Share
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Manage episode 498368758 series 3299181
Content provided by Wilsons Advisory. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wilsons Advisory or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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
38 episodes
))
