In this LIVE podcast recording from ASA Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about the ASX's best business models, how to play decarbonisation and the lessons to learn from the best investors.We apologise for the background noise, this was filmed live on location.~~ Resources ~~ James Holt LinkedIn: https://www.linkedin.com/in/jamespholt/?originalSubdomain=au Perpetual website: https://www.perpetual.com.au/asset-management/our-team/?utm_source=RASK ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analystMake Owen smile 😊If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).~~ Our amazing partners ~~Download the free Investing in Gold report from Rush Gold: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!✅ Click here to join SelfWealthDISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices