EPISODE · Jun 26, 2024 · 43 MIN
An awesome stock story, and the opportunities outside mega cap tech
from Your Wealth · host NAB
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.
What this episode covers
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.
NOW PLAYING
An awesome stock story, and the opportunities outside mega cap tech
No transcript for this episode yet
Similar Episodes
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m
Nov 12, 2025 ·35m
Oct 17, 2025 ·40m