Talk Money To Me

Order Pad | The Nuclear Bottleneck Trade the Market Is Missing | Uranium, Enrichment & Energy Security | Silex Systems (SLX.ASX)

Thu, 09 Apr 2026 14:00:00 GMT

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 bottleneck
How Silex’s laser enrichment technology is progressing towards commercialisation
The significance of TRL-6 milestone achievement and what it unlocks
The Paducah opportunity and why “tails re-enrichment” could be a game-changer
The growing role of US policy and funding in nuclear fuel security
Why a cooling uranium price (~US$84–85/lb) actually strengthens the investment case
Valuation insights, broker targets, and what needs to happen next
The key risks, timelines, and milestone-driven upside potential

This is not a broad market update it’s a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.

As Felicity outlines, Silex sits at the intersection of:

Nuclear energy’s long-term structural growth
Western energy security and fuel independence
A critical, underappreciated choke point in the fuel cycle

🎯 A must-listen for investors looking to understand where the real scarcity and opportunity sits in the nuclear value chain.

⚖️ Disclaimer

This podcast is prepared by Felicity Thomas a Financial Adviser at Shaw and Partners Limited (AFSL 236048). The information discussed is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance. Markets can and do move both up and down, and all investments carry risk.

All views are based on information available as at the time of recording (7 April 2026) and may change without notice.

SLX.ASX is trading around $5.20 - $5.30 at the time of this recording.

📩 Contact Us

If you’d like to discuss how this investment idea or broader portfolio positioning may apply to your personal situation, please reach out:

Shaw and Partners

📧 cftgroup@shawandpartners.com.au

Or connect with us via Talk Money To Me for more insights.

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Markets, Missiles & Money 💥📈 | Oil Spike, Iran War, $7.7T Cash & Where We’re Investing Now

Thu, 02 Apr 2026 23:00:33 GMT

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 latest insights from global CIO Moz Afzal mean for investors right now.

We unpack:

What changed overnight in markets and why equities rebounded
The real impact of rising oil prices on inflation and rate cuts
Why geopolitics (and not fundamentals) is driving volatility
The significance of US$7.7 trillion sitting in cash
Where professional investors are positioning portfolios today
The key investable ideas we are focusing on right now

Including:

✔️ Energy & commodities as inflation hedges

✔️ Short-duration bonds and income opportunities

✔️ AI infrastructure and long-term growth themes

✔️ Credit vs private debt — is the illiquidity premium worth it?

Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.

📩 Get in touch

If you’d like help navigating markets like this or reviewing your portfolio strategy:

📧 cftgroup@shawandpartners.com.au

⚠️ Disclaimer

This podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.

Recording 1st April 2026

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Order Pad | Iran, Oil Prices & The Solar Investment Boom | First Solar ☀️ (FSLR.NAS)

Thu, 26 Mar 2026 13:00:00 GMT

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 have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.

Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.

Candice’s bullish conviction for FSLR includes:

Strong revenue growth and profitability 📊
High margins and a solid balance sheet with significant cash reserves 💰
A large forward order book providing visibility on future earnings 📅
Expansion of global manufacturing capacity 🏭
Long-term tailwinds from energy security and global solar demand 🌞

The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.

This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.

Disclaimer ⚠️

This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.

Contact Us 📩

If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:

📧 cftgroup@shawandpartners.com.au

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Australian Property Market 2026 🏡: Interest Rates, Borrowing Power & Smart Strategies with Mitchell Lobb

Thu, 19 Mar 2026 13:00:00 GMT

Australian Property Market Special

What 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 lie.

Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the real-world lending strategies most people don’t understand but absolutely should.

🔍 In this episode, we cover:

What interest rate rises mean in practice for borrowers today
Why waiting for rate cuts could cost you more than you think
How banks calculate borrowing power (and why it varies so much)
Strategies for self-employed borrowers & business owners
When refinancing becomes a strategic move not just rate chasing
Debt recycling explained simply (and why it’s back in focus)
Structuring loans, offsets & equity across multiple properties
The 2026 property market outlook where prices may be heading
Top 3 things to do now if you want to buy property in the next 12–24 months

💡 Key takeaway:

In uncertain markets, structure and strategy matter more than ever and those who understand lending dynamics can unlock opportunities others miss.

👤 About our guest - Mitchell Lobb

Mitchell brings over 20 years of experience across NAB, ANZ, St.George and Westpac, including time as a Private Banker in Asia. He now works closely with clients to structure lending strategies that align with long-term wealth creation.

📩 Want help with your investment or property strategy?

⚠️ Disclaimer

Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. This podcast is general information only and does not constitute personal financial advice. You should consider your personal circumstances and seek professional advice before making any financial decisions. Information is current as at 4 March 2026.

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Order Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity

Thu, 12 Mar 2026 22:06:38 GMT

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 than 50% from recent highs, Felicity asks the key question investors care about:

Has the market mispriced the opportunity?

AML3D’s proprietary ARCEMY® additive manufacturing systems are designed to produce large industrial metal components using advanced robotics, welding technology and metallurgical science. These systems allow manufacturers to produce complex parts faster, locally and often at lower cost, helping reduce reliance on long and fragile global supply chains.

The company is positioning itself in a specialised niche within the global additive manufacturing industry, particularly producing large structural components used in shipbuilding and heavy industry — including work linked to the **United States Navy maritime industrial base.

In this 15-minute deep dive, Felicity breaks down:

• What AML3D actually does and how ARCEMY works

• The global additive manufacturing landscape

• Key international players including Lincoln Electric, Gefertec GmbH, and Desktop Metal

• How AML3D compares with Australian peers like Titomic Ltd and SPEE3D

• The company’s US expansion strategy and Ohio manufacturing facility

• Its $78 million potential pipeline of opportunities

• Revenue forecasts and the balance sheet position

• Why analysts believe the stock could have significant upside from current levels

AML3D sits at the intersection of several powerful structural themes:

• reshoring of global manufacturing

• advanced industrial technology

• additive manufacturing (metal 3D printing)

• shipbuilding and infrastructure investment

• modernisation of global supply chains

As always on Order Pad, the goal is simple to explore whether the market could be missing something important in the underlying business story.

⚠️ Disclaimer

This podcast is general information only and does not constitute personal financial advice. The views expressed are those of the host and have been prepared without taking into account your individual objectives, financial situation or needs.

Felicity Thomas is an Authorised Representative of Shaw and Partners Limited, holder of Australian Financial Services Licence (AFSL) 236048.

Before acting on any information discussed in this episode, you should consider whether it is appropriate for your circumstances and seek independent professional advice.

Investing in small capitalisation companies involves higher risk, including potential loss of capital. Past performance is not a reliable indicator of future performance.

If you want the latest research report email cftgroup@shawandpartners.com.au

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Iran Conflict & Oil Shock ⚠️: What Middle East Tensions Mean for Global Markets and Investors

Thu, 05 Mar 2026 13:00:00 GMT

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 what this means for markets.

In this episode we discuss:

• Why geopolitical conflicts often have less lasting impact on markets than investors expect

• How much of the recent oil price move has already been priced into markets

• What history tells us about stocks, gold, bonds and volatility during geopolitical crises

• The potential scenarios for the Iran conflict and their market implications

• Why US large-cap equities and structural growth sectors may remain resilient

• Opportunities emerging across cyclicals, travel stocks and global equities

• The role of energy, commodities and safe-haven assets in portfolios

• How investors can navigate volatility while staying focused on long-term investment objectives

Periods of geopolitical tension can create uncertainty in markets, but they can also present opportunities for disciplined investors who stay focused on fundamentals and long-term strategy.

⚠️ Disclaimer

This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048). The information discussed in this podcast is current at the time of recording but may change without notice. Any opinions expressed are those of the hosts and may not necessarily reflect the views of Shaw and Partners Limited. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Past performance is not a reliable indicator of future performance. Investing involves risk and the value of investments can rise or fall. This podcast is produced for informational and educational purposes only. Everything is based on facts known at the time of recording 3rd March 2026.

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Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead | Vertiv (VRT.NYS)

Thu, 26 Feb 2026 13:00:00 GMT

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.

Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical data centre solutions. This is where Vertiv sits at the centre of the opportunity.

This episode includes:

What Vertiv actually does and why most investors misunderstand the business
Why AI workloads are significantly more energy and infrastructure intensive
The key numbers from the latest result, including strong order growth and backlog visibility
Why the share price has been volatile despite strong fundamentals
The long-duration AI infrastructure cycle and why we believe it is still early
What the market will be watching over the next 12 months
Why we believe this is a compelling long-term investment opportunity

If you want to understand where the second wave of AI investing may come from, this episode is for you.

If you would like to discuss your portfolio or explore opportunities aligned with your long-term strategy, you can reach out to us directly:

Candice Bourke and Felicity Thomas - cftgroup@shawandpartners.com.au

Disclaimer

This podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Shaw and Partners Limited ABN 24 003 221 583 AFSL 236048.

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Borrowing to Invest 📈: Smart Wealth Strategy or Risky Move?

Thu, 19 Feb 2026 13:00:00 GMT

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 accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility.

In this episode, we break down the strategy in a simple and practical way, including real client scenarios and the key considerations sophisticated investors need to understand.

We cover:

✔️ What margin lending is and how it works

✔️ Loan-to-value ratios (LVR) and how lenders assess risk

✔️ What actually happens in a margin call

✔️ Why diversification and investment selection matter more than leverage

✔️ A 10-year real-world scenario leveraging the S&P 500, including realistic Australian borrowing costs

✔️ Behavioural mistakes investors make during market volatility

✔️ Margin lending versus property gearing

✔️ Who this strategy may be suitable for – and who should avoid it

This episode is designed for high-income professionals, long-term investors and anyone looking to build wealth through disciplined, strategic investing.

📩 Contact Candice & Felicity

If you’d like to learn more or discuss your personal financial strategy, you can reach out to us directly:

📧 cftgroup@shawandpartners.com.au

🌐 www.cftgroup.com.au

Or connect with us on LinkedIn:

Candice Bourke & Felicity Thomas

⚠️ Disclaimer

This podcast is hosted by Candice Bourke and Felicity Thomas both Financial Advisers at Shaw and Partners AFSL 236048. The information discussed is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice and seek professional advice tailored to your circumstances.

Any views expressed are those of the hosts at the time of recording and may change. Past performance is not a reliable indicator of future performance. Investing involves risk, including the loss of capital. Borrowing to invest, including margin lending, can magnify gains and losses and may not be suitable for all investors.

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Order Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)

Thu, 12 Feb 2026 13:00:00 GMT

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 global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upside from e2open.

In this deep dive, we cover:

• What WiseTech actually does and why CargoWise is mission-critical

• The pricing model shift and margin outlook

• e2open integration risks and opportunities

• AI disruption risk or competitive advantage?

• What the upcoming FY26 result needs to prove

Is this simply a recovery trade or a genuine asymmetric opportunity?

IMPORTANT: WTC.ASX at the time of recording 10th February 2026 is trading between $47 and $50

🎯 About TMTM Order Pad

Order Pad is our fortnightly high-conviction stock segment, where we analyse companies with structural advantages, strong cash generation, and identifiable catalysts ahead. Think next-multibagger energy with institutional discipline.

Positioning before consensus.

⚠️ Important Disclaimer

This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Talk Money To Me is hosted by advisers at Shaw and Partners Felicity Thomas and Candice Bourke (AFSL 236048). Past performance is not a reliable indicator of future performance. All investments carry risk. Investments may rise and fall in value, and capital loss is possible.

📩 Get in Touch

If you would like to discuss your portfolio or explore whether WiseTech or other ASX opportunities may be appropriate for you:

📧 tcftgroup@shawandpartners.com.au

🌐 www.cftgroup.com.au

🎙 Follow Talk Money To Me on Spotify, Apple Podcasts & YouTube

📱 Follow @TalkMoneyToMePodcast on Instagram & @TalkMoneyToMe on LinkedIn

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2026 Investment Outlook📈: China, AI Rotation, Copper, Europe & the Hidden Credit Risks Investors Can’t Ignore

Fri, 06 Feb 2026 00:10:28 GMT

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 means for portfolios.

In this episode we cover:

Why markets feel calmer but may actually be more fragile in 2026
The rotation away from the US and why China and Europe are back in focus
The next phase of the AI trade — and why it’s moved beyond mega-cap tech
How to think about copper, infrastructure and electrification as AI enablers
Why private credit and high yield could be the hidden risk this year
Why Europe, particularly banks and credit, is quietly well positioned
The key 2026 market catalysts to watch — from China’s NPC to US midterms
How UBS’s “10 Surprises” framework is already playing out in markets
What Felicity and Candice are actually doing in portfolios as a result

2025 was about chasing what worked.

2026 is about positioning for what’s coming next.

⚠️ Important Disclaimer

This podcast is for general information only and does not take into account your personal objectives, financial situation or needs.

While Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (AFSL 236048), the information discussed in this podcast does not constitute personal financial advice or a recommendation to buy or sell any financial product.

You should consider whether the information is appropriate for you and seek independent professional advice before making any financial decisions.

Information is current as at the time of recording: 4th February 2026

📩 Contact & More Information

If you’d like to discuss any of the themes covered in this episode or understand how they may apply to your portfolio:

Visit: www.cftgroup.com.au
Or get in touch with Felicity Thomas or Candice Bourke cftgroup@shawandpartners.com.au

Follow Talk Money To Me on Spotify or Apple Podcasts, and share this episode with someone who loves their markets, macros and long-term investing conversations.

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🎄 The 2026 Playbook: What Investors Need to Know 🎄

Fri, 12 Dec 2025 01:15:39 GMT

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 landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026?

We also look back at Martin’s 2025 predictions including nuclear’s standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP’s 12-month results.

Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead.

This episode is packed with insights, laughter, Christmas spirit… and a few questionable vocal performances from your favourite financial advisers.

IN THIS EPISODE

The 10 themes shaping global markets in 2026

Bond markets: why they’re still “shark-infested waters”

How Trump’s “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities

AI infrastructure: the second-derivative winners

Europe’s surprising revival

EM vs China: where the winds are actually turning

Private markets unlocking liquidity

IPO & M&A activity making a comeback

Martin’s 2025 “crystal ball review” — PDN, TLX, IDP

Martin’s top investment pick for 2026

This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025).

📧 Contact us:

cftgroup@shawandpartners.com.au

info@cftgroup.com.au

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6 Big Investment Themes for 2026📈: AI, Energy Upgrade, Critical Minerals & the SMID Comeback

Thu, 27 Nov 2025 13:00:00 GMT

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, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.

They then reveal their 2026 Playbook, covering:

⭐ Theme 1 – Mid-Duration Fixed Income & Floating Rates

Why the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

🔌 Theme 2 – The Great Energy Upgrade

AI power demand, electricity grid strain and the resurgence of LNG and nuclear. Featuring WDS, uranium via URNM/ATOM, BOE, PDN and enrichment play SLX.

🤖 Theme 3 – The Critical AI Value Chain

The backbone of AI: semis, cooling, power, data centres and transmission. With names including NVDA, AVGO, VRT, SMCI, ASML, TSMC, EQIX, DLR, NXT and ETFs GXAI and NDQ.

🧬 Theme 4 – Disruptive Science & Healthcare Re-Rating

GLP-1s, radiopharmaceuticals and gene editing. Opportunities across CSL, TLX, Novo Nordisk, Eli Lilly and ETFs DRUG, CURE, ARKG and IXJ.

⚙️ Theme 5 – Critical Minerals & Strategic Commodities

Copper shortages, rare earth dominance and long lead-time supply constraints. Ideas include ACDC, COPX, BHP, LYC and ILU.

🌍 Theme 6 – Global SMID & Quality Rotation

One of the most compelling under-the-radar opportunities of 2026. Exploring valuation gaps, historical outperformance and quality SMID exposures.

If you’re planning your 2026 portfolio strategy, this episode is your end-of-year roadmap across bonds, AI, energy, commodities, healthcare and global SMIDs.

⚠️ Disclaimer

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (25 November 2025).

📧 Contact us:

cftgroup@shawandpartners.com.au

info@cftgroup.com.au

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The Next Resource Boom💥: AI, Uranium, Copper & Rare Earths — Where Smart Money Goes in 2026

Thu, 13 Nov 2025 23:15:02 GMT

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.

What we cover in this episode:

Market Pulse: AI Growing Pains & Macro Cross-Currents

Why “beats not rewarded” is back this earnings season
AI infrastructure’s funding tension: $13B revenues vs $1.4T spend commitments
Labour softness vs strong corporate earnings
Fed & RBA rate-cut expectations into late-2025/2026
Why investors are shifting to quality, income and pricing power

The Big Commodity Themes to Watch

Copper: AI, EVs and renewables doubling demand by 2035
Uranium: the fuel behind decarbonisation and AI-driven energy demand
Rare Earths: the strategic backbone of defence, EVs and wind
Gold: outperforming the S&P 500 as a “store of trust”

⚠️ Disclaimer:

📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au for our latest research monitor

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The Return of Value 🌍💰: Global Dividends and the Next Big Shift

Thu, 30 Oct 2025 13:00:00 GMT

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 management, Jeff shares invaluable insights into:

🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth

💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds

🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China

⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition

🤖 AI meets value — why artificial intelligence is no longer just a growth story

🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies

💰 Jeff’s best buy idea — his top conviction call in the current market environment

This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.

🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.

⚠️ Disclaimer:

📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au

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The $5 Trillion Intergenerational Wealth Transfer 🏛️👨‍👩‍👧‍👦: How to Secure Your Family’s Legacy

Fri, 17 Oct 2025 03:36:09 GMT

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, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.

They unpack:

💰 The staggering scale of Australia’s upcoming wealth transfer

⚖️ Why 70% of family businesses fail to make it past the second generation

🏠 Common estate and superannuation pitfalls to avoid

👩‍👧 The growing role of women in managing and inheriting wealth

🧭 How to engage and prepare the next generation for leadership and ownership

🤝 The importance of trust, communication, and early planning

Whether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation.

⚠️ Disclaimer:

Hosted on Acast. See acast.com/privacy for more information.

Gold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next Resource Cycle & Mining Boom with David Franklyn

Thu, 02 Oct 2025 14:00:00 GMT

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 energy transition.
☢️ Uranium – nuclear’s comeback and supply/demand tailwinds.
🌏 Tariffs & trade – risks vs opportunities for Australian miners.

The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David shares his investment strategy, portfolio themes, and outlook as we head deeper into the 2025 resource cycle.

📧 Contact us: cftgroup@shawandpartners.com.au

🔗 Learn more: argonautfundsmanagement.com

⚠️ Disclaimer:

Hosted on Acast. See acast.com/privacy for more information.

Australian Industrials Sector🏗️ 2025: Reporting Season Insights & Stock Picks with Philip Pepe

Thu, 25 Sep 2025 14:00:00 GMT

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 sector
How companies are navigating inflation, rising costs, and the energy transition
Strong results from Southern Cross Electrical (SXE), Tasmea (TEA), SRG, and IPD Group (IPG)
The outlook for engineering services, infrastructure, and data centres
Emerging clean energy opportunities across Calix (CXL) and Hazer Group (HZR)
Philip’s top stock picks for 2026 and how investors should be positioning now

👉 If you want to understand how the Australian industrials sector is being reshaped by themes like engineering services, infrastructure growth, data centres, and the energy transition, this conversation is not to be missed.

Reach out to us for Philip’s full research or tailored advice: cftgroup@shawandpartners.com.au

General Advice Disclaimer:

The information in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not financial product advice and should not be relied upon as such. Before making any investment decision, you should consider the appropriateness of the information having regard to your personal circumstances and seek professional advice. Past performance is not a reliable indicator of future performance. Facts and opinions discussed are based on information available at the time of recording (3 September 2025). For personal advice tailored to your situation, please contact your financial adviser. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

Hosted on Acast. See acast.com/privacy for more information.

Australian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper

Thu, 18 Sep 2025 14:00:00 GMT

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, Technology One, WiseTech and Nuix
⚠️ Misses and risks investors should keep front of mind
🧮 Jules’ research framework and “Cash EBITDA” lens
🤖 Enterprise AI adoption and the $400B+ AI data centre arms race
💡 Top stock ideas for 2026: Objective Corp, Gentrack, Hansen Technologies, Vista Group & Chrysos
🌏 Whether Australia has another WiseTech-style global champion in the making

This episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector.

👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via info@cftgroup.com.au or cftgroup@shawandpartners.com.au.

Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode:

Life360 – 360.ASX
Technology One – TNE.ASX
WiseTech Global – WTC.ASX
Nuix – NXL.ASX
Hansen Technologies – HSN.ASX
Objective Corporation – OCL.ASX
Gentrack Group – GTK.ASX
Vista Group – VGL.ASX
Chrysos Corporation – C79.ASX

⚠️ Disclaimer

This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional.

The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

Hosted on Acast. See acast.com/privacy for more information.

It’s Our 4th Birthday! 🎉 Investing Lessons, Order Pad Wins & What’s Next for Talk Money To Me

Tue, 09 Sep 2025 14:00:00 GMT

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
💡 Exclusive investing insights and best stock ideas from leading fund managers and finance experts
🎁 Birthday giveaways, bonus episodes, and an Ask Us Anything month (with a free portfolio review up for grabs and the BEST beach towel!)

With hundreds of thousands of downloads and a community of investors across Australia and beyond, we’re only just getting started. Whether you’re after money tips, stock market insights, or strategies to grow your portfolio, this episode is packed with value.

👉 Don’t miss out — follow Talk Money To Me on Spotify or Apple Podcasts, join the birthday celebrations, and stay invested with us.

📧 Info@cftroup.com.au

Disclaimer

This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any general advice, you should consider whether it is appropriate for your situation and read the relevant product disclosure statement.

If you are unsure, please speak with a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies mentioned. Talk Money To Me operates under Shaw and Partners Australian Financial Services Licence 236048.

Hosted on Acast. See acast.com/privacy for more information.

Investing in Women, Backed by Women: FGW CEO Caroline Gurney & ECPAM Annabelle on Performance with Purpose

Thu, 28 Aug 2025 22:14:13 GMT

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% of management fees donated to support gender equality initiatives. It’s impact investing in action, with performance at its core.

At this stage, FGW is not listed like its peers Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) but plans to explore listing in the future. For now, wholesale investors can invest directly or via their financial adviser, with a minimum investment of $250,000.

After the break, the spotlight turns to Annabelle, Portfolio Manager of the ECP Global Growth Fund who most recently joined the panel of extraordinary women fund managers investing for FGW, who shares:

• Her global investment strategy and long-term growth philosophy

• How she identifies high-quality companies

• The global themes she’s excited about

• Her perspective on being a woman in investment management

Whether you're passionate about the advancement of women, curious about wholesale investing, or looking for top-tier global equity ideas, this episode is a must-listen.

https://futuregeninvest.com.au/lic/future-generation-women/

Contact Caroline Gurney, Chief Executive Officer, Future Generation by emailing info@futuregeninvest.com.au if you are interested investing. Don’t forget to let her know you heard her on Talk Money To Me.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution

Thu, 14 Aug 2025 19:00:00 GMT

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 2025

What You’ll Learn in This Episode:

Why AI is driving a global energy crunch — and what policymakers and investors are missing.
The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.
Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.
Candice’s bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.
The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.

Key Themes & Insights:

Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.
Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.
Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.
How to position your portfolio for double-digit potential upside from the AI-energy convergence.

Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.

Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

How Blossom Targets Up to 6.50% p.a. Returns for Aussies Seeking Better Savings with Founders Ali & Gaby Rosenberg

Thu, 31 Jul 2025 19:00:00 GMT

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 while aiming to make investing simpler, smarter, and more accessible to everyone. We dive into how Blossom works, the inspiration behind the platform, and how they’re supporting first-home buyers and everyday savers take control of their financial futures.

We also explore the bigger picture — what’s happening in markets, the latest RBA decision, and how interest rate shifts are influencing investor behaviour.

In this episode:

•How Blossom is reshaping fixed income investing for a new generation

•The story behind Blossom and Gaby & Ali’s mission

•What Blossom invests in and how the returns are targeted

•What’s driving user behaviour in today’s economic climate

•How the platform compares to savings accounts and term deposits

•What’s next for Blossom — including kids’ accounts

•Broader market commentary on the RBA and interest rate trends

•The risks of fixed income investing, and why returns aren’t guaranteed

Want to check out Blossom?

Here’s the link for our listeners: https://ref.blossomapp.com/register/5dPLtiaSJwYHf63A9

We want to be clear we don’t receive any referral fees, commissions or kickbacks from this link. We’re sharing it simply as a resource for our listeners who are curious to learn more

General Advice Disclaimer

The information in this podcast is general in nature and does not consider your personal financial objectives, situation, or needs. You should seek appropriate financial advice before making any investment decisions. The returns mentioned are target returns only and are not guaranteed. Capital is at risk, and past performance is not a reliable indicator of future performance.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

FIRE Yourself! How the Wealthy Retire Decades Before 60.... Here’s Their Secret

Thu, 17 Jul 2025 19:00:00 GMT

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 explore the tools that unlock early financial freedom and protect your wealth.

Tune in to learn how you can FIRE yourself create more financial freedom and live on your terms and potentially ditch the 9-5.

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bonus Episode celebrating 4th July! Stars, Stripes & Stocks plus Mid Year check up

Thu, 03 Jul 2025 19:00:00 GMT

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 long term goals?

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Geopolitical Risks & How to Navigate Markets?

Thu, 26 Jun 2025 19:00:00 GMT

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 markets, financial strategies, and investing!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

High Conviction ASX Stock Picks: AL3 at an Inflection Point & MQG's Long-Term Growth Case

Fri, 13 Jun 2025 00:53:02 GMT

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 long-term compounding potential.

Tune in for a balanced discussion on small-cap growth vs large-cap stability, with sharp insights on current valuations, catalysts, and investment risks. Perfect for investors looking for both tactical trades and core portfolio positions on the ASX.

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The 2025 Gold Rush - Will it Continue?

Thu, 29 May 2025 19:00:00 GMT

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 rise and fall of empires, economies, and belief systems.

In this episode you will hear the deeper meaning of gold- not just as a financial asset, but as a force that continues to influence human behaviour and markets today.

As of mid-May 2025, gold is trading around $3,234 USD per ounce, and some market participants are predicting a 15-20% uplift by the end of 2025 calendar year.

That’s despite the rally of 26% roughly so far YTD. Will the 2025 gold rush continue? Tune into this episode to find out more.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Rethinking how you invest into Property

Thu, 15 May 2025 19:00:00 GMT

"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’Neil. They get into all the details about the world of property and how investors should think about property sitting within their entire wealth creation strategy. Whether you are a seasoned property investor or thinking about getting into the property market for the first time, you won’t want to miss this episode.

You can find out more information on Mina and her team by visiting:

https://www.rethinkinvesting.com.au/

Or email them via: info@rethinkinvesting.com.au

Hosted on Acast. See acast.com/privacy for more information.

The Case for Infrastructure: Stable Income in an Unstable World

Thu, 01 May 2025 19:00:00 GMT

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 making defensive assets more important than ever.
How the ClearBridge Developed Markets Infrastructure Income SMA offers diversified exposure to global infrastructure — and why it's a top pick right now.
Breakdown of key holdings like E.ON, Crown Castle, NextEra, and TC Energy.

If you're looking for ways to add stability, income, and global growth opportunities to your portfolio, this episode is a must-listen.

Connect with Us:

📲 Follow us on Instagram: @talkmoneytomepodcast and Youtube @talkmoneytomepodcast

💼 Reach out via tmtm@equitymates.com

🎧 Subscribe and leave a review if you enjoyed the episode!

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Ever heard of debt recycling and wondered how it works?

Thu, 17 Apr 2025 19:00:00 GMT

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 works
Real-life examples using home equity and offset accounts
The tax benefits
Risks and when this strategy may not be suitable
How to structure your loans effectively
Why high-income earners and long-term investors are embracing it

Whether you’re planning for early retirement, looking to invest more tax-effectively, or simply want to make your money work smarter — this episode is packed with practical insights and financial planning tips.

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Tariffs, Trade, and Trouble: What’s Next for the US Economy?

Tue, 08 Apr 2025 07:49:26 GMT

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025

Thu, 27 Mar 2025 19:00:00 GMT

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 Cannon-Brookes - Arms shares her sharp insights on:

What it’s really like managing money for billionaires
How Minotaur’s proprietary AI engine Taurient uncovers the world's best opportunities
Her bold call on CD Projekt (yes, the creators of The Witcher)
Her highest conviction stock pick for 2025

Whether you're an investor looking for an edge or just curious to learn how AI is reshaping modern portfolio management, this episode is packed with insights you won’t want to miss. Tune in now to hear how Minotaur Capital is using AI to outperform, and where Arms sees the biggest upside next.

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

US Tech Volatility, AI Winners & Top Stock Picks — Alex Pollak, Loftus Peak CIO

Thu, 13 Mar 2025 19:00:00 GMT

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 AI, tech giants, and the shifting US equity landscape, this is an episode you don’t want to miss.

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | AL3 & Sell the Banks

Thu, 27 Feb 2025 19:00:00 GMT

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 thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Fall in Love with the rest of the market this year.

Thu, 13 Feb 2025 19:00:00 GMT

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 with the legendary Qiao Ma - one of Australia's best global fund managers, to get her latest take on SMID and where she is seeing opportunities.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Building Your 2025 Portfolio: Top Themes and Ideas

Thu, 30 Jan 2025 19:00:00 GMT

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 Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Goodbye 2024, Hello 2025

Thu, 12 Dec 2024 19:00:40 GMT

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 returned 46%

Can he do it again? Tune into this episode to uncover Martin's 2025 market predictions and his top investable ideas and themes.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad + Bonus of Asset Allocation Strategy for 2025

Thu, 28 Nov 2024 19:00:02 GMT

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 Chrysos Corporation (C79:ASX) as a gold technology play to add to your portfolio in 2025 to also act as an inflationary hedge and safe haven investment in times of volatility.

Tune into this episode for asset allocation insights and of course our top investable ideas as we look ahead into the new year.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Trump 2.0 | What this means for investors in 2025?

Thu, 14 Nov 2024 19:00:28 GMT

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 indeed be inflationary? And what does this mean for the outlook of interest rates as we head into 2025?

The 60/40 asset allocation could be the winning combination as we head into 2025, so you won't want to miss this conversation. tune in for some great insights!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Investing into Southeast Asia Venture Debt | Why now?

Thu, 31 Oct 2024 19:00:07 GMT

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. Investors are aware of their strong economic growth, growing GDP, favourable demographics and strategic location in terms of global trade and opportunities, so in this conversation Candice and Felicity unpack the reasons behind private credit has become and will continue to be an attractive investment opportunity for investors.

Tune in for more investable insights.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Investing in Defense - A Rising Theme

Thu, 17 Oct 2024 19:00:20 GMT

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.

Tune in as they discuss:

What's driving the defense sector boom
Why defense stocks can provide portfolio diversification and steady returns
Key investment opportunities, including major players like Lockheed Martin and Northrop Grumman
Top defense-focused ETFs for broader exposure
The risks you should consider before diving in

Whether you're looking for income, growth, or a hedge against market volatility, defense might be worth a closer look. Don't miss this insightful episode, packed with practical tips to help you navigate this rising investment theme.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Ron Temple talks portfolio positioning leading into the US election

Thu, 03 Oct 2024 19:00:10 GMT

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 light of recent inflation and employment data.
Portfolio positioning ahead of the 2024 US election and potential market volatility.
The impact of election outcomes on market dynamics, including what to expect if Vice President Harris or Donald Trump takes office.
Geopolitical tensions, supply chain challenges, and the evolving US-China relationship.
The long-term risks posed by US fiscal health and rising debt levels.

Whether you're an investor or simply looking to understand the shifting market landscape, this conversation is packed with practical insights and strategic advice to help you navigate these uncertain times.

Tune in now to get the latest market perspectives from one of the industry’s leading voices!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Global Equities, Trends & Insights with Sally Bertouch from Cullen Capital.

Thu, 19 Sep 2024 19:00:10 GMT

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 market
her decision making process on ESG and how this plays into her stock selection
her outlook for global equities as we look out to 2025
and of course some of her top investable ideas.

So tune in and let's talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | IPD Group and Playside

Thu, 05 Sep 2024 19:00:51 GMT

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 development make it a strong buy at current levels.

So tune in and let's talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market Update | Q2 Performance

Thu, 22 Aug 2024 19:02:17 GMT

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 transition; Vanadium.

All these insights and much more, so tune in and let’s talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Inside Private Equity with Chris Fielding of Hg

Thu, 08 Aug 2024 19:04:18 GMT

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 private equity. He also discusses the launch of Hg Wealth, a semi-liquid private wealth solution aimed at providing private banks, family offices, and eligible private clients with access to the Hg platform alongside institutional clients.

Whether you're an experienced investor or just curious about private equity, this episode offers valuable insights into the dynamic world of private investments.

So tune in and let's Talk Money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

High Conviction Stocks and Market Trends with Jun Bei Liu

Thu, 25 Jul 2024 19:03:39 GMT

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. She also discusses the Chinese economy's outlook and how it influences ASX-listed companies.

Don't miss out on Jun Bei Liu's valuable perspectives. Tune in and let's Talk Money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Danaher and AMD

Thu, 11 Jul 2024 19:03:18 GMT

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-hard-problems/

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

How AI is Transforming Medical Diagnostics | Interview with Echo IQ

Thu, 27 Jun 2024 19:03:00 GMT

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 Officer from Echo IQ.

Echo IQ uses their AI-powered technology, EchoSolv to enhance the diagnosis of structural heart disease. And It's technology has seen impressive results.

Felicity and Candice speak with Prof Strange and Phillip about the success of this technology, their current FDA submission, Echo IQ's strategy for commercialising EchoSolv and the implications of AI technology on the diagnostics industry.

You won't want to miss this fascinating delve into the real world impacts of AI advancements. Tune in now and Lets Talk Money!

Echo IQ is a listed company, their ASX ticker is EIQ. Learn more about Echo IQ here

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

End of Financial Year Tips & Checklist

Thu, 13 Jun 2024 19:02:23 GMT

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 Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Quantum Computing & the Future of Technology | Interview with CEO of Archer Materials

Thu, 06 Jun 2024 19:01:10 GMT

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 exciting milestones ahead. He discusses the impact of semiconductor devices, managing high demand global supply chains and the importance of strategic partnerships in driving innovation.

Don't miss this insightful discussion with a leader in cutting-edge technology. Tune in and let's talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Estate Planning and Asset Protection with Angela Harvey | Why Everyone Needs a Will

Thu, 23 May 2024 19:01:51 GMT

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 for all listeners.

Felicity, Candice and Angela also chat through the tax implications that come with estate planning. Plus, get insights on what happens to your digital assets, like cryptocurrency, when you pass away.

This episode is packed with essential information to help you secure your financial future and protect your loved ones. Tune in now and let's talk money!

If you’d like to get in contact with Angela, you can reach her at axh@swaab.com.au. Be sue to let her know you listened to her on Talk Money To Me.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Resource Special: Copper and Uranium

Thu, 09 May 2024 21:56:20 GMT

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 this order pad. She explains why copper is a cornerstone of the shift towards a low-carbon economy. She brings 4 Australian listed companies to add copper exposure to the portfolio. Candice must be spending a lot of time wth Felicity, as her love of high conviction small caps is rubbing off, Candice brings FireFly Metals (FFM:ASX) as another way to add copper exposure.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria

Thu, 25 Apr 2024 19:00:35 GMT

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 that QOR’s tech today is keeping 22 million children safe across 27,000 schools in 3 continents while they use the web.

Content Warning: We discuss the rising issue of protecting young people when using the internet and examples of when Qoria technology has stopped life threatening events from taking place. Please refer to your local crisis center and for support.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Investing in Emerging Markets: Opportunities & Risks

Thu, 18 Apr 2024 19:01:00 GMT

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 over 60% by 2025? Discover why these markets, accounting for 70% of the world's population and half its land mass, are simply too big to ignore.

Find out more about some of Felicity and Candice's preferred fund managers and investment options in the emerging market space. Whether you're a seasoned investor or just starting out, this episode offers valuable insights to consider.

Don't miss this enlightening discussion on emerging markets and their impact on the global economy. Tune in and let's talk money!

You can find the GQG Article discussed in this episode here: Emerging Markets EU Regression SL Accessible.pdf.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Australian Equity Strategy Update and Portfolio Update

Thu, 11 Apr 2024 19:01:40 GMT

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 performance of two stocks in particular: Qoria (QOR.ASX) (formerly Family Zone Cyber Security) and Elders (ELD) that have had big market movements.

Plus, Felicity shares her thoughts on some interesting insights from renowned investor Steve Eisman.

With all these valuable discussions and more in store, tune in and let's talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

AI Special | Investment Opportunities & Small to Mid Caps you need to know!

Thu, 04 Apr 2024 18:01:50 GMT

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 from Munro Partners, this expert will share valuable insights on AI investment strategies and market conditions in the global small and mid-cap sector. You’ll have to tune in to discover who it could be!

From semiconductor giants to innovative cybersecurity solutions, Candice and Felicity explore the broad-ranging effects of AI on various sectors, highlighting the vast opportunities for investors to capitalize on this transformative technology.

So whether you're a seasoned investor or just starting out, join Candice and Felicity as they navigate through the exciting world of AI investments, providing actionable insights and expert analysis along the way. Tune in now and let's talk money!

You can find the Munro & Partners, Global Growth Small & Mid Cap Fund discussed in the episode here

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Tasmea IPO and Southern Cross Electrical Engineering (SXE)

Thu, 28 Mar 2024 18:01:31 GMT

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 Limited, a soon-to-IPO small cap services company with promising potential.

Meanwhile, Candice sheds light on Southern Cross Electrical Engineer Ltd (ASX: SXE), a small cap in the electrical and data centre space, set to benefit well in the push to electrification.

Join Candice and Felicity as they break down these intriguing investment opportunities, offering valuable insights to navigate the market with confidence. Tune in now and let's talk money!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Fixed Income Part 2 | Exploring Global Investment Opportunities

Thu, 21 Mar 2024 18:01:22 GMT

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 fixed income space. Dr. Christopher Baylis, PhD in Econometrics and Founder/CIO at Fortlake Asset Management, shares his invaluable thoughts on the asset class and offers a glimpse into the potential outlook ahead.

Listeners won't want to miss out on this enriching discussion packed with actionable advice and expert perspectives.

If you want to know more about Fixed Income as an asset class you won’t want to miss this episode!

If you missed it, check out last week’s Part 1 of the Fixed Income series to hear about the basic mechanics of bonds, the different types of bonds and important factors which impact the pricing or interest returns on offer for asset class. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Fixed Income Part 1 | Exploring Investment Opportunities

Thu, 14 Mar 2024 18:01:35 GMT

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.

Curious about the outlook for bonds in the next 12 months? Hear their perspectives on how interest rates and the current economic cycle might shape the landscape.

And that's not all! Brace yourself for a special treat as Candice and Felicity welcome Sam Burrell from Avari Capital. He'll be shedding light on the dynamic Australian real estate credit market, providing invaluable expertise you won't find anywhere else.

Whether you're a seasoned investor or just dipping your toes into the world of finance, this episode is packed with knowledge and excitement you won't want to miss. Tune in and let's talk money!

Hosted on Acast. See acast.com/privacy for more information.

Market Update | Investment Lessons in the Last 100 Years

Thu, 07 Mar 2024 18:01:01 GMT

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 (September 20017) and which stocks make up the portfolio and what they are adding!

If you are interested in learning more about the Growth Australian Large Cap Model Portfolio, reach out to Candice and Felicity on:

cftgroup@shawandpartners.com.au

-----

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market Update | How Might New Superannuation Rules Affect You?

Thu, 29 Feb 2024 18:01:00 GMT

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 that were pitched back in February 2022 get revisited. For one, it's time to take profits. For the other, it's time to double down.

You won't want to miss the latest market insights, investment moves, and Super rules that could impact you!

As February comes to a close, don't forget to reach out to Felicity and Candice at cftgroup@sureandpartners.com.au for a complimentary portfolio review. Hurry as this limited offer ends soon!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Health is Wealth | How to Invest in this Game Changing Theme

Thu, 22 Feb 2024 18:01:46 GMT

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 the current Bull and Bear talks in the market.

You won't want to miss this one!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024?

Thu, 15 Feb 2024 18:01:16 GMT

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 catalyst for SPOTIFY, and importantly their pathway to stronger profitability appears to be happening at a faster-than-expected pace.

Felicity is pitching Nuix. It's set for a re-rate and also double-digit upside potential in the markets based on the business's positioning in the emerging tech markets as AI and machine learning takes off. NXL is one to watch with its developments in the realms of big data, cybersecurity and compliance.

Hosted on Acast. See acast.com/privacy for more information.

Welcome Back! What can investors expect in 2024?

Thu, 08 Feb 2024 18:01:49 GMT

Welcome Back! In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.

There are still some risks in the 2024 Market and in this episode, Candice and Felicity take you through what they are watching out for; from sticky inflation, whether resection risk is mild or deep; the Chinese economy & property sector, and US shutdown risks.

But it wouldn't be a Talk Money To Me episode if the ladies didn't share what data points investors can keep an eye out for to remain positive in 2024. Tune into this episode as the ladies help you navigate the markets and your money.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Martin Crabb reviews his predictions from 2023

Thu, 21 Dec 2023 18:00:41 GMT

In the last episode of Talk Money To Me for 2023, Felicity and Candice are joined by Martin Crabb, CIO at Shaw and Partners to review his predictions from 2023 and give us new insight and stock Ideas for 2024.

Martin is getting a reputation with the Talk Money To Me community for having some crystal ball predictions, you won't want to miss his performance in 2023 or his foretellings for 2024.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Remember you can always reach out to Candice and Felicity's team at cftgroup@shawandpartners.com.au

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

23 stocks for 2023 | We review our "portfolio" to see how we went

Thu, 14 Dec 2023 18:00:22 GMT

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio.

They've been tracking its growth and loss all year long and in this special Order Pad episode, it's time to reveal how they went!

You won't want to miss Felicity's small-cap performance or Candice's stronghold thematic.

Listen to find out how they went!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

12 Stocks of Xmas: Part 2

Fri, 08 Dec 2023 01:31:28 GMT

It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!

Anthony Doyle from Firetrail
Rajeev Gupta the Founding Partner of ALIUM Capital
David Franklyn from Argonaut
Christian Mariani the Investment Specialist within the US Equity team of JP Morgan.
Jules Cooper our very own Shaw and Partners
And finally Jessica Leung from Global X ETFs

As Felicity and Candice continue to lead you through these experts’ 2024 choices to add to your Christmas stockings. It’s a very merry Talk Money To Me Christmas special! You won’t want to miss it.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

12 Stocks of Xmas: Part 1

Thu, 30 Nov 2023 18:00:21 GMT

For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!

Hear from:

Jun Bei Liu PM of the Alpha Plus Long Short Fund at Tribeca
Phillip Pepe Shaw and Partners Senior Equities Analyst
Pravir Singh the Co-Portfolio Manager on the Global and International High Dividend strategies at Schafer-Cullen
Peter Bates PM of Global Select Equity Strategy at T.Rowe Price
Ray David from Black Wattle Partners
And Qiao Ma from Munro Partners

As Felicity and Candice sing you through (that’s right...they sing) these experts’ 2024 choices to add to your Christmas stockings.

It's a very merry Talk Money To Me Christmas special! You won't want to miss it.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | SOHN Hearts & Minds Stock Pitches

Thu, 23 Nov 2023 18:00:01 GMT

In this week's episode, Candice and Felicity share the SOHN annual stock pick ideas that make up the Listed Investment Company HM1:ASX.

Out of the pitches, Candice explores the French Fries wars and goes into a deep dive into LW.NYS.

While Felicity goes nuclear and reiterates her bull case for uranium in NexGen and runs through the high conviction of NXG.ASX.

Plus listen to the end to hear some big calls about Bitcoin from none other than Cathy Wood, CEO and CIO of ARK Invest at SOHN.

Hosted on Acast. See acast.com/privacy for more information.

Invest like a Family Office | Insights from Joshua Derrington MD and CIO of Alvia Asset Partners

Thu, 16 Nov 2023 18:00:35 GMT

Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners.

Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia’s ‘best ideas’ that leverages off their family office investment process to deliver long-term, consistent and compounding returns.

And the returns have been IMPRESSIVE.

Since inception, the Fund has returned 48.80% or 13.50% annualised return.

In this episode you will hear Josh's investment process, some of the current holdings and sectors he favours and his thoughts on the current economic climate and how this is shaping the private sector.

If you wish to find out more about Alvia Asset and their Family Office Fund, head to their website:

https://alviapartners.com.au

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common?

Thu, 09 Nov 2023 18:00:52 GMT

Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come!

If you are looking for the next best Australian tech business to invest in? Then you have come to the right place.

In this episode of Talk Money To Me, Candice and Felicity chat to Rajeev Gupta, one of the founding partners of Alium Capital. Allium Capital was established in 2016 and has invested in almost 100 companies to-date. Their Flagship fund is their Alium Alpha Fund and what is unique about this Fund is that it invests in technology businesses within both the Private and Public markets.

The fund has returned 151% since inception. Yes you read that right! Meaning on an annualised basis that is an average of 21.50% per annum (simple returns) and a CAGR of 17% over the last 7 years.

Raj shares his thoughts on the ASX tech sector today and where he would like to see the tech sector grow in the years to come. Plus we hear the stories behind 2 of the best investments made and also the 2 investments that went south and what lessons he has learned from these losses.

Stick around to the end of the episode, as we promise you will receive not only great invest-able ideas but also a discount code for your Christmas shopping!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

This episode contained sponsored content from Alium Capital.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.

Thu, 02 Nov 2023 18:00:58 GMT

In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in.

Of course in this conversation you will hear some investable ideas, perhaps a global company you've never heard of like Candice and get the insights as to why Hugh is holding roughly 20% cash in the Fund right now.

Some interesting facts to get a sneak peek into this episode:

Since World War II, the Fed has tightened interest rates thirteen times. A recession followed ten of these times.
Since 1880 the S&P500 has had 3 decades (1910s, 1930s, 2000s) where there has been no capital growth - whereas income is always a component of total return.

If you would like to learn more about Talaria and their Global Equities Fund, head to their website:

www.talariacapital.com.au

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

This episode contained sponsored content from Talaria Capital.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | Elders & Weebit

Thu, 26 Oct 2023 17:00:59 GMT

Candice and Felicity bring their latest investable ideas to the Order Pad.

Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility.

Candice revisits Elders a stock pitched back in April 2022 and unpacks why she thinks investors should stick with the company. Elders (ELD:ASX) story began in 1839, today their expansive network reaches every corner of Australia. While their roots are in agriculture, Elder's diverse business operations cover rural services, real estate, insurance and more.

Felicity pitches a new idea and company to join the Order Pad - Weebit (WBT:ASX). Weebit Nano is a semiconductor technology development company that is listed on the ASX. The company specialises in a Non-Volatile Memory technology called Resistive Random Access Memory (ReRAM) that has strong potential to replace Flash memory technology, among other things.

Just about every electronic device needs Non-Volatile Memory to operate and this is typically some form of embedded memory.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The Property Investor's Guide: Proven Paths to Prosperity

Thu, 19 Oct 2023 19:01:36 GMT

Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator.

Micheal shares his top tips for preparing to invest in property, discusses the current property market conditions, and where he sees Australia's property market heading into the future.

Michael is the founder of Metropole Property Strategists and host of the Michael Yardney Podcast. His opinions are frequently quoted in the media and he has been featured in all major newspapers, finance and property magazines throughout Australia and in his regular segments on Sky TV as well as on commercial radio.

If you are invested in the property market or interested in hearing where to start, you won't want to miss this chat!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund

Thu, 12 Oct 2023 19:01:50 GMT

In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund.

James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund.

The Fund just ticked over its 3-year track record in September, delivering 10.35% pa over that period, after fees.

Fund is Recommended by Zenith and the Fund has 2 Co-Portfolio Managers (Check out Maroun’s interview on the Equity Mates network)

Felicity and Candice ask James in this conversation the big question…..where can investors find the next BIG idea? a company to join the likes of the Magnificent 7? So if you are looking for some great investable ideas in global equities, you WILL want to tune into this episode.

This episode is sponsored by Fidelity

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Uncovering Imricor Medical Systems with CEO Steve Wedan (ASX: IMR)

Thu, 05 Oct 2023 19:01:30 GMT

Welcome to the first in our series of Uncovered - a new series we're rolling out together with Equity Mates. Candice and Felicity talk to Steve Wedan, the CEO of Imricor Medical, about his vision for the company and how they'll go about changing the standard of care in interventional medicine. This is a wide ranging conversation about the history of the company, and look at the drivers of growth of this small cap.

This episode contained sponsored content from Imricor Medical.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | GrainCorp, IGO, Uber & CSL: Unpacking our picks in this shifting landscape

Thu, 28 Sep 2023 20:01:30 GMT

It’s another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas. Bullish indicators include the S&P being oversold, strong M&A activity, and positive labor news. On the flip side, bearish signals involve hawkish tones from the Fed, upward pressure on rates, and a shift in investor sentiment towards safer assets.

Candice brings her new investment idea - Uber, an international growth company trading below its IPO price but at a higher valuation, and reiterates CSL as a buy - known for its strong performance in revenue, margin, and cash flow. RMD, another stock in the sector, has become less attractive due to uncertainties around obesity drugs and a significant 6-month sell-off of 30%. Felicity pitched a new idea in GrainCorp a leading Australian agribusiness and processing company, with integrated operations across four continents and a proud history of delivery for customers for more than 100 years. Then she reiterates a buy for IGO - the mining and metals industry supports nearly half of the world's economic activity according to some estimates, providing the raw materials that make life possible for nearly eight billion people.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Passive vs Active Investing | What approach to consider in the current market

Thu, 21 Sep 2023 20:01:55 GMT

In this episode, Candice and Felicity debate the positives, negatives, ins and outs of passive investing and active investing. This topic has been debated in the investment community since the dawn of time, but have you ever compared returns and examples of each strategy?

Well, that’s exactly what the girls do in this conversation. Plus they go over the latest macroeconomic data and market news to help investors best navigate the stock market.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?

Fri, 15 Sep 2023 04:01:00 GMT

In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund

This Fund brings investors a unique exposure to global equity markets through:

• A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets.

• Stock-specific opportunities focused on finding unappreciated positive change attributes.

• Unique risk management to ensure that stocks drive returns rather than macro drivers

In this conversation, Anthony explains Firretail's S3 attributes; Sustainable business models, Sustainable earnings and Sustainable positive change. He explains how these attributes of the ideal stocks for the portfolio help generate alpha for the investors.

Firetrail assesses a company against these attributes not today, but on forecasting 5 years into the future.

The Fund has returned 16.98% in the past year, and the ASX code is S3GO or APIR Code is WHT7794AU

If you are looking for sustainable global investment opportunities, or just your next global stock idea, you won’t want to miss this episode.

For more information, visit their website: https://firetrail.com/

*****

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund

Thu, 07 Sep 2023 20:01:07 GMT

In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets.

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation have fuelled economic and business expansion, and this has played an important feature in the management of the COVID-19 crisis and the region’s resilient economy. Looking ahead to a post-pandemic world, we believe a new economic order will prevail, and Asia’s enduring role in driving global growth will continue. It is already apparent that new winners will emerge as opportunities arise from dislocation and existing trends accelerate. Countries in Asia with younger populations and growing middle classes will have consumption tailwinds and offer some of the best growth opportunities, first in technology, and later in leisure and travel. Economies will shift from globalisation to regionalisation, and countries with large local regional populations will benefit.

“By 2050, China, India and Indonesia are expected to take three of the five top spots in the global economy (by GDP)”

If you are looking for long-term growth opportunities within the Asian markets, you won’t want to miss this episode.

To find out more about the Fidelity Asian Fund, head to their website : https://www.fidelity.com.au/funds/fidelity-asia-fund/

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This episode contained sponsored content from Fidelity.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu

Thu, 31 Aug 2023 20:01:23 GMT

In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%. If you are looking for alpha generating stock ideas to add to your portfolio you won’t want to this episode.

Jun shares with the ladies the key themes to emerge from this reporting season, provides an overall score, and how she is taking all the latest data points in the market to position the long and short positions within the Fund.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

This episode contained sponsored content from EFG.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Order Pad | MQG & QOR plus market update and factors to consider right now!

Thu, 24 Aug 2023 20:01:15 GMT

Candice and Felicity are back with another edition of their Order Pad. Candice is reiterating Macquarie Group as a buy, and outlines the reasons why. And while it seems Felicity has a brand new idea... it's actually an old faithful under a new title. But you'll have to listen to find out who!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

This episode contained sponsored content from EFG.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bold Insights about Global Equities with Jonathan Rawicz from New Capital

Thu, 17 Aug 2023 20:01:14 GMT

Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages. These stocks have the potential to thrive in a changing economic landscape, and the New Capital Global Equity Conviction strategy is well-equipped to capitalise on such opportunities.

Jonathan is the Lead Portfolio Manager for the New Capital Global Equity Conviction strategy and he is responsible for over A$4billion in Assets. Join us for this fascinating conversation!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

This episode contained sponsored content from EFG.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Understanding Behavioural Finance and Craft a Winning Investment Portfolio

Thu, 10 Aug 2023 20:01:39 GMT

Unravel the mysteries of behavioural finance to help you craft a winning investment portfolio

We're diving deep into the world of biases that influence our financial decisions. Get ready to gain insights on how to overcome these biases and build a solid investment strategy that stands the test of time.

Loss aversion Bias
Herd mentality bias
Overconfidence bias
Anchoring bias

And how these can impact your investment decisions

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market Update: Will August be a down month for stocks?

Thu, 03 Aug 2023 20:01:58 GMT

Join Felicity and Candice as they delve into the historical trends of August trading, analyze the bear and bull markets, and explore the latest updates in the world of investing. They discuss the recent developments in Peninsula Energy's uranium project, provide insights into CSL Limited's attractive entry levels, and reiterate a previous buy for Chrysos Corporation.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The Power of Uranium: Stock ideas & chats with Peninsula Energy's CEO

Thu, 06 Jul 2023 20:00:55 GMT

In today's podcast, we're thrilled to introduce Wayne Heili, who serves as the Managing Director and CEO of Peninsula Energy. For those who follow TMTM closely, you may recall that we discussed Peninsula Energy (ASX: PEN.ASX) in our OrderPad episode back in May 2023, specifically on the 19th, when its share price was trading at 15 cents.

As we bring you this episode, the share price has seen a growth, now trading around $0.18. Given that Peninsula Energy is all set to become the next significant uranium producer in the United States, we can't wait to explore more about the company with Wayne.

Before we proceed, here's a glimpse into Wayne's background. Affectionately referring to himself as a 'uranium tragic', Wayne has dedicated over 35 years of his professional life to the uranium mining industry. He brought his expertise to Peninsula Energy after a notable stint as President and CEO of Ur-Energy, Inc. During his tenure there, he masterfully oversaw the design, build, and ramp-up of the Lost Creek in-situ uranium project in Wyoming, USA.

This episode we dive deeper into the journey of Peninsula Energy under Wayne's dynamic leadership.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market Update & Why we are BULLISH on Graphite for the EV rollout!

Thu, 29 Jun 2023 20:00:30 GMT

In this week's episode, Candice and Felicity walk through the latest market data and conditions. They ask the question: has the market got more room to run? Are the bears or the bulls calling the shots? Have global central banks done enough to tame the inflation monster?

The ladies also explore the importance of graphite and provide a few ASX stock ideas on how to gain exposure to this sector. You won't want to miss this episode if you are looking for a high conviction investment idea within the EV supply chain as Graphite has become an essential material in the production of modern electrical batteries, due to its unique chemical and physical properties. It is used as a key component in the electrode, which is responsible for storing and releasing electrical energy. Putting it simply the importance of graphite in the electrical batteries market is crucial and in the decades to come we will see more of this commodity contributing to the development of modern electronic devices.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

JP Morgan Asset Management’s Global Strategist Kerry Craig: What role does a covered call strategy play in a portfolio?

Thu, 22 Jun 2023 19:00:59 GMT

Today Candice and Felicity speak to Kerry - who's responsible for communicating the latest market and economic views from our Global Market Insights Strategy Team. With more than 10 years’ experience, Kerry provides valuable insights and perspectives on the economy and markets to investors. As a frequent commentator on Bloomberg, CNBC, the AFR and the wider financial press, Kerry is able to explain complex economic and market issues in a language that investors understand.

Prior to joining J.P. Morgan Asset Management, Kerry worked in the UK pensions industry and also held several economic research positions in the New Zealand government. An employee since 2010, Kerry holds a master’s degree in Economics from the University of Auckland and he's based in Melbourne, Australia.

To find out more about Kerry, visit the JP Morgan Asset Management website.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

3 stock trading ideas + 1 tax tip ahead of EOFY!

Thu, 15 Jun 2023 18:00:16 GMT

The barbarians are at the gate 3 Stocks that are most likely in a similar position + 1 way to reduce your taxable income and grow your nest egg.

In this week's episode, Candice and Felicity discuss a relatively unknown (and under utilized) super contribution measure that could not only help reduce your taxable income BUT also help build up your retirement savings over time investing in your future!

As we are fast approaching 30-June, Candice and Felicity share the latest updates to the Superannuation legislation and delve into what exactly the unused concessional contributions cap carry forward means.

Plus, given the market volatility, AI boom, interest rate hikes in Australia but recent pause in the US. In this episode you will also hear 3 trading ideas for 3 unloved micro-cap stocks at present and why they are ripe for the picking.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The man who founded Hungry Jacks | Jack Cowin Pt II

Thu, 08 Jun 2023 18:00:03 GMT

In this episode, Candice and Felicity continue their conversation with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee – Hungry Jacks.

As one of Australia’s most successful and recognised businessman, in PART TWO of our conversation with Jack you will hear his business and investment principles he lives by, plus we delve into some of his more recent investments and the reasons behind them. Nothing is off the table, we discuss uranium, decarbonisation, the food industry, plant based products and critical infrastructure. We promise you will find VALUE in this episode as Jack offers up words of wisdom and advice for entrepreneurs…..one being to TEST, TEST and more TESTING.

For more information about Jack and his current roles, refer to the below taken from the Dominos Pizza Australia company website:

Jack was born in Canada and moved to Australia at the age of 27. Opening his first KFC store in December 1969 with 30 brave Canadians lending him $10,000 each for 35% of the company. Now Jack is the chairman and managing director of the CFAL group of companies which has sales revenue of $1.4 billion and Net Shareholders Funds of $600 million. Hungry Jacks is the Burger King Master Franchise Holder for Australia with 360 restaurants. The company exports food products to 26 countries and has won several Australian Export Awards. Jack today is the owner of 98% of the group shareholding. Jack is a former director of Fairfax Media, and was previously a director of BridgeClimb, a Sydney tourist attraction of which he was also a 40% shareholder. In March 2014, Jack was announced as the Chairman of Domino’s Pizza Enterprises.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The man who founded Hungry Jacks | Jack Cowin Pt I

Thu, 01 Jun 2023 18:00:22 GMT

In this episode, Candice and Felicity sit down with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee - Hungry Jacks.

In this exclusive interview Jack winds back the clock to the 1960’s and tells us the story behind the very first burger store he opened. Fast forward to today, there are +400 Hungry Jack stores selling whopper burgers and fries around the country.

As one of Australia’s most successful and recognised businessman, in PART ONE of our conversation with Jack. You will hear the business and investment lessons he has learnt over the decades, plus he shares his involvement with other businesses which resulted in many multiple bag returns and return on investment.

We are talking +4,000% like returns - so I think we have enough evidence to call him our very own Australian ‘Warren Buffet’.

For more information about Jack and his current roles, refer to the below taken from the Dominos Pizza Australia company website:

Jack is a former director of Fairfax Media, and was previously a director of BridgeClimb, a Sydney tourist attraction of which he was also a 40% shareholder. In March 2014, Jack was announced as the Chairman of Domino’s Pizza Enterprises.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

US Debt Ceiling Update & Market Impacts

Thu, 25 May 2023 18:00:01 GMT

In this week’s episode, Candice and Felicity breakdown the US ceiling debt crisis and discuss four likely scenarios to play out as the market nervously awaits a decision from the White House.

We explore the market impacts and ways to best hedge against each scenario playing out. From raising the debt ceiling (scenario 1); to debt service prioritization over other domestic payments (scenario 2); a short default on coupons (scenario 3) and a prolonged, one-month, delay in debt service (scenario 4) we cover all possibilities in this episode to keep you informed.

If the White House can not come to an agreement in time and there is a non-payment on the 1 week and 1 month coupon, we could see a drop of 20% - 30% in the S&P500.

Ouch!

It is not all doom and gloom, as we also go through the bulls & bears case, investment strategies and investable ideas to best protect your investments and capture upside in the current market.

We pitch a few key sectors, investment themes, ETFs and stocks which we think we perform well in all macroeconomic conditions, good and bad.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX: PEN)

Thu, 18 May 2023 18:00:33 GMT

In this order pad episode Candice & Felicity disect one stock idea each and explain why they believe it's a buy, sell or hold.

Also discuss is the current state of the global markets.

Candice explains why she feels Tesla Inc. NASDAQ: TSLA is a buy in her portfolio.

Felicity explains why she has a buy on Uranium supplier PENINSULA ENERGY LIMITED - ASX: PEN

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our top tips for preparing for EOFY + ways to supercharge your superannuation

Thu, 11 May 2023 18:00:36 GMT

As we enter the month of May, it's time to start preparing for your End of Financial Year (EOFY). In today's episode, we will discuss some of the latest Superannuation rules related to concessional and non-concessional caps, along with a few useful tips to help you prepare for the EOFY. We will also provide a quick market update and how recent market developments may be impacting your investment portfolios and decisions.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Looking at Alternative Credit and Fixed Income Investments | Alceon Group

Thu, 04 May 2023 18:00:33 GMT

Today, we bring you our insightful discussion with Omar Khan, Head of Wholesale Capital, and Teresea Lea, Associate Director and Real Estate Specialist, from Alceon's Credit Fund. These industry experts share their knowledge on alternative credit, fixed income investments, and the exceptional performance of Alceon's Debt Income Fund.

Alceon is a multi-strategy alternative investment manager. Established in 2010 Alceon has invested over A$8.0 Billion of capital for its High net worth, family office and instructional clients across real estate, private equity and listed equity.

We first discovered Alceon's Debt Income Fund in late 2022 and have since included it in our clients' fixed-interest asset allocation. This decision was influenced by the fund's impressive track record, boasting an 8.13% p.a. return since its inception in 2019. This translates to a 28% total income distribution return or 7.38% annualised per annum.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Deep Yellow's vision for uranium and sustainable power | John Borshoff Pt II

Thu, 27 Apr 2023 18:30:08 GMT

Deep Yellow, an advanced and geographically diverse uranium company, is on track to become the largest pure play uranium producer on the ASX. Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016. With over 40 years of experience in the uranium industry, Borshoff and his team are applying the lessons learned from their success with Paladin Energy to Deep Yellow. Tune in to Part I from last week to hear our previous episode - and get up to speed with Borshoff's inspiring story and gain insight into the world of uranium investing. Don't miss out on the opportunity to be a part of the sustainable energy revolution!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow

Thu, 27 Apr 2023 06:05:50 GMT

This episode, Candice and Felicity dive into the world of cleaner fuel alternatives and the incredible potential of uranium! They're thrilled to have John Borshoff as our guest, a mining executive and geologist with over four decades of uranium industry experience. Did you know that a single pellet of uranium can produce the same amount of electricity as one ton of coal, three barrels of oil, or 17,000 cubic feet of natural gas?

John began his career with German uranium miner Uranerz, where he worked for 17 years before founding Paladin Energy Ltd in 1993. Under his leadership, Paladin grew from a junior explorer to a multi-mine uranium producer valued at over US$5 billion. John spearheaded the development of the first two conventional uranium mines in two decades, and oversaw numerous successful market transactions before leaving Paladin in 2015.

With a Bachelor of Science in Geology from the University of Western Australia, John is a Fellow of both the Australian Institute of Company Directors and the Australasian Institute of Mining and Metallurgy. He serves as a member of the Uranium Forum within the Minerals Council of Australia and sits on the Council of the Namibian Chamber of Mines. This is the first part in a two-episode series on uranium, when we learn about its crucial role in our quest for clean energy.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Everything is golden | David Garofalo - CEO and Chairman of Gold Royalty Corp

Thu, 13 Apr 2023 18:00:02 GMT

Join us in this episode as we sit down with David Garofalo, a gold mining industry veteran with over 30 years of experience in building and growing multi-billion-dollar sustainable mining businesses worldwide. Currently serving as Chairman and CEO of Gold Royalty Corp (GROY), David shares his insights into the world of gold royalties and their significance for investors.

GROY provides investors with exposure to precious metals prices while minimising downside risks through a royalty structure, with over 200 royalties and $100 million exposure to gold. In the midst of market uncertainty, stubborn inflation, a tight labor market, and a rapid 12-month rate rise, gold has historically offered a safe haven for investors. Tune in to learn from David's expertise and discover where he sees value in the gold space during these challenging times.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Reinventing the way the world grows - Wide Open Agriculture with Jay Albany (WOA.ASX)

Thu, 06 Apr 2023 18:00:29 GMT

In this ep, Felicity and Candice chat with Jay Albany, CEO of Wide Open Agriculture (WOA.ASX), a micro-cap company focused on promoting regenerative farming practices through unique food and beverage products. Jay's passion for connecting consumers with responsible farmers led him to join the company in 2019. With a background in leading growth initiatives and strategic partnerships, Jay's experience is instrumental in shaping Wide Open Agriculture's vision.

In this episode, we'll explore various aspects of Jay's career and Wide Open Agriculture. Topics to be discussed include Jay's journey in the food industry and what led him to the company, the challenges they currently face in the oat milk and buntine protein market, and his confidence in the outlook for 2023.

Stay tuned as we delve into these intriguing topics, shedding light on the future of sustainable food and agriculture with Jay Albany at the helm of Wide Open Agriculture.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market update: This too shall pass! Top ideas to help ride the volatility...

Thu, 30 Mar 2023 17:00:02 GMT

Candice and Felicity discuss the CPI numbers that came out in the US last week - and the fact they were broadly overshadowed by the developments at various banks - with concerns or worse for SVB, Signature Bank, Silvergate, Credit Suisse and Deutsche Bank.

Candice and Felicity discuss ‘superior’ inflation, outlined by Jay Powell. Not known as a natural version of inflation, it’s way more boring than that. It is services less energy and shelter - and it’s only running at 3.68%, which is far lower than the headline figure that’s printed in the media.

They both understand it can be overwhelming so in this episode they try to bring you clarity on what the data is telling them, and reveal ways they are positioning clients portfolios right now.

Tell us what you think of The Dive - email us at thedive@equitymates.com. Follow our Instagram here, or find out more here. Stay engaged with the Equity Mates community by joining our forum.

In the spirit of reconciliation, Equity Mates Media and the hosts of The Dive acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

*****

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

The Dive is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

King of Commodities | Owen Hegarty: Founder + Chairman of EMR Capital

Thu, 23 Mar 2023 17:00:42 GMT

Felicity and Candice talk with Owen Hegarty who has more than 40 years of experience in the global mining industry. This includes 25 years with the Rio Tinto group where he was Managing Director of Rio Tinto Asia and Rio Tinto’s Australian copper and gold business.

Owen was the founder and Managing Director of Oxiana Limited, where he led the growth of Oxiana from a junior explorer to a major Asia Pacific base and precious metals producer. Oxiana became OZ Minerals.

Owen is the founder and currently the Executive Chairman of EMR Capital, a specialist mining private equity company. EMR has some US$2.5 billion funds under management and has 8 mining projects and operations worldwide.

In this episode Owen shares insights into his extensive career, the inspiration behind starting Oxiana, and whether he ever envisioned it becoming a target for BHP. He also discusses the risks and challenges faced by the sector, as well as how the industry is working to address these issues.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Market Update: Peaking rates & weaker growth. Is this stagflation?

Thu, 16 Mar 2023 18:00:39 GMT

As the Australian reporting season draws to a close, it's time to discuss portfolio positioning for 2023. In this episode, Felicity and Candice delve into the sectors we're favouring and those we're underweighting in the Australian market. We'll also explore the transition from stagflation to disinflation and offer some predictions and investment ideas for the upcoming year.

Everywhere you look, the Australian market is grappling with the buzzword "stagflation." For the uninitiated stagflation refers to a condition where there is persistent high inflation, coupled with high unemployment and a slowdown in economic growth in the economy.

With peaking rates & weaker growth, we have to ask: How much more does the consumer have left in the tank?

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We meet the Fertoz CEO: Changing the game for organic fertilizers

Thu, 09 Mar 2023 17:00:23 GMT

Felicity and Candice talk to Daniel Gleeson, CEO of Fertoz. IN the conversation we find out how the company identified the growing demand for organic crop farming, and took advantage of the opportunity to provide an all-natural solution to boost soil nutrition.

Fertoz is a leader in sustainable fertilizers for the US, Canada and Australia - the code on the ASX is FTZ and it currently boasts a market cap of $39 million. The team at Fertoz have a great goal - they want to provide organic, regenerative and conventional farming operations with reliable access to direct application rock phosphate fertilizers that are better for the environment, soil health and building the carbon in soils.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

4 CGT Concessions Every Small Business Owner Should Know

Thu, 02 Mar 2023 17:00:09 GMT

Small business owners can take advantage of capital gains tax (CGT) concessions to minimise expenses and maximise profits. Felicity and Candice are back with their essential 'need to know' episodes and are going through the four essential CGT concessions to consider:

Small Business 15-Year Exemption: Disregard any CGT on assets owned for 15+ years.
Small Business 50% Active Asset Reduction: Reduce CGT by 50% on assets used in the business for at least 12 months.
Small Business Retirement Exemption: Disregard up to $500,000 CGT on assets used for retirement.
Small Business Rollover: Defer CGT by using sale proceeds to buy a similar asset for the business.

They make you aware of these CGT concessions to save money and secure a profitable future. Listen and find out now!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Digging into the Global Natural Resources Sector with Terra Capital

Thu, 23 Feb 2023 17:00:39 GMT

Terra Capital is a leading investment manager specialising in natural resources, achieving impressive returns on their diverse portfolio with a disciplined approach, industry expertise, and a focus on renewable energy and sustainable investments. Candice and Felicity are joined by Jeremy Bond and Matthew Langsford in today’s episode.

They talk about:

📈 How Terra Capital achieved an annual return of 15% since 2010 and a cumulative basis of 470.9% in the natural resources sector.

🎙️ The resource boom, renewable energy solutions, and the ESG movement.

💪 Terra's success and how it's attributed to their disciplined approach and industry expertise.

📈 Their ability to navigate a constantly evolving market and stay ahead of emerging opportunities.

🌱 How Terra invests in renewable energy solutions as part of their portfolio.

🌍 Their dedication to the ESG movement and sustainable investment practices.

Hosted on Acast. See acast.com/privacy for more information.

Finding global equity ideas for your portfolio in 2023

Thu, 16 Feb 2023 17:00:46 GMT

Candice and Felicity are joined by Jeff Cullen on today’s podcast:

👤 Jeff joined Schafer Cullen Capital Management in 2013 as a Managing Director and product specialist, after working for Bank of America/Merrill Lynch.

🏦 At Bank of America/Merrill Lynch, he managed fee-based programs, mutual fund, ETF, and insurance product lines.

🎓 Jeff holds an undergraduate degree from Fairfield University and an MBA from Babson College.

💼 He currently manages the Shaw Global Equity Income managed account at Cullen Capital Management, which has outperformed its benchmark, the MSCI All Country World Value Index.

💰 The Global Equity Income Model is a global equity strategy that invests in a concentrated direct portfolio of dividend-paying large-cap global stocks.

📈 The Shaw Global Equity Income managed account has returned 8.53% in the last 6 months, 11.03% in the last 3 months, and -1.97% in the last month.

🎙️ In this podcast, Jeff discusses his stock selection process for the Global Equity Income Model, his top three stock ideas, and what investors should be cautious of.

The Community Survey helps us to understand who is engaging with Equity Mates Media, and more importantly, how we can continue to improve our content to help you on your money and investing journey. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023. The survey is now open and closes on 28th February 2023. Terms and conditions here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

23 Stocks for 2023 | Car Sales, Aussie Broadband and PayPal! Pt III

Thu, 09 Feb 2023 17:00:39 GMT

It's the last instalment of Felicity and Candice's 23 Stocks for 2023! It's one of your favourites, as they share ideas for making money in the markets, stocks, investable ideas and exciting companies which have caught our eye.

In this episode Candice and Felicity talk about:

Jervois Global
Aussie Broadband
Chrysos Corporation Ltd
CarSales
Apiam Animal Health
PayPal
Regal Partners
The theme of Robotics and AI

To add to their initial list from Parts I and Parts II:

Elders
Playside
Qantas
Merk
Uranium via SLX, PDN, BOE, PEN and LOT
Disney
Total Energies
MIN
STA
SEK
FZO
ULTA
IGO
JHX
GL1

Listen to hear their takes!

To be a part of the Equity Mates Community Survey, fill out the form here. It closes on Feb 28. For T&Cs click here.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

23 Stocks for 2023 | 7 more stocks - including Seek, Family Zone, Ulta Beauty! Pt II

Thu, 02 Feb 2023 17:00:46 GMT

Felicity and Candice are back with Part II of their incredibly popular Order Pad! One of their favourite episodes here at Talk Money To Me, cause you guessed it….we are talking about making money in the markets, stocks, investable ideas and exciting companies which have caught our eye. If you missed our episode last week, catch up on the first 7 stocks there before listening to the next batch!

To be a part of the Equity Mates Community Survey, fill out the form here. It closes on Feb 28. For T&Cs click here.

In this episode Candice and Felicity talk about:

Mineral Resources
Strandline Resources
Seek
Family Zone
Ulta Beauty
Independence Group
James Hardie

Listen to hear their takes!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

23 Stocks for 2023 | Elders, Playside, Qantas and more! Pt I

Thu, 26 Jan 2023 17:00:10 GMT

Felicity and Candice are back with their Order Pad! One of their favorite episodes here at Talk Money To Me, cause you guessed it….we are talking about making money in the markets, stocks, investable ideas and exciting companies which have caught our eye. But wait, there's more, there's more episodes to come for 2023!

Here is the article Candice was talking about - 5 reasons why we think Australia will avoid a recession in 2023.

In this episode Candice and Felicity talk about:

Elders
Playside
Qantas
Merk
Uranium via SLX, PDN, BOE, PEN and LOT
Disney
Total Energies

Listen to hear their takes!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

12 stocks for 12 days of Christmas Pt 2 | ECF, SRG, TSI, UNH & more!

Thu, 22 Dec 2022 17:00:45 GMT

It’s the second part of our 12 stocks for 12 days of Christmas! In our second episode, Candice and Felicity thought they'd share a bunch of different ideas for you to consider. They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!

The six in this episode are:

Elanor Commercial Property Fund I - ASX: ECF

SRG Global Limited - ASX:SRG

Top Shelf International Holdings Ltd - ASX:TSI

Energy Transfer LP Unit - NYSE:ET

Qube Holdings Ltd - ASX:QUB

UnitedHealth Group Inc - NYSE: UNH

Hosted on Acast. See acast.com/privacy for more information.

12 stocks for 12 days of Christmas Pt 1 | TCL, GL1, WMT, BOE & more!

Thu, 15 Dec 2022 21:59:40 GMT

We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!

The six in this episode are:

Transurban - ASX:TCL

Global Lithium - ASX:GL1

Walmart - NYSE:WMT

Chrysos Corporation - ASX:C79

Lendlease - ASX:LLC

Boss Energy - ASX:BOE

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Looking for a gift for a loved one this Christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Martin Crabb comes back to review his predictions from 2022!

Thu, 08 Dec 2022 17:00:56 GMT

Today we have a very special guest back to discuss his predictions for 2023 and reflect on the year that we have had. Martin Crabb brought us so many great nuggets and predictions for 2022, and his calls were mostly right! So he is our VERY first guest to come back into the hot seat for a second time, and we think it'll be a great tradition for us to continue for Talk Money To Me.

Catch up with Martin's previous appearance here. What a year we did have too! Some have called it the worst year for financial markets in a very long time, but looking at Martin's flagship managed account - the Australian Equities Large Cap Core - it's returned 9.74% over this last year. So as a portfolio manager he has killed in a tough market. Remember you can always reach out to our team too at cftgroup@shawandpartners.com.au and we can discuss how this could fit into your portfolio.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Looking for a gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Seeing the global picture with Mary Manning - Alphinity Investment Management

Thu, 01 Dec 2022 17:00:30 GMT

Candice and Felicity are joined today by Mary Manning - who's a Portfolio Manager at Alphinity Investment Management. Mary has 25 years experience in capital markets and her focus is on the consumer and internet sectors, along with the Alphinity Global Sustainable Fund. She's a PhD in Economics from the University of Sydney and an MBA from Harvard Business School.

Mary brings a truly global perspective on investing having lived and worked in Canada, New York, Moscow, London, Singapore and Sydney, so this is a brilliant chat with someone who really understands global markets and brings nuance to the investment opportunities she is seeing currently.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Looking for a gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The investment opportunities in small and micro-cap companies | Marcus Burns + Brittany Isakka - Spheria

Thu, 24 Nov 2022 17:00:45 GMT

Candice and Felicity are joined by Brittany Isakka and Marcus Burns, two colleagues from Spheria, a fund that specialises in small and microcap companies - this got Felicity excited of course! Brittany joined Spheria in July 2021 as an analyst after working at QIC for over 4 years where responsibilities included research, asset allocation and portfolio management. Brittany holds a Bachelor of Business, Finance (Hons) from the Queensland University of Technology and is a CFA Charterholder. Marcus is a co-founder of Spheria and has been a Portfolio Manager since Spheria's inception in April 2016. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years.

They focus on 3 of their funds during this chat - their Opportunities Fund, the Global Opportunities Fund and the Australian micro-cap Fund. Find out more information here.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Looking for a gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

MQG.ASX & PDN.ASX | 2 stocks to add to our order pad!

Thu, 17 Nov 2022 17:00:02 GMT

In another Order Pad episode, Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses.

Today Candice pitches Macquarie Bank. Established in 1969 as the Australian subsidiary of UK merchant bank Hill Samuel, Macquarie diversified its shareholding structure in 1985, assumed its present name and obtained an Australian banking license and first traded on the ASX back in 1996. Felicity talks about Paladin Energy - a company that engages in the development and operation of uranium mines. Its flagship asset is the Langer Heinrich mine in Namibia which was placed in care and maintenance in 2018 due to low uranium prices. Paladin is currently readying Langer Heinrich for a restart which will depend on an improvement in the uranium market.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Looking for a gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Chatting with a Global CIO in charge of $US50B | The opportunities are everywhere

Thu, 10 Nov 2022 17:00:38 GMT

Candice and Felicity chat to Moz Afzal, the Chief Investment Officer of EFG Asset Management, to chat about global markets, and to hear his ideas about what he thinks will happen in the New Year.

EFG International it is a leading Swiss Private Bank renowned for its unique client approach with over 200 billion in assets under management. EFG Asset Management (EFGAM) is the asset management arm of EFG International and an international provider of actively managed investment products and services to private clients, institutional investors and financial intermediaries around the world. With a full range of investment solutions, including traditional equity and fixed income portfolios, multi-asset and alternatives strategies, and its proprietary New Capital fund range, EFGAM manages approximately $24 billion on behalf of clients as of September 2022.

Moz Afzal joined EFG Private Bank in 1994. Not only is he CIO, he's also Chairman of the EFGAM Asset Allocation Committee, and he has overall supervisory responsibility for the investment process. Moz manages New Capital Strategic Portfolio UCITS. He was appointed director and CIO of EFG Private Bank Limited in March 2003 and director of EFGAM in January 2000. In his previous capacity at EFG, Moz has held a number of roles and has been responsible for the management of a series of fixed income funds and portfolios as well as holding supervisory roles in a number of multi-manager long only and hedge funds.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bonds aren't boring | Chatting about the $119 trillion asset class with Jenna Labib & Matthew Macreadie

Thu, 03 Nov 2022 17:00:58 GMT

Jenna Labib and Matthew Macreadie join Candice and Felicity to chat about this massive and unfairly labelled 'boring' asset class. They discuss what bonds offer value right now, how hybrids fit in the strucute, and why Australian investors have gravitated more towards properties and equities in recent times.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

How has the Venture Capital market been holding up in 2022? Damian Fox | Carthona Capital

Thu, 27 Oct 2022 17:00:56 GMT

In this episode, Candice and Felicity chat to Damian Fox about his thoughts on Venture Capital and how it's faring in 2022. Damian's an impressive resume, having been involved in the fund from such an early stage, Damian has been instrumental in developing Carthona’s investment approach and processes, and has had deep involvement across each of Carthona’s portfolio investments and across all stages of their business life cycles. Notable investments that he has led at Carthona include its investments in Particular Audience, Cascade, CIM, Salad Technologies, and SafeStack. The ladies also talk to Damian about the evolution of the business, and how it's shifted to a more traditional venture capital fund structure, and is now deploying its third fund with approximately $400m in funds under management from a mix of Institutional (Superannuation), Family Office and High Net-worth investors.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

3 takeaways from Finfest & some investible ideas for the current market

Thu, 20 Oct 2022 17:00:54 GMT

Candice and Felicity swap notes on their takeaways from Equity Mates' Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Stay engaged with the Equity Mates community by joining our forum.

*****

Talk Money To Me is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

I need to know: Is it going to get worse before it gets better?

Thu, 13 Oct 2022 17:00:36 GMT

Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets. Then they offer up some insightful portfolio strategies and tactical shifts we they are advising their clients to implement - in order to help them ride out the next 12 months which is looking very uncertain.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

ILU.ASX & CAJ.ASX | 2 new stocks we’re adding to the order pad!

Thu, 06 Oct 2022 17:00:37 GMT

Candice and Felicity open their order pads once more, and share their thoughts on two stocks they believe have been oversold in the recent market sell off. Market volatility always brings buying opportunities!

Felicity talks about Iluka, a global mineral sands resource company that’s involved in the exploration, project development, operations and marketing of mineral sands products. Candice then looks at the Healthcare sector, and presents her thoughts on Capitol Health. It’s one of Australia’s leading diagnostic imaging and medical service providers.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

How do you make money in a bear market? | Ray David - Schroders Funds Management

Thu, 29 Sep 2022 18:00:30 GMT

Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market. Pretty impressive! Sector responsibilities include media, technology services, software, and healthcare services. Coverage also extends to identifying opportunities in smaller cap to microcap companies, and unlisted investments. Ray joined Schroders in July 2012 from UBS in Sydney where he had held the position of Director and Analyst for Emerging Australian Companies focusing on general industrials, consumer discretionary, technology and services.

Candice and Felicity loved this chat, as Ray is a fountain of knowledge across a wide variety of sectors. They quiz Ray on the current state of play in the markets and where he’s investing at the moment in the portfolio he runs.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Gerry Sakkas - CEO of Playside Studios | Building a company from the ground up

Thu, 22 Sep 2022 18:00:29 GMT

Felicity and Candice are joined by a special guest - Gerry Sakkas - the CEO and Co-Founder of Playside Studios, which is listed on the ASX under PLY.ASX. Playside Studios is Australia’s largest independent video game development studio with capabilities across Mobile, PC and Console. They develop original IP, engages in work-for-hire projects and delivers publishing services in the gaming industry.

Gerry has over 15 years in the games industry. He's a young, passionate leader who takes a creative visionary approach to leading his team. He talks to Felicity and Candice about how he started the company, the new games he has in development, and how they identify the opportunities and projects that they undertake.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We join forces with Equity Mates for a chat about advisers, insurance and predictions...

Thu, 15 Sep 2022 18:00:12 GMT

We chat to Alec and Bryce who head up the Equity Mates Media team for a special crossover episode! We talk about what we've learned over the past year, reflect on how our Order Pad is tracking, and chat about some of the misconceptions people have (as well as very important questions you should be asking!) when thinking about finding a financial adviser.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II

Thu, 08 Sep 2022 18:00:05 GMT

Last week, Candice and Felicity celebrated a year since they launched Talk Money To Me! This is the second part of their two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk.

On the list: Ulta Beauty (NASDAQ:ULTA), Onon Holdings (NYSE:ONON), Magellan Financial Group (ASX:MFG), Pinnacle Investment Management Group Ltd (ASX:PNI), Walt Disney Co (NYSE:DIS), Vimy Resources Ltd (now Deep Yellow Ltd ASX:DYL), Elders Ltd (ASX:ELD), Independence Group (ASX:IGO), Playside Studios Ltd (ASX:PLY) and Microsoft Corporation (NASDAQ:MSFT).

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's our birthday! We review all our Order Pad stocks 🎂 Pt I

Thu, 01 Sep 2022 18:00:59 GMT

It's been a year since Candice and Felicity launched Talk Money To Me! To celebrate, they are doing a two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk.

On the list: Dusk Group Ltd (ASX: DSK), Nitro Software Ltd (ASX: NTO), SVB Financial Group (NASDAD: SIVB), Tesserent Ltd (ASX: TNT), BHP Group Ltd (ASX: BHP), Silex Systems Ltd (ASX: SLX), Australian Potash Ltd (ASX: APC), Blackstone Minerals Ltd (ASX: BSX), PayPal Holdings Inc (NASDAQ: PYPL) and Crowdstrike Holdings Inc (NASDAQ: CRWD).

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Growing your super by shopping | Pascale Helyar-Moray - founder & CEO of Super Rewards

Thu, 25 Aug 2022 18:00:52 GMT

Pascal Helyar-Moray was fed up. She read a study that showed worrying information about the gender pay gap, and the resulting super gap that followed. This study also showed that ‘the fastest growing demographic of homeless people in Australia is the older woman’, and she was infuriated knowing firsthand how government and corporate organisations were doing very little to change this at all.

So, she thought…. how do we do something to grow the super balance of homemakers who are taking time out of the workforce? How do we help rectify this imbalance? What do they do that we can monetise? They’re buying things, the groceries, and the pet food and the washing machines, and the nappies… How do we monetise that? So drawing on her e-commerce and entrepreneurial background, Super Rewards was born. Pascal took the concept of affiliate marketing and applied it to the super annexation space instead.

Super Rewards is a way to grow your superannuation with your everyday spending. It’s free to join, and there are over 1000 + participating brands offering rewards, so earning more into your balance is easy.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Coby Hanoch - CEO of Weebit Nano | The world of semiconductor technology

Thu, 18 Aug 2022 18:00:32 GMT

Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computing capabilities that will drive the proliferation of intelligent devices. This is a fascinating conversation that covers the financials of Weebit, the competitive landscape, and the huge international market opportunity.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Darryl Garber - CCO for ELMO | How the company is leveraging a $2.2 billion market opportunity

Thu, 11 Aug 2022 18:00:32 GMT

Did you know 70% of Australian workers believe that cost of living pressures are negatively impacting their wellbeing? And this is particularly acute amongst Gen Z who are feeling most affected where this number is over 82%?

Today Candice and Felicity are in conversation with ELMO’s Chief Commercial Officer Darryl Garber. He talks about how the company recognised the unique opportunity the internet created for automating business processes, and the transparency the analytics from this reporting brings.

He shares with them where he thinks the $2.2 billion market opportunity is, what he thinks the secret sauce of successful companies are, and how ELMO is helping these organisations foster culture, innovation, and still adopt a hybrid working policy.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Queen’s Road Capital’s Warren Gilman shares his 2 Golden Rules for Investing

Thu, 04 Aug 2022 18:00:33 GMT

Queen’s Road Capital boasts Australia’s top entrepreneurs as their biggest shareholders - the likes of Andrew Forest, Jack Cowin, and Brett Blundy in the mix. In this conversation, Candice and Felicity are joined by the Chairman, CEO and Director of Queen’s Road Capital, Warren Gilman, to find out why. In their conversation he breaks down how he developed his golden rules for investing by working for one of Hong Kong’s richest men - Mr Li Ka-Shing - and then how he adopted and put them to work with Queen’s Road Capital.

They talk about how this process works in theory, his selection and screening criteria, and then the added complexity of ESG.

If you were on the move, here’s links to the 6 companies they cover:

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Ouch! Is your portfolio hurting in 2022? Ideas, themes and stocks that might benefit

Thu, 28 Jul 2022 18:00:12 GMT

In this episode, Candice and Felicity set the scene with a market update, and a look at what they think is ahead of us. At first glance, the mix of slowing growth, high inflation, and central banks in tightening mode offers little support for the second half of the year. But the ladies believe it’s the perfect time to look at the other factors that might come into play. The markets have been sold off now to a point that might mean it’s a great entry point to slowly edge back into equities… They break down a couple of key themes they are looking at, and the stocks they like within these sectors.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Cameron Duncan - Shaw and Partners

Thu, 21 Jul 2022 18:00:25 GMT

Given the market volatility, rising interest rates and recession backdrop we are facing, Felicity and Candice wanted to speak with an expert in the Australian floating fixed interest market space - also known as hybrids or preference shares. This type of investment is a very attractive asset allocation in the current market conditions, so the ladies wanted to host an episode on what these are, and why investors like them. Cam has had over thirty years experience in financial markets, including a sixteen year stint as Division Director at Macquarie Group. He joined Shaw in July 2015 and got straight into establishing the Shaw SMA Model Portfolios with his partner Steve Anagnos. In this conversation they talk about the outlook for the hybrid market, the risks surrounding preference shares, and ask him to clarify some of the terms mentioned in the space.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Playside Limited (PLY:ASX) & Microsoft (MSFT:NAS)

Thu, 14 Jul 2022 18:00:55 GMT

In this episode, Felicity and Candice compare notes on their Order Pads. Felicity talks about her choice - Playside Limited - a Melbourne based company that develops both its own games and partners with movie studios like Walt Disney, Pixar and Universal Studios to develop branded gaming content. Felicity walks us through its track record, and recent milestones. Then Candice chooses another company known to many of us - Microsoft. They’ve expanded over the years into productivity software, server software, internet services, video games, and PC hardware and accessories.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

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Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Mark Allison - MD & CEO - Elders Limited

Thu, 07 Jul 2022 18:00:58 GMT

Mark Allison from Elders joins Felicity and Candice on this episode of Talk Money To Me. Mark joined the company as a Non-Executive Director in December 2009, served as Chairman and Executive Chairman, before being appointed Managing Director and Chief Executive Officer in May 2014. He oversaw the development and implementation of Elders’ Eight Point Plan in 2014, which returned the company to pure play agribusiness and resulted in the first shareholder distribution in nearly a decade. Since 2014 Elders has grown from a market capitalisation of $50 million to $1.9 billion. Mark shares his thoughts on the current agricultural cycle, the eight point management plan he was instrumental in facilitating, and his thoughts on the rise of ESG investing.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Frank Yu - Ally Bridge Group & Julius Garofali - Shaw and Partners

Thu, 30 Jun 2022 18:00:28 GMT

Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank Yu from Ally Bridge Group. Frank founded Ally Bridge Group in 2013 and is Chief Executive Officer and Chief Investment Officer. In this role, he’s responsible for setting strategic initiatives across the firm, and leading investment objectives across high-impact life science transactions in private and public markets globally. They are also joined by Julius Garofali, who’s a Senior Private Wealth Adviser at Shaw and Partners and has been for twenty years. In this episode, they unpack the opportunities in the developing Life Sciences space, share insight in the Private Equity landscape, and talk about how they met!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | 14 Tips to make your End of Financial Year easier

Thu, 23 Jun 2022 18:00:33 GMT

As the last day of June creeps closer and closer, Candice and Felicity thought it would be the perfect time to remind you of some tips you can action to make the End of Financial Year a little bit easier. The ladies talk through their favourite fourteen ideas that cover all the top money topics - superannuation, private health insurance, looking for deductible expenses and equities.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

The Dive: Lettuce is just the tip of the iceberg: Inflation around the world

Thu, 16 Jun 2022 18:00:08 GMT

Felicity is away this week, so we've decided to drop a bonus episode of The Dive, Equity Mate's newest podcast, into the feed. To subscribe to The Dive, click here. Inflation is the biggest story of the moment. The rapid climb of the cost of basic goods and services is damaging economies, markets, businesses - and most likely your hip pocket as well. In the US, a photo of a Los Angeles gas station went viral charging more than $8 a gallon for fuel, in Australia - a photo went viral after a $12 iceberg lettuce, and in the UK - the fear that one third of the country's fish and chip shops will close in the next 9 months. Today Sascha and Alec want to know - what’s behind these different stories of inflation? And what can we learn from them?

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Calling all bulls, bears and party animals.

The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.

With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience.

Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.

Equity Mates' FinFest, powered by Stake

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Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Help! I want a financial adviser!

Thu, 09 Jun 2022 18:00:53 GMT

Have you ever wanted to get a financial adviser, but don’t really know what you should be asking, or looking for? In this episode, the ladies are joined by their producer, Sascha, who asks them all the questions she should be preparing ahead of meeting a financial adviser for the first time. They discuss what you should prepare ahead of time, what questions you should be prepared to answer, and what are the bright red flags to keep an eye out for.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Andrew Lockhart - Managing Partner from Metrics Credit Partners

Thu, 02 Jun 2022 18:00:12 GMT

The ladies this week are joined by Andrew Lockhart who has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. His considerable experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including corporate restructurings. In 2019 Andrew was also appointed Chair of the Australian branch of the Alternative Credit Council, which is a sub-committee of the Alternative Investment Management Association. In this conversation they try to understand the credit market in greater detail, he gives an overview of the diversity within his fun, and discuss how the current market conditions have an effect on the portfolios he manages.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Debt Recycling - What’s it all about?

Thu, 26 May 2022 18:00:07 GMT

Have you ever wondered what the term debt recycling means? In this Need to Know episode, Felicity and Candice give you the 101 on Debt Recycling. As the name implies, it’s a strategy where you essentially recycle your equity from a property and invest those funds elsewhere - like the stock market. They talk about their own personal strategies and the questions you should be asking your financial adviser if you’d like to implement this strategy.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Anthony Wilson - Head of Equities at Shaw and Partners

Thu, 19 May 2022 18:00:57 GMT

Felicity and Candice are joined by Anthony Wilson - Head of Equities at Shaw and Partners. Anthony joined the firm back in July 2021, but previously he was an Equity Partner at Wilsons Advisory working on the Institutional Sales desk focusing on small cap equity sales both domestically and internationally. He has also had roles at LINWAR Securities and Emerging Growth Capital. In this conversation they speak about Anthony’s thoughts on the current investing climate, the importance of his team and how they are integral to his success, he deciphers some of the jargon that’s a part of his working life, and outlines his red flags in company reports.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Kendrick Louis - Louis Media

Thu, 12 May 2022 18:00:21 GMT

Felicity and Candice are joined by Nutri-Grain IronMan series champion, Kendrick Louis. He chased the dream for ten years, and since then, the Ironman champion has won multiple Australian Surf Lifesaving titles, Represented Australia on the world stage as part of the Australian Lifesaving Team, as well as being named Surf Life Saving Australian Athlete of the Year in 2018. Away from the sport, Kendrick is a family man and an entrepreneur having Founded his own media agency originally with his brother in 2018, called Louis Media. In this conversation he talks about how his training mindset informs his attitude to business, his personal mission to dream big and chasing that unashamedly, and his thoughts on how professional athletes can think about life after sport.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Tightening Financial Climate + Energy Transition

Thu, 05 May 2022 18:00:15 GMT

In this Need to Know episode, Felicity and Candice give you their take on the market and its movements. They discuss the tightening financial climate and Felicity explains why her favourite quote “in the short run the market is a voting machine, but in the long run, it is a weighing machine” said by Benjamin Graham is more relevant than ever before. Then they talk about the rapidly changing energy environment and how they are thinking about balancing their investments between old and new energy.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Don Meij - CEO and Managing Director of Domino's Pizza

Thu, 28 Apr 2022 18:00:33 GMT

Felicity and Candice are joined by Don Meij - who’s celebrating 35 years in the pizza business in 2022. Under Don’s leadership, the Company has grown into a thriving international enterprise with more than 3,000 outlets across 10 markets (Australia, New Zealand, Belgium, France, The Netherlands, and Japan to begin with), making it the biggest Domino’s business in the world outside the United States. Seven pizzas are sold every single second. Don discovered his appetite for the pizza business back in 1987 in the small seaside suburb of Redcliffe, Queensland, where he worked part-time for Silvio’s Dial-a-Pizza (Silvio’s) while studying to become a high school teacher. He quickly rose through the management ranks at Silvio’s, which later acquired the Domino’s brand in Australia. In 1996 Don opened his first Domino’s store in Caboolture, Queensland, and the rest is history. Felicity and Candice unpack Don’s story, look at how the industry has changed in the years since, and find out what’s next for Domino’s.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | IGO Limited (IGO:ASX) & Elders (ELD:ASX)

Thu, 21 Apr 2022 18:00:31 GMT

Felicity and Candice open up their Order Pads. This month they are inspired by their special analyst series they’ve just completed, so each select their favourite stock pick from the twenty that were covered. Felicity chooses IGO Limited, a Nickel-copper-cobalt operation in WA, a purpose-led mining company that’s focussed on metals needed for a clean energy future. Then Candice talks about Elders, an Australian company with a history dating back to 1839. She likes that it’s a leading Rural Services business, supplying physical, financial and advisory inputs to Australian and New Zealand farmers.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Introducing The Dive: Is plant-based meat just a fad?

Wed, 20 Apr 2022 07:06:29 GMT

It's a special bonus - listen to the latest episode from the Equity Mates team - The Dive. In this episode, Sascha and Alec look at the future of plant based meat. In 2019, global consultancy AT Kearney predicted that the global market for meat substitutes would be worth $450 billion by 2040. And at the same time, a huge influx of deals were made between the market leaders Impossible Foods and Beyond Meat. Chains like Burger King, Starbucks, McDonalds, PepsiCo, KFC, Subway, Taco Bell and Pizza Hut. But the past six months we’ve seen a lot of these deals be quietly exited and it got our team thinking… is this the end of plant-based meat? Is it going the way of other food fads?

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Philip Pepe - Senior Analyst at Shaw and Partners

Thu, 14 Apr 2022 18:00:21 GMT

In the final of their three-part analyst series, Candice and Felicity talk to Philip Pepe, a Senior Analyst at Shaw and Partners covering the Industrials sector. Philip has worked in the investment industry for over 25 years in roles that included Investment Consulting, Funds Management and Stockbroking. He’s also lectured for various educational bodies including the Financial Services Institute of Australasia and the Institute of Actuaries of Australia. In this conversation, they talk about the surprises he’s seen recently (both good and bad), how the pandemic has changed the agricultural climate, and he talks about some of the stocks and opportunities that have been catching his eye.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Danny Younis - Senior Analyst at Shaw and Partners

Thu, 07 Apr 2022 18:00:01 GMT

Danny, who's a Senior Analyst at Shaw and Partners is responsible for covering ASX e-commerce, retail and technology based businesses such as companies like, Adore Beauty, Audinate, Dusk Group, Silk Logistics, Prospa, Open Pay and Praemium to name a few within his current research universe. He has also raised capital for many companies including Brainchip (BRN), Openpay (OPY), Wisr (WZR) and many more. In this conversation with Candice and Felicity, he talks about opportunities in the Australian investing landscape, his process for finding a compelling business and his thoughts on the derating of the technology sector.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Peter O’Conner - Metals & Mining research analyst at Shaw and Partners

Thu, 31 Mar 2022 18:00:35 GMT

Peter is an experienced equities analyst specialising in Metals and Mining sectors who has previously held positions as Head of Australian Metals and Mining at Deutsche Bank, Head of Global Metals and Mining at Credit Suisse. Prior to his roles within Financial Services as a research analyst, Peter held operational roles with Rio Tinto for five years and BHP Billiton for five years. His current role today is the Metals & Mining research analyst at Shaw and Partners. In this episode, Felicity and Candice talk to him about his extensive time in the industry, and ask for him to share a few ideas about where to be looking for opportunities.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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Calling all bulls, bears and party animals.

The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.

With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience.

Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.

Equity Mates' FinFest, powered by Stake

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Tim Samway - Chairman of Hyperion Asset Management

Thu, 24 Mar 2022 17:00:09 GMT

Tim is the Chairman of Hyperion Asset Management, an Australian and Global equities fund manager with over $13 billion in funds under management. Tim and his team built Hyperion over 24 years into one of the best performing managers in Australia. His other day job is running Packhorse - a business that acquires agricultural properties and manages land through regenerative farming practices. Their mission is to become a global leader in the practice of regenerative grazing and profitable cattle farming, and currently boast 45,088 hectares of land under management.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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If the episode was sponsored, make it clear here:

This episode contained sponsored content from XXX

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Vimy Resources (VMY:ASX) & Disney (DIS:NYS)

Thu, 17 Mar 2022 17:00:24 GMT

Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Felicity keeps her form, and brings us a Perth-based resource development company with a 220 million market cap, with a focus on a uranium project in Western Australia. Felicity likes this company because it’s developed into a real player in the green energy space, as getting a uranium project to be viable is extremely tricky. Then Candice brings a company with a long legacy of storytelling, and a massive market cap of $239 billion, that’s well positioned to benefit from the re-opening trade following the pandemic. It’s Disney, and she unpacks why she thinks it’s a good time to investigate this legacy media conglomerate.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Jules Cooper - Senior Analyst at Shaw & Partners

Thu, 10 Mar 2022 17:00:26 GMT

Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Australian market is the technology sector and currently has likely the broadest software technology coverage in the market, which provides a unique perspective on business models and valuations across the sector.

****

Calling all bulls, bears and party animals.

The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.

With expert speakers and guests, DJs and booze, it’s an inspiring and empowering event for investors of any level of experience.

Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.

Equity Mates' FinFest, powered by Stake

****

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Australian Reporting Season + Listener Mailbag Stocks!

Thu, 03 Mar 2022 17:00:15 GMT

In this Need to Know episode, Felicity and Candice give you the low down of Australian reporting season so far. At the time of recording, about 50% of companies listed on the ASX have announced their recent financials and earnings update, and there have been a few upsets and misses in the markets, which has seen some stocks fall off a cliff. On the other hand, other companies have killed it with expectations and are enjoying a share price rally since beating on their financial figures. Then Candice and Felicity talk about the current turbulence globally and how you might protect your portfolio in such uncertain times, and provide some key facts on companies that have come through our mailbag.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Magellan Financial Group (MFG:ASX) & Pinnacle Investment Management (PNI:ASX)

Thu, 24 Feb 2022 17:00:06 GMT

Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Candice starts with the first ever sell recommendation for Talk Money To Me’s Order Pad - she looks at Magellan Financial Group and talks about the much-discussed circumstances around this Sydney-based fund manager. Then Felicity brings a very un-Felicity-like stock - a diversified financial manager with a market cap of $2 billion, that provides a dividend yield of 3.5%.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Grant Hackett - CEO of Generation Life

Thu, 17 Feb 2022 17:00:01 GMT

Candice and Felicity are joined by Grant Hackett, CEO of Generation Life, a company providing Australians with tax effective investment solutions for over 17 years. Grant joined the Generation Life Executive Team in September 2017. With over 12 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s name might be familiar to many for his sporting achievements prior to his corporate career, when he won the men’s 1500 meters freestyle race at both the 2000 and 2004 Olympic Games. In this conversation they talk about why you might consider using an investment bond, for yourself, your children or your grandchildren. They discuss the tax implications, broader strategies and benefits of investment bonds, and talk about Grant’s attitudes to leadership, and how his career as an athlete has influenced his corporate career.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | How you can invest for children or retirement (or both!)

Thu, 10 Feb 2022 17:00:02 GMT

In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on your side. In this episode they explain how they work, a couple of options you can explore, and the brilliant tax benefits.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Ulta Beauty (ULTA:NAS) & On Holding AG (ONON:NYSE)

Thu, 03 Feb 2022 17:00:41 GMT

Felicity and Candice open up their Order Pads, and share with us through the stocks they are looking at this month. Candice pitches a leading US retailer in the beauty and specialty hair sector - Ulta Beauty - and talks about this American chain of beauty stores with low levels of debt, and solid financials. Then Felicity sings the praises of a potential up-and-coming Nike rival - On Holding AG - which only listed as recently as September 2021. We know Felicity loves getting in early on her stock picks! This brand capitalises on the increased focus on health and fitness that’s emerged over the last two years.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Ayumi Uyeda - Founder of Proppie

Thu, 27 Jan 2022 18:00:31 GMT

Candice and Felicity are joined by Ayumi Uyeda - who’s aiming to reshape the property market with her new start-up Proppie, a mortgage sharing matchmaker platform designed to help millennials make a start into property. Ayumi was most recently was the Managing Director of Blackmores. She has held General Management and Senior Global positions at Bayer in Japan, South East Asia and the USA in Consumer Health and Pharmaceuticals, and has successfully started up e-commerce business models. Ayumi got her start as a hospital pharmacist in Brisbane, which formed the foundation of her pursuit for health and her belief that “we are nothing without our health”. She is inspired by problems and is relentless with tackling these in new ways, deriving immense satisfaction from the positive impact that solving such problems can have on people. In this conversation they talk about Ayumi’s passion for property, the fast-pace of tech businesses, the climate of and her vision for Proppie.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | 22 stocks for 2022!

Thu, 20 Jan 2022 18:00:29 GMT

It’s a brand new year, so it’s time for a slightly different format this year. In this Need to Know episode, Felicity and Candice open the listener mailbag, and answer all the questions you’ve been asking them over the summer break. Then it’s time to get out a notebook, as they run through 22 international stocks for 2022 that they believe have good growth prospects. You’ll have to listen to the episode to hear all 22 though!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Martin Crabb - Chief Investment Officer from Shaw and Partners

Thu, 16 Dec 2021 17:00:38 GMT

In our final episode for 2021, Candice and Felicity are joined by Martin Crabb, the Chief Investment Officer from Shaw and Partners. Together they discuss the year that was 2021, and explore the investment opportunities on the horizon for 2022. They chat about the recovery trade as the world begins to re-open, and look through all the noise and identify some key investment ideas. Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, Wealth Management, Research and Portfolio Management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need To Know Bumper Edition | SOHN Hearts & Minds Investor Conference

Thu, 09 Dec 2021 17:00:10 GMT

Candice and Felicity recap their favourite event of the investing calendar: the SOHN Hearts and Minds Investor Conference. Hearts and Minds Investments Limited (HM1) is a unique Australian listed investment company. HM1's has two objectives; to maximise long-term returns to shareholders by investing in high conviction ideas; and provide vital financial support to leading medical research institutes. The amount to date has exceeded over $30 million towards Australian Medical Research Institutes.

In this episode, we hear Candice and Felicity’s takeaways from the fascinating interview with Charlie Munger, and then they run us through their thoughts of the pitches from the 13 presenters. This is a not to be missed episode!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | CrowdStrike (CRWD:NAS) & PayPal (PYPL:NAS)

Thu, 02 Dec 2021 17:00:53 GMT

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity pitches a leader in the fast-growing cybersecurity industry: CrowdStrike. This company sells a cloud-based platform that protects endpoints on laptops, desktops, the Internet of things, using AI technology to stop breaches. Then Candice talks about PayPal, a pure play in online payments which enables digital and mobile payments on behalf of merchants and consumers, with a killer track record of smashing their growth targets.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | SDGx Ventures - Jeremy Liddle and Zarmeen Pavri

Thu, 25 Nov 2021 17:00:05 GMT

In last week's episode we chatted about ESG investing and also touched on the importance of addressing climate change as one of the major UN Sustainable Development Goals (SDGs). So this week, we welcome two experts, Jeremy Liddle and Zarmeen Pavri, working in the Venture Capital space who run a fund where all the underlying investments address the many issues of climate change. In this conversation Jeremy and Zarmeen talk about their fund: SDGx Ventures - Climate Tech Fund, talk about the difference between deep tech and ordinary technology, the role they envisage climate playing in any investor’s portfolio, and the crucial difference between Impact, and ESG.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | The fundamentals of ESG investing

Thu, 18 Nov 2021 17:00:44 GMT

In this Need to Know episode, Felicity and Candice lay down the foundations and answer all your burning ESG (Environmental, Social and Governance) investing questions. They also outline the UN Sustainable Development Goals, and outline a few ways you can make your investing dollars make an impact towards Climate Change Action.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Australian Potash Company (APC:ASX) & Blackstone Minerals (BSX:ASX)

Thu, 11 Nov 2021 17:00:47 GMT

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Candice continues her theme of going long on potash, and takes a deep dive into home-grown micro-cap resource company called Australian Potash Company. Then Felicity outlines her thesis for another micro-cap, that she thinks you won’t have heard of: Blackstone Minerals. She outlines the fundamentals of this company that is operating in one of her favourite investment thematics, being the EV and Li-ion battery space.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Wealthful - Chris Bates

Thu, 04 Nov 2021 17:00:32 GMT

Chris Bates started his career as a Financial Adviser in the UK back in 2007. After four years working with High Net Worth Investors, he returned to Australia to work with young families and since 2012 his clients have only been young families in their 30s and 40s. In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorporates Property and Mortgage Broking. In this episode, Felicity and Candice talk to Chris about the value of a great Mortgage Broker, what you should be looking for when engaging a professional, and his thoughts on the wider property climate. Chris has his own podcast, The Elephant in the Room, and you can find out more about him at Wealthful.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Property Revisited

Thu, 28 Oct 2021 17:00:38 GMT

There was so much to talk about in our last Need to Know episode, that Candice and Felicity thought it would be good to revisit property investing again. Make sure you catch up on their first episode if you haven’t listened already, but here they chat about the other structures in which you can use to purchase property, the nitty gritty finer details that we don’t get taught in school but we all should definitely know about, and the difference between a redraw and offset account. If you’re on the verge of buying your first property, or are already managing a large property portfolio, or just wondering where to start sorting out your finances to get into the market, this is an episode you need to hear.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Silex (SLX:ASX) & BHP Group (BHP:ASX)

Thu, 21 Oct 2021 17:00:28 GMT

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity is recommending a micro-cap Australian Technology company, called Silex, that is focused on the development and commercialisation of the SILEX laser isotope separation technology. Candice on the other hand is pitching a well-loved blue-chip, with a $193 billion market cap and global operations. She’ll reveal why this well-known mining company represents a great bargain right now.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Cohen Handler - Simon Cohen

Thu, 14 Oct 2021 17:00:15 GMT

In this episode, Candice and Felicity talk to Simon Cohen, co-founder of Cohen Handler, the largest Property Buyer’s Agency in Australia, who also stars in the very binge-able hit on Amazon Prime - Luxe Listings. Simon started his career within Ray White in Double Bay, Sydney and consistently ranked within the top five sales agents within the office, ultimately achieving “Top 3%” of agents Australia wide. Now, he’s the highest grossing buyer’s agent in the country, and takes pride in making the process of buying a property a simple, easy process for his clients. In this episode he talks to Candice and Felicity about what you should look for when searching for a buyer’s agent, his thoughts on Australia’s hot property market, and his very practical and applicable tips for taking the emotion out of your property purchase decisions.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Where to start with property investing

Thu, 07 Oct 2021 17:00:50 GMT

In this episode, Candice and Felicity talk about all things property investing. They cover the principles of property investing, talk about the actual process and the steps involved, and then finally cover 2 structures you can choose from. If you’re on the verge of buying your first property, or are already managing a large property portfolio, or just wondering where to start sorting out your finances to get into the market, this is an episode you need to hear.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Tesserent (TNT:ASX) & SVB Financial Group (SIVB:NAS)

Thu, 30 Sep 2021 18:00:52 GMT

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity kicks it off with a micro-cap company called Tesserent (TNT:ASX), a provider of full-service, enterprise-grade cybersecurity and networking solutions. Then Candice goes to the other end of the spectrum, with the largest commercial bank, focussed on financing and supporting the innovation economy, by lending to the Tech, Life Sciences and Private Equity and Venture Capital segments, called SVB Financial Group (SIVB:NAS).

For the Get Started Investing series on Broker Basics, click here.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Moneghetti Minerals - Anna Nahajski-Staples and Dr Karen Lloyd

Thu, 23 Sep 2021 18:00:31 GMT

Felicity and Candice welcome Managing Director Anna Nahajski-Staples and Technical Director Dr Karen Lloyd of Moneghetti Minerals to Talk Money To Me. Moneghetti Minerals Limited are a gold exploration and development company, focused on high-grade, scalable discovery opportunities in the best mining jurisdictions in the world - those being in Nevada US and locally here in Western Australia. In this conversation, they discuss the future of the gold sector, the idea of responsibly sourced gold, and chat about their pre-IPO process and the future of Moneghetti.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Pre-IPO Investing

Thu, 16 Sep 2021 18:00:21 GMT

In our last Need to Know episode, Felicity and Candice discussed the difference between early stage and late stage investing, so this episode, they do a deep dive on what exactly is pre-IPO investing. Together they talk about recent examples, outline the due diligence you should undertake before considering a company, and examine the risks of assigning your capital to a business pre-IPO.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Our Order Pad | Dusk Group (DSK) & Nitro Software (NTO)

Thu, 09 Sep 2021 18:00:56 GMT

Felicity and Candice unveil their first Order Pad episode, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Candice talks about her love of an Australian retailer which has been booming due to the lockdown, a small-cap growth company - Dusk Group (DSK:ASK). Felicity leans into the exciting area of technology and talks through her deep dive on Nitro Software (NTO:ASX), a company that was founded in Melbourne, Australia that now calls San Francisco home.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

*****

Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talking Money To Us | Wimp to Warrior - John Kavanagh and Nick Langton

Thu, 02 Sep 2021 18:15:03 GMT

Felicity and Candice welcome their first guests: Wimp 2 Warrior Co Founder and Head Coach John Kavanagh, together with CEO and Co Founder Nick Langton. The company, is a Sydney-based mixed-martial-art start-up, that delivers the end to end marketing, content, publishing and payments platform for combat sports academies to connect with and monetise 500 million MMA fans, through a curated fitness and lifestyle experience. Felicity is a convert, and can attest to the brilliance of the programme, and throughout this episode they learn more about how the founders came to discover the program, the unique challenges of the pandemic and its effect on a contact fitness startup, and how the’ll use the recent funding to grow the company even further.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Need to Know | Investing at different stages of a company’s lifecycle

Thu, 02 Sep 2021 18:05:37 GMT

Candice and Felicity talk about the difference between early stage and late stage investing, and define the six stages of a company lifecycle. They talk about the benefits, the risks, and the opportunities investors can find in a company as it progresses from private to potentially going public, including a deep dive on convertible notes.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Talk Money To Me | Meet Candice and Felicity

Thu, 02 Sep 2021 18:00:47 GMT

Welcome to the very first episode of Talk Money To Me! Candice and Felicity give a brief overview of their careers to date, what their vision for the podcast is, and then share their first stock purchase stories - and reflect on the lessons they learned.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with your thoughts here.

In the spirit of reconciliation, Equity Mates Media and the hosts of Meet Pay Love acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Talk Money To Me is a product of Equity Mates Media.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Introducing... Talk Money To Me

Mon, 23 Aug 2021 02:02:00 GMT

Candice Bourke and Felicity Thomas are the co-hosts of Talk Money to Me - a dynamic podcast that will help you navigate all aspects of your financial landscape. They draw on their extensive expertise and experience in wealth management to deliver you clever financial strategies, investment ideas and insights from market leading experts. Join them on this journey from the 3rd of September.

Hosted on Acast. See acast.com/privacy for more information.