Talk Money To Me
Candice and Felicity use their experience in capital markets to explore personal finance and investing. Each episode breaks down current financial trends, strategies for building wealth, and practical ideas for growing your money. They also interview experts who share insights and lessons from their own careers. The show aims to help listeners feel more confident about managing their finances and making informed decisions.
Episodes
Is AI Becoming a Debt Bubble? The Hidden Risks Behind the AI Boom
Is the AI boom turning into a debt bubble? And could the enormous cost of financing artificial intelligence infrastructure become the next major risk for global financial markets?In this episode of Talk Money To Me, Felicity and Candice explore the growing financial risks behind the artificial intelligence investment boom and examine why credit markets are beginning to send some important warning
Orderpad | Uranium Stocks Down 20%+! Nuclear Energy Boom & 2 ASX Stock Picks (URNM & SLX)
Uranium stocks have fallen more than 20%, yet the global nuclear energy outlook continues to strengthen. Is this a buying opportunity, or is the market signalling something investors are missing?In this episode of Talk Money To Me, Felicity explores the nuclear energy renaissance, the global uranium supply deficit, and why nuclear power could become one of the most important investment themes of t
The Stock Market Isn't Crashing… Here's What Wall Street Knows
Why aren't stock markets crashing despite higher interest rates, stubborn inflation, rising government debt and global uncertainty?In this episode of Talk Money To Me, recorded on 13 October 2026, host Felicity Thomas explores the latest global investment outlook from UBS and why share markets have remained surprisingly resilient despite significant economic headwinds.With US bond yields climb
Order Pad | AI Growth Meets Defensive Income: Astera Labs (ALAB.NAS) and Charter Hall Social Infrastructure REIT (CQE.ASX)
+30% in 30 Days! 2 Stocks Candice is Buying Next Is there still upside in AI stocks after a 30% rally? And where are the best investment opportunities for the remainder of 2026?In this episode of Talk Money To Me, Candice Bourke returns with another edition of Candice's Order Pad, reviewing global market performance, revisiting a standout AI investment and revealing TWO new stock BUY recommend
Venture Capital Explained: Founders, Dragons & Returns with OneVentures Dr Michelle Deaker
What does it really take to pick the next billion-dollar company and what separates a great idea from a great investment?In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke sit down with Dr Michelle Deaker, Founding and Managing Partner of OneVentures, for an inside look at the world of venture capital, Australian startups and investing in high-growth companies.Michelle brings
Order Pad | Texas Instruments (TXN.NAS) The Quiet AI Winner? Plus the Weebit Nano (WBT.ASX) Connection
Is Texas Instruments (NASDAQ: TXN) one of the overlooked opportunities in the semiconductor and AI boom?In this episode of OrderPad, Felicity takes a closer look at Texas Instruments one of the world’s largest analog semiconductor companies and why the next phase of the semiconductor cycle could be particularly interesting for investors.While Nvidia and the major AI chipmakers dominate the headlin
What the Market Is Missing: AI, Banks & ASX Opportunities | Julia Weng | Paradice Investment Management
What is the market missing and where are the opportunities emerging on the ASX?In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities.Julia takes us inside the thinking of a fundame
Order Pad | Buy the AI Stock Nobody Talks About: Applied Materials (AMAT.NAS)
Candice is back on Talk Money To Me after a short break from the podcast, having welcomed her beautiful twin boys!And she’s returning with a high conviction BUY for the Order Pad. In this episode, Candice is bullish on Applied Materials (NASDAQ: AMAT), one of the world’s leading semiconductor equipment companies and a lesser-known way to gain exposure to the enormous investment taking place a
Investing in the AI Boom Without Chasing Hype | Global Value, Income & Megatrends with Sally Bertouch
Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market?In this episode of Talk Money To Me, Felicity Thomas is joined by Sally Bertouch, Portfolio Manager and Managing Director at Cullen Capital Management (Schafer Cullen Capital Management), to unpack global markets, AI, value investing, income and the major structural trends creating opportuni
AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥
🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥Artificial Intelligence is dominating headlines, but the real investment opportunity may lie beneath the surface.In this special Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into one of the most important investment themes of the next decade: semiconductors, memory and the infrastructur
Can Australians Still Afford Property in 2026? With Emma Stephens from Artemis Finance
In this episode of Talk Money To Me, Felicity Thomas sits down with Emma Stephens from Artemis Finance to unpack what is really happening in the Australian property and lending market in 2026.From housing affordability and interest rates to wealth creation, financial empowerment and lending challenges, this conversation dives into the real financial pressures Australians are facing right now and t
What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now.The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond N
Order Pad | The Backbone of AI: Why We’re Buying TSMC (TSM.NYS)
In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of the most important long-term investments in global markets today.As the dominant manufacturer behind Nvidia, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute dem
The New Inflation Playbook: Energy, Royalties & Income Strategies That Work in 2026
In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio strategies are being challenged in 2026.With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is n
Order Pad | The King of Content 👑 : Netflix (NFLX.NAS)
In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead.While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…Strong revenue growth 📈Expanding margins 📊Rising free cash flow 💰A rapidly scaling advertising business 📺But the real questi
SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the
Order Pad | The Nuclear Bottleneck Trade the Market Is Missing | Uranium, Enrichment & Energy Security | Silex Systems (SLX.ASX)
In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s
Markets, Missiles & Money 💥📈 | Oil Spike, Iran War, $7.7T Cash & Where We’re Investing Now
Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the l
Order Pad | Iran, Oil Prices & The Solar Investment Boom | First Solar ☀️ (FSLR.NAS)
In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China h
Australian Property Market 2026 🏡: Interest Rates, Borrowing Power & Smart Strategies with Mitchell Lobb
Australian Property Market SpecialWhat do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may li
Order Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity
In this TMTM Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.With a market capitalisation of under $100 million and the share price down more
Iran Conflict & Oil Shock ⚠️: What Middle East Tensions Mean for Global Markets and Investors
In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios.With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking w
Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead | Vertiv (VRT.NYS)
Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem? In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure.
Borrowing to Invest 📈: Smart Wealth Strategy or Risky Move?
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending.Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelera
Order Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)
Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.After a sharp sell-off across g
2026 Investment Outlook📈: China, AI Rotation, Copper, Europe & the Hidden Credit Risks Investors Can’t Ignore
What does 2026 really look like for investors?In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.Markets may be broadening, but risks are shifting and in this episode we unpack what that mea
🎄 The 2026 Playbook: What Investors Need to Know 🎄
It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special. This year, we’ve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro
6 Big Investment Themes for 2026📈: AI, Energy Upgrade, Critical Minerals & the SMID Comeback
Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they’re watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs
The Next Resource Boom💥: AI, Uranium, Copper & Rare Earths — Where Smart Money Goes in 2026
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth.&n
The Return of Value 🌍💰: Global Dividends and the Next Big Shift
In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.With over three decades of experience across Wall Street and global fund mana
The $5 Trillion Intergenerational Wealth Transfer 🏛️👨👩👧👦: How to Secure Your Family’s Legacy
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.Joining them is Glen Frost, Pa
Gold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next Resource Cycle & Mining Boom with David Franklyn
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.We dive into:✨ Gold outlook – still glittering for investors?🔋 Lithium – is the bear market finally over?⚡ Copper demand – the “metal of electrification” powering the energ
Australian Industrials Sector🏗️ 2025: Reporting Season Insights & Stock Picks with Philip Pepe
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season.We cover:Key reporting season takeaways across the ASX industrials sectorHow companies are navigating inflation, rising costs, and the energy transitionStrong results from Southern Cro
Australian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper
The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech.We cover:📈 Key earnings highlights from Life360, Technolo
It’s Our 4th Birthday! 🎉 Investing Lessons, Order Pad Wins & What’s Next for Talk Money To Me
Talk Money To Me turns 4! 🎂 In this special finance podcast episode, co-hosts and financial advisers Candice and Felicity look back on four years of money conversations, investing lessons, and stock market ideas.Inside this episode:🎧 Flashbacks to our very first podcast recording📊 A full 4-year Order Pad performance review — including top stock picks in defence, uranium, tech, and infrastructure💡
Investing in Women, Backed by Women: FGW CEO Caroline Gurney & ECPAM Annabelle on Performance with Purpose
In this episode of Talk Money To Me, Felicity and Candice are joined by Caroline Gurney, CEO of Future Generation, who last year launched Future Generation Women (FGW) - an innovative investment solution run by women, for the advancement of women. Caroline explains how FGW provides access to a high-conviction portfolio of leading fund managers all of them women – with 100%
Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution
In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.Recorded: 12 August 2025What You’ll Learn in This Episode:Why AI is driving a global energy
How Blossom Targets Up to 6.50% p.a. Returns for Aussies Seeking Better Savings with Founders Ali & Gaby Rosenberg
In this episode of Talk Money To Me, we’re joined by powerhouse sisters Gaby and Ali Rosenberg, the co-founders of Blossom the savings and investing app helping Australians grow their wealth through fixed income markets.They’ve created a platform that targets up to 6.50% p.a. returns, requires no account fees, and allows you to start with as little as $5 all
FIRE Yourself! How the Wealthy Retire Decades Before 60.... Here’s Their Secret
Forget waiting until 60 to access your super, wealthy Australians are using smarter structures to retire years earlier.In this episode, Candice and Felicity reveal the FIRE strategies high-net-worth individuals use to create tax-effective, passive income streams well before traditional retirement age.From investment bonds to family trusts with corporate trustees, the ladies&nbs
Bonus Episode celebrating 4th July! Stars, Stripes & Stocks plus Mid Year check up
Join Felicity & Candice for a special 4th July bonus episode. They're talking all things stars, stripes and stocks! Celebrating the investment legends, companies & capital markets that have come out of the United States.As well as an EOFY check up of your portfolio - how is your portfolio tracking? What's working? What's underperforming? And most importantly, what still aligns with your lo
Geopolitical Risks & How to Navigate Markets?
Candice and Felicity deep dive into one of the most emotionally charged but often misunderstood factors in investing: geopolitical risk. With the latest airstrikes in Iran, missiles flying over the Gulf, and chatter about shutting down the Strait of Hormuz, there’s plenty to unpack. But how much of this actually matters to markets—and your portfolio?Follow and subscribe for more expert insights on
High Conviction ASX Stock Picks: AL3 at an Inflection Point & MQG's Long-Term Growth Case
In this week’s Order Pad episode of Talk Money To Me, Felicity revisits her high-conviction small-cap pick AML3D (ASX: AL3), explaining why this 3D metal printing innovator is at a critical inflection point and ripe for re-rating. Meanwhile, Candice makes the case for blue-chip giant Macquarie Group (ASX: MQG), highlighting its diversified earnings base, infrastructure exposure, and
The 2025 Gold Rush - Will it Continue?
In this episode of Talk Money To Me, Candice and Felicity sit down with acclaimed historian, author, broadcaster, and the brilliant mind behind the new book Gold - Professor Alan Ereira. In his latest work, 'Gold: How it Shaped History', which Candice and Felicity discuss in this episode, Alan explores the powerful and often surprising role this precious metal has played in the ris
Rethinking how you invest into Property
"The biggest mistake is waiting too long to action what you want." This week's guest has spent the last 20 years building a property empire alongside her partner Scott. Now she helps thousands of Australian's rethink the way they build long term wealth through property investing.In this episode of Talk Money To Me, Candice and Felicity sit down with Co-Founder of Rethink Investing - Mina O’Ne
The Case for Infrastructure: Stable Income in an Unstable World
In this week's episode of Talk Money To Me, Candice and Felicity explore why infrastructure is fast becoming a cornerstone of resilient investment portfolios in 2025 and beyond.They deep dive into:How infrastructure assets provide stable income, inflation protection, and lower volatility.Why infrastructure tends to outperform during market downturns.How tariffs, inflation and slower growth are mak
Ever heard of debt recycling and wondered how it works?
Ever heard of debt recycling and wondered how it works? In this episode of Talk Money To Me, Felicity and Candice break down the powerful financial strategy that savvy homeowners are using to grow their wealth and build investment portfolios – all while paying down their mortgage.Join us as we unpack:What is debt recycling and how it worksReal-life examples using home equity and offset a
Tariffs, Trade, and Trouble: What’s Next for the US Economy?
In a special bonus episode - Candice, dialling in from the US, & Felicity, dive into the big topic shaking global markets: tariffs, trade tensions, and what they mean for the US economy- and your portfolio.Follow and subscribe for more expert insights on markets, financial strategies, and investing!Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your though
AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025
In the first-ever video episode of Talk Money To Me, Felicity and Candice sit down with Armina "Arms" Rosenberg, Co-Founder and Portfolio Manager of Minotaur Capital - a cutting-edge, AI-powered global equities fund backed by tech-savvy investors. With over 15 years in markets - spanning JPMorgan and elite family offices, including managing the global equities portfolio for Atlassian’s Mike C
US Tech Volatility, AI Winners & Top Stock Picks — Alex Pollak, Loftus Peak CIO
In this episode, we sit down with Alex Pollak, CIO of Loftus Peak, to unpack the latest US reporting season, the volatility shaking tech markets, and where he's spotting the next big opportunities. From AI winners and losers to the impact of earnings surprises on portfolio positioning, Alex shares his top stock ideas and where he sees growth in a choppy market.If you're wondering how to navigate A
Order Pad | AL3 & Sell the Banks
In this Order Pad, Candice and Felicity pitch an investable idea each....one buy and a sell. Felicity is up first with her bullish conviction of AL3. Then Candice compares the CBA current PE multiple to the US tech stocks, making it in her mind a no brainer to sell the Aussie Banks. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your though
Fall in Love with the rest of the market this year.
In this episode of TMTM Candice and Felicity explore their love affair for growing and emerging global companies outside of the mega tech names we all know so well. If you are an investor seeking growth, you won't want to miss this episode, as the ladies will do a deep dive into the various reasons why SMID for 2025 is a no brainer for your investment portfolio. They also catch up w
Building Your 2025 Portfolio: Top Themes and Ideas
Candice and Felicity are kicking off 2025 with an episode that will help you to learn what to watch and where to invest as your build your portfolio for 2025.From a continuing AI boom, to a nuclear energy renaissance, and everything in between.An episode not to miss as Candice and Felicity explore the top ten investment themes for 2025.Follow Talk Money To Me on Instagram, or send Candice and Feli
Goodbye 2024, Hello 2025
In the final episode for 2024, Candice and Felicity are joined once again with Shaw and Partners Chief Investment Officer Martin Crabb to reflect on the year in the markets and of course discuss the outlook for growth and defensive assets for the new year. You might recall some of his top stock picks for 2023 being Qantas, Evolution Mining and Suncorp to name a few which collectively ret
Order Pad + Bonus of Asset Allocation Strategy for 2025
In this Order Pad episode, Candice and Felicity firstly walk through their 2025 asset allocation strategy and calls for having a preference towards domestic and global growth small to mid cap stocks.Candice is keen on jewelry retailer Lovisa (LOV:ASX) as they continue to dominate in the sector and expand their global store count...not including Antarctica.Felicity reiterates her buy conviction for
Trump 2.0 | What this means for investors in 2025?
In this episode, Candice Bourke catches up with Moz Afzal, Global Chief Investment Officer for EFG, to discuss the US presidential election outcome and what this means for asset classes and portfolio construction as we head into 2025.Candice and Moz discuss the potential winners and losers within investors' portfolios under Trump's second term in the White House.Will his policies in
Investing into Southeast Asia Venture Debt | Why now?
In this episode, Candice and Felicity sit down live in the studio with Jason Edwards from January Capital to speak about the rise of venture debt as an asset class and why he founded the firm to take advantage of the VC market in the growing economies of south east asia like Singapore, Vietnam, Thailand and Malaysia to name a few. Southeast Asia is often described as an emerging digital hub.
Order Pad | Investing in Defense - A Rising Theme
In this episode of Talk Money To Me, co-hosts Felicity and Candice explore the growing investment opportunities in the defense sector, driven by rising global tensions and increasing defense budgets. From traditional defense stocks to cutting-edge innovations in cybersecurity, AI, and space technology, they break down why this sector is gaining traction and what it means for your portfolio.Tu
Ron Temple talks portfolio positioning leading into the US election
In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events.We dive deep into:The US macro outlook and Federal Reserve's policy in
Talking Global Equities, Trends & Insights with Sally Bertouch from Cullen Capital.
In this episode, Felicity and Candice are excited to chat with Sally Bertouch, senior analyst on the international and emerging markets investment strategies at Schafer Cullen Capital Management.Sally delves into; if she's feeling BULLISH or CAUTIOUS in today's markether decision making process on ESG and how this plays into her stock selectionher outlook for global e
Order Pad | IPD Group and Playside
Felicity and Candice are back with the Order Pad!In this episode, Candice is adding IPD Group - ticker on the ASX IPG. IPD Group is a company that falls within the decarbonisation, electrification, AI uptake and data centres thematics. Felicity reiterates a buy on Playside (PLY.ASX), the company’s solid financial position, attractive valuation, and strategic investments in game developm
Market Update | Q2 Performance
In this episode of Talk Money to Me, Candice and Felicity take you through the key insights from the September 2024 edition of the Shaw and Partners Research Monitor. Candice and Felicity give a run down of the Q2 market performance, explore the booming utility sector driven by AI and discuss a mineral which you may not have heard of, that’s playing a critical role in Australia’s energy trans
Inside Private Equity with Chris Fielding of Hg
In this episode of Talk Money To Me, Candice and Felicity are joined by Chris Fielding, a partner at Hg, Europe’s leading private equity investor in software and services. Hg manages an impressive portfolio with an aggregate enterprise value exceeding US$140 billion.Chris shares insights into Hg's sector-specialist approach, investment strategy, and their successful track record in European privat
High Conviction Stocks and Market Trends with Jun Bei Liu
Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca’s Alpha Plus Fund, back to the podcast!In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty.Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season.
Order Pad | Danaher and AMD
Felicity and Candice are back with the Order Pad!In this episode, Candice is adding Danaher3 and Felicity brings AMD.NAS to the order. if you're interested in biotech, diagnostics and AI exposures, this episode is for you. So tune in an lets talk money! You can read the interview with Lisa Su that Felicity mentions here: https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-
How AI is Transforming Medical Diagnostics | Interview with Echo IQ
On Talk Money To Me, Felicity and Candice have spent much of the last 12 months discussing all the ways AI might impact different market sectors and transform our everyday. In this episode, they speak with two people at the forefront of the Artificial Intelligence revolution in the medical field. Professor Geoff Strange, Chief Research and Strategy Officer and Philip Woolff, Chief Operating Office
End of Financial Year Tips & Checklist
End of Financial Year (EOFY) is fast approaching! In this episode, Candice and Felicity share their best tips & checklist to help you best prepare for a smooth end of financial year.They discuss Superannuation, Capitial Gains and Losses, Estate Reviews and provide a checklist of what you need to think about to get your ducks in a row as FY24 comes to a close. Follow Talk Money To Me on Instagr
Quantum Computing & the Future of Technology | Interview with CEO of Archer Materials
In this episode of Talk Money To Me, Candice and Felicity speak with Dr. Mohammad Choucair, CEO of Archer Materials. They discuss the future of technology and quantum computing, the revolutionary 12CQ chip, and Archer Materials’ biochip technology transforming medical diagnostics.Dr. Choucair shares how Archer Materials navigates the challenges of developing commercially viable tech and the exciti
Estate Planning and Asset Protection with Angela Harvey | Why Everyone Needs a Will
In this episode of Talk Money To Me, Candice and Felicity are joined by estate planning expert and partner at Swaab, Angela Harvey, to discuss everything you need to know about what happens to your money when you die.Discover the crucial reasons for having a will, when you should review it, and how often. Angela breaks down what estate planning is and who needs it, offering practical insight
Order Pad | Resource Special: Copper and Uranium
Candice and Felicity are back with everyone's favourite Talk Money To Me segment- it's the order pad! And in this episode the picks follow a resource theme. Felicity is extremely bullish on nuclear energy and uranium. She adds Silex (SLX:ASX) to the order pad portfolio and suggests some new ways to get uranium exposure in your portfolio Candice is bringing forward Copper as her bid for t
Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria
In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security). The stock code on the ASX being QOR:ASX which is a global technology company dedicated to keeping children safe and well in their digital lives. You will hear more about Qoria in this chat with Tim, but one quick stat I love is
Investing in Emerging Markets: Opportunities & Risks
In this episode Felicity and Candice explore the fascinating world of emerging markets. They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one?Did you know that emerging markets and developing economies now contribute over 50% of global growth? And that this is expected to rise to ov
Australian Equity Strategy Update and Portfolio Update
Get ready for a packed episode of Talk Money To Me, where Candice and Felicity offer a comprehensive market update, sharing valuable insights into the Australian equity landscape as well as how they are currently position some of their portfolios. If you’ve been following along with the Order Pad, you're in luck. Candice and Felicity also provide a portfolio update, discussing the perfor
AI Special | Investment Opportunities & Small to Mid Caps you need to know!
Get ready to dive into the exciting world of AI investment opportunities with Candice and Felicity in this episode of Talk Money To Me!The dynamic duo provides a comprehensive overview of AI and its potential impact on the investment landscape, from market trends to emerging growth prospects.You'll also be treated to a surprise guest appearance in this episode! 🤫😯 Returning for the second time fro
Order Pad | Tasmea IPO and Southern Cross Electrical Engineering (SXE)
Get ready for another episode of Talk Money To Me, where Candice and Felicity bring you a listener favourite, a new Order Pad instalment!In this episode, they provide a comprehensive update on the current market dynamics, giving listeners a clear picture of the bears and bulls.But the real highlight of the show? Two exciting small caps enter the menu on the Order Pad.Felicity introduces Tasmea Lim
Fixed Income Part 2 | Exploring Global Investment Opportunities
Get ready for another captivating episode of Talk Money To Me as Candice and Felicity return with Part 2 of their limited Fixed Income series!Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands.But wait, there's more! This episode features another expert in the fixe
Fixed Income Part 1 | Exploring Investment Opportunities
Get ready for a deep dive into the world of Fixed Income!In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class.Join them to uncover potential investment avenues within this lucrative universe. From government bonds to corporate bonds, they’ve got you covered with actionable insights.
Market Update | Investment Lessons in the Last 100 Years
In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years.They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills. Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio which has returned 10.27% p.a. since inception
Market Update | How Might New Superannuation Rules Affect You?
This week Candice and Felicity provide a market update, catching you up on the key themes of the ASX reporting season so far. The ladies provide a breakdown of how upcoming changes to superannuation legislation might affect you. What changes should you be looking out for? And how can you use these updates to grow your retirement savings?In this episode, the order pad returns as two stocks tha
Health is Wealth | How to Invest in this Game Changing Theme
You would have heard the saying "Health is Wealth", well this week Felicity and Candice are helping you make that a reality. In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech.They discuss a few ways to invest in this idea either directly or indirectly or BOTH.And as always, they share updated on
Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024?
In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix. Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-expected financial outlook is a positive catalys
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