Latest Shares Podcast Episodes

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Weekend Edition: Investing on the Road to Net Zero – Why Aren’t We Leading?

NAB Morning Call - July 19, 2024 04:00 - 23 minutes ★★★★★ - 8 ratings
Friday 19th July 2024 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. Much of the world is on the road to achieving to net zero by 2050, a target which gets more challenging as each year passes. Australi...

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Pre-Market Report – Friday 19 July: Dow Drops 500 Plus - SPI down 87 - Risk Off as Volatility Increases.

Market Updates - July 18, 2024 23:00 - 12 minutes
The Dow Jones Industrial Average slid 533.06 points, or 1.29%, closing at 40,665.02. The S&P 500 dropped 0.78% to end at 5,544.59. The technology-heavy Nasdaq Composite lost 0.70%, closing at 17,871.22. All but one of the 11 sectors that comprise the S&P 500 traded lower, while nine out of ever...

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Are equity markets looking more at a downturn than rate cuts?

NAB Morning Call - July 18, 2024 20:45 - 16 minutes ★★★★★ - 8 ratings
Friday 19th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB US equity markets fell sharply overnight. It’s not just tech stocks feeling the hurt, the weakness is spread more broadly than that, implying that concerns of an economic slowdo...

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End of Day Report – Thursday 18 July: Jobs Data Puts Rate Rises Back on the Cards. ASX 200 drops Only 21 points.

Market Updates - July 18, 2024 06:00 - 12 minutes
ASX 200 slips 21 points to 8037 (-0.3%) after the jobs number put rate rises (yes, rises) back on the table. Relatively calm markets as US futures rose and chip stocks soured again in Asia. Banks eased back, CBA down 0.6% and the Big Bank Basket slipping to $228.89 (-0.4%). Other financials ease...

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Is it time to buy this cheap major stock market?

On The Money - July 18, 2024 01:00 - 14 minutes ★★★★★ - 1 rating
In this episode we focus on the investment prospects for China, a major stock market that’s had a tough couple of years. Making the case that now is a good time to take a closer look at the cheap valuations on offer in the region is Xiaolin Chen, head of international at KraneShares, a ...

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Pre-Market Report – Thursday 18 July: US Markets 'ChipWrecked' - Nasdaq Falls 2.8% SPI Down 43 - DMP Downgrades

Market Updates - July 17, 2024 22:00 - 11 minutes
Nasdaq, S&P 500 end sharply lower, hit by chips, megacaps; Dow extends rally. Trade fears hamper tech stocks, dollar falls amid rate cut talk. ASX to fall, Nasdaq tumbles as semiconductor stocks plunge  SPI down 43 points Chip stocks shed over $500 billion in value on China trade fears. Eur...

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Pre-Trump Trade Battles and Currency Fears

NAB Morning Call - July 17, 2024 20:44 - 17 minutes ★★★★★ - 8 ratings
Thursday 18th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB It doesn’t take Donald Trump to launch a trade war with China. The Biden administration has threatened further limits on microchip exports to China, which hit tech stocks heav...

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End of Day Report – Wednesday 17 July: ASX 200 up another 58 points - Off Highs - BHP down on Quarterly

Market Updates - July 17, 2024 06:00 - 12 minutes
ASX 200 cruised to another 59-point gain up around 0.7% as once again, banks and industrials took their cue from US records. Slight sell-off on the close. CBA pushed up another 0.8%, with NAB up 1.0% and the Big Bank Basket hitting new record highs of $229.72 (+0.9%). MQG had a better day with t...

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Pre-Market Report – Wednesday 17 July: SPI up 55 - US Markets Surge - Small Caps up 12% Now in 12 Days - Gold Hits Records

Market Updates - July 16, 2024 22:00 - 10 minutes
US equities rose overnight supported by stronger-than-expected retail sales data which reinforced the view the Fed is approaching its easing cycle. The Dow Jones hit an all-time closing high for a second consecutive session, rising 743 points (+1.85%) its strongest performance since June 2023. T...

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US retail runs hot and inflation day for many

NAB Morning Call - July 16, 2024 20:41 - 17 minutes ★★★★★ - 8 ratings
Wednesday 17th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB US retail numbers came in stronger than expected. Phil asks NAB’s Ray Attrill whether this could delay any moves by the Fed? Certainly, equity markets ae banking on cuts comi...

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End of Day Report – Tuesday 16 July: ASX 200 falls 18 to 8000. RIO Drops on Production Report - DRO Drops on Media Article - Banks Steady-

Market Updates - July 16, 2024 06:00 - 13 minutes
ASX 200 slipped 18 points to 7999 (+0.2%) as consolidation around 8000 the go. A big divergence again in banks and resources. RIO production numbers failed to launch, and the stock dropped 2.4%, with BHP under pressure too, down 1.4%. FMG showed a small rise. Lithium stocks remain depressed, and...

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Pre-Market Report – Tuesday 16 July: Trump Trade Back On - Dow Hits Record - SPI down 4 - RIO Production Numbers

Market Updates - July 15, 2024 23:00 - 12 minutes
 Dow jumped 210.82 points, or 0.53%, to 40,211.72. The S&P 500 added 0.28% to 5,631.22. Both touched new intraday highs in the session, while the former also saw a record close. The Nasdaq Composite rose 0.4% to 18,472.57. ASX SPI Down 4 points. Gold at near two-month peak as Fed rate-cut hop...

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Powell eyes labour market, equity markets eye Trump friendly stocks

NAB Morning Call - July 15, 2024 20:39 - 16 minutes ★★★★★ - 8 ratings
Tuesday 16th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Equity markets are showing some adjustment to the prospect of a Trump presidency, with oil producers and gun makers doing well, renewables falling and Bitcoin up almost 6% toda...

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End of Day Report – Monday 15 July: ASX hits 8000 in Broad Based Rally. Banks Continue to Lead Charge

Market Updates - July 15, 2024 06:00 - 10 minutes
The ASX 200 pushed another 58 points higher to 8018 (0.7%) in a broad-based rally. Well off the intraday high though on some cooling as we await reactions to Trump and US reports this week. Banks were firm but off highs, CBA up 0.8% and NAB up 0.8% with the Big Bank Basket up to $227.88(0.8%). O...

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Unpacking India’s Tax Trends with Akhilesh Tilotia

Paisa Vaisa with Anupam Gupta - July 15, 2024 00:30 - 45 minutes ★★★★★ - 10 ratings
In this episode of Paisa Vaisa, Anupam chats with Akhilesh Tilotia, author, columnist, and policy expert, to uncover fascinating trends in India's tax landscape. Discover why more Indians are filing taxes, the reasons behind rising gross incomes, and the deepening tax base. Plus, gain insights i...

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Pre-Market Report – Monday 15 July: ASX 200 eyes 8000 with SPI up 51 - US Markets Rally Again

Market Updates - July 14, 2024 22:00 - 10 minutes
Wall Street ended the week on a positive note, with gains across all major indices. Fresh economic data reinforced bets that the Fed will cut rates in September, and banks kicked off the start of the US reporting season. The Dow traded higher all session, topping 40,000, narrowly missing a fresh...

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Is Trump now a shoo-in for the Presidency?

NAB Morning Call - July 14, 2024 20:00 - 15 minutes ★★★★★ - 8 ratings
Monday 15th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB The assassination attempt against Donald Trump on Saturday is likely to bolster his support, ahead of his GOP official nomination this week. NAB’s Tapas Strickland tells Phil th...

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End of Day Report – Friday 12 June: ASX 200 hits Record. CBA bigger than BHP.

Market Updates - July 12, 2024 06:00 - 11 minutes
ASX 200 hits record high, up 70 points to 7959 (0.9%) as banks once again show a clean pair of heels. CBA pushed to a record, up 1.3% and a higher valuation than BHP!. The Big Bank Basket up to $226.11 (+1.4%). MQG remained stagnant, and insurers slipped back as bond yields fell after US CPI num...

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Weekend Edition - 75 percent: The New Normal for Office Workers?

NAB Morning Call - July 12, 2024 04:00 - 25 minutes ★★★★★ - 8 ratings
Friday 12th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB NAB has been looking at a variety of high frequency data sources to see how quickly workers are returning to the office. In this edition NAB’s Tapas Strickland says the trend se...

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Pre- Market Report - SPI up 45 - US CPI better than expected - Tesla tumbles on Taxi Delay - Gold bursts Higher on Lower USD.

Market Updates - July 11, 2024 22:00 - 8 minutes
SPI up 45 points. Dow +0.08% S&P -0.9% Nasdaq -2%  Russell 2000 up 3.6%.  Just the second day since 1979 when the Russell 2000 rose more than 3% while the S&P 500 declined.  CPI better than expected Sept Rate Cut looks locked in now. USD Index falls 0.55% Gold runs 1.8% higher. Iron ore b...

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A quick response to slower inflation.

NAB Morning Call - July 11, 2024 20:29 - 17 minutes ★★★★★ - 8 ratings
Friday 12th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Big market moves to a softer than expected CPI read in the US overnight. Bond yields are lower, the US dollar is lower and a big response in equity markets. Basically tech stock...

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End of Day Report- ASX 200 up 73 points. US CPI Tonight. Uranium Stocks Shine.

Market Updates - July 11, 2024 06:00 - 12 minutes
ASX 200 rallied towards all-time highs, up 73 points to 7890 (0.9%) as rate cuts seem to be back on the agenda. US CPI tonight and some caution creeping in.  As usual, the banks led the charge higher with CBA hitting a new high, the Big Bank Basket hitting $223.09 ().  Insurers continue to push ...

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Second quarter of 2024: key investment trends and why they matter

On The Money - July 11, 2024 01:00 - 22 minutes ★★★★★ - 1 rating
Kyle welcomes Sam Benstead back to the podcast to run through trends and topics in the second quarter of 2024. The duo discuss the types of funds that had a strong three-month period, how tech dominance is making some funds more concentrated, and why there has been a pick-up in investme...

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Pre-Market Report – Thursday 11 July: ASX to rally on the opening bell. SPI Futures up 73 points (+1.09%)

Market Updates - July 10, 2024 22:00 - 6 minutes
Wall Street finished higher overnight, ending near session highs fuelled by gains in heavyweight tech stocks Nvidia leads Nasdaq and S&P 500 to record high closes. Stocks rise with Treasury yields on pause, Powell boosts rate cut hopes. ASX to rally, S&P 500 closes above 5600 points – AFR. W...

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Where are the Descendants?

NAB Morning Call - July 10, 2024 19:35 - 15 minutes ★★★★★ - 8 ratings
Thursday 11th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB The drive for Joe Biden to step aside continues to dominate the news cycle in America, with actor George Clooney, who held a fundraiser for the President only a month ago, now...

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End of Day Report – Wednesday 10 July: Big Bank Basket flat, Big Resource Basket tumbled 1.1%.

Market Updates - July 10, 2024 06:00 - 7 minutes
The ASX 200 has finished the day down 13 points (-0.16%) to 7817 in mixed trade which saw a recovery from opening lows. Telecom was the best performer for a second day in a row thanks to TLS rising another 2.4% on positive broker commentary. Industrials rose as a drop in bond yields took TCL 1.1...

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Pre-Market Report – Wednesday 10 July: ASX to fall. SPI Futures sharply lower, down 41 points (-0.52%).

Market Updates - July 09, 2024 23:00 - 8 minutes
US equities ended mixed overnight. The S&P 500 and NASDAQ record their fifth and sixth straight record close, up 0.07% and 0.14%. Gains marked the S&P 500’s longest winning streak since January, buoyed by Nvidia +2.5% and Powell’s commentary to Congress. The Dow lost 53 points (-0.13%), paring e...

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Powell says labour market is no longer an inflationary pressure

NAB Morning Call - July 09, 2024 20:32 - 16 minutes ★★★★★ - 8 ratings
Wednesday 10th July 2024 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Jerome Powell has been speaking to the US congress and says the labour market is no longer an inflationary pressure. So, what does that mean for the timing of rate cuts? NAB’...

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End of Day Report – Tuesday 9 July: ASX200 Up 67 points in a Broad Market Rally

Market Updates - July 09, 2024 07:00 - 5 minutes
The ASX 200 has finished the day up 67 points (+0.86%) to 7830 in a broad rally covering all sectors. Telecom finished on top thanks to Telstra’s 2.2% rise. Phone plan price increases announced from August. REA, CAR, and TPG joining in. Up 2.2%, 0.7% and 1.1%, respectively. Financials were next ...

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#406 How to be smart with the new tax cuts

Mo Money - July 09, 2024 00:00 - 23 minutes
In this episode of the Mo Money podcast, we talk about how to be smart with the new tax cuts that are kicking in, or have already kicked in, from the first of July. What to do when you get that pay bump in your pay packet this month, the options, how to assess them, which one might be best for y...