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

April 30
31 mins

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Episode Description

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 iTunesPodbeanSpotify 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.

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