Shows / 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.
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Episodes
Talk Money To MeOrder Pad | AI Stocks on Sale? 5 Stocks Added to the Order Pad
The AI trade is under pressure. Microsoft and Google are being questioned over billions in AI spending, while investors are selling some of the biggest names…
Talk Money To MeIs AI Becoming a Debt Bubble? The Hidden Risks Behind the AI Boom
Is the AI boom turning into a debt bubble? And could the enormous cost of financing artificial intelligence infrastructure become the next major risk for…
Talk Money To MeOrder Pad | Uranium Stocks Down 20%+! Nuclear Energy Boom & 2 ASX Stock Picks (URNM & SLX)
Uranium stocks have fallen more than 20%, yet the global nuclear energy outlook continues to strengthen. Is this a buying opportunity, or is the market…
Talk Money To MeThe Stock Market Isn't Crashing… Here's What Wall Street Knows
Why aren't stock markets crashing despite higher interest rates, stubborn inflation, rising government debt and global uncertainty? In this episode of Talk…
Talk Money To MeOrder Pad | AI Growth Meets Defensive Income: Astera Labs (ALAB.NAS) and Charter Hall Social Infrastructure REIT (CQE.ASX)
+30% in 30 Days! 2 Stocks Candice is Buying Next Is there still upside in AI stocks after a 30% rally? And where are the best investment opportunities for the…
Talk Money To MeVenture Capital Explained: Founders, Dragons & Returns with OneVentures Dr Michelle Deaker
What does it really take to pick the next billion-dollar company and what separates a great idea from a great investment? In this episode of Talk Money To Me…
Talk Money To MeOrder Pad | Texas Instruments (TXN.NAS) The Quiet AI Winner? Plus the Weebit Nano (WBT.ASX) Connection
Is Texas Instruments (NASDAQ: TXN) one of the overlooked opportunities in the semiconductor and AI boom? In this episode of OrderPad, Felicity takes a closer…
Talk Money To MeWhat the Market Is Missing: AI, Banks & ASX Opportunities | Julia Weng | Paradice Investment Management
What is the market missing and where are the opportunities emerging on the ASX? In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit…
Talk Money To MeOrder Pad | Buy the AI Stock Nobody Talks About: Applied Materials (AMAT.NAS)
Candice is back on Talk Money To Me after a short break from the podcast, having welcomed her beautiful twin boys! And she’s returning with a high conviction…
Talk Money To MeInvesting in the AI Boom Without Chasing Hype | Global Value, Income & Megatrends with Sally Bertouch
Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market? In this episode of Talk Money To Me, Felicity…
Talk Money To MeAI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥
🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥 Artificial Intelligence is dominating headlines, but the real investment…
Talk Money To MeCan Australians Still Afford Property in 2026? With Emma Stephens from Artemis Finance
In this episode of Talk Money To Me, Felicity Thomas sits down with Emma Stephens from Artemis Finance to unpack what is really happening in the Australian…
Talk Money To MeWhat Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next…
Talk Money To MeOrder Pad | The Backbone of AI: Why We’re Buying TSMC (TSM.NYS)
In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of the most important…
Talk Money To MeThe New Inflation Playbook: Energy, Royalties & Income Strategies That Work in 2026
In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio…
Talk Money To MeOrder Pad | The King of Content 👑 : Netflix (NFLX.NAS)
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…
Talk Money To MeSpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
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…
Talk Money To MeOrder Pad | The Nuclear Bottleneck Trade the Market Is Missing | Uranium, Enrichment & Energy Security | Silex Systems (SLX.ASX)
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…
Talk Money To MeMarkets, Missiles & Money 💥📈 | Oil Spike, Iran War, $7.7T Cash & Where We’re Investing Now
Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around…
Talk Money To MeOrder Pad | Iran, Oil Prices & The Solar Investment Boom | First Solar ☀️ (FSLR.NAS)
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…
Talk Money To MeAustralian Property Market 2026 🏡: Interest Rates, Borrowing Power & Smart Strategies with Mitchell Lobb
Australian Property Market Special What do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?…
Talk Money To MeOrder Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity
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…
Talk Money To MeIran Conflict & Oil Shock ⚠️: What Middle East Tensions Mean for Global Markets and Investors
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…
Talk Money To MeOrder Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead | Vertiv (VRT.NYS)
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…
Talk Money To MeBorrowing to Invest 📈: Smart Wealth Strategy or Risky Move?
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…
Talk Money To MeOrder Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)
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…
Talk Money To Me2026 Investment Outlook📈: China, AI Rotation, Copper, Europe & the Hidden Credit Risks Investors Can’t Ignore
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…
Talk Money To Me🎄 The 2026 Playbook: What Investors Need to Know 🎄
It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb…
Talk Money To Me6 Big Investment Themes for 2026📈: AI, Energy Upgrade, Critical Minerals & the SMID Comeback
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…
Talk Money To MeThe Next Resource Boom💥: AI, Uranium, Copper & Rare Earths — Where Smart Money Goes in 2026
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…
Talk Money To MeThe Return of Value 🌍💰: Global Dividends and the Next Big Shift
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…
Talk Money To MeThe $5 Trillion Intergenerational Wealth Transfer 🏛️👨👩👧👦: How to Secure Your Family’s Legacy
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…
Talk Money To MeGold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next Resource Cycle & Mining Boom with David Franklyn
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…
Talk Money To MeAustralian Industrials Sector🏗️ 2025: Reporting Season Insights & Stock Picks with Philip Pepe
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…
Talk Money To MeAustralian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper
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…
Talk Money To MeIt’s Our 4th Birthday! 🎉 Investing Lessons, Order Pad Wins & What’s Next for Talk Money To Me
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…
Talk Money To MeInvesting in Women, Backed by Women: FGW CEO Caroline Gurney & ECPAM Annabelle on Performance with Purpose
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…
Talk Money To MeOrder Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution
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…
Talk Money To MeHow Blossom Targets Up to 6.50% p.a. Returns for Aussies Seeking Better Savings with Founders Ali & Gaby Rosenberg
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…
Talk Money To MeFIRE Yourself! How the Wealthy Retire Decades Before 60.... Here’s Their Secret
Forget waiting until 60 to access your super, wealthy Australians are using smarter structures to retire years earlier. In this episode, Candice and Felicity…
Talk Money To MeBonus 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…
Talk Money To MeGeopolitical 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…
Talk Money To MeHigh 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…
Talk Money To MeThe 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…
Talk Money To MeRethinking 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…
Talk Money To MeThe 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…
Talk Money To MeEver 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…
Talk Money To MeTariffs, Trade, and Trouble: What’s Next for the US Economy?
In a special bonus episode - Candice, dialling in from the US, & Felicity, dive into the big topic shaking global markets: tariffs, trade tensions, and what…
Talk Money To MeAI 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…
Talk Money To MeUS 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…
Talk Money To MeOrder 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…
Talk Money To MeFall 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…
Talk Money To MeBuilding 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…
Talk Money To MeGoodbye 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…
Talk Money To MeOrder 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…
Talk Money To MeTrump 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…
Talk Money To MeInvesting 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…
Talk Money To MeOrder 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…
Talk Money To MeRon 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…
Talk Money To MeTalking 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…