Invest it Best

By Wilsons AdvisoryBusiness Investing

Invest it Best episodes

May 15, 2023 Investing in Lithium with Sam Catalano
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 ownership across the industry
Two ASX listed lithium producers;
- Atlantic Lithium
- 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
37 min
April 24, 2023 Gauging Global Market Stress with David Cassidy
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 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
21 min
December 16, 2022 Key Market Drivers for 2023 with David Cassidy and Rob Crookston
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
24 min
October 23, 2022 Investing in the Energy Transition with Rob Crookston
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
24 min
June 23, 2022Investing in Food & Agriculture
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
31 min
May 11, 2022The Feds biggest rate increase in 22 years
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
23 min
April 07, 2022International stocks with Nick Cregan (Fairlight Asset Management)
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
37 min
March 09, 2022 Investing in Private Capital Markets
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
31 min
February 10, 2022 Corrections vs Bear Markets - Examining the Signposts
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
21 min
December 15, 2021 Outlook on Investing in 2022 (Including Review of 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
30 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.