Your Wealth Podcast: Red flags and how to profit by avoiding them

Plato Global Alpha Fund Portfolio Manager, Dr David Allen, joined Gemma Dale on the nabtrade Your Wealth Podcast.

In the episode, recorded October 2025, David discusses how the Plato team aims to minimise the risk of loss amid strong market conditions, while ensuring you don’t miss out on strong returns.

Key topics:

• Where the market has gone ‘full ponzi’
• Which sector has risk written all over it
• Why a thorough post mortem can ensure you don’t make the same mistake twice
• The exciting opportunities that exist in an expensive market, and
• Some of the 150 red flags his team use to profit from companies with the potential to fail.

Third Party Content Disclaimer:

This is general information only and does not take into account your personal objectives, financial situation or needs. Plato Investment Management Limited (‘Plato’) (ABN 77 120 730 136, AFSL 504616) does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this video are the opinions of the speaker at the time of recording and do not constitute personal advice. Before acting on the information, consider its appropriateness to your circumstances and read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) available on Plato’s website. Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the responsible entity and product issuer of the Plato Global Alpha Fund Fund (ARSN 654 914 048) mentioned in this video.