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Episodes
- Your one page investing plan – for when the world is in crisis
An oil crisis, rising rates and inflation, and US markets at record highs – the rules of investing that hold true over time have never mattered more. Motley Fool favourite Scott Phillips could write a book about what he’s learned – and he…
- Oil, gold, lithium and more – materials and energy in focus
As conflict continues in the Middle East, oil and gas supply shocks have significant implications far beyond the price of a barrel of crude. The flow on effects touch every part of the economy, but materials and energy are affected more th…
- The numbers that matter – investing in a complex world
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…
- Oil – everything you need to know and more
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 Va…
- ASX winners and losers, and what war in Iran means for investors
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…
- Opportunities under the surface – what stocks to watch in this market
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.…
- Gold, AUD and the dollar debasement trade – is the era of USD dominance really over?
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…
- Quandary – Evan Lucas on dopamine, bias and setting yourself up for financial success
Many New Year’s resolutions have already waned by mid January, so consider this your gentle reminder – a better financial you is possible in 2026. Behavioural – and financial – economist Evan Lucas joins the podcast to discuss: Why the wor…
- ASX and international opportunities in an expensive world
There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps…
- Ask me anything with Money Money Money
While the basic principles of investing remain timeless, each person’s financial journey is full of twists and turns – which throws up many potential questions. Join Gemma and Money Money Money’s Glen James as they answer listener question…
- Why having ‘the most money possible’ probably isn’t it
Investing is rarely a set-and-forget process, no matter how much we may wish it were. Changing goals, personal circumstances and markets mean reviewing and renewing your strategy, often several times. Morningstar’s Director of Personal Fin…
- 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…
- 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?…
- 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 A…
- 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 Jo…
- 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 Manag…
- Nowhere but up – the S&P500 and why the index keeps winning
While some of the metrics for the world’s largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep comin…
- Global property and the next big thing
When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like…
- Gold, iron ore, lithium and more - the outlook for key resources in this market
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 small cap opportunities for astute investors, but the outlook for each sector is diverging.…
- Stock picking, banks & a home bias
From banks to resources, Australian investors continue to have a home bias. But with uncertainty around positioning on the ASX, should investors remain heavy weight local market? Alphinity Investment Management’s Elfreda Jonker joins the p…
- 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 chal…
- 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 the…
- 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 Construct…
- 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 mu…
- 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 focusse…
- Too soon to say it’s over - the outlook for tariffs, trade and chaos
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 is designed to get you up to date with where we are now, and what it all could mean. nab’s Head…
- Cancel the cruise! An old hand on playing this market
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 cashing up and ready to buy the dip - is it time? Henry Jennings from Marcus Today was on the…
- Borrowing to invest – like a home loan, or in super?
Borrowing to invest has long been a popular strategy in Australia as the loan interest cost is generally tax deductible. Borrowing for shares, however, really fell out of favour after GFC as investors feared they could be wiped out in the…
- Is the epic comeback of Chinese equities just the beginning?
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 staged returns of more than 25% year to date. So is the era of Chinese weakness over? Dr Jo…
- What the market got wrong and where the opportunities lie now
With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring re…
- BHP, the banks and one for the brave – the ASX so far in 2025
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 performing so far, what looks like good value, and which stocks have run too hard. WAM Leaders…
- What Trump 2.0 means for the ASX, Aussie dollar and the global economy
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 China are still slated to go ahead on 10 February. So what does all this mean? NAB's Head of…
- Is this it? Nvidia, DeepSeek and the risks to your portfolio
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 emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that onl…
- Takeover targets, medtech and more – small caps ready to rise
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 looking attractive? Small cap specialist Dean Fergie of Cyan Investment Management shares…
- An Intelligent Investor on how to get set for 2025
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 about at this time? Intelligent Investor’s Gaurav Sodhi joins the podcast to discuss: Why his…
- Henry Jennings on the lessons from 2024
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 international equities defied expectations and delivered strong returns for patient – or brave – inv…
- Chris Joye on yield plays, bank share prices and a new world of record deficits
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 for longer rate environment. This has enormous implications for all asset prices – including…
- A US trading veteran on Trump, tariffs and where to from here
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 timely podcast, Ira joins the podcast from Chicago to share his thoughts on: AI, driverless cars…
- Small caps for growth and value
While many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners? Firetrail Investments portfolio m…
- Everything you know about the US election and markets is wrong
With the US election just weeks away, markets feel almost eerily calm. But the potential for significant policy divergence and volatility in markets remains – so what are the key risks and opportunities, and who wins what? Dr David Allen f…
- Is having a ‘home bias’ problematic in today’s investing landscape?
Given the recent rally in US equity markets, have Australian investors missed the window to invest globally? Historically, Australian investors have had a strong preference to invest in Australian-listed securities because the ASX tends to…
- Rates, inflation, US voting, and the outlook for markets
While the rate cut cycle finally upon us – in the US anyway – the macroeconomic outlook remains uncertain, with inflation still above the target band for many central banks, unemployment rising, and share markets close to record highs. Eva…
- Buffett is cashing out and cashing up – Roger Montgomery asks if you should too
Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities. Today, however, the Economist is asking (again)…
- Re-align and re-focus – how to become a better investor
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 situation, regardless of your starting point. Podcaster, author and former financial planner Glen…
- Are commodities the place to be?
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 safe haven as volatility rises? MineLife’s Gavin Wendt offers his thoughts on: the outlook f…
- The great rotation – is it time for global (and Aussie) small caps?
The extraordinary performance of the Magnificent Seven has somewhat masked dramatic underperformance from global small caps, including those in the US and in Australia. The tide may be turning though – is it time for smaller companies to s…
- Why NAB thinks rates will stay high until mid 2025
With a per capita recession currently underway, renters and mortgage holders are feeling the pinch. But the economy appears to be holding up better than expected in many areas, and inflation is still far from the target band. So what now?…
- An awesome stock story, and the opportunities outside mega cap tech
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 comprise more of the index than any time in decades, it’s hard to know what comes next. Maroun Youne…
- The global changes that could guide how – and where – you invest
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio? Talaria Capital’s Hugh S…
- Three stock pickers give their tips for an EOFY refresh
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 your portfolio. Is it time to get your house in order? For this EOFY, we’ve spoken to th…