Invest it Best

By Wilsons AdvisoryBusiness Investing

Invest it Best episodes

August 05, 2025Red 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 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
35 min
May 02, 2025Olympic 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 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
39 min
March 02, 2025 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 vs Public Credit
- The latest from the most recent ASX earning season
- 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
20 min
January 21, 2025 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 changing way we can now consume books (audio versions of the book can be found on Spotify and Audible)
- The reminders for investors from the Qantas story
- 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
40 min
December 16, 2024 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 Gomez
- Investing in a company like Tesla when the founder Musk is involved in politics
- The latest with Tesla's planned robotaxi roll out
- 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
33 min
September 16, 2024 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, insurance, banks, supermarkets and healthcare)
- 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
17 min
August 21, 2024 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 of investing in direct, unlisted property compared to listed REITs.
- Current trends and opportunities in the unlisted property market
- Why IP Generation has been investing in shopping mall assets and attributes they look for
- 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
30 min
July 11, 2024 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 cost of living pressures, easing food prices and regulatory overhang on Coles and Woolworths share prices
- Are cost of living pressures a positive or negative for KFC demand?
- Greg's thoughts on Guzman y Gomez's recent IPO
- 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
23 min
May 29, 2024Natural 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 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
24 min
April 22, 2024 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 transport assets that are critical to the global supply chain
- How geopolitical events impact the demand for transportation assets (including valuations)
- The correlation and volatility of these global transportation assets through the cycle
- What risks investors need to be aware of when investing in this asset class
- Who is the buyer of these assets and how the leasing of these assets work
- 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
37 min

About Invest it Best

From the publisher's feed

‘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.