Your Wealth

Your Wealth


Latest Episodes

Is having a ‘home bias’ problematic in today’s investing landscape?
October 03, 2024

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 be dominated by

Rates, inflation, US voting, and the outlook for markets
September 18, 2024

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.Evan Lucas joins th

Buffett is cashing out and cashing up – Roger Montgomery asks if you should too
September 03, 2024

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether its time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has

Re-align and re-focus – how to become a better investor
August 18, 2024

What doesnt change about investing? While were 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 James joins the

Are commodities the place to be?
August 06, 2024

As market reel at the possibility of the yen carry-trade unwinding and a US recession, Australias key exports remain solid. But are commodities a safe haven as volatility rises?MineLifes Gavin Wendt offers his thoughts on:the outlook for iron ore, gol

The great rotation – is it time for global (and Aussie) small caps?
July 29, 2024

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 shine? K2 Asset M

Why NAB thinks rates will stay high until mid 2025
July 23, 2024

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? NAB's Head of Au

An awesome stock story, and the opportunities outside mega cap tech
June 26, 2024

Afraid youve missed the run in Nvidia? Not sure theres 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, its hard to know what comes next.Maroun Younes of Fidelitys

The global changes that could guide how – and where – you invest
June 11, 2024

Record government debt levels, dramatically changing demographics and astonishing stock market valuations theres a lot going on for investors. So which data points really matter when you consider your portfolio?Talaria Capitals Hugh Selby-Smith joins

Three stock pickers give their tips for an EOFY refresh
May 29, 2024

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 three stock pick