Friends With Money #201: Navigating turbulent markets

What's the smartest way to safeguard your investments when the stock market is turbulent?

In this week's episode of the Friends With Money podcast, Money magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times.

They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold.

They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt.

00:00 Friends with Money podcast open

00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners

01:23 Market uncertainty and volatility

02:15 Recession forecasts and portfolio rebalancing

06:37 Defensive assets and fixed income

09:37 Exploring private debt and credit strategies

11:04 Australian equities and property investments

14:47 Currency considerations and final advice

17:45 Recap and closing remarks

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Friends With Money podcast FAQ

What is the Friends With Money podcast?

Friends With Money is a weekly personal finance podcast by Money magazine, offering expert insights on investing, budgeting, superannuation, property, and other money strategies for everyday Australians.

Where can I listen to the podcast?

You can listen on Apple Podcasts, Spotify, or YouTube (with closed captions available).

Who hosts Friends With Money?

Episodes are hosted by Vanessa Walker and Tom Watson from Money magazine, featuring expert guests and real conversations about money.

Is the podcast suitable for beginners?

Yes! It's designed to be accessible for beginners while still offering valuable insights for seasoned investors.

What topics does the podcast cover?

The Friends With Money podcast covers topics including banking, property, budgeting, superannuation, investing, saving, insurance, employment, travel and more.

How often are new episodes released?

New episodes are released weekly, so you can stay up to date with the latest financial tips and trends.

Can I watch episodes with captions?

Yes, full episodes with closed captions are available on YouTube.

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Boost your financial literacy anytime, anywhere with the Friends With Money podcast from Money magazine. Whether you're commuting, working out, or relaxing at home, this weekly podcast makes it easy to grow your money knowledge on the go.

Each episode dives into real conversations about money - how it's earned, shared, saved, and grown - with tips and insights that make finance simple and relatable. Perfect for beginners and seasoned investors alike, it's your go-to guide for building better financial habits.

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