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 conversations, investing lessons, and stock market ideas. Inside this episode: 🎧 Flashbacks to our very first podcast recording 📊 A full 4-year Order Pad performance review — including top stock picks in defence, uranium, tech, and infrastruc...

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 10...

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 What You’ll Learn in This Episode: Why AI is driving a glob...

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 ...

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&n...

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 l...

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...

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 exposur...

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 r...

"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’N...

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...

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 o...

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 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 tho...

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...

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...

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 th...

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...

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...

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 re...

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 f...

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...

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....

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....

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 polic...

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 glob...