Invest it Best

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 stoc...

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 se...

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 vs Public Credit - The latest from the most recent ASX earning season - Trump, trade tariffs and volati...

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 changing way we can now consume books (audio versions of the book can be found on Spotify and Audible...

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 Gomez - Investing in a company like Tesla when the founder Musk is involved in politics  - The latest...

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, insurance, banks, supermarkets and healthcare) - How Greg is positioning his Australian equities portfol...

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 of investing in direct, unlisted property compared to listed REITs. - Current trends and opportunities...

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 cost of living pressures, easing food prices and regulatory overhang on Coles and Woolworths share prices...

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 fo...

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 transport assets that are critical to the global supply chain - How geopolitical events impact the demand...

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...

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 liquidity premium for private/unlisted assets - CIM process to source deals - Risks to consider - Posit...

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 to portfolios in 2023 - Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest...

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 com...

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 Nanosoni...

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...

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 investmen...

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 Wha...

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 despite the macro environment - What makes the L'Oréal business model so resilient - Why Stephen thinks Cost...

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 economies   Links David's recent piece on consumer confidence can be found here   To request a  Wilsons advis...

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 potentially facing supply risk - Applying a valuation to a lithium producer - The levels of institutional owners...

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 markets   To read David latest research click here . To request a  Wilsons advisor  to contact you cli...

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 h...

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 coppe...

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 fo...