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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without the cyclicality of Australia’s top 20. He cites ResMed and CarSales as global champions with strong pricing power, poised to benefit from AI and long‑term resilience.

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INSight #461 with Josh Lee from Link Wealth Advice and Levera Solutions

Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on the cost of not outsourcing in today’s...

INSight #471 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.

INSight #475 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.

INSight #462 with Josh Lee from Link Wealth Advice and Levera Solutions

Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on what makes Levera different.

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...