Invest it Best: Recent Episodes
WILSONS
‘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 - one of Australia‘s leading financial advisory firms.
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 to global fund management, and he also dives into:
- Plato Global Alpha Fund systematic approach to stock selection
- Some red flags investors may not consider
- Navigating Trump-era trade risks and U.S. exposure
- Why certain companies make it through the checklist - and others don’t
- Where David sees opportunity as we head into the back half of 2025
Whether you're interested in behavioural signals, market inefficiencies, or just want a global perspective grounded in experience this conversation is packed with practical insights.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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 investing.
Key topics include:
- Why process often matters more than outcomes
- The need for resilience to handle set backs
- The importance of having your own definition of success
Links
Cate's book Sister Secrets can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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David's expectations for interest rate moves in 2025
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Attractiveness of Fixed Interest in 2025
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Private Credit vs Public Credit
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The latest from the most recent ASX earning season
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Trump, trade tariffs and volatility
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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Joe's new book, The Chairman's Lounge
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Past targets that featured on Joe's long running "Rear Window" column
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The changing way we can now consume books (audio versions of the book can be found on Spotify and Audible)
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The reminders for investors from the Qantas story
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What's next for Joe Aston (you can sign up for his upcoming publication here)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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Recent strong returns
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What they like about Guzman y Gomez
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Investing in a company like Tesla when the founder Musk is involved in politics
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The latest with Tesla's planned robotaxi roll out
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Investing in Founder led businesses
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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Greg's recent summary of reporting season
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Sector specific trends (across resources, insurance, banks, supermarkets and healthcare)
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How Greg is positioning his Australian equities portfolio going forward
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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The advantages and disadvantages of investing in direct, unlisted property compared to listed REITs.
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Current trends and opportunities in the unlisted property market
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Why IP Generation has been investing in shopping mall assets and attributes they look for
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Valuations of these assets and risks investors should consider
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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Greg's recent research report on Australian supermarkets
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Impacts from cost of living pressures, easing food prices and regulatory overhang on Coles and Woolworths share prices
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Are cost of living pressures a positive or negative for KFC demand?
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Greg's thoughts on Guzman y Gomez's recent IPO
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Other investment options to consider that can provide defensive attributes to the consumer
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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 team, with over 10 years’ experience in the industry. Prior to joining Wilsons Advisory, James was a founding member with Conrad Asia Energy where he was involved in the discovery of the largest gas field for the decade in Indonesia and Conrad’s flagship, the Mako gas field.
James shares his insights on the below,
- The projected completion date for the global energy transition
- The role of solar and wind in the energy transition
- The role of oil in the energy transition and why economies are still dependent on it
- The fundamental shifts in the price of oil
- How Karoon Energy are consciously investing for the future
- How funds are approaching investment in the energy sector
ASX companies discussed:
- Karoon Energy (ASX: KAR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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The different types of transport assets that are critical to the global supply chain
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How geopolitical events impact the demand for transportation assets (including valuations)
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The correlation and volatility of these global transportation assets through the cycle
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What risks investors need to be aware of when investing in this asset class
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Who is the buyer of these assets and how the leasing of these assets work
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How ESG is impacting these assets
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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 rule of 40% (what it is and why it's important)
- Why Rob is so attracted to data centres
- Forecasting for FY25
Read Rob's Reporting Season Wrap Report Here
If you would like to request a call from one of our Private Wealth Advisors, click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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What private credit is and how is it different to public credit
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The liquidity premium for private/unlisted assets
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CIM process to source deals
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Risks to consider
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Positioning private credit in a portfolio from an asset allocation perspective
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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;
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What surprised the market in 2023?
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Tactical asset allocation changes David made to portfolios in 2023
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Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest rates
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Noise around the US election throughout 2024
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David Cassidy's base case expectations for investing in 2024
David Cassidy's 2024 outlook can be found here
https://www.wilsonsadvisory.com.au/news/2024-outlook-shifting-down-a-gear
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
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 Hyperion views the best opportunities in the AI/Machine Learning megatrend
- How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
- Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
- Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
- Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
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 impact on Resmend's share price
- What Shane and his team look for in medical device businesses
- Why Nanosonics success isn’t slowing down
- ASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 inflation vs which sectors experienced cost disinflation
- Who has pricing power and successfully passed on costs?
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Banks
- Competition for lending & deposits
- CBAs valuation
- Retail
- Saving buffers have provided support to consumers but how long can this be sustained?
- Healthcare
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Real Estate
- Goodman Groups investment in data centres
- Why Rob prefers Goodman Group over NextDC
- Building Supplies
- James Hardie's margin expansion due to cost dis-inflation
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Packaging
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Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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
- The convergence of both technology and demand that is generating the interest in AI related investments right now
- Ways to invest in this megatrend including data centres and data collection/annotators.
- ASX companies discussed;
- NextDC (ASX:NXT)
- Macquarie Technology Group (ASX:MAQ)
- Appen (ASX:APX).
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 FDA/TGA approval)
- Methods for applying valuations to businesses at different stage of development
- What ‘orphan drugs’ are why businesses invest in them
- ASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
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Insights from Stephen's recent Research trip to the US
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Why Stephen took a position in Microsoft last year
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Why Stephen still likes LVMH despite the macro environment
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What makes the L'Oréal business model so resilient
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Why Stephen thinks Costco is such a great business
Links
Further information about the Aoris portfolio can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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The latest on the US debt ceiling
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Trump vs Biden
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Consumer confidence
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Valuations of AI stocks
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Risks in the Australian and US economies
Links
David's recent piece on consumer confidence can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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Why the increased interest in lithium over the last 5 years
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The recent Allkem merger
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The global lithium demand hubs potentially facing supply risk
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Applying a valuation to a lithium producer
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The levels of institutional ownership across the industry
Two ASX listed lithium producers;
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Atlantic Lithium
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Leo Lithium
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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Why Global & Australian equities have increased in value despite the gloomy sentiment
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The latest on Australian, US, Chinese and European markets
To read David latest research click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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Key market drivers of 2022
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Industry winners and losers in 2022
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Latest interest rate data
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Key issues for 2023
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Base case assumptions for the year ahead
To read David and Rob's latest research click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Senior Analyst, Rob Crookston. They discuss the following;
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Investing in megatrends and thematics
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Why the energy transition is an interesting megatrend right now
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Sentiment changes towards the energy transition
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Different ways you can get exposure to the energy transition (including lithium, graphite and copper)
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Companies that Rob is watching right now
To read Rob's research on investing in the energy transition click here.
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 Water
- Rural Funds
- Select Harvests
Also discussed
- Consumers perceptions of sustainability
- Assumptions for the amount of food needed in the future
- How well Australia is prepared for this
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 it all together
- 18:25 - A stock to consider right now
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 invest their own savings with in 2022
- Why Fairlight focuses on small and mid cap international stocks
- How Fairlight identifies investment opportunities
- How Nick defines a 'quality' business
- What qualifies a business to be considered a 'stable compounder'
- When Fairlight considers a company to be a low risk turn around
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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Why it is important for investors to be aware and informed about this growing asset class
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The different types of Private Capital transactions
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Major trends in Private Capital Markets
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The reasons for the increase in number and quantum of Private Capital transactions
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Risks when investing in Private Capital Markets
Further information on Wilsons Corporate team can be found here;
https://www.wilsonsadvisory.com.au/corporate
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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The catalyst for the recent volatility
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The large valuation swings experienced in US tech stocks
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The rate hikes that the market is currently pricing in for this year
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How the Chinese economy is performing compared to the US economy
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Reasons for the low levels of unemployment in Aus and the US
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David's thoughts on the market for the year ahead
David Cassidy's research discussed in the episode can be found here
https://www.wilsonsadvisory.com.au/news/corrections-vs-bear-markets-examining-the-s
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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;
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The market expectations for investing in 2021 compared to what we saw eventuate
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Companies and asset classes that experienced high levels of volatility in 2021
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What are the current expectations for how the omicron variant may impact equities in 2022?
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What both a bullish and bearish case for 2022 could look like
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David Cassidy's base case expectations for investing in 2022
David Cassidy's recent research on investing in 2021
https://www.wilsonsadvisory.com.au/news/another-dominant-year-for-the-us-stock-market
John Lockton's research on international borders re-opening
https://www.wilsonsadvisory.com.au/news/does-omicron-quarantine-the-recovery-in-trave
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
This episode of the Invest it Best podcast host Ted Richards speaks with ReadyTech Co-Founder and CEO, Marc Washbourne.
They discuss the following;
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The initial product Marc and his Co-Founder bootstrapped and came to market with
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Their approach to mission critical software that underpins all the ReadyTech products
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The acquisitions ReadyTech has made to build out horizontal capability
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The three pillars that make up ReadyTech today: Education, Government and Workforce Solutions
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Marc’s changing role within ReadyTech as the business has grown
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The ReadyTech podcast WorkED
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The future of ReadyTech
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 ‘quality’ business
- Why they purchased Tesla back in January 2020
- Their outlook for Tesla going forward
- The leadership at Square and Twitter
- Hyperion’s view on crypto-currencies
- How they view the uncertainty in China right now
- Their view on inflation over the next 10-20 years
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 friends came across the Laser hair removal business idea
- Opening the first store in Adelaide and growing it to well over 100 stores
- Diversifying into new services and the five pillars Silk Laser now provide
- How Silk Laser has navigated COVID (both positively and negatively)
- Taking the company public with an IPO
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 sectors dominate the list
- 3 ASX listed tech companies relative to the Cloud 100
https://www.wilsonsadvisory.com.au/research-and-insights
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 reopened overseas
- What is entailed when central banks taper
- Risks to tapering, including a potential 'taper tantrum'
- How the CPI figure of inflation is derived
- What long term bond yields can tell us the direction of interest rates in the future
- Modern Monetary Theory (MMT)
David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here
https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 difficult operating environment
John's research on the ASX reporting season can be found here.
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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 decades.
In this episode, we hear from David Cassidy, Head of Investment Strategy at WILSONS who outlines the case for private equity, including:
- Different strategies within private equity?
- Why invest in private equity?
- What makes private equity so successful?
- Challenges facing private equity investors?
- Why invest in private equity today?
- How to position private equity in a portfolio
David's research on private equity can be found here
David's research on 'growth vs value' can be found here
Click here to stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
'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 brought to you by WILSONS - one of Australia's leading financial advisory firms.