The Money Puzzle podcast: Building a shock-proof investment portfolio 2026 strategies and market trends

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.

Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode.

In today's show, we cover:
The essentials of portfolio allocation 
Tactical portfolio shifts in 2026
The trouble with bonds
Why emerging markets are running hot 

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.
Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The essentials of portfolio allocation&nbsp;</li>
<li>Tactical portfolio shifts in 2026</li>
<li>The trouble with bonds</li>
<li>Why emerging markets are running hot&nbsp;</li>
</ul>

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Building a shock-proof investment portfolio 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9750cd9f-7822-4764-be08-b4870072bc14/transcript

The Money Puzzle podcast: The future of property investing  and adapting to the new budget realities

We are only beginning to digest the full impact of the Budget changes for residential property. In short, it will never be the same again. That doesn't mean you can't invest successfully, but it does mean you need to know the new rules.

We are only beginning to digest the full impact of the Budget changes for residential property.In short, it will never be the same again. That doesn't mean you can't invest successfully, but it does mean you need to know the new rules.

Cameron Kusher of Kusher Consulting joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
The hunt for yield in residential property
Forget the interest-only loan
How long-term negatively geared investors will thrive
Taking a second look at commercial property 

We are only beginning to digest the full impact of the Budget changes&nbsp;for residential&nbsp;property.In short, it will never be the same again.&nbsp;That doesn't mean you can't invest successfully, but it does mean you need to know the new rules.
Cameron Kusher of Kusher Consulting joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The hunt for yield in residential property</li>
<li>Forget the interest-only loan</li>
<li>How long-term negatively geared investors will thrive</li>
<li>Taking a second look at commercial property&nbsp;</li>
</ul>

Why property investing will never be the same again 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/87caffbe-72a4-4452-aff3-b48900704894/transcript

Can the economy justify a red-hot sharemarket? 

The burning question for all investors is whether the global market is running ahead of itself? 

The burning question for all investors is whether the global market is running ahead of itself? 

Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
The growing gap between GDP and market returns 
Could inflation fall from here
Emerging value on the ASX
The bear case for bank stocks 

The burning question for all investors is whether the global market is running&nbsp;ahead of itself?&nbsp;
Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The growing gap between GDP and market returns&nbsp;</li>
<li>Could inflation fall from here</li>
<li>Emerging value on the ASX</li>
<li>The bear case for bank stocks&nbsp; </li>
</ul>

Can the economy justify a red-hot sharemarket? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/92aebf50-a0d7-472e-a6a4-b482006b3849/transcript

How would you deal with a global sharemarket crash? Because it’s not a question of if, but when.

How would you deal with a global sharemarket crash? Because it’s not a question of if, but when.

The AI boom, which underpinned the bumper super returns for many investors over the last financial year, has been extraordinary; But in mid-2026 even the most optimistic forecasters expect the markets to cool in the second half, while the doomsayers will suggest exuberant global markets are surely heading for a fall.

Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby, in this episode.

In today's show, we cover:
Having an opportunity fund for the day the bubble bursts
Harold Evensky's 'bucket strategy' for the investors who need cash flow
Deleting your Dividend Reinvestment Programs for cash
Put Options and 'Bear' ETFs

 

 

How would you deal with a global sharemarket crash? Because it&rsquo;s not a question of if, but when.
The AI boom, which underpinned the bumper super returns for many investors over the last financial year, has been extraordinary; But in mid-2026 even the most optimistic forecasters expect the markets to cool in the second half, while the doomsayers will suggest exuberant global markets are surely heading for a fall.
Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby, in this episode.
In today's show, we cover:
<ul>
<li>Having an opportunity fund for the day the bubble bursts</li>
<li>Harold Evensky's 'bucket strategy' for the investors who need cash flow</li>
<li>Deleting your Dividend Reinvestment Programs for cash</li>
<li>Put Options and 'Bear' ETFs</li>
</ul>
&nbsp;
&nbsp;

Are you prepared for a sharemarket crash?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/124bdf2c-55a2-485e-a1a0-b47c009506dd/transcript

Building a shock-proof investment portfolio

In 1 playlist(s)

The Money Puzzle

Social links

Follow podcast

Recent clips