Shows
Invest it BestRed Flags, Risk & Reward: Plato's Dr David Allen on Global Long/Short InvestingIn 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 - a...
2025-08-0534 min
Super Familiar with The WilsonsCoffee, Kids, and the Existential Weight of Teaching Life SkillsSend us a textIn this episode of Super Familiar with the Wilsons, Amanda and Josh wrestle with the joys and indignities of modern parenting, including teaching their kid to ride a bike, spoiler: there’s crying, possibly from all parties.Along the way, they dive into caffeinated reflux regrets, debate the ethics of bird ownership, and get surprisingly philosophical about poop. Listener emails bring tales of Pride parades, pottery pilgrimages, and coffee mug addiction, while the Wilsons unpack what it means to really be helpful to your kids... ev...
2025-06-3048 minInvest it BestOlympic Lessons for Investors — with Olympic Gold Medallist Cate CampbellIn 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
2025-05-0238 min
Super Familiar with The WilsonsMailbag: Ghost Stories and Naked Hockey PlayersSend us a textMailbag Episode!• Winthrop begins a new soccer season with the Mighty Eagles• Exploring the delicate balance between giving kids autonomy and making parental decisions• Nighttime reminiscences of creepy household encounters and ghost stories• Letter from Refined Gay Jeff prompts discussion about the importance of knowing your neighbors• Jeff shares memories of his childhood community where everyone knew each other and looked out for one another• Amanda and Josh question if it's too late to build relationships with neighbors after four years• The practical benefits of neighborhood c...
2025-03-2627 minInvest it BestInterest Rates, Inflation & Trade Tariffs with Wilsons Advisory CIO, David CassidyOn 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 W...
2025-03-0319 minSuper Familiar with The WilsonsMailbag, Disgruntled Amanda, A Hot TreatSend us a textSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar Wilsons Production
2025-02-2343 minSuper Familiar with The WilsonsThe Wolves Victorious, Easter Egg Alternatives, Poetry CornerSend us a textWinthrop is a soccer star, the absence of eggs, Amanda makes friends everywhere.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! f...
2025-02-1232 minSuper Familiar with The WilsonsEveryone in the World Has the Flu, Our Day at the Ren Faire, Groundhog Day Isn't As Interesting as We Had HopedSend us a textThe title quite literally says it all.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com
2025-02-0540 minSuper Familiar with The WilsonsWilsons' Poetry CornerSend us a textWe're into poetry now!Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar W...
2025-01-2949 minInvest it BestDiscussing the Chairman's Lounge with Joe AstonOn 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 h...
2025-01-2139 minSuper Familiar with The WilsonsCan I Hate The Shows My Spouse Loves? Plus The Olive Garden ExperienceSend us a textAmanda and Josh dig into the psychological aspects of watching TV together. Topics• The dangers of shared viewing experiences • Discussions around the show "Nobody Wants This" • Differing opinions on TV characters and actors • TikTok -on again/off again?• Updates on Winthrop's soccer matches • A Fraught Olive Garden Restaurant Review• A Harrowing Flashbacks Quiz • Refined Gay Thoughts with Refined Gay JeffSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on...
2025-01-1956 minSuper Familiar with The WilsonsAre There Old Ninjas? Josh the Rude Boy, Gainesville Restaurant ReviewSend us a textJosh was a rude boy, Saturday Soccer Update, you've got email, Do We Still Have 'em?, Old Ninjas, Gainesville Restaurant Review, We rec Toast of London.BAM.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsons
2025-01-1531 minSuper Familiar with The WilsonsWinthrop Starts Soccer, Inertia Kids, Gainesville Restaurant ReviewSend us a textGainesville restaurant review, inertia kids, weird restroom interaction, playground injuries, winter storms, Winthrop Strats soccer.BAM.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on Youtube
2025-01-0934 minSuper Familiar with The WilsonsHappy New Years, St. Petersburg, and a Side of Childhood TraumaSend us a textWe wish you a Merry New Year! Plus, we visit Saint Petersburg Florida, ponder childhood trauma, and hear from Refined Gay Jeff.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on
2025-01-011h 20Super Familiar with The WilsonsHappy Christmas Eve!Send us a textChristmas Eve Topics: Being a grandparent, actors who hate each other, a neck update, Harry Potter trivia, eating chicken with eggs.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on Y...
2024-12-241h 05Super Familiar with The WilsonsI Met The Sausage Ball KingSend us a textTopics: The Sausage Ball King, bucket lists, brand loyalty, Scandinavian sleeping, stocking caps, Cuban sayings, Christmas gifts, apologizing to the Belsons.BAM!Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on
2024-12-1746 minInvest it BestUnlocking Growth with Hyperion's Jason OrthmanOn 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 c...
2024-12-1632 minSuper Familiar with The WilsonsThe Most Important Decision of This Century: The Winner of Wilson v. WilsonSend us a textRight, it's election time and The Wilsons are talking nonsense again. Since we are releasing this on the most pivotal election in US history, I wonder if anyone will listen. You should. It's a corker. WIlson v. WIlson is decided with help from Dan Belson. Plus, you meet Fred Nickleback.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.com
2024-11-0650 minSuper Familiar with The WilsonsDisney at Halloween, Restaurant Review, Wilson v WilsonSend us a textSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar Wilsons Production
2024-10-171h 01Super Familiar with The WilsonsHorrible Halloween Music, Josh's German Heritage, Body Parts GaloreSend us a textSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar Wilsons Production
2024-10-1642 minSuper Familiar with The WilsonsAn Apology to Frankie ValliSend us a textHurricane Milton is bearing down on us so we are understandably quite unnerved. We covered naming conventions of hurricanes, Tim Wall looks like ?, vampires in the church, religious trauma, UK v. American English, a Buzzfeed quiz, Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on in...
2024-10-0855 minSuper Familiar with The Wilsons"Will A.I. be the End of Humanity?"plus Subdivision Names and A Star Wars QuizSend us a textWe discuss the benefits and drawbacks of Artificial Intelligence, the Frankie Valli situation, and weird subdivision names. We ponder our algorithms, Amanda takes a Star Wars quiz and we hear Refined Gay Thoughts from Jeff.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram a...
2024-10-0253 minSuper Familiar with The Wilsons"Are Sports Really Even Necessary?"Send us a textAmanda and Josh ponder the conundrum that plagues us...Sports: do we need 'em?BAMSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on Youtube
2024-09-2542 minSuper Familiar with The Wilsons"Is Parenting Bad for Our Health?" plus Life in the 80's and A Pun-tastic GameSend us a textAmanda and Josh contemplate restroom anxiety, talk about funerals and wakes, and ponder how being a parent is bad for our health...and we reflect on the olde school typewriters of yore...and more!BAMSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on
2024-09-181h 12Invest it BestReporting Season Wrap – The Good, the Bad, and the Better than FearedOn 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...
2024-09-1616 minSuper Familiar with The WilsonsFashion: "Should We All Just Wear Brown Paper Sacks?"Send us a textAmanda and Josh consider the benefits and the drawbacks of being fashionable.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@g...
2024-09-1145 minSuper Familiar with The Wilsons"Should Dogs Be Allowed in Restaurants?" with Gavin BelsonSend us a textSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar Wilsons Production
2024-09-0426 minSuper Familiar with The Wilsons"Can We Start Putting Up Christmas Decorations in September?" and Life in the 80'sSend us a textWelcome Back. We debut our Mr. v. Mrs. challenge, Talk About Life in The '80's, and tackle whether it is appropriate or wise to start celebrating Christmas...basically now.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsons
2024-08-2839 minInvest it BestInvesting 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
2024-08-2129 min
Super Familiar with The WilsonsPilot: Whispers From A Moonlit Forest "The Ivy Covered House"Send us a textEnjoy this pilot episode for an unnerving storytelling type of show. Let us know what you think! Email us at Familiarwilsons@gmail.comAnd, don't worry, a new episode of Super Familiar with The Wilsons is coming soon!Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar Wilsons Production
2024-08-0908 minSuper Familiar with The WilsonsSeason FinaleSend us a textWe'll be back soon!Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A Familiar W...
2024-07-2435 min
Super Familiar with The WilsonsMiami Tips, Infamous Names, Let's Get Gavin a DateSend us a textAmanda and Josh offer Miami Tips and Observation from their recent trip down south, but wait...there's more...they then explore names that very few would dare give their kids. Finally, Gavin, from the Be There With Belson Podcast, gives another tale from his list of unfortunate dates and then The Wilsons offer to help him find love.Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeC...
2024-07-171h 03Invest it BestColes, Woolworths, KFC & GYGOn 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...
2024-07-1222 minInvest it BestNatural Resources and the Energy Transition with James KarakatsanisIn 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...
2024-05-2923 min
Super Familiar with The WilsonsChris Barron, The Spin Doctors, and The Rolling StonesSend us a textFriend of the program and front man for the Spin Doctors Chris Barron visits to chat about touring with The Rolling Stones, how he was influenced by the Allman Brothers and slightly more.Plus, "Refined Gay Thoughts", understanding a Scotsman, and our recommendation of the week: the music of Future Islands and Daydreamers. Super Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! f...
2024-05-081h 01Invest it BestInvesting 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 in...
2024-04-2236 minSuper Familiar with The WilsonsWrestling in London, The Trouble With Americans, A Pret on Every CornerSend us a textJosh's continued adventures in LondonSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on instagram at instagram.com/superfamiliarwiththewilsonsand on YoutubeContact us! familiarwilsons@gmail.com A F...
2024-04-1754 minInvest it BestReporting Season Wrap Up 2024 with Rob CrookstonOn 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 FY25
Read Rob's Reporting Season Wrap Report Here
If you would like to request a call from one of our Private Wealth Advisors, click here
To stay up to...
2024-03-1223 minSuper Familiar with The Wilsons"I Wrote Music for ESPN" with Jeremy BirdsallSend us a textWe welcome producer and musician Jeremy Birdsall to discuss his music on ESPN, his time at the Grammys and making music with a sausage.Find out more about Jeremy at http://www.kavode.com/Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonson twitter at https://twitter.com/familiarwilsonsand on Youtube
2024-02-2144 minInvest it BestPrivate Credit with Pete Robinson (Challenger Investment Management)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
- Positioning private credit in a portfolio from an asset allocation perspective
To stay up to date with Wilsons A...
2024-02-0829 min
Super Familiar with The WilsonsNew Orleans, A New A.I. Travel App, and a Buc-ee's ReviewSend us a textAmanda and Josh unveil a new travel based artificial intelligence app, recount our New Orleans Trip, review Buc-ee's and we then hear from Refined Gay Jeff and Leo.New Orleans is a Louisiana city on the Mississippi River, near the Gulf of Mexico. Nicknamed the "Big Easy," it's known for its round-the-clock nightlife, vibrant live-music scene and spicy, singular cuisine reflecting its history as a melting pot of French, African and American cultures. Buc-ee's is an American chain of country stores, gas stations, and electric vehicle chargers well known f...
2024-02-011h 04Invest it BestOutlook on Investing in 2024On 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 rates
- Noise around the US election throughout 2024
- David Cassidy's base case expectations for investing in 2024
David Cassidy's 2024 outlook can be found h...
2023-12-1922 min
Super Familiar with The Wilsons"I was an American Musician in China" with Michael Claytor, Generational SongsSend us a textThe Wilsons interview Michael Claytor on his China adventure, Leo offers the media content that he avoids, Jeff opines on facial hair, and a bunch of people talk about the songs that define their generation.Bam."Super Familiar Theme" by Chris Barron and Josh Wilson, "Made in Aluminum", “Schnapps in the Cemetery” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagr...
2023-12-1357 minSuper Familiar with The WilsonsThe See Through Tornado MonsterSend us a textThe Wilsons are losing' it."Super Familiar Theme" by Chris Barron and Josh Wilson, “kiss ur soul” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact us! familiarwilsons@gmail.comSuper Familiar with The Wilsons Find us on
2023-11-2941 minSuper Familiar with The WilsonsRandom Thanksgiving NonsenseSend us a textAmanda and Josh are limping their way to a couple days off to eat turkey and whatnot. And we love and are thankful for you."Super Familiar Theme" by Chris Barron and Josh Wilson, “kiss ur soul” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonsand on YoutubeContact...
2023-11-2244 minSuper Familiar with The WilsonsSpiced Peach Rings, Lobster Encounters, and Weird Platings with KenSend us a textShips with water, close encounter with a lobster, halfway between asleep and awake, Refined Gay Thoughts with Jeff, and weird things put on plates with Ken, and yes, there's more."Super Familiar Theme" by Chris Barron and Josh Wilson, “kiss ur soul” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonsand on Youtube...
2023-11-1547 minSuper Familiar with The WilsonsTop Three Comfort Foods, Time Change MeditationsSend us a textHullo kids! Amanda and Josh are tired and there's NOTHING TO BE DONE ABOUT IT. Also, charging labor for tea bags, Bruce Vilanch, more on Erik Norvald Røe, time change woes, and a serious chat about meditation."Super Familiar Theme" by Chris Barron and Josh Wilson, “Ska Trip” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsons
2023-11-0849 minSuper Familiar with The Wilsons"I am a Soul Singer from Norway" with Erik Norvald RøeSend us a textWe talk to the delightful Norwegian soul singer Erik Norvald Røe of Baba Nation, The Canoes, and now, his solo work as Norvald. Erik shares his creative process through challenges and the joy of collaborating.Amanda and Josh also cover how Halloween had changed, Jeff's Refined Gay Thoughts, and Leo has a complaint.Epic."Super Familiar Theme" by Chris Barron and Josh Wilson, “Ska Trip” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook a...
2023-11-0158 minSuper Familiar with The WilsonsThe Queen's Swans and Million Dollar Speeding TicketsSend us a textAmanda and Josh explore AITA, the latest news out of Georgia, Florida, and Kenya, Refined Gay Thoughts, preparing Josh for the UK and nail polish and food trucks."Super Familiar Theme" by Chris Barron and Josh Wilson, "Steve's Theme" (News Theme) and "Spawn from the Powerline" (Game Time Theme) by Andrew Wilson and "Wilson Sweet" by Josh Wilson.Find Andrew Wilson at electricsheap.bandcamp.com/music or search "AJCW" on iTunes, Spotify, and other music sources.S...
2023-10-2544 minSuper Familiar with The Wilsons"I'm Writing a Song a Day for a Year" with Jordan BurchelSend us a textMusican Jordan Burchel is writing a song a day for a year and along the way he is learning more about himself, about songwriting, and about social media strategy. Join him on this journey at https://www.instagram.com/jordanburchel/ or www.listentojordan.com Also Josh had an unexpected intimate encounter and Amanda cried in the car. There two things are not related."Super Familiar Theme" by Chris Barron and Josh Wilson, “Wilson Tron” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons ...
2023-10-1853 minSuper Familiar with The Wilsons“I Collaborated With Shakespeare” with Travis AtriaSend us a textAuthor, Musician, and all around swell chap Travis Atria joins to discuss the years long journey to make his new album "Juliet." More about Travis Atria at https://www.travisatria.com. Also, Refined Gay Thoughts with Jeff, Grimm's Fairy Tails, and What Makes a Pie?"Super Familiar Theme" by Chris Barron and Josh Wilson, “Ska Fink” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram...
2023-10-1153 minSuper Familiar with The Wilsons“I Was A Wrestler” with Dean, Family AITA, Fairy Tale Nonsense, Listener LettersSend us a textWe talk with Dean, a former wrestler and renaissance man, another segment of AITA, and Amanda tortures Josh with a quiz that threatens to get him to open up.More about Dean here: http://totalcultzone.com"Super Familiar Theme" by Chris Barron and Josh Wilson, “Ska Fink” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsons
2023-10-051h 00Invest it BestTesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)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 compare to investing hardware providers like Nvidia (ASX:NVDA)
Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
T...
2023-10-0435 min
Unscrew It Up!Super Familiar with SleepSuper Familiar with The Wilsons Presents: Do you have problems falling asleep? Here are some tips and tricks to help you into dreamland.
Let us know how we did at unscrewitup@gmail.com.
Music
"Wilson Theme", "Bad Timing", "Cop Show", "Cows for Miles" and "The Wilson Suite" by Josh Wilson.
Super Familiar with The Wilsons
Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsons on twitter at https://twitter.com/familiarwilsons and on YoutubeContact us! familiarwilsons@gmail.com
Familiar Wilsons Media produces content...
2023-10-0243 minSuper Familiar with The Wilsons“I Was a Prison Guard”, Jimmy Buffett, and the RaptureSend us a textThis episode uses strong language and discusses adult themes.We discuss whether the east or west coast of Florida is best, the Keys and Jimmy Buffet effect, the Rapture and whether it has happened, what we would do with 24 hours to live, we chat with a former corrections officer."Super Familiar Theme" by Chris Barron and Josh Wilson, “Cop Show 1970” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast
2023-09-2742 minSuper Familiar with The WilsonsDog Sitting with Happy GuatemalansSend us a textGavin from the Be There With Belson Podcast sits in as we have a meandering conversation about dog sitting, podcast festivals, strange relationships, several new podcast ideas, where country names come from and more.“Whiskey in the Jar” by Josh Wilson, "Super Familiar Theme" by Chris Barron and Josh Wilson, “Cop Show 1970” and “Wilson Sweet” by Josh Wilson Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfami...
2023-09-2052 minInvest it BestExpert insights on Investing in Medical Devices (MedTech) With Dr Shane StoreyOn 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 Nanosonics success isn’t slowing down
ASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)
Links
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2023-09-1436 minSuper Familiar with The WilsonsTop 5 Kids Shows, Songs and Artists That Shouldn't Be Covered, The Wheel of NewsSend us a textHi buddies, it's a crazy thing to be in love.Cheers!"Super Familiar Theme" by Chris Barron and Josh Wilson, "Steve's Theme" and "Presidential Swag" by Andrew WilsonFind Andrew Wilson at electricsheap.bandcamp.com/music or search "AJCW" on iTunes, Spotify, and other music sources.Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com...
2023-09-1445 minSuper Familiar with The WilsonsAITA, Caillou, Energy Vampires, and Getting a TattooSend us a textWe get deep. Not sure we solved anything, though."Super Familiar Theme" by Chris Barron and Josh Wilson, "Spawn from the Powerline" (Game Time Theme) by Andrew Wilson and "Reservoir by Andrew Wilson and Josh Wilson.Find Andrew Wilson at electricsheap.bandcamp.com/music or search "AJCW" on iTunes, Spotify, and other music sources.Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on...
2023-09-0656 minInvest it BestThe Key Themes From The Recent Reporting SeasonOn 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 costs?
Banks
Competition for lending & deposits
CBAs valuation
Retail
Saving buffers have provided support to consumers but how long can this be sustained?
Healthcare
Resmed and investors concerns around weight loss drugs impacting market demand for sleep...
2023-09-0425 minSuper Familiar with The WilsonsHurricane Idalia and Peng WanglingSend us a textWe have been marked safe during Hurricane Idalia."Super Familiar Theme" by Chris Barron and Josh Wilson and "Spawn from the Powerline" (Game Time Theme) by Andrew Wilson - Find him at electricsheap.bandcamp.com/music or search "AJCW" on iTunes, Spotify, and other music sources.Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsons
2023-08-3038 minSuper Familiar with The WilsonsThor, Bears on a Plane, 80's SlangSend us a textIt's possible we are someone's Nickleback. Thor is out to get us. Social media ain' it. It's science to think stronger. Dads of the ages. Song Quiz. Choose a house. The Gallaghers?? Hell, NO! Pack the bear, please. Gnarly to the MAX!Tubular!All Music by Josh Wilson except..."Super Familiar Theme" by Chris Barron and Josh Wilson and "Spawn from the Powerline" (Game Time Theme) by Andrew Wilson - Find him at electricsheap.bandcamp.com/music or search "AJCW"...
2023-08-1838 minInvest it BestWays to Invest in AI (Artificial Intelligence) with Ross BarrowsOn 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 investments right now
Ways to invest in this megatrend including data centres and data collection/annotators.
ASX companies discussed;
NextDC (ASX:NXT)
Macquarie Technology Group (ASX:MAQ)
Appen (ASX:APX).
Links
To request a ...
2023-08-0926 minInvest it BestDiscussing Opportunities in Healthcare with Dr Melissa BensonOn 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
What ‘orphan drugs’ are why businesses invest in them
ASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)
Links
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2023-07-1728 minSuper Familiar with The WilsonsBeing Canadian, British Stereotypes, and Good People Playing Bad PeopleSend us a textJosh has a citizenship update and Amanda offends the Brits. Also: Conan O'Brien, is British Chocolate better?, no more dong quiz, but wait, Willem Defoe, Leo admonishes us."Wilsons Theme" by Chris Barron and Josh Wilson, Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonson twitter at https://twitter.com/familiarwilsonsa...
2023-07-1344 minSuper Familiar with The WilsonsWilson Wonderings, Fruity Quiz, and Good OmensSend us a textMUSIC: "Wilsons Theme" by Chris Barron and Josh Wilson, “Wilson Tron”, and "Wilson Suite (radio edit)" by Josh Wilson.Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonson twitter at https://twitter.com/familiarwilsonsand on YoutubeContact us! familiarwilsons@gmail.com...
2023-07-0534 minSuper Familiar with The WilsonsCan Old Palates Learn New Tricks...plus 'Gifted' MusiciansSend us a textWe have a new theme tune, courtesy of an internationally known rock star! Other topics: Our kid has a dramatic streak, the Wilhelm scream, fizzy arms, a Gainesville restaurant review, can we learn to have good taste, gifted musicians, and Gator baseball. MUSIC: "Wilsons Theme" by Chris Barron and Josh Wilson, “Wilson Tron”, and "Wilson Suite (radio edit)" by Josh Wilson.Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on
2023-06-2641 minInvest it BestInvesting In Proven Businesses With Stephen Arnold (Aoris)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 Costco is such a great business
Links
Further information about the Aoris portfolio can be fo...
2023-06-1933 minInvest it BestConsumer Confidence Conundrum with David CassidyOn 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 advisor to contact you click here
To stay up to dat...
2023-06-0120 minInvest it BestInvesting in Lithium with Sam CatalanoOn 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
2023-05-1536 minInvest it BestGauging Global Market Stress with David CassidyOn 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.
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To stay up to date with WILSONS on LinkedIn
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2023-04-2420 minInvest it BestKey Market Drivers for 2023 with David Cassidy and Rob CrookstonOn 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 da...
2022-12-1623 minSuper Familiar with The WilsonsThe Wilsons Meet ZayaSend us a textHello Friends, it's the holiday season so we give you our pet based seasonal update, a parenting view of the prom queen and we meet Zaya of The Zaya Show!Enjoy!"Whiskey in the Jar", "EEEAAAOH", "Cop Show", "Wilson Suite" by Josh Wilson. Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instagram at instagram.com/superfamiliarwitthewilsonson twitter at https://t...
2022-12-1247 minSuper Familiar with The WilsonsWhat is Up in Qatar? A Brit Tries to Understand Thanksgiving, and Josh Buys a PurseSend us a textHi Friends! Gavin of the Be There With Belson podcast joins us. Josh buys a purse and frets that it will soon go the way of his gold chain and hipster hats, Amanda worked in Victoria's Secret during Christmas, Gavin explains the World Cup and why Qatar is a less than desired host. Amanda gets medical advice. The Wilsons try to convey the joys of the season to Gavin, who displays a shockingly Scrooge-like attitude. We end by premiering a new song "Happy/Hurt".BAM! "The Flanksteaks", "Whiskey in t...
2022-11-211h 00Super Familiar with The WilsonsWhat is This About New York City?Send us a textThe Wilsons are heading to NYC so you got to learn about the place with us! Starring: Random Eyeball, Dirty Water Hotdogs, little fellas being struck by lightning, you know, the usual.Music "Dad" by Andrew Wilson - Find him at electricsheap.bandcamp.com/musicor search "AJCW" on Apple Music, Spotify, and other music sources."The Flanksteaks", "Whiskey in the Jar", "EEEAAAOH", "Monster's Lament", and "Wilson Suite" by Josh Wilson. Super Familiar with The Wilsons
2022-11-0735 minInvest it BestInvesting in the Energy Transition with Rob CrookstonOn 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.
2022-10-2423 minSuper Familiar with The WilsonsIs Autumn a New Start?, A Top 13 List, and Spaghetti WesternsSend us a textThe Wilson Question for the Week: Is Autumn a time for new beginnings? And if so, why? We also recount an upsetting encounter and then make fun of it, and another Rubbish Movie Review from Dan of Be There With Belson.Aces!Music "Wilson Theme", "EEAAOO", "Wilsons Ska!", "Wilson Tron" and "The Wilson Suite" by Josh Wilson. Super Familiar with The Wilsons Find us on Facebook at www.facebook.com/wilsonspodcast on instag...
2022-09-1948 minSuper Familiar with The WilsonsSchool Starts, Elevator Music, Amanda is a TikTok StarSend us a textHi Friends, The Wilsons have sent their little cherubs back to school, none too soon. Amanda is a TikTok Star, Josh hates quizzes, and we still know nothing about Days of Thunder.Cheers! "Planty's Hellevator", "Take Us to The Bridge", and "Wilson Suite" by Josh Wilson. "Spawn from the Power Line" (Game Time Theme) by Andrew Wilson - Find him at electricsheap.bandcamp.com/music or search "AJCW" on iTunes, Spotify, and other music sources. S...
2022-08-1533 minInvest it BestInvesting in Food & AgricultureOn 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 L...
2022-06-2330 min