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PODCAST

Talk Money To Me

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.

business investing

All Episodes

18:35

Order Pad | The King of Content 👑 : Netflix (NFLX.NAS)

Talk Money To Me ·

2026/04/23

In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead.While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…Strong revenue growth 📈Expanding margins 📊Rising free cash flow 💰A rapidly scaling advertising business 📺But the real question is: Is Netflix still a growth stock… or has it matured into a long-term compounder?In this

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50:38

SpaceX IPO, AI Boom & Iran War: What It Means for...

Talk Money To Me ·

2026/04/16

In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the Strait of Hormuz, and what this means for oil prices, inflation and global equity markets.At the same

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18:49

Order Pad | The Nuclear Bottleneck Trade the Market...

Talk Money To Me ·

2026/04/09

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone

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31:42

Markets, Missiles & Money 💥📈 | Oil Spike, Iran War,...

Talk Money To Me ·

2026/04/02

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.We unpack:What changed overnight

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19:28

Order Pad | Iran, Oil Prices & The Solar Investment...

Talk Money To Me ·

2026/03/26

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in

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42:50

Australian Property Market 2026 🏡: Interest Rates,...

Talk Money To Me ·

2026/03/19

Australian Property Market SpecialWhat do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may lie.Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the

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15:57

Order Pad | Is This ASX Advanced Manufacturing Stock...

Talk Money To Me ·

2026/03/12

In this TMTM Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.With a market capitalisation of under $100 million and the share price down more than 50% from recent highs, Felicity asks the key question investors care about:Has the market

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26:55

Iran Conflict & Oil Shock ⚠️: What Middle East...

Talk Money To Me ·

2026/03/05

In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios.With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking what this means for markets.In this episode we discuss:• Why geopolitical conflicts often have less

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16:28

Order Pad | Everyone’s Talking Nvidia… We’re Buying...

Talk Money To Me ·

2026/02/26

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem?In thisOrder Padepisode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure.Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing

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23:23

Borrowing to Invest 📈: Smart Wealth Strategy or Risky...

Talk Money To Me ·

2026/02/19

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending.Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility.In this episode, we

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7:55

Order Pad | WiseTech Global (WTC.ASX) — The 2026...

Talk Money To Me ·

2026/02/12

Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer

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29:08

2026 Investment Outlook📈: China, AI Rotation, Copper,...

Talk Money To Me ·

2026/02/06

What does 2026 really look like for investors?In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios.In this episode we cover:Why markets feel calmer but may actually be more fragile in

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52:57

🎄 The 2026 Playbook: What Investors Need to Know 🎄

Talk Money To Me ·

2025/12/12

It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again byShaw and Partners CIO, Martin Crabb, to unpack theTop 10 Investment Themes for 2026in this festive, market-moving Christmas special.This year, we’ve wrapped each theme in aChristmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question:where should investors be

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38:27

6 Big Investment Themes for 2026📈: AI, Energy...

Talk Money To Me ·

2025/11/27

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they’re watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip,

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24:56

The Next Resource Boom💥: AI, Uranium, Copper & Rare...

Talk Money To Me ·

2025/11/13

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth.What we cover in this episode:Market Pulse: AI Growing Pains & Macro Cross-CurrentsWhy “beats not

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37:32

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

Talk Money To Me ·

2025/10/30

In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:🏦 The rebirth of global value investing — and what’s

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39:02

The $5 Trillion Intergenerational Wealth Transfer...

Talk Money To Me ·

2025/10/17

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over

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39:15

Gold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next...

Talk Money To Me ·

2025/10/02

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.We dive into:✨ Gold outlook – still glittering for investors?🔋 Lithium – is the bear market finally over?⚡ Copper demand – the “metal of electrification” powering the energy transition.☢️ Uranium – nuclear’s comeback and supply/demand tailwinds.🌏 Tariffs & trade – risks

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35:33

Australian Industrials Sector🏗️ 2025: Reporting...

Talk Money To Me ·

2025/09/25

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season.We cover:Key reporting season takeaways across the ASX industrials sectorHow companies are navigating inflation, rising costs, and the energy transitionStrong results from Southern Cross Electrical (SXE), Tasmea (TEA), SRG, and IPD Group (IPG)The outlook for engineering services,

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29:55

Australian Tech Sector📱2025 : Reporting Season Wrap &...

Talk Money To Me ·

2025/09/18

The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech.We cover:📈 Key earnings highlights from Life360, Technology One, WiseTech and Nuix⚠️ Misses and risks investors should keep front of mind🧮 Jules’ research

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181 results

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