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‘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
Wednesday May 11, 2022
Wednesday May 11, 2022
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
Thursday Apr 07, 2022
Thursday Apr 07, 2022
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
Thursday Mar 10, 2022
Thursday Mar 10, 2022
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 asset class
- The different types of Private Capital transactions
- Major trends in Private Capital Markets
- The reasons for the increase in number and quantum of Private Capital transactions
- 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
Thursday Feb 10, 2022
Thursday Feb 10, 2022
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 stocks
- The rate hikes that the market is currently pricing in for this year
- How the Chinese economy is performing compared to the US economy
- Reasons for the low levels of unemployment in Aus and the US
- 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
Thursday Dec 16, 2021
Thursday Dec 16, 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
- Companies and asset classes that experienced high levels of volatility in 2021
- What are the current expectations for how the omicron variant may impact equities in 2022?
- What both a bullish and bearish case for 2022 could look like
- 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
Monday Dec 06, 2021
Monday Dec 06, 2021
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 the ReadyTech products
- The acquisitions ReadyTech has made to build out horizontal capability
- The three pillars that make up ReadyTech today: Education, Government and Workforce Solutions
- Marc’s changing role within ReadyTech as the business has grown
- The ReadyTech podcast WorkED
- 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
Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
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
Tuesday Oct 19, 2021
Tuesday Oct 19, 2021
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
Saturday Oct 02, 2021
Saturday Oct 02, 2021
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
Monday Sep 20, 2021
Monday Sep 20, 2021
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