INSight #266 with Mick Wright-Smith from Epsilon Direct Lending
Mick Wright-Smith from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on opportunities in mid-market lending.
Uncategorized
Sunday 2nd July 2023
Share
Daily Market Update: 20 March 2026
ASX (ASX:XJO) tumbles 1.7% as oil surge and rate fears wipe $50bn from market; energy soars, gold miners crushed The Australian sharemarket tumbled on Thursday...
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
Daily Market Update: 20 February 2026
Australian market extends rally The S&P/ASX 200 Index (ASX: XJO) rose 79.20 points to 9086.20, marking its longest winning streak in over a month and...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
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...
Advicetech attraction with Pete Worn from Finura Group
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
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...