Talk Money To Me

What does it take to turn a startup into a billion-dollar business? And how do venture capitalists spot the next big opportunity before the rest of the world catches on? In this episode of Talk Money To Me, Candice sits down with Maxine Minter, Founder and General Partner of Co Ventures, to take listeners behind the scenes of venture capital where bold ideas meet big money, and the potential rewar...

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 in technology. But are we witnessing the beginning of an AI bubble bursting or another opportunity to buy quality stocks at a discount? In this episode Candice Bourke reveals five stocks on her BUY list and is adding them to the Orderpad: VRT...

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 global financial markets? In this episode of Talk Money To Me, Felicity and Candice explore the growing financial risks behind the artificial intelligence investment boom and examine why credit markets are beginning to send some important warning...

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 signalling something investors are missing? In this episode of Talk Money To Me, Felicity explores the nuclear energy renaissance, the global uranium supply deficit, and why nuclear power could become one of the most important investment themes of...

Why aren't stock markets crashing despite higher interest rates, stubborn inflation, rising government debt and global uncertainty? In this episode of Talk Money To Me, recorded on 13 October 2026 , host Felicity Thomas explores the latest global investment outlook from UBS and why share markets have remained surprisingly resilient despite significant economic headwinds. With US bond yields cl...

+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 remainder of 2026? In this episode of Talk Money To Me , Candice Bourke returns with another edition of Candice's Order Pad , reviewing global market performance, revisiting a standout AI investment and revealing TWO new stock BUY recomm...

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, Felicity Thomas and Candice Bourke sit down with Dr Michelle Deaker, Founding and Managing Partner of OneVentures, for an inside look at the world of venture capital, Australian startups and investing in high-growth companies. Michelle bring...

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 look at Texas Instruments one of the world’s largest analog semiconductor companies and why the next phase of the semiconductor cycle could be particularly interesting for investors. While Nvidia and the major AI chipmakers dominate the headl...

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 down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities. Julia takes us inside the thinking of a funda...

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 BUY for the Order Pad.   In this episode, Candice is bullish on Applied Materials (NASDAQ: AMAT), one of the world’s leading semiconductor equipment companies and a lesser-known way to gain exposure to the enormous investment taking plac...

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 Thomas is joined by Sally Bertouch, Portfolio Manager and Managing Director at Cullen Capital Management (Schafer Cullen Capital Management) , to unpack global markets, AI, value investing, income and the major structural trends creating opport...

🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥 Artificial Intelligence is dominating headlines, but the real investment opportunity may lie beneath the surface. In this special Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into one of the most important investment themes of the next decade: semiconductors, memory and the infrastru...

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 property and lending market in 2026. From housing affordability and interest rates to wealth creation, financial empowerment and lending challenges, this conversation dives into the real financial pressures Australians are facing right now and...

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 wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now. The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond...

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 long-term investments in global markets today. As the dominant manufacturer behind Nvidia, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute de...

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 strategies are being challenged in 2026. With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is...

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

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

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

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation. In this episode of Talk Money To Me , Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the...

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

Australian Property Market Special What do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026? In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may...

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

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

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem?   In this  Order Pad  episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure. &...