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Talk Money To Me
Equity Mates Media
164 episodes
3 days ago
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.

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Investing
Business,
Entrepreneurship
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All content for Talk Money To Me is the property of Equity Mates Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

Show more...
Investing
Business,
Entrepreneurship
Episodes (20/164)
Talk Money To Me
Bonus Episode celebrating 4th July! Stars, Stripes & Stocks plus Mid Year check up

Join Felicity & Candice for a special 4th July bonus episode. They're talking all things stars, stripes and stocks! Celebrating the investment legends, companies & capital markets that have come out of the United States.

As well as an EOFY check up of your portfolio - how is your portfolio tracking? What's working? What's underperforming? And most importantly, what still aligns with your long term goals?


Follow and subscribe for more expert insights on markets, financial strategies, and investing!


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


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


*****

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.

Show more...
5 days ago
17 minutes

Talk Money To Me
Geopolitical Risks & How to Navigate Markets?

Candice and Felicity deep dive into one of the most emotionally charged but often misunderstood factors in investing: geopolitical risk.


With the latest airstrikes in Iran, missiles flying over the Gulf, and chatter about shutting down the Strait of Hormuz, there’s plenty to unpack. But how much of this actually matters to markets—and your portfolio?



Follow and subscribe for more expert insights on 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.

Show more...
1 week ago
25 minutes 16 seconds

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

In this week’s Order Pad episode of Talk Money To Me, Felicity revisits her high-conviction small-cap pick AML3D (ASX: AL3), explaining why this 3D metal printing innovator is at a critical inflection point and ripe for re-rating. Meanwhile, Candice makes the case for blue-chip giant Macquarie Group (ASX: MQG), highlighting its diversified earnings base, infrastructure exposure, and long-term compounding potential.


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


Follow and subscribe for more expert insights on markets, financial strategies, and investing!


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


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


*****

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.

Show more...
3 weeks ago
32 minutes 24 seconds

Talk Money To Me
The 2025 Gold Rush - Will it Continue?

In this episode of Talk Money To Me, Candice and Felicity sit down with acclaimed historian, author, broadcaster, and the brilliant mind behind the new book Gold - Professor Alan Ereira.  


In his latest work, 'Gold: How it Shaped History', which Candice and Felicity discuss in this episode, Alan explores the powerful and often surprising role this precious metal has played in the rise and fall of empires, economies, and belief systems.


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


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


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


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


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


*****

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.

Show more...
1 month ago
41 minutes 55 seconds

Talk Money To Me
Rethinking how you invest into Property

"The biggest mistake is waiting too long to action what you want." This week's guest has spent the last 20 years building a property empire alongside her partner Scott. Now she helps thousands of Australian's rethink the way they build long term wealth through property investing.


In this episode of Talk Money To Me, Candice and Felicity sit down with Co-Founder of Rethink Investing - Mina O’Neil. They get into all the details about the world of property and how investors should think about property sitting within their entire wealth creation strategy. Whether you are a seasoned property investor or thinking about getting into the property market for the first time, you won’t want to miss this episode. 


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

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

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



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

Show more...
1 month ago
39 minutes 31 seconds

Talk Money To Me
The Case for Infrastructure: Stable Income in an Unstable World

In this week's episode of Talk Money To Me, Candice and Felicity explore why infrastructure is fast becoming a cornerstone of resilient investment portfolios in 2025 and beyond.


They deep dive into:

  • How infrastructure assets provide stable income, inflation protection, and lower volatility.
  • Why infrastructure tends to outperform during market downturns.
  • How tariffs, inflation and slower growth are making defensive assets more important than ever.
  • How the ClearBridge Developed Markets Infrastructure Income SMA offers diversified exposure to global infrastructure — and why it's a top pick right now.
  • Breakdown of key holdings like E.ON, Crown Castle, NextEra, and TC Energy.


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


Connect with Us:

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

💼 Reach out via tmtm@equitymates.com

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


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


*****

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.

Show more...
2 months ago
31 minutes 26 seconds

Talk Money To Me
Ever heard of debt recycling and wondered how it works?

Ever heard of debt recycling and wondered how it works? 

In this episode of Talk Money To Me, Felicity and Candice break down the powerful financial strategy that savvy homeowners are using to grow their wealth and build investment portfolios – all while paying down their mortgage.


Join us as we unpack:

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


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


Follow and subscribe for more expert insights on markets, financial strategies, and investing!


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


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


*****

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.

Show more...
2 months ago
25 minutes 15 seconds

Talk Money To Me
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.

Show more...
3 months ago
27 minutes 47 seconds

Talk Money To Me
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.

Show more...
3 months ago
39 minutes 5 seconds

Talk Money To Me
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.

Show more...
3 months ago
44 minutes 19 seconds

Talk Money To Me
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.

Show more...
4 months ago
27 minutes 32 seconds

Talk Money To Me
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.

Show more...
4 months ago
39 minutes 21 seconds

Talk Money To Me
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.

Show more...
5 months ago
40 minutes 48 seconds

Talk Money To Me
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.

Show more...
6 months ago
44 minutes

Talk Money To Me
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.

Show more...
7 months ago
29 minutes 23 seconds

Talk Money To Me
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.

Show more...
7 months ago
40 minutes 38 seconds

Talk Money To Me
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.

Show more...
8 months ago
29 minutes 55 seconds

Talk Money To Me
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. 


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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.

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8 months ago
33 minutes 23 seconds

Talk Money To Me
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.

Show more...
9 months ago
39 minutes 5 seconds

Talk Money To Me
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.

Show more...
9 months ago
43 minutes 4 seconds

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.