Talk Money To Me

Felicity and Candice are back with the Order Pad! In this episode, Candice is adding IPD Group - ticker on the ASX IPG. IPD Group is a company that falls within the decarbonisation, electrification, AI uptake and data centres thematics.   Felicity reiterates a buy on Playside (PLY.ASX), the company’s solid financial position, attractive valuation, and strategic investments in game develo...

In this episode of Talk Money to Me, Candice and Felicity take you through the key insights from the September 2024 edition of the Shaw and Partners Research Monitor.  Candice and Felicity give a run down of the Q2 market performance, explore the booming utility sector driven by AI and discuss a mineral which you may not have heard of, that’s playing a critical role in Australia’s energy tran...

In this episode of Talk Money To Me , Candice and Felicity are joined by Chris Fielding, a partner at Hg, Europe’s leading private equity investor in software and services. Hg manages an impressive portfolio with an aggregate enterprise value exceeding US$140 billion. Chris shares insights into Hg's sector-specialist approach, investment strategy, and their successful track record in European priv...

Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca’s Alpha Plus Fund, back to the podcast! In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty. Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season...

Felicity and Candice are back with the Order Pad! In this episode, Candice is adding Danaher3 and Felicity brings AMD.NAS to the order. if you're interested in biotech, diagnostics and AI exposures, this episode is for you. So tune in an lets talk money! You can read the interview with Lisa Su that Felicity mentions here: https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving...

On Talk Money To Me, Felicity and Candice have spent much of the last 12 months discussing all the ways AI might impact different market sectors and transform our everyday. In this episode, they speak with two people at the forefront of the Artificial Intelligence revolution in the medical field. Professor Geoff Strange, Chief Research and Strategy Officer and Philip Woolff, Chief Operating Office...

End of Financial Year (EOFY) is fast approaching! In this episode, Candice and Felicity share their best tips & checklist to help you best prepare for a smooth end of financial year. They discuss Superannuation, Capitial Gains and Losses, Estate Reviews and provide a checklist of what you need to think about to get your ducks in a row as FY24 comes to a close. Follow Talk Money To Me on Instag...

In this episode of Talk Money To Me, Candice and Felicity speak with Dr. Mohammad Choucair, CEO of Archer Materials. They discuss the future of technology and quantum computing, the revolutionary 12CQ chip, and Archer Materials’ biochip technology transforming medical diagnostics. Dr. Choucair shares how Archer Materials navigates the challenges of developing commercially viable tech and the excit...

In this episode of Talk Money To Me, Candice and Felicity are joined by estate planning expert and partner at Swaab, Angela Harvey, to discuss everything you need to know about what happens to your money when you die. Discover the crucial reasons for having a will, when you should review it, and how often. Angela breaks down what estate planning is and who needs it, offering practical insight...

Candice and Felicity are back with everyone's favourite Talk Money To Me segment- it's the order pad! And in this episode the picks follow a resource theme. Felicity is extremely bullish on nuclear energy and uranium. She adds Silex (SLX:ASX) to the order pad portfolio and suggests some new ways to get uranium exposure in your portfolio  Candice is bringing forward Copper as her bid for...

In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security).  The stock code on the ASX being QOR:ASX which is a global technology company dedicated to keeping children safe and well in their digital lives. You will hear more about Qoria in this chat with Tim, but one quick stat I love is...

In this episode Felicity and Candice explore the fascinating world of emerging markets.  They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one? Did you know that emerging markets and developing economies now contribute over 50% of global growth? And that this is expected to rise to...

Get ready for a packed episode of Talk Money To Me, where Candice and Felicity offer a comprehensive market update, sharing valuable insights into the Australian equity landscape as well as how they are currently position some of their portfolios.  If you’ve been following along with the Order Pad, you're in luck. Candice and Felicity also provide a portfolio update, discussing the perfo...

Get ready to dive into the exciting world of AI investment opportunities with Candice and Felicity in this episode of Talk Money To Me! The dynamic duo provides a comprehensive overview of AI and its potential impact on the investment landscape, from market trends to emerging growth prospects. You'll also be treated to a surprise guest appearance in this episode! 🤫😯 Returning for the second time...

Get ready for another episode of Talk Money To Me, where Candice and Felicity bring you a listener favourite, a new Order Pad instalment! In this episode, they provide a comprehensive update on the current market dynamics, giving listeners a clear picture of the bears and bulls. But the real highlight of the show? Two exciting small caps enter the menu on the Order Pad. Felicity introduces Tasmea...

Get ready for another captivating episode of Talk Money To Me as Candice and Felicity return with Part 2 of their limited Fixed Income series! Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands. But wait, there's more! This episode features another expert in the fi...

Get ready for a deep dive into the world of Fixed Income! In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class. Join them to uncover potential investment avenues within this lucrative universe. From government bonds to corporate bonds, they’ve got you covered with actionable insight...

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years. They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills. Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio which has returned 10.27% p.a. since inceptio...

This week Candice and Felicity provide a market update, catching you up on the key themes of the ASX reporting season so far. The ladies provide a breakdown of how upcoming changes to superannuation legislation might affect you. What changes should you be looking out for? And how can you use these updates to grow your retirement savings? In this episode, the order pad returns as two stocks th...

You would have heard the saying "Health is Wealth", well this week Felicity and Candice are helping you make that a reality. In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech. They discuss a few ways to invest in this idea either directly or indirectly or BOTH. And as always, they share updated o...

In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix.  Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-expected financial outlook is a positive cataly...

Welcome Back! In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.  There are still some risks in the 2024 Market and in this episode, Candice and Felicity take you through what they are watching out for; from sticky inflation, whether resection risk is mild or deep; the Chinese economy & property...

In the last episode of Talk Money To Me for 2023, Felicity and Candice are joined by Martin Crabb, CIO at Shaw and Partners to review his predictions from 2023 and give us new insight and stock Ideas for 2024. Martin is getting a reputation with the Talk Money To Me community for having some crystal ball predictions, you won't want to miss his performance in 2023 or his foretellings for 2024. Foll...

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio. They've been tracking its growth and loss all year long and in this special Order Pad episode, it's time to reveal how they went! You won't want to miss Felicity's small-cap performance or Candice's stronghold thematic. Listen to find out how they went! Follow Talk Money To Me on  Instagra...

It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas!  Anthony Doyle from Firetrail Rajeev Gupta the Founding Partner of ALIUM Capital David Franklyn from Argonaut Christian Mariani​ the Investment Specialist within the US Equity team​ of JP Morgan....