Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis · Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor

8 ASX Stocks to Build a Recession Proof Portfolio: Buy Now

·53 min·1 clip

Key insight from segment 5

Wealth Within opens with its education first framing and a reminder that the discussion is not personal financial advice. Then Philip Tortewski asks the hard question: if recession hits tomorrow, can your stock and super portfolio survive? Janine Cox and Zoran Krezovic join him for a market session built around eight ASX stocks and the idea of making a portfolio recession proof before the economy gets rougher. The RBA shock comes up quickly, along with inflation that is still doing damage and growth figures that the hosts say echo the 1990s recession. Oil becomes the next thread. They talk about the Strait of Hormuz, American drilling, spare capacity, and the chance of a price reversal. The point is not just petrol, but how fuel costs move through households, farms, and the rest of the economy. They also mention farming areas stocking up on fuel, which adds to the price surge, and note that fertilizers are up 70%, with plastic and other oil-linked inputs under pressure too. The RBA is described as trying to front-run inflation because inflation is already outside its 2% to 3% band. Near the close, silver stocks and materials get the spotlight because they have outperformed the market for the past year or so. The final note is that a stock can still pick up speed if it consolidates around the $2 mark and finds support.

As heard by us

A blunt recession screen that ties oil, rates, and eight ASX picks.

This episode treats recession risk as a practical screen for ASX names, not a theory session. Philip Tortewski, Janine Cox, and Zoran Krezovic move from inflation worries and the latest RBA shock to the case for making a portfolio recession-proof with eight ASX stocks.

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Why you'd press play

Need a brisk ASX playbook on recession risk, with the RBA shock and oil move in the mix?

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