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Oil, gold, lithium and more – materials and energy in focus
Apr 24, 2026
58m 16s
The numbers that matter – investing in a complex world
Apr 7, 2026
43m 50s
Oil – everything you need to know and more
Mar 27, 2026
46m 27s
ASX winners and losers, and what war in Iran means for investors
Mar 6, 2026
29m 06s
Opportunities under the surface – what stocks to watch in this market
Feb 18, 2026
33m 02s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/24/26 | Oil, gold, lithium and more – materials and energy in focus✨ | oil price outlookimpact of Middle East conflict+4 | Gavin Wendt | lithiumgold+6 | Australia | oilgold+6 | — | 58m 16s | |
| 4/7/26 | ![]() 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 Hugh Selby Smith joins the podcast to discuss: How AI will change the world, but you could still lose money Why unsustainable levels of debt keep governments in a bind How, why and where supply chains will change forever Whether gold and other commodities can keep their gains, and The key strategies you can take to keep your portfolio safe, whatever its size. 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. | 43m 50s | ||||||
| 3/27/26 | ![]() 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 Vandana Hari joins the podcast to discuss: Why the disconnect between paper and physical oil is unprecedented How that will play into actual prices paid by end users What has been affected and how long it will take to get back online, Whether markets are accurately pricing the disruption and How quickly we can expect an end – or an escalation – to hostilities 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. | 46m 27s | ||||||
| 3/6/26 | ![]() 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 Dive joins the podcast to discuss: The standout performers from reporting season Three stocks that have fallen hard - but may keep falling Why markets remain dangerously optimistic, and The stocks and sectors to watch if war in the Middle East escalates | 29m 06s | ||||||
| 2/18/26 | ![]() 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. Long time stock picker Henry Jennings of Marcus Today joins the podcast to discuss: Why the ‘killing season’ is in full swing, and who’s suffering How the ‘big bifurcation’ creates opportunity Which stocks are winning as Australia becomes the world’s third largest data centre market and What to avoid when the siren call of a sell off sings to you. 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. | 33m 02s | ||||||
| 2/4/26 | ![]() 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 Strategy, Ray Attrill, joins the podcast to discuss: Why de-dollarisation is just noise in the short term, BUT What the extraordinary appetite for gold may be telling us The implications of new Fed Chair Kevin Warsh, and The key conditions that would see a dramatic change in financial outlook for the dollar, commodities and more. 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. | 31m 05s | ||||||
| 1/18/26 | ![]() 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 world is ‘excitingly risky’ right now How to improve your cognitive architecture Why you should be asking ‘what’s the point?’ and The surprising habit that dramatically improves your chances of success, and How to adapt your thinking and your habits if you think the proven methods are too cheesy to work for you. 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. | 44m 46s | ||||||
| 12/11/25 | ![]() 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. Forager Funds’ founder and CIO Steve Johnson joins the podcast to share: Whether AI will really allow large corporates to ‘vibe code’ their way to success Why sport can be an exciting opportunity for the right team or code When striking skydivers can ruin your thesis The opportunities you should be looking at right now, and Which beaten up sectors have problems that are too difficult to solve. 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. | 31m 10s | ||||||
| 12/2/25 | ![]() 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 questions on: How to invest for children, including tax tricks and tips Whether private credit should have a place in your portfolio When super works, and when it doesn’t for those nearing 60 years of age, and Strategies for optimising your ETF portfolio. 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. | 48m 35s | ||||||
| 11/13/25 | ![]() 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 Finance Mark LaMonica shares his views on: Why he hates inspo without strategy The set of principles he uses to help investors keep themselves on track and in the game What he’s learned from decades of working with direct investors, and Why the person who’s supposed to be passive is you. 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. | 28m 47s | ||||||
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| 10/30/25 | ![]() 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. | 50m 32s | ||||||
| 10/17/25 | ![]() 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. | 33m 00s | ||||||
| 10/1/25 | ![]() 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. | 34m 29s | ||||||
| 9/23/25 | ![]() 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. | 34m 34s | ||||||
| 9/9/25 | ![]() 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. | 28m 59s | ||||||
| 9/2/25 | ![]() 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 coming. So is it time to trim, add or hold? S&P Dow Jones Indices’ Howard Silverblatt has been covering the US for 48 years, and shares: How company sales have just hit an all time record Whether the highs can keep coming, Which sectors are thriving, and which are surviving Why we can’t ignore the billions the Big Beautiful Bill will add to the economy, and Why traders have to trade what’s in front of them, but investors have different objectives 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. | 39m 49s | ||||||
| 8/19/25 | ![]() 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 – but don’t get caught in the hype for every hot sector. Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss: Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy Why data centres may not live up to the hype How the development cycle affects valuations and can take years to play out, and The opportunity presented by the blowout in construction costs. 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. | 38m 53s | ||||||
| 8/1/25 | ![]() 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. To help make sense of the landscape, MineLife’s Gavin Wendt joins the podcast to discuss: Why the rise of the Chinese gold investor could mean even better times ahead How supply overhangs are affecting lithium and uranium The genuine players in the decarbonisation boom, and Why the gold miners continue to lag the gold price, and what needs to change. 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. | 57m 16s | ||||||
| 7/9/25 | ![]() 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 podcast to discuss: Asset classes & Opportunities Australian listed banks and financials Clear risks in the market particularly to do with pricing and, Australian household wealth and the impact to investment behaviours. 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. | 33m 43s | ||||||
| 6/24/25 | ![]() 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 challenging. Munro Partners’ Qiao Ma joins the podcast to discuss: Why she’s not sure that any of the Magnificent 7 has a proper AI strategy Whether the game for cloud is really over How AI is levelling the playing field The non-AI industries with exceptional earnings growth, and Whether the US is over, and it’s time to look afield. 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. | 32m 49s | ||||||
| 6/10/25 | ![]() 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 their tips for tax time. In this short and sharp podcast, Anthony talks about asset classes to consider – and avoid – in these turbulent times, Henry discusses when to sell, and which sectors are unlikely to bounce back, and Scott shares two stocks he likes for today’s market. 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. | 27m 23s | ||||||
| 6/4/25 | ![]() 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 Construction and Strategy Matt Bullock joins the podcast to discuss: why there is space for both active and passive strategies in a portfolio what significant and permanent shifts in trade mean for markets asset class opportunities beyond volatile equity markets, and the huge runway for themes that are yet to realise their full potential. 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. | 44m 51s | ||||||
| 5/21/25 | ![]() 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 much, is essential to any investing strategy. The Trading Game’s Louise Bedford joins the podcast to discuss: Why technical analysis can assist with the tough decisions of buying and selling Which indicators help her fall in love with a stock The sectors that offer the most opportunity right now, and What the data tell us about CBA’s likelihood of hitting new highs, or falling away. 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. | 38m 13s | ||||||
| 4/30/25 | ![]() 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 focussed on, including: Whether US exceptionalism can continue to deliver for investors Why markets are myopic on tariffs and more How capital expenditure drives returns The demographic shifts no developed nation is avoiding, and Where he’s looking for opportunity in today’s markets. 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. | 31m 01s | ||||||
| 4/10/25 | ![]() 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 of FX Strategy Ray Attrill shares his thoughts on: The facts as we currently understand them Why China’s response is critical for Australia, and possibly the world The good news for Australian households How growth will falter despite the backdown, and Investment strategies that still make sense in a rapidly changing environment 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. | 47m 46s | ||||||
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