Your Wealth

Author: NAB

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ASX and international opportunities in an expensive world
Episode 257
Wednesday, 10 December, 2025

There’s no question nabtrade investors are concerned about valuations as some areas of the market continue to defy gravity. But not everything is expensive, and there are pockets of opportunity for those willing to look beyond the megacaps. Forager Funds’ founder and CIO Steve Johnson joins the podcast to share: Whether AI will really allow large corporates to ‘vibe code’ their way to success Why sport can be an exciting opportunity for the right team or code When striking skydivers can ruin your thesis The opportunities you should be looking at right now, and Which beaten up sectors have problems that are too difficult to solve. 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.