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The signal in the noise – how to focus on the numbers that matter

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Manage episode 479980708 series 2362606
Content provided by NAB. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

218 episodes

Artwork
iconShare
 
Manage episode 479980708 series 2362606
Content provided by NAB. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

218 episodes

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