFY refresh
29 May 2024
Contributed by Lukas
While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to...
Is the US dollar doomed? 100% tariffs on Chinese vehicles and why Japan is so hot right now
16 May 2024
Contributed by Lukas
The US dollar has been the world’s reserve currency for more than half a century – but what happens when the US is running extraordinary fiscal de...
Finding short term gain without long term pain
01 May 2024
Contributed by Lukas
While the general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take ...
An intelligent investor believes we’re on the cusp of a new bull market
17 Apr 2024
Contributed by Lukas
While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull...
Chris Joye on fixed income, rates and where we’re headed
03 Apr 2024
Contributed by Lukas
With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particu...
China at record lows, Japan at record highs – where to from here?
07 Mar 2024
Contributed by Lukas
While all the headlines are focussed on the Magnificent Seven in the US, other markets are making records of their own – some good, some not so much...
The Magnificent Seven and the opportunities you shouldn’t miss
21 Feb 2024
Contributed by Lukas
Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary retu...
This is Money – what a former financial planner and podcaster has learned
08 Feb 2024
Contributed by Lukas
When My Millennial Money host Glen James became a financial planner, many of his clients only needed simple advice and a good system. Now he has tens ...
Finding the signal in the noise – or how to find gems on the ASX in 2024
17 Jan 2024
Contributed by Lukas
Henry Jennings from Marcus Today has worked in markets for a long time, and he believes there are reasons to be cheerful about the outlook. The key is...
How to invest in natural resources – for a population of 10 billion people
03 Jan 2024
Contributed by Lukas
As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire...
The world’s largest asset manager on what’s in store for 2024
20 Dec 2023
Contributed by Lukas
2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market cr...
Why bonds have behaved so strangely – and you might want to own them anyway
07 Dec 2023
Contributed by Lukas
As interest rates have climbed, interest in fixed income investments has returned - but those who've looked at recent returns could have been in for a...
Why currency matters and where the AUD is headed
23 Nov 2023
Contributed by Lukas
As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and poten...
What Scott Phillips wants you to prepare for
09 Nov 2023
Contributed by Lukas
Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will ...
The bucket strategy - a research-based plan for protecting your wealth in retirement
25 Oct 2023
Contributed by Lukas
Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to e...
Australian equities, small caps and how to invest for yield
11 Oct 2023
Contributed by Lukas
While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making mo...
Lithium, iron ore, and the next big opportunity in resources
27 Sep 2023
Contributed by Lukas
Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But ...
How to find an extra $12,000 this year, and other tips from a personal finance pro
15 Sep 2023
Contributed by Lukas
Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professio...
Soft landing – could we really pull it off, and what does it mean for markets?
30 Aug 2023
Contributed by Lukas
Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employm...
Investment legend Peter Thornhill – by popular demand
16 Aug 2023
Contributed by Lukas
By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively)...
Return to the office – is CBD property dead, or a great buying opportunity?
02 Aug 2023
Contributed by Lukas
With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business district...
Global commercial property – opportunities and challenges in a post Covid world
24 Jul 2023
Contributed by Lukas
While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks i...
The outlook for Australian house prices – what’s ahead and what it means for the economy
04 Jul 2023
Contributed by Lukas
NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses ar...
Why a US recession may already be biting
21 Jun 2023
Contributed by Lukas
The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing...
Prepping for tax time – strategies, tips and more
07 Jun 2023
Contributed by Lukas
With just a few weeks until 30 June, now is the time to ensure you’ve reviewed your portfolio, contributed to super, and lined up all your deduction...
Why the real economic crisis has yet to play out – and how to prepare yourself
24 May 2023
Contributed by Lukas
InvestSmart’s Evan Lucas has written and spoken extensively about markets, the economy and financial behaviour. So what does he make of the current ...
Roger Montgomery on finding quality growth in a slowing economy
10 May 2023
Contributed by Lukas
As the economy slows, the booming stocks of recent years may no longer be firing up your portfolio. So where does growth come from? Listener favourite...
The return of fixed income – rebuilding your portfolio for yield
26 Apr 2023
Contributed by Lukas
As interest rates fell over the last decade, investors sold their fixed income portfolios and sought yield in property, equity and other higher risk s...
Investing for the next ten years
19 Apr 2023
Contributed by Lukas
As rates normalise and the world economy slows, the obvious opportunities for growth may not be right in front of you. So what should an investor be ...
What SVB’s collapse, ChatGPT and Alibaba’s break up mean for big tech
03 Apr 2023
Contributed by Lukas
The dominance of big tech is still a key market driver, but recent events have accelerated the risks for investors in this sector. When you’re look...
Outlook for the Aussie dollar and its impact on your portfolio
15 Mar 2023
Contributed by Lukas
The Australian dollar is generally considered a risk sensitive currency, so what happens when markets are attempting to assess a US bank collapse, st...
Are markets hoping for a fairytale ending?
01 Mar 2023
Contributed by Lukas
While many are blaming central bankers for misjudging inflation, rates and economic growth around the world, sharemarkets are hoping that they can eng...
What’s going on in markets? Just look at the data
16 Feb 2023
Contributed by Lukas
Sometimes a single statistic can tell a whole story. In a complex world, where rates and inflation are driving the narrative, 10 stats can tell you a ...
Jun Bei Liu on why a falling economy may not mean a falling market
03 Feb 2023
Contributed by Lukas
The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves ...
What works and what doesn’t in a world of higher rates and inflation
18 Jan 2023
Contributed by Lukas
History may not repeat, but it can tell us a lot about the likelihood of certain outcomes, even in unusual times. Julia Lee of State Street Global Adv...
What Scott Phillips wants you to know for 2023
04 Jan 2023
Contributed by Lukas
New year is the time we all convince ourselves we’re going to be better, and getting our wealth sorted is often high on the list. So what does one o...
You’ve gotta know when to fold ’em
21 Dec 2022
Contributed by Lukas
Henry Jennings from Marcus Today has had a good 2022, but the work of an investor is never done. So, what has he learned? Henry shares: What worked an...
Cyber fraud, identity theft and how to protect yourself
07 Dec 2022
Contributed by Lukas
Protecting your wealth is becoming increasingly challenging in a digital world. As recent corporate data breaches have shown, data is big business, an...
Resources outlook – oil, gold, lithium and more
23 Nov 2022
Contributed by Lukas
Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in...
The best companies you’ve never heard of
09 Nov 2022
Contributed by Lukas
When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when ...
This isn’t a crisis – it’s a bear market
26 Oct 2022
Contributed by Lukas
Following a ‘bull market of galactic proportions’, this year’s falls across nearly all asset classes have made life difficult for many investors...
Mind over money – how to manage your best and worst enemy when it comes to wealth
12 Oct 2022
Contributed by Lukas
While we all like to believe we’re rational beings, our financial decisions – from buying a coffee to buying a house – often suggest otherwise. ...
Are we there yet? Finding value in Australian equities
28 Sep 2022
Contributed by Lukas
Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity marke...
Why following the trends might hurt your portfolio
14 Sep 2022
Contributed by Lukas
Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and fou...
Henry Jennings on why you have to work a little bit harder in this market
31 Aug 2022
Contributed by Lukas
As the ASX200 tracks sideways, and global markets stumble, the easy wins from 2020 seem a long time ago. So how does an investor approach these more ...
Which megatrends are here to stay… and what defines them
17 Aug 2022
Contributed by Lukas
The great shifts in our society have created dramatic wealth creation opportunities for those who can read the signs. So what does the world’s large...
Looking for alternatives in this market
03 Aug 2022
Contributed by Lukas
With equities under pressure and property and bonds suffering, investors could be forgiven for wondering what else is out there. What about private eq...
Why house prices could fall 25% - and what will happen next
19 Jul 2022
Contributed by Lukas
Interest rates are rising, and Coolabah Capital’s Chris Joye is predicting house prices will fall by 15-25%... at least. This isn’t just a clickba...
How to invest in what’s right for you
06 Jul 2022
Contributed by Lukas
As the market adjusts to higher inflation and higher rates, many investors are thinking about the ‘sleep at night factor’. But there are other sle...
How to play a global equities sell off
22 Jun 2022
Contributed by Lukas
With the S&P500 in firm bear market territory, investors are getting worried. Is it time to buy, and if so, what should you be looking out for? Maroun...
Why the market suddenly cares if a company makes money again
08 Jun 2022
Contributed by Lukas
After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious abo...
Remember the tech wreck? This is worse
24 May 2022
Contributed by Lukas
In the early 2000s, the tech-heavy Nasdaq index lost almost 77% of its value – and didn’t make another new high for 15 years. Today’s behemoths...
The rate hiking cycle has started – Shane Oliver tells us what’s next
11 May 2022
Contributed by Lukas
Interest rates have been low and falling for over a decade. Rising inflation has forced the RBA to raise rates two years earlier than expected, and t...
How to take an optimistic view – why equities investors need to look to the future
27 Apr 2022
Contributed by Lukas
In a cycle where negative events are almost biblical in their proportion (floods and plagues), it’s hard to keep the upside in mind. But as Gaurav ...
The wall of worry – what to do with your money
13 Apr 2022
Contributed by Lukas
Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures buil...
Henry Jennings on how to play this market
29 Mar 2022
Contributed by Lukas
Persistently high inflation, decade high oil prices and the threat of rising interest rates are making investors nervous. But what if we’ve seen al...
Is the commodities boom here to stay?
16 Mar 2022
Contributed by Lukas
Supply chain pressures and war in Ukraine have driven commodity prices to record levels, from oil and gas to nickel and copper, as well as gold and ir...
Global tech – is now the time to buy?
01 Mar 2022
Contributed by Lukas
Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising int...
How high rates can go, and what it means for your portfolio
15 Feb 2022
Contributed by Lukas
Talk of rising interest rates is making markets jumpy. But how high are rates expected to go, how quickly, and what are the likely impacts? nab Market...