x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Talk Money To Me

Equity Mates Media

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.

business investing

All Episodes

44:19

US Tech Volatility, AI Winners & Top Stock Picks —...

Talk Money To Me ·

2025/03/13

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

en

27:32

Order Pad | AL3 & Sell the Banks

Talk Money To Me ·

2025/02/27

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 multipleto 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

en

39:21

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

Talk Money To Me ·

2025/02/13

In this episode of TMTM Candice and Felicity explore their love affairfor growing and emerging global companies outsideof 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 legendaryQiao Ma - one of Australia's best global fund managers, to get her latest take on SMID and where she is

en

40:48

Building Your 2025 Portfolio: Top Themes and Ideas

Talk Money To Me ·

2025/01/30

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

en

44:00

Goodbye 2024, Hello 2025

Talk Money To Me ·

2024/12/12

In the final episode for 2024, Candice and Felicity are joined once again with Shaw and Partners Chief Investment OfficerMartin 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's2025 market predictions and his top

en

29:23

Order Pad + Bonus of Asset Allocation Strategy for 2025

Talk Money To Me ·

2024/11/28

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

en

40:38

Trump 2.0 | What this means for investors in 2025?

Talk Money To Me ·

2024/11/14

In this episode, Candice Bourke catchesup withMoz 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

en

29:55

Investing into Southeast Asia Venture Debt | Why now?

Talk Money To Me ·

2024/10/31

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

en

33:23

Order Pad | Investing in Defense - A Rising Theme

Talk Money To Me ·

2024/10/17

In this episode ofTalk 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 boomWhy defense stocks can provide portfolio

en

39:05

Ron Temple talks portfolio positioning leading into...

Talk Money To Me ·

2024/10/03

In this exciting episode, we're thrilled to welcomeRon 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

en

43:04

Talking Global Equities, Trends & Insights with Sally...

Talk Money To Me ·

2024/09/19

In this episode,Felicity and Candice are excited to chat withSally Bertouch, senior analyst on the international andemerging markets investment strategies at Schafer Cullen Capital Management.Sally delves into;if she's feelingBULLISH or CAUTIOUSin today's markether decision making process on ESG and how this plays into her stock selectionher outlook for global equities as we look out to 2025and of course some of her top investable ideas.So tune in andlet's talk money!Follow Talk Money To Me on

en

34:19

Order Pad | IPD Group and Playside

Talk Money To Me ·

2024/09/05

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 andlet's talk money!Follow Talk Money To Me on Instagram, or

en

33:19

Market Update | Q2 Performance

Talk Money To Me ·

2024/08/22

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

en

33:08

Inside Private Equity with Chris Fielding of Hg

Talk Money To Me ·

2024/08/08

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

en

36:24

High Conviction Stocks and Market Trends with Jun Bei...

Talk Money To Me ·

2024/07/25

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

en

37:09

Order Pad | Danaher and AMD

Talk Money To Me ·

2024/07/11

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

en

37:58

How AI is Transforming Medical Diagnostics |...

Talk Money To Me ·

2024/06/27

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

en

21:23

End of Financial Year Tips & Checklist

Talk Money To Me ·

2024/06/13

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

en

39:01

Quantum Computing & the Future of Technology |...

Talk Money To Me ·

2024/06/06

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

en

44:40

Estate Planning and Asset Protection with Angela...

Talk Money To Me ·

2024/05/23

In this episode of Talk Money To Me, Candice and Felicity are joined by estate planningexpert 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

en

167 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...