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 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

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

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

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

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