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 Selby-Smith joins the podcast to discuss: how government debt levels are growing, and whether they can be managed why the geographic centre of economic growth is changing, quickly how markets are pricing for absolute perfection, and where to look for value when it seems like paying for growth in the only game in town. 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.