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An awesome stock story, and the opportunities outside mega cap tech

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Manage episode 425807135 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://player.fm/legal.

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.

Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:

  • whether the US, and tech, can continue to dominate global markets
  • which jurisdictions look most attractive right now
  • how to think about rising valuations when concentration is so high, and
  • a medtech company making the world a better place.

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

199 episodes

Artwork
iconShare
 
Manage episode 425807135 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://player.fm/legal.

Afraid you’ve missed the run in Nvidia? Not sure there’s anything else worth buying right now? In a global market where the top stocks are comprise more of the index than any time in decades, it’s hard to know what comes next.

Maroun Younes of Fidelity’s Global Future Leaders fund joins the podcast to discuss:

  • whether the US, and tech, can continue to dominate global markets
  • which jurisdictions look most attractive right now
  • how to think about rising valuations when concentration is so high, and
  • a medtech company making the world a better place.

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

199 episodes

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