
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of 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
Oct 23, 2022
23 min

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
Jun 23, 2022
30 min

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
May 11, 2022
22 min

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
Apr 7, 2022
36 min

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
Mar 9, 2022
30 min

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
Feb 10, 2022
20 min

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
Dec 15, 2021
29 min

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
Dec 5, 2021
35 min

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
Nov 1, 2021
31 min

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
Oct 18, 2021
31 min
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