PODCAST · business
Invest it Best
by Wilsons Advisory
‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters.‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
Episodes
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Red Flags, Risk & Reward: Plato's Dr David Allen on Global Long/Short Investing
In this episode of Invest it Best, Ted Richards spoke with with Dr David Allen, Portfolio Manager of the Plato Global Alpha Fund, a high-conviction long/short strategy with a strong track record of generating alpha across global markets. Ted explores David’s unique journey from professional sport...
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Olympic Lessons for Investors — with Olympic Gold Medallist Cate Campbell
In this episode of the Invest it Best podcast, host Ted Richards is joined by Olympic gold medallist Cate Campbell. Cate shares key lessons from her swimming career, particularly around high performance, mindset, and resilience, while Ted explores the parallels between these lessons and…
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Interest Rates, Inflation & Trade Tariffs with Wilsons Advisory CIO, David Cassidy
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Advisory Head of Investment Strategy, David Cassidy. David and Ted discuss the following topics; - David's expectations for interest rate moves in 2025 - Attractiveness of Fixed Interest in 2025 - Private Credit…
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Discussing the Chairman's Lounge with Joe Aston
On this episode of the Invest it Best podcast host Ted Richards speaks with a legendary figure within Australian journalism, Joe Aston. Joe and Ted discuss the following topics; - Joe's new book, The Chairman's Lounge - Past targets that featured on Joe's long running "Rear Window" column - The...
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Unlocking Growth with Hyperion's Jason Orthman
On this episode of the Invest it Best podcast host Ted Richards speaks with Hyperion Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman. They discuss Hyperion's long term approach to investing including the following; - Recent strong returns - What they like about Guzman y…
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Reporting Season Wrap – The Good, the Bad, and the Better than Feared
On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss the recent reporting season in Australia including the following; - Greg's recent summary of reporting season - Sector specific trends (across resources,...
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Investing in Retail Property Assets with Chris Lock (IP Generation)
On this episode of the Invest it Best podcast host Ted Richards speaks with IP Generation Founder and CEO, Chris Lock. They discuss commercial property, particularly investing in unlisted retail assets such as Australian shopping malls. The conversation covers; - The advantages and disadvantages…
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Coles, Woolworths, KFC & GYG
On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss different trends across the food industry in Australia including the following; - Greg's recent research report on Australian supermarkets - Impacts from…
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Natural Resources and the Energy Transition with James Karakatsanis
In the latest episode of the Invest it Best podcast, Ted Richards speaks with Wilsons Advisory’s Equity Research Analyst (Natural Resources), James Karakatsanis about his thoughts on the role of natural resources within the energy transition. James is a key member of our natural resources equity...
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Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management)
On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of...
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Reporting Season Wrap Up 2024 with Rob Crookston
On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24). Topics discussed; The theme of cost management supporting upgrades Australian tech stocks relative to US tech stocks The…
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Private Credit with Pete Robinson (Challenger Investment Management)
On this episode of the Invest it Best podcast host Ted Richards speaks with Challenger Investment Management Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit. Topics discussed; - What private credit is and how is it different to public credit - The...
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Outlook on Investing in 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy to review 2023 and discuss his outlook for investing in 2024. Topics discussed; - What surprised the market in 2023? - Tactical asset allocation changes David made…
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Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success. They discuss the following; What Hyperion looks to exploit when they invest Where...
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Expert insights on Investing in Medical Devices (MedTech) With Dr Shane Storey
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare) Dr Shane Storey, They discuss the following; The MedTech industry in Australia Cochlear’s and Resmed’s international success The rise in popularity of new weight loss drugs recent…
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The Key Themes From The Recent Reporting Season
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following; The 3 key themes from this reporting season; The resilience of the consumer Cost movements: which sectors experienced...
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Ways to Invest in AI (Artificial Intelligence) with Ross Barrows
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following; Insights from Ross' recent trip to the US to research AI-related opportunities What LLM (Large Language Models) are why they're relevant to AI...
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Discussing Opportunities in Healthcare with Dr Melissa Benson
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson. They discuss the following; The sectors within healthcare, and commonly used terms across the industry The different phases within the development process (including...
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Investing In Proven Businesses With Stephen Arnold (Aoris)
On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following; - Insights from Stephen's recent Research trip to the US - Why Stephen took a position in Microsoft last year - Why Stephen still likes LVMH…
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Consumer Confidence Conundrum with David Cassidy
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following; - The latest on the US debt ceiling - Trump vs Biden - Consumer confidence - Valuations of AI stocks - Risks in the Australian and US...
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Investing in Lithium with Sam Catalano
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Senior Metals & Mining Equity Analyst, Sam Catalano. They discuss the following; - Why the increased interest in lithium over the last 5 years - The recent Allkem merger - The global lithium demand hubs…
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Gauging Global Market Stress with David Cassidy
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy. They discuss the following; - Why Global & Australian equities have increased in value despite the gloomy sentiment - The latest on Australian, US, Chinese and European...
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Key Market Drivers for 2023 with David Cassidy and Rob Crookston
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons' Head of Investment Strategy, David Cassidy and Senior Analyst, Rob Crookston. They discuss the following; - Key market drivers of 2022 - Industry winners and losers in 2022 - Latest interest rate data - Key…
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Investing in the Energy Transition with Rob Crookston
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston. They discuss the following; - Investing in megatrends and thematics - Why the energy transition is an interesting megatrend right now - Sentiment changes towards the energy…
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Investing in Food & Agriculture
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Head of Research, James Ferrier and Equity Analyst Emma Wyndham-Smith about the latest developments in food and agriculture. They discuss the following ASX listed companies; Clean Seas Costa Elders Ridley Rubicon...
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The Feds biggest rate increase in 22 years
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy, David Cassidy. They discuss the following (with time stamps); 1:31 - US inflation 6:46 - US wage growth 8:26 - Aus inflation 13:03 - RBA guidance 14:57 - Aus election 16:00 - Putting…
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International stocks with Nick Cregan (Fairlight Asset Management)
This episode of the Invest it Best podcast host Ted Richards speaks with Fairlight Asset Management Senior Portfolio Manager & Partner, Nick Cregan. They discuss the following; How Nick was selected twice by some of the country's finest fund managers as a fund manager that they would be happy to...
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Investing in Private Capital Markets
On this episode of the Invest it Best podcast host Ted Richards speaks with two members of Wilsons Corporate team, Sara Saldo and George Talboys about investing in Private Capital Markets. They discuss the following; - Why it is important for investors to be aware and informed about this growing...
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Corrections vs Bear Markets - Examining the Signposts
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy about the recent volatility in the market. They discuss the following; - The catalyst for the recent volatility - The large valuation swings experienced in US tech...
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Outlook on Investing in 2022 (Including Review of 2021)
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy, and Head of Australian Equities, John Lockton. They discuss the following; - The market expectations for investing in 2021 compared to what we saw eventuate -...
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Building ReadyTech with Marc Washbourne
This episode of the Invest it Best podcast host Ted Richards speaks with ReadyTech Co-Founder and CEO, Marc Washbourne. They discuss the following; - The initial product Marc and his Co-Founder bootstrapped and came to market with - Their approach to mission critical software that underpins all…
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Global Equities with Jason Orthman (Hyperion)
This episode of the Invest it Best podcast host Ted Richards speaks with Lead Portfolio Manager, Deputy Chief Investment Officer and Executive Director at Hyperion, Jason Orthman. They discuss the following; How a chemical engineering degree made Jason be a better investor How Hyperion defines a...
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Building Silk Laser Clinics with co-founder and CEO Martin Perelman
This episode of the Invest it Best podcast host Ted Richards speaks with Silk Laser Clinics (ASX: SLA) co-founder and CEO, Martin Perelman. They discuss the following; Martins unique background: from a scholarship in the US playing golf to moving into the Swiss watch industry How he and his…
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A look inside tech valuations and 3 investment ideas
This episode of the Invest it Best podcast host Ted Richards speaks with WILSONS Equity Research Analyst Ross Barrows. They discuss the following; - What the Bessemer Cloud 100 list is - Why cloud businesses can be attractive investments - The Australian companies that made the list - Which…
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Inflation, taper tantrums and equity valuations
This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following; The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open What occurred overseas when economies...
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Surviving Delta’s Force (ASX Reporting Season update)
This episode we hear from John Lockton, part of the Investment Strategy Group at Wilsons to review the latest ASX reporting season. We discuss the following; Companies impacted by the current operating environment The winners from lockdown Companies that continued post strong growth despite the...
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The Case for Private Equity
Private equity funds (both domestic and global) have historically yielded better long-term returns than public equities (on average). As a result, many of the world's most sophisticated institutional and high net worth investors have included private equity in their asset allocation mix in recent...
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Invest it Best - An introduction
'Invest it Best' is a new fortnightly investing podcast where you will hear from expert financial analysts and fund managers. The show will provide you with detailed insight to their views on the market, what they're looking at, and importantly why that matters. 'Invest it Best' is proudly…
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ABOUT THIS SHOW
‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters.‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
HOSTED BY
Wilsons Advisory
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Frequently Asked Questions
How many episodes does Invest it Best have?
Invest it Best currently has 38 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Invest it Best about?
‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters.‘Invest it Best‘ is proudly brought to you by Wilsons...
How often does Invest it Best release new episodes?
Invest it Best has 38 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Invest it Best?
You can listen to Invest it Best on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Invest it Best?
Invest it Best is created and hosted by Wilsons Advisory.
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