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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
Friday Dec 16, 2022
Friday Dec 16, 2022
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 issues for 2023
- 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
Monday Oct 24, 2022
Monday Oct 24, 2022
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 transition
- Different ways you can get exposure to the energy transition (including lithium, graphite and copper)
- 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
Thursday Jun 23, 2022
Thursday Jun 23, 2022
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
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