While the general principle of ‘time in the market, rather than timing the market’ can serve investors well, there are many opportunities to take small wins along the way. So what does a great trading opportunity look like?   Author and trader Louise Bedford of The Trading Game joins the podcast to discuss: what a good trading strategy looks like how much to risk, and when to take money off the table which markets and sectors look most – and least – attractive to a trader, and how to manage...

While many investors remain patiently – or perhaps impatiently – waiting a market pullback, another is fully invested and excited about a new bull market, just taking off. Intelligent Investor’s Gaurav Sodhi joins the podcast to share his thoughts on: which winners of the last cycle won’t be the outperformers this time the ‘fraud’ company he’s bought at 10x his original buy price the high growth favourites he’s avoiding, and why paying too much is not a disaster, but why sitting on the...

With rates at current levels, investors are increasingly focused on investing for income and rebuilding their defensive portfolios. But bonds, particularly in the US, have had a rocky ride. Coolabah Capital founder and CIO Chris Joye joins the podcast to discuss: where he thinks rates are heading the best opportunities in the fixed income sector why some ‘credit’ investments are much riskier than you may expect, and how to position yourself for income and capital growth potential in the...

With the dust settled from reporting season, and dividends starting to flow, investors are sitting on a pile of cash waiting for their next opportunity. With the economy holding up, which small to mid caps look most interesting? Perpetual Investments’ portfolio manager Nathan Hughes joins the podcast to share: which sectors have surprised with their strength this year the challenges in healthcare that have led to disappointment what higher rates are doing to company cashflows, and the stocks...

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. So what can investors make of the divergence in global markets, and where do the opportunities really lie? Platinum’s Julian McCormack joins the podcast to discuss: why Chinese stocks fell to 2009 prices, and whether they'll stay there how Japan has broken out of a 35 year slump the extent to which US markets are out of step with the rest of the...

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 returns last, and can everything else catch up? Alphinity’s global portfolio manager Mary Manning shares her thoughts on: why Nividia's price to earnings ratio has actually fallen, despite its rise which of the globe's hugest stocks can really continue to grow whether China is cheap enough at current prices, and where to look for real growth in your...

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 of thousands of listeners, whom he hopes to ‘gift wrap’ for more complex advice in the future. Over six years and several hundred podcast conversations, Glen has thoughts on: The number one question his listeners have (hint: it’s not about buying a house) His 1% rule for spending Simple automated ways to win your behaviour, and Why your money...

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 being patient and waiting for the signal to present itself, as the pivotal moments can set you up for success – or failure. Tune in to hear Henry’s thoughts on: why markets are 90% boredom how the Tokyo Olympics and Tom Hanks heralded turning points for equities what the year could hold for materials, financial, tech and more, and why you don’t...

As the global population grows, providing that population with food, shelter and energy becomes increasingly challenging – particularly as we aspire to reduce, rather than maintain, carbon emissions. So how do we invest in resources that meet these challenges? Janus Henderson’s Tim Gerrard shares his thoughts on: the critical minerals to facilitate transition to a lower emissions world technological advances that offer opportunities for investors how to invest for high yield crops and other...

2023 was expected to bring a lot of nasty surprises - but ultimately we avoided the much predicted recession, house price collapse and share market crash... Investors can afford to go into the holiday season feeling pretty comfortable. But what's ahead for 2024? BlackRock's Tamara Haban Beer-Stats joins the podcast to discuss: why 2023 defied all expectations what has driven the resilience in the economy and markets where investors should consider focussing in 2024 and the biggest...

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 nasty shock, with negative total returns for several benchmarks. So why have bonds performed so poorly, and is the tide turning? NAB Markets' Ken Crompton joins the podcast to discuss: the return of yield, and what it offers investors why the world is 'awash with debt', offering a range of investment opportunities simple (and complex)...

As investors continue to seek offshore investment opportunities, currency becomes increasingly important. But how does one manage the risk - and potential upside - with so many variables in play? NAB Markets' Ray Attrill joins the podcast to discuss: Why currency forecasting is so challenging, and so important His thoughts on the outlook for the Aussie dollar and US currency Why predictions of the Fed being forced to cut may be premature, and How to think about managing currency risk with...

Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment? The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on: How Warren Buffett screwed up an $8bn opportunity Why getting ‘too clever’ can cause you to miss the real gains His favourite beaten up stocks and sectors The gift horse you...

Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks. Wealth manager and CIO Roger Montgomery joins the podcast to discuss: How the bucket strategy was developed and how it works Simple methods for limiting the...

While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them? Fidelity International's Casey McLean joins the podcast to discuss: Why one hot sector may have seen its best days Where to find yield and growth potential on the ASX How to look through challenging conditions to see future winners, and Where he's investing now. You can access this...

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think? Gavin Wendt of MineLife joins the podcast to share: The outlook for iron ore, oil, lithium and more Why the re-rating of sky-high lithium stocks was necessary Which sectors are likely to be winners and losers...

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 professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many. In this broad-ranging discussion, Effie shares:  Her four key tips for getting your finances right Why she avoided one of the last decade's hot stocks The key behavioural...

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?   Anthony Doyle from Firetrail joins the podcast to discuss: How confident central banks remain in their actions to date What a soft landing means for markets and the economy The steps that central banks are taking to keep their plan on...

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth. In this interview, he discusses his views on: How to build wealth over time, with his simple method Why income matters far more than many investors believe His favoured stocks and companies How to make money in real estate (it's definitely not what you think) Why ETFs are not the best...

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices.  Alan joins the podcast to discuss:  Why he's optimistic about house prices - and the economy - in the medium term The challenges ahead as the economy starts to slow How consumer behaviour is shifting in the face of 12 rate hikes Which sectors of the...

The economic data from the US can look rosy on the surface – low unemployment, a roaring stockmarket – but under the surface, cracks are appearing. Could a US recession portend doom for global growth and your portfolio? Platinum’s Julian McCormack joins the podcast to share: Why low unemployment can precede an economic downturn How shipping rates and consumer data are predicting turmoil What investors should be considering as the S&P500 continues to shine, and Opportunities for those who...

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 deductions for EOFY. Is there anything you could be missing? Chris Balalovski, tax partner at BDO, joins the podcast to discuss: The deductions available to business owners, salary earners and more Popular strategies to optimise your position How to avoid getting on the wrong side of the ATO, and A last minute win for those with businesses  You can access...