Talk Money To Me

🚀 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. &...

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

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

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

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 , to unpack the  Top 10 Investment Themes for 2026  in this festive, market-moving Christmas special.   This year, we’ve wrapped each theme in a  Christmas-themed jingle , while Martin delivers deep insights on t...

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

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth. &...

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...

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,...

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

In this episode of Talk Money To Me , Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season. We cover: Key reporting season takeaways across the ASX industrials sector How companies are navigating inflation, rising costs, and the energy transition Strong results from Souther...

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