Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.
With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:
🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth
💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds
🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China
⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition
🤖 AI meets value — why artificial intelligence is no longer just a growth story
🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies
💰 Jeff’s best buy idea — his top conviction call in the current market environment
This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.
🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.
⚠️ Disclaimer:
This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025).
📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.
Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.
Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.
They unpack:
💰 The staggering scale of Australia’s upcoming wealth transfer
⚖️ Why 70% of family businesses fail to make it past the second generation
🏠 Common estate and superannuation pitfalls to avoid
👩👧 The growing role of women in managing and inheriting wealth
🧭 How to engage and prepare the next generation for leadership and ownership
🤝 The importance of trust, communication, and early planning
Whether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation.
⚠️ Disclaimer:
This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (1 August 2025).
Hosted on Acast. See acast.com/privacy for more information.
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:
The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David shares his investment strategy, portfolio themes, and outlook as we head deeper into the 2025 resource cycle.
📧 Contact us: cftgroup@shawandpartners.com.au
🔗 Learn more: argonautfundsmanagement.com
⚠️ Disclaimer:
This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (21 August 2025).
Hosted on Acast. See acast.com/privacy for more information.
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:
👉 If you want to understand how the Australian industrials sector is being reshaped by themes like engineering services, infrastructure growth, data centres, and the energy transition, this conversation is not to be missed.
Reach out to us for Philip’s full research or tailored advice: cftgroup@shawandpartners.com.au
General Advice Disclaimer:
The information in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not financial product advice and should not be relied upon as such. Before making any investment decision, you should consider the appropriateness of the information having regard to your personal circumstances and seek professional advice. Past performance is not a reliable indicator of future performance. Facts and opinions discussed are based on information available at the time of recording (3 September 2025). For personal advice tailored to your situation, please contact your financial adviser. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.
Hosted on Acast. See acast.com/privacy for more information.
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:
This episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector.
👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via info@cftgroup.com.au or cftgroup@shawandpartners.com.au.
Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode:
This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional.
The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.
Hosted on Acast. See acast.com/privacy for more information.
Talk Money To Me turns 4! 🎂 In this special finance podcast episode, co-hosts and financial advisers Candice and Felicity look back on four years of money conversations, investing lessons, and stock market ideas.
Inside this episode:
With hundreds of thousands of downloads and a community of investors across Australia and beyond, we’re only just getting started. Whether you’re after money tips, stock market insights, or strategies to grow your portfolio, this episode is packed with value.
👉 Don’t miss out — follow Talk Money To Me on Spotify or Apple Podcasts, join the birthday celebrations, and stay invested with us.
📧 Info@cftroup.com.au
Disclaimer
This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any general advice, you should consider whether it is appropriate for your situation and read the relevant product disclosure statement.
If you are unsure, please speak with a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies mentioned. Talk Money To Me operates under Shaw and Partners Australian Financial Services Licence 236048.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Talk Money To Me, Felicity and Candice are joined by Caroline Gurney, CEO of Future Generation, who last year launched Future Generation Women (FGW) - an innovative investment solution run by women, for the advancement of women.
Caroline explains how FGW provides access to a high-conviction portfolio of leading fund managers all of them women – with 100% of management fees donated to support gender equality initiatives. It’s impact investing in action, with performance at its core.
At this stage, FGW is not listed like its peers Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) but plans to explore listing in the future. For now, wholesale investors can invest directly or via their financial adviser, with a minimum investment of $250,000.
After the break, the spotlight turns to Annabelle, Portfolio Manager of the ECP Global Growth Fund who most recently joined the panel of extraordinary women fund managers investing for FGW, who shares:
• Her global investment strategy and long-term growth philosophy
• How she identifies high-quality companies
• The global themes she’s excited about
• Her perspective on being a woman in investment management
Whether you're passionate about the advancement of women, curious about wholesale investing, or looking for top-tier global equity ideas, this episode is a must-listen.
https://futuregeninvest.com.au/lic/future-generation-women/
Contact Caroline Gurney, Chief Executive Officer, Future Generation by emailing info@futuregeninvest.com.au if you are interested investing. Don’t forget to let her know you heard her on Talk Money To Me.
Hosted on Acast. See acast.com/privacy for more information.
In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.
Recorded: 12 August 2025
Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.
Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Talk Money To Me, we’re joined by powerhouse sisters Gaby and Ali Rosenberg, the co-founders of Blossom the savings and investing app helping Australians grow their wealth through fixed income markets.
They’ve created a platform that targets up to 6.50% p.a. returns, requires no account fees, and allows you to start with as little as $5 all while aiming to make investing simpler, smarter, and more accessible to everyone. We dive into how Blossom works, the inspiration behind the platform, and how they’re supporting first-home buyers and everyday savers take control of their financial futures.
We also explore the bigger picture — what’s happening in markets, the latest RBA decision, and how interest rate shifts are influencing investor behaviour.
In this episode:
•How Blossom is reshaping fixed income investing for a new generation
•The story behind Blossom and Gaby & Ali’s mission
•What Blossom invests in and how the returns are targeted
•What’s driving user behaviour in today’s economic climate
•How the platform compares to savings accounts and term deposits
•What’s next for Blossom — including kids’ accounts
•Broader market commentary on the RBA and interest rate trends
•The risks of fixed income investing, and why returns aren’t guaranteed
Want to check out Blossom?
Here’s the link for our listeners: https://ref.blossomapp.com/register/5dPLtiaSJwYHf63A9
We want to be clear we don’t receive any referral fees, commissions or kickbacks from this link. We’re sharing it simply as a resource for our listeners who are curious to learn more
General Advice Disclaimer
The information in this podcast is general in nature and does not consider your personal financial objectives, situation, or needs. You should seek appropriate financial advice before making any investment decisions. The returns mentioned are target returns only and are not guaranteed. Capital is at risk, and past performance is not a reliable indicator of future performance.
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
*****
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.
Forget waiting until 60 to access your super, wealthy Australians are using smarter structures to retire years earlier.
In this episode, Candice and Felicity reveal the FIRE strategies high-net-worth individuals use to create tax-effective, passive income streams well before traditional retirement age.
From investment bonds to family trusts with corporate trustees, the ladies explore the tools that unlock early financial freedom and protect your wealth.
Tune in to learn how you can FIRE yourself create more financial freedom and live on your terms and potentially ditch the 9-5.
Follow and subscribe for more expert insights on markets, financial strategies, and investing!
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
*****
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.
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.
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.
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.
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.
"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.
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:
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.
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:
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.
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.
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:
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.
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.
