Your Wealth
Episodes
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...
How a successful trader learned his craft
01 Feb 2022
Contributed by Lukas
When Chris Conway bought his first shares, he doubled his money – then came close to losing it all. So how does a novice learn to trade and invest a...