Talk Money To Me
Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.
Tue, April 08, 2025
Tariffs, Trade, and Trouble: What’s Next for the US Economy?
In a special bonus episode - Candice, dialling in for 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 . ***** 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.
Thu, March 27, 2025
AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025
In the first-ever video episode of Talk Money To Me, Felicity and Candice sit down with Armina "Arms" Rosenberg, Co-Founder and Portfolio Manager of Minotaur Capital - a cutting-edge, AI-powered global equities fund backed by tech-savvy investors. With over 15 years in markets - spanning JPMorgan and elite family offices, including managing the global equities portfolio for Atlassian’s Mike 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 . ***** 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.
Thu, March 13, 2025
US Tech Volatility, AI Winners & Top Stock Picks — Alex Pollak, Loftus Peak CIO
In this episode, we sit down with Alex Pollak, CIO of Loftus Peak, to unpack the latest US reporting season, the volatility shaking tech markets, and where he's spotting the next big opportunities. From AI winners and losers to the impact of earnings surprises on portfolio positioning, Alex shares his top stock ideas and where he sees growth in a choppy market. If you're wondering how to navigate 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 . ***** 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.
Thu, February 27, 2025
Order Pad | AL3 & Sell the Banks
In this Order Pad, Candice and Felicity pitch an investable idea each....one buy and a sell. Felicity is up first with her bullish conviction of AL3. Then Candice compares the CBA current PE multiple to the US tech stocks, making it in her mind a no brainer to sell the Aussie Banks. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your 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.
Thu, February 13, 2025
Fall in Love with the rest of the market this year.
In this episode of TMTM Candice and Felicity explore their love affair for growing and emerging global companies outside of the mega tech names we all know so well. If you are an investor seeking growth, you won't want to miss this episode, as the ladies will do a deep dive into the various reasons why SMID for 2025 is a no brainer for your investment portfolio. They also catch up 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 . ***** 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.
Thu, January 30, 2025
Building Your 2025 Portfolio: Top Themes and Ideas
Candice and Felicity are kicking off 2025 with an episode that will help you to learn what to watch and where to invest as your build your portfolio for 2025. From a continuing AI boom, to a nuclear energy renaissance, and everything in between. An episode not to miss as Candice and Felicity explore the top ten investment themes for 2025. Follow Talk Money To Me on Instagram , or send Candice and 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.
Thu, December 12, 2024
Goodbye 2024, Hello 2025
In the final episode for 2024, Candice and Felicity are joined once again with Shaw and Partners Chief Investment Officer Martin Crabb to reflect on the year in the markets and of course discuss the outlook for growth and defensive assets for the new year. You might recall some of his top stock picks for 2023 being Qantas, Evolution Mining and Suncorp to name a few which collectively 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 . ***** 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.
Thu, November 28, 2024
Order Pad + Bonus of Asset Allocation Strategy for 2025
In this Order Pad episode, Candice and Felicity firstly walk through their 2025 asset allocation strategy and calls for having a preference towards domestic and global growth small to mid cap stocks. Candice is keen on jewelry retailer Lovisa (LOV:ASX) as they continue to dominate in the sector and expand their global store count...not including Antarctica. Felicity reiterates her buy conviction for 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 . ***** 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.
Thu, November 14, 2024
Trump 2.0 | What this means for investors in 2025?
In this episode, Candice Bourke catches up with Moz Afzal, Global Chief Investment Officer for EFG, to discuss the US presidential election outcome and what this means for asset classes and portfolio construction as we head into 2025. Candice and Moz discuss the potential winners and losers within investors' portfolios under Trump's second term in the White House. Will his policies 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 . ***** 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.
Thu, October 31, 2024
Investing into Southeast Asia Venture Debt | Why now?
In this episode, Candice and Felicity sit down live in the studio with Jason Edwards from January Capital to speak about the rise of venture debt as an asset class and why he founded the firm to take advantage of the VC market in the growing economies of south east asia like Singapore, Vietnam, Thailand and Malaysia to name a few. Southeast Asia is often described as an emerging digital hub. 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 . ***** 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.
Thu, October 17, 2024
Order Pad | Investing in Defense - A Rising Theme
In this episode of Talk Money To Me , co-hosts Felicity and Candice explore the growing investment opportunities in the defense sector, driven by rising global tensions and increasing defense budgets. From traditional defense stocks to cutting-edge innovations in cybersecurity, AI, and space technology, they break down why this sector is gaining traction and what it means for your portfolio. 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 . ***** 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.
Thu, October 03, 2024
Ron Temple talks portfolio positioning leading into the US election
In this exciting episode, we're thrilled to welcome Ron Temple , Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events. We dive deep into: The US macro outlook and Federal Reserve's policy in 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 . ***** 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.
Thu, September 19, 2024
Talking Global Equities, Trends & Insights with Sally Bertouch from Cullen Capital.
In this episode, Felicity and Candice are excited to chat with Sally Bertouch, senior analyst on the international and emerging markets investment strategies at Schafer Cullen Capital Management. Sally delves into; if she's feeling BULLISH or CAUTIOUS in today's 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 . ***** 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.
Thu, September 05, 2024
Order Pad | IPD Group and Playside
Felicity and Candice are back with the Order Pad! In this episode, Candice is adding IPD Group - ticker on the ASX IPG. IPD Group is a company that falls within the decarbonisation, electrification, AI uptake and data centres thematics. Felicity reiterates a buy on Playside (PLY.ASX), the company’s solid financial position, attractive valuation, and strategic investments in game 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 . ***** 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.
Thu, August 22, 2024
Market Update | Q2 Performance
In this episode of Talk Money to Me, Candice and Felicity take you through the key insights from the September 2024 edition of the Shaw and Partners Research Monitor. Candice and Felicity give a run down of the Q2 market performance, explore the booming utility sector driven by AI and discuss a mineral which you may not have heard of, that’s playing a critical role in Australia’s energy 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 . ***** 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.
Thu, August 08, 2024
Inside Private Equity with Chris Fielding of Hg
In this episode of Talk Money To Me , Candice and Felicity are joined by Chris Fielding, a partner at Hg, Europe’s leading private equity investor in software and services. Hg manages an impressive portfolio with an aggregate enterprise value exceeding US$140 billion. Chris shares insights into Hg's sector-specialist approach, investment strategy, and their successful track record in European 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 . ***** 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.
Thu, July 25, 2024
High Conviction Stocks and Market Trends with Jun Bei Liu
Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca’s Alpha Plus Fund, back to the podcast! In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty. Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season. 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 . ***** 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.
Thu, July 11, 2024
Order Pad | Danaher and AMD
Felicity and Candice are back with the Order Pad! In this episode, Candice is adding Danaher3 and Felicity brings AMD.NAS to the order. if you're interested in biotech, diagnostics and AI exposures, this episode is for you. So tune in an lets talk money! You can read the interview with Lisa Su that Felicity mentions here: https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-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 . ***** 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.
Thu, June 27, 2024
How AI is Transforming Medical Diagnostics | Interview with Echo IQ
On Talk Money To Me, Felicity and Candice have spent much of the last 12 months discussing all the ways AI might impact different market sectors and transform our everyday. In this episode, they speak with two people at the forefront of the Artificial Intelligence revolution in the medical field. Professor Geoff Strange, Chief Research and Strategy Officer and Philip Woolff, Chief Operating 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 . ***** 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.
Thu, June 13, 2024
End of Financial Year Tips & Checklist
End of Financial Year (EOFY) is fast approaching! In this episode, Candice and Felicity share their best tips & checklist to help you best prepare for a smooth end of financial year. They discuss Superannuation, Capitial Gains and Losses, Estate Reviews and provide a checklist of what you need to think about to get your ducks in a row as FY24 comes to a close. Follow Talk Money To Me on 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.
Thu, June 06, 2024
Quantum Computing & the Future of Technology | Interview with CEO of Archer Materials
In this episode of Talk Money To Me, Candice and Felicity speak with Dr. Mohammad Choucair, CEO of Archer Materials. They discuss the future of technology and quantum computing, the revolutionary 12CQ chip, and Archer Materials’ biochip technology transforming medical diagnostics. Dr. Choucair shares how Archer Materials navigates the challenges of developing commercially viable tech and the 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 . ***** 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.
Thu, May 23, 2024
Estate Planning and Asset Protection with Angela Harvey | Why Everyone Needs a Will
In this episode of Talk Money To Me, Candice and Felicity are joined by estate planning expert and partner at Swaab, Angela Harvey, to discuss everything you need to know about what happens to your money when you die. Discover the crucial reasons for having a will, when you should review it, and how often. Angela breaks down what estate planning is and who needs it, offering practical insight 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 . ***** 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.
Thu, May 09, 2024
Order Pad | Resource Special: Copper and Uranium
Candice and Felicity are back with everyone's favourite Talk Money To Me segment- it's the order pad! And in this episode the picks follow a resource theme. Felicity is extremely bullish on nuclear energy and uranium. She adds Silex (SLX:ASX) to the order pad portfolio and suggests some new ways to get uranium exposure in your portfolio Candice is bringing forward Copper as her bid for 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 . ***** 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.
Thu, April 25, 2024
Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria
In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security). The stock code on the ASX being QOR:ASX which is a global technology company dedicated to keeping children safe and well in their digital lives. You will hear more about Qoria in this chat with Tim, but one quick stat I love is 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 . ***** 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.
Thu, April 18, 2024
Investing in Emerging Markets: Opportunities & Risks
In this episode Felicity and Candice explore the fascinating world of emerging markets. They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one? Did you know that emerging markets and developing economies now contribute over 50% of global growth? And that this is expected to rise to 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 . ***** 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.
Thu, April 11, 2024
Australian Equity Strategy Update and Portfolio Update
Get ready for a packed episode of Talk Money To Me, where Candice and Felicity offer a comprehensive market update, sharing valuable insights into the Australian equity landscape as well as how they are currently position some of their portfolios. If you’ve been following along with the Order Pad, you're in luck. Candice and Felicity also provide a portfolio update, discussing the 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 . ***** 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.
Thu, April 04, 2024
AI Special | Investment Opportunities & Small to Mid Caps you need to know!
Get ready to dive into the exciting world of AI investment opportunities with Candice and Felicity in this episode of Talk Money To Me! The dynamic duo provides a comprehensive overview of AI and its potential impact on the investment landscape, from market trends to emerging growth prospects. You'll also be treated to a surprise guest appearance in this episode! 🤫😯 Returning for the second time 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 . ***** 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 <a style='color:grey;'
Thu, March 28, 2024
Order Pad | Tasmea IPO and Southern Cross Electrical Engineering (SXE)
Get ready for another episode of Talk Money To Me, where Candice and Felicity bring you a listener favourite, a new Order Pad instalment! In this episode, they provide a comprehensive update on the current market dynamics, giving listeners a clear picture of the bears and bulls. But the real highlight of the show? Two exciting small caps enter the menu on the Order Pad. Felicity introduces Tasmea 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 . ***** 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.
Thu, March 21, 2024
Fixed Income Part 2 | Exploring Global Investment Opportunities
Get ready for another captivating episode of Talk Money To Me as Candice and Felicity return with Part 2 of their limited Fixed Income series! Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands. But wait, there's more! This episode features another expert in the 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 . ***** 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.
Thu, March 14, 2024
Fixed Income Part 1 | Exploring Investment Opportunities
Get ready for a deep dive into the world of Fixed Income! In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class. Join them to uncover potential investment avenues within this lucrative universe. From government bonds to corporate bonds, they’ve got you covered with actionable insights. 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.
Thu, March 07, 2024
Market Update | Investment Lessons in the Last 100 Years
In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years. They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills. Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio which has returned 10.27% p.a. since inception (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 . ***** 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.
Thu, February 29, 2024
Market Update | How Might New Superannuation Rules Affect You?
This week Candice and Felicity provide a market update, catching you up on the key themes of the ASX reporting season so far. The ladies provide a breakdown of how upcoming changes to superannuation legislation might affect you. What changes should you be looking out for? And how can you use these updates to grow your retirement savings? In this episode, the order pad returns as two stocks 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 . ***** 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.
Thu, February 22, 2024
Health is Wealth | How to Invest in this Game Changing Theme
You would have heard the saying "Health is Wealth", well this week Felicity and Candice are helping you make that a reality. In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech. They discuss a few ways to invest in this idea either directly or indirectly or BOTH. And as always, they share updated on 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 . ***** 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.
Thu, February 15, 2024
Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024?
In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix. Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-expected financial outlook is a positive 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.
Thu, February 08, 2024
Welcome Back! What can investors expect in 2024?
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 . ***** 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.
Thu, December 21, 2023
Martin Crabb reviews his predictions from 2023
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 ***** 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.
Thu, December 14, 2023
23 stocks for 2023 | We review our "portfolio" to see how we went
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 . ***** 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.
Fri, December 08, 2023
12 Stocks of Xmas: Part 2
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 . ***** 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.
Thu, November 30, 2023
12 Stocks of Xmas: Part 1
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 . ***** 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.
Thu, November 23, 2023
Order Pad | SOHN Hearts & Minds Stock Pitches
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.
Thu, November 16, 2023
Invest like a Family Office | Insights from Joshua Derrington MD and CIO of Alvia Asset Partners
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 . ***** 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.
Thu, November 09, 2023
Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common?
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 . ***** 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. 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
Thu, November 02, 2023
Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.
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 . ***** 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. This episode contained sponsored content from Talaria Capital. 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.
Thu, October 26, 2023
Order Pad | Elders & Weebit
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 . ***** 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.
Thu, October 19, 2023
The Property Investor's Guide: Proven Paths to Prosperity
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 . ***** 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.
Thu, October 12, 2023
Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund
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 . ***** 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.
Thu, October 05, 2023
Uncovering Imricor Medical Systems with CEO Steve Wedan (ASX: IMR)
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 . ***** 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.
Thu, September 28, 2023
Order Pad | GrainCorp, IGO, Uber & CSL: Unpacking our picks in this shifting landscape
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 . ***** 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</
Thu, September 21, 2023
Passive vs Active Investing | What approach to consider in the current market
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 . ***** 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.
Fri, September 15, 2023
Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?
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 . ***** 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 <a style='color:
Thu, September 07, 2023
The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund
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 . ***** 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 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. 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
Thu, August 31, 2023
Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu
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. ***** 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. ***** 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. 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. Hosted on Acast. See acast.com/privacy for more information.
Thu, August 24, 2023
Order Pad | MQG & QOR plus market update and factors to consider right now!
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 . ***** 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. ***** 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. 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.
S4 E3 · Thu, August 17, 2023
Bold Insights about Global Equities with Jonathan Rawicz from New Capital
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 . ***** 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. ***** 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. 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.
S4 E2 · Thu, August 10, 2023
Understanding Behavioural Finance and Craft a Winning Investment Portfolio
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 . ***** 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.
S4 E1 · Thu, August 03, 2023
Market Update: Will August be a down month for stocks?
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 . ***** 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.
S3 E23 · Thu, July 13, 2023
Bold Insights about Global Equities: Jonathan Rawicz from New Capital
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 . ***** 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.
S3 E25 · Thu, July 06, 2023
The Power of Uranium: Stock ideas & chats with Peninsula Energy's CEO
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 . ***** 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.
S3 E24 · Thu, June 29, 2023
Market Update & Why we are BULLISH on Graphite for the EV rollout!
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 . ***** 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.
S3 E22 · Thu, June 22, 2023
JP Morgan Asset Management’s Global Strategist Kerry Craig: What role does a covered call strategy play in a portfolio?
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 . ***** 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.
S3 E21 · Thu, June 15, 2023
3 stock trading ideas + 1 tax tip ahead of EOFY!
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 . ***** 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.
S3 E20 · Thu, June 08, 2023
The man who founded Hungry Jacks | Jack Cowin Pt II
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 . ***** 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
S3 E19 · Thu, June 01, 2023
The man who founded Hungry Jacks | Jack Cowin Pt I
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 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 . ***** 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 advic
S3 E18 · Thu, May 25, 2023
US Debt Ceiling Update & Market Impacts
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 . ***** 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.
S3 E17 · Thu, May 18, 2023
Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX: PEN)
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 . ***** 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.
S3 E16 · Thu, May 11, 2023
Our top tips for preparing for EOFY + ways to supercharge your superannuation
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 . ***** 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.
S3 E15 · Thu, May 04, 2023
Looking at Alternative Credit and Fixed Income Investments | Alceon Group
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 . ***** 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.
S3 E14 · Thu, April 27, 2023
Deep Yellow's vision for uranium and sustainable power | John Borshoff Pt II
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 . ***** 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.
S3 E13 · Thu, April 27, 2023
Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow
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 . ***** 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 <a style='color:grey;' target='_blank' rel=
S3 E12 · Thu, April 13, 2023
Everything is golden | David Garofalo - CEO and Chairman of Gold Royalty Corp
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 . ***** 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.
S3 E9 · Thu, April 06, 2023
Reinventing the way the world grows - Wide Open Agriculture with Jay Albany (WOA.ASX)
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 . ***** 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.
S3 E10 · Thu, March 30, 2023
Market update: This too shall pass! Top ideas to help ride the volatility...
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. 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. The Dive is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S3 E9 · Thu, March 23, 2023
King of Commodities | Owen Hegarty: Founder + Chairman of EMR Capital
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 . ***** 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.
S3 E8 · Thu, March 16, 2023
Market Update: Peaking rates & weaker growth. Is this stagflation?
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 . ***** 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.
S3 E7 · Thu, March 09, 2023
We meet the Fertoz CEO: Changing the game for organic fertilizers
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 . ***** 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.
S3 E6 · Thu, March 02, 2023
4 CGT Concessions Every Small Business Owner Should Know
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 . ***** 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.
S3 E5 · Thu, February 23, 2023
Digging into the Global Natural Resources Sector with Terra Capital
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.
S3 E4 · Thu, February 16, 2023
Finding global equity ideas for your portfolio in 2023
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. 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 . 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 . ***** 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 n
S3 E3 · Thu, February 09, 2023
23 Stocks for 2023 | Car Sales, Aussie Broadband and PayPal! Pt III
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 . ***** 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.
S3 E2 · Thu, February 02, 2023
23 Stocks for 2023 | 7 more stocks - including Seek, Family Zone, Ulta Beauty! Pt II
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 . ***** 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.
S3 E1 · Thu, January 26, 2023
23 Stocks for 2023 | Elders, Playside, Qantas and more! Pt I
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 . ***** 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.
S2 E48 · Thu, December 22, 2022
12 stocks for 12 days of Christmas Pt 2 | ECF, SRG, TSI, UNH & more!
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.
S2 E47 · Thu, December 15, 2022
12 stocks for 12 days of Christmas Pt 1 | TCL, GL1, WMT, BOE & more!
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! ***** 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.
S2 E46 · Thu, December 08, 2022
Martin Crabb comes back to review his predictions from 2022!
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! ***** 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 <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https:/
S2 E45 · Thu, December 01, 2022
Seeing the global picture with Mary Manning - Alphinity Investment Management
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! ***** 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.
S2 E44 · Thu, November 24, 2022
The investment opportunities in small and micro-cap companies | Marcus Burns + Brittany Isakka - Spheria
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! ***** 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 <a style='color:grey;' target='_blank' rel='noopener
S2 E43 · Thu, November 17, 2022
MQG.ASX & PDN.ASX | 2 stocks to add to our order pad!
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! ***** 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. <p style='color:g
S2 E42 · Thu, November 10, 2022
Chatting with a Global CIO in charge of $US50B | The opportunities are everywhere
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. ***** 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.
S2 E41 · Thu, November 03, 2022
Bonds aren't boring | Chatting about the $119 trillion asset class with Jenna Labib & Matthew Macreadie
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 . ***** 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.
S2 E40 · Thu, October 27, 2022
How has the Venture Capital market been holding up in 2022? Damian Fox | Carthona Capital
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 . ***** 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.
S2 E39 · Thu, October 20, 2022
3 takeaways from Finfest & some investible ideas for the current market
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 . ***** 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.
S2 E38 · Thu, October 13, 2022
I need to know: Is it going to get worse before it gets better?
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S2 E37 · Thu, October 06, 2022
ILU.ASX & CAJ.ASX | 2 new stocks we’re adding to the order pad!
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See
S2 E36 · Thu, September 29, 2022
How do you make money in a bear market? | Ray David - Schroders Funds Management
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 . ***** 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. 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 an
S2 E35 · Thu, September 22, 2022
Gerry Sakkas - CEO of Playside Studios | Building a company from the ground up
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 . ***** 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. 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. 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 T
S2 E34 · Thu, September 15, 2022
We join forces with Equity Mates for a chat about advisers, insurance and predictions...
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S2 E33 · Thu, September 08, 2022
The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II
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 . ***** 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. 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. 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
S2 E32 · Thu, September 01, 2022
It's our birthday! We review all our Order Pad stocks 🎂 Pt I
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 . ***** 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. 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. 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 pa
S2 E31 · Thu, August 25, 2022
Growing your super by shopping | Pascale Helyar-Moray - founder & CEO of Super Rewards
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. Sign up for Super Rewards with the code TMTM2022 now right 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 . ***** 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. 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 necessa
S2 E30 · Thu, August 18, 2022
Coby Hanoch - CEO of Weebit Nano | The world of semiconductor technology
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 . ***** 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. 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. 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 part of the Acast Creator Network. <
S2 E29 · Thu, August 11, 2022
Darryl Garber - CCO for ELMO | How the company is leveraging a $2.2 billion market opportunity
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. 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. 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. 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
S2 E28 · Thu, August 04, 2022
Queen’s Road Capital’s Warren Gilman shares his 2 Golden Rules for Investing
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: Next Gen IsoEnergy Ltd Contango Ore Adriatic Metals Osisko Mining Inc 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. 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 profe
S2 E27 · Thu, July 28, 2022
Ouch! Is your portfolio hurting in 2022? Ideas, themes and stocks that might benefit
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p style='color:grey; font-size
S2 E26 · Thu, July 21, 2022
Talking Money To Us | Cameron Duncan - Shaw and Partners
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 . ***** 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. 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. 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 lan
S2 E25 · Thu, July 14, 2022
Our Order Pad | Playside Limited (PLY:ASX) & Microsoft (MSFT:NAS)
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 . ***** 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. 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. 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 part of the Acast Creator Network. AqOyD1LFXyeNmldeDn7D <p style='color:grey; fon
S2 E24 · Thu, July 07, 2022
Talking Money To Us | Mark Allison - MD & CEO - Elders Limited
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 . ***** 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. 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. 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 Ab
S2 E23 · Thu, June 30, 2022
Talking Money To Us | Frank Yu - Ally Bridge Group & Julius Garofali - Shaw and Partners
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 . ***** 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. 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. 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
S2 E22 · Thu, June 23, 2022
Need to Know | 14 Tips to make your End of Financial Year easier
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S2 E21 · Thu, June 16, 2022
The Dive: Lettuce is just the tip of the iceberg: Inflation around the world
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? **** 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 . ***** 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. 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 ad
S2 E20 · Thu, June 09, 2022
Need to Know | Help! I want a financial adviser!
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/pr
S2 E20 · Thu, June 02, 2022
Talking Money To Us | Andrew Lockhart - Managing Partner from Metrics Credit Partners
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 . ***** 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. 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. 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
S2 E18 · Thu, May 26, 2022
Need to Know | Debt Recycling - What’s it all about?
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for m
S2 E17 · Thu, May 19, 2022
Talking Money To Us | Anthony Wilson - Head of Equities at Shaw and Partners
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 . ***** 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. 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. 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 part of the A
S2 E16 · Thu, May 12, 2022
Talking Money To Us | Kendrick Louis - Louis Media
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 . ***** 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. 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. 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 ex
S2 E15 · Thu, May 05, 2022
Need to Know | Tightening Financial Climate + Energy Transition
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href
S2 E14 · Thu, April 28, 2022
Talking Money To Us | Don Meij - CEO and Managing Director of Domino's Pizza
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 . ***** 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. 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. In the spirit of reconciliati
S2 E13 · Thu, April 21, 2022
Our Order Pad | IGO Limited (IGO:ASX) & Elders (ELD:ASX)
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p style='color:grey; font-size:0
S2 E14 · Wed, April 20, 2022
Introducing The Dive: Is plant-based meat just a fad?
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 . ***** 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. 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. 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
S2 E12 · Thu, April 14, 2022
Talking Money To Us | Philip Pepe - Senior Analyst at Shaw and Partners
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 . ***** 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. 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. 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
S2 E11 · Thu, April 07, 2022
Talking Money To Us | Danny Younis - Senior Analyst at Shaw and Partners
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p style='
S2 E10 · Thu, March 31, 2022
Talking Money To Us | Peter O’Conner - Metals & Mining research analyst at Shaw and Partners
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 . **** 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 ***** 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. 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 nece
S2 E9 · Thu, March 24, 2022
Talking Money To Us | Tim Samway - Chairman of Hyperion Asset Management
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 . ***** 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. ***** 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. 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. 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
S2 E9 · Thu, March 17, 2022
Our Order Pad | Vimy Resources (VMY:ASX) & Disney (DIS:NYS)
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 . ***** 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. 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. 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 Aborigina
S2 E8 · Thu, March 10, 2022
Talking Money To Us | Jules Cooper - Senior Analyst at Shaw & Partners
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 . ***** 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. 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
S2 E7 · Thu, March 03, 2022
Need to Know | Australian Reporting Season + Listener Mailbag Stocks!
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 . ***** 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. 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. 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.
S2 E6 · Thu, February 24, 2022
Our Order Pad | Magellan Financial Group (MFG:ASX) & Pinnacle Investment Management (PNI:ASX)
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferre
S2 E5 · Thu, February 17, 2022
Talking Money To Us | Grant Hackett - CEO of Generation Life
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 . ***** 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. 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. In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Cu
S2 E4 · Thu, February 10, 2022
Need to Know | How you can invest for children or retirement (or both!)
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noop
S2 E3 · Thu, February 03, 2022
Our Order Pad | Ulta Beauty (ULTA:NAS) & On Holding AG (ONON:NYSE)
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p style='color:grey
S2 E2 · Thu, January 27, 2022
Talking Money To Us | Ayumi Uyeda - Founder of Proppie
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 . ***** 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. 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. In the spirit of reconciliation, Equity Mates Media and the hos
S2 E1 · Thu, January 20, 2022
Need to Know | 22 stocks for 2022!
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more infor
S1 E18 · Thu, December 16, 2021
Talking Money To Us | Martin Crabb - Chief Investment Officer from Shaw and Partners
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 . ***** 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. 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. 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
Thu, December 09, 2021
Need To Know Bumper Edition | SOHN Hearts & Minds Investor Conference
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 . ***** 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. 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. 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 Torr
S1 E16 · Thu, December 02, 2021
Our Order Pad | CrowdStrike (CRWD:NAS) & PayPal (PYPL:NAS)
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 . ***** 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. 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. 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 part of the Acast Creator Netwo
S1 E15 · Thu, November 25, 2021
Talking Money To Us | SDGx Ventures - Jeremy Liddle and Zarmeen Pavri
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 . ***** 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. 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. 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 part o
S1 E14 · Thu, November 18, 2021
Need to Know | The fundamentals of ESG investing
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E13 · Thu, November 11, 2021
Our Order Pad | Australian Potash Company (APC:ASX) & Blackstone Minerals (BSX:ASX)
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p style='colo
S1 E12 · Thu, November 04, 2021
Talking Money To Us | Wealthful - Chris Bates
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 . ***** 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. 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. In the spirit of reconciliation, Equity Mates
S1 E11 · Thu, October 28, 2021
Need to Know | Property Revisited
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 . ***** 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. 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. 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 pe
S1 E10 · Thu, October 21, 2021
Our Order Pad | Silex (SLX:ASX) & BHP Group (BHP:ASX)
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E9 · Thu, October 14, 2021
Talking Money To Us | Cohen Handler - Simon Cohen
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 . ***** 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. 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. 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 part of the Acast Creator Network. <p st
S1 E8 · Thu, October 07, 2021
Need to Know | Where to start with property investing
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E7 · Thu, September 30, 2021
Our Order Pad | Tesserent (TNT:ASX) & SVB Financial Group (SIVB:NAS)
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 . ***** 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. 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. 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. Hosted on Acas
S1 E6 · Thu, September 23, 2021
Talking Money To Us | Moneghetti Minerals - Anna Nahajski-Staples and Dr Karen Lloyd
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E5 · Thu, September 16, 2021
Need to Know | Pre-IPO Investing
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E4 · Thu, September 09, 2021
Our Order Pad | Dusk Group (DSK) & Nitro Software (NTO)
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 . ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E3 · Thu, September 02, 2021
Talking Money To Us | Wimp to Warrior - John Kavanagh and Nick Langton
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. 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See <a style='color:grey;' target='_
S1 E2 · Thu, September 02, 2021
Need to Know | Investing at different stages of a company’s lifecycle
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. ***** 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. 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
S1 E1 · Thu, September 02, 2021
Talk Money To Me | Meet Candice and Felicity
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. ***** 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. 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 part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
Trailer · Mon, August 23, 2021
Introducing... Talk Money To Me
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.
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