Talk Money To Me

In this episode, Candice and Felicity chat to Damian Fox about his thoughts on Venture Capital and how it's faring in 2022. Damian's an impressive resume, having been involved in the fund from such an early stage, Damian has been instrumental in developing Carthona’s investment approach and processes, and has had deep involvement across each of Carthona’s portfolio investments and across all stage...

Candice and Felicity swap notes on their takeaways from Equity Mates' Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone! Follow Talk Money To Me on Instagram , or send Candice and Felicity an email...

Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets. Then they offer up some insightful portfolio strategies and tactical shifts we they are advising their clients to implement - in order to help them ride out the next 12 months which is looking very uncertain. Follow Talk Money To Me on Instagram , or send Candice and Feli...

Candice and Felicity open their order pads once more, and share their thoughts on two stocks they believe have been oversold in the recent market sell off. Market volatility always brings buying opportunities!  Felicity talks about Iluka, a global mineral sands resource company that’s involved in the exploration, project development, operations and marketing of mineral sands products. Candice...

Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market....

Felicity and Candice are joined by a special guest - Gerry Sakkas - the CEO and Co-Founder of Playside Studios, which is listed on the ASX under PLY.ASX. Playside Studios is Australia’s largest independent video game development studio with capabilities across Mobile, PC and Console. They develop original IP, engages in work-for-hire projects and delivers publishing services in the gaming industry...

We chat to Alec and Bryce who head up the Equity Mates Media team for a special crossover episode! We talk about what we've learned over the past year, reflect on how our Order Pad is tracking, and chat about some of the misconceptions people have (as well as very important questions you should be asking!) when thinking about finding a financial adviser. Follow Talk Money To Me on Instagram , or s...

Last week, Candice and Felicity celebrated a year since they launched Talk Money To Me! This is the second part of their two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk. On the list: Ulta Beauty (NASDAQ:ULTA), Onon Holdings (NYSE:ONON),...

It's been a year since Candice and Felicity launched Talk Money To Me! To celebrate, they are doing a two part series, reviewing all of the Order Pad stocks they've pitched over the past 365 days. They look at what's changed since they pitched it, and review the updated information that's come across their desk. On the list: Dusk Group Ltd (ASX: DSK), Nitro Software Ltd (ASX: NTO), SVB Financial G...

Pascal Helyar-Moray was fed up. She read a study that showed worrying information about the gender pay gap, and the resulting super gap that followed. This study also showed that ‘the fastest growing demographic of homeless people in Australia is the older woman’, and she was infuriated knowing firsthand how government and corporate organisations were doing very little to change this at all. ...

Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computin...

Did you know 70% of Australian workers believe that cost of living pressures are negatively impacting their wellbeing? And this is particularly acute amongst Gen Z who are feeling most affected where this number is over 82%?  Today Candice and Felicity are in conversation with ELMO’s Chief Commercial Officer Darryl Garber. He talks about how the company recognised the unique opportunity the i...

Queen’s Road Capital boasts Australia’s top entrepreneurs as their biggest shareholders - the likes of Andrew Forest, Jack Cowin, and Brett Blundy in the mix. In this conversation, Candice and Felicity are joined by the Chairman, CEO and Director of Queen’s Road Capital, Warren Gilman, to find out why. In their conversation he breaks down how he developed his golden rules for investing by working...

In this episode, Candice and Felicity set the scene with a market update, and a look at what they think is ahead of us. At first glance, the mix of slowing growth, high inflation, and central banks in tightening mode offers little support for the second half of the year. But the ladies believe it’s the perfect time to look at the other factors that might come into play. The markets have been...

Given the market volatility, rising interest rates and recession backdrop we are facing, Felicity and Candice wanted to speak with an expert in the Australian floating fixed interest market space - also known as hybrids or preference shares. This type of investment is a very attractive asset allocation in the current market conditions, so the ladies wanted to host an episode on what these are, and...

In this episode, Felicity and Candice compare notes on their Order Pads. Felicity talks about her choice - Playside Limited - a Melbourne based company that develops both its own games and partners with movie studios like Walt Disney, Pixar and Universal Studios to develop branded gaming content. Felicity walks us through its track record, and recent milestones. Then Candice chooses another c...

Mark Allison from Elders joins Felicity and Candice on this episode of Talk Money To Me. Mark joined the company as a Non-Executive Director in December 2009, served as Chairman and Executive Chairman, before being appointed Managing Director and Chief Executive Officer in May 2014. He oversaw the development and implementation of Elders’ Eight Point Plan in 2014, which returned the company t...

Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank Yu from Ally Bridge Group. Frank founded Ally Bridge Group in 2013 and is Chief Executive Officer and Chief Investment Officer. In this role, he’s responsible for setting strategic initiatives across the firm, and leading investment objectives across high-impact life science transactions in private...

As the last day of June creeps closer and closer, Candice and Felicity thought it would be the perfect time to remind you of some tips you can action to make the End of Financial Year a little bit easier. The ladies talk through their favourite fourteen ideas that cover all the top money topics - superannuation, private health insurance, looking for deductible expenses and equities.  Follow T...

Felicity is away this week, so we've decided to drop a bonus episode of The Dive, Equity Mate's newest podcast, into the feed. To subscribe to The Dive, click here. Inflation is the biggest story of the moment. The rapid climb of the cost of basic goods and services is damaging economies, markets, businesses - and most likely your hip pocket as well. In the US, a photo of a Los Angeles gas st...

Have you ever wanted to get a financial adviser, but don’t really know what you should be asking, or looking for? In this episode, the ladies are joined by their producer, Sascha, who asks them all the questions she should be preparing ahead of meeting a financial adviser for the first time. They discuss what you should prepare ahead of time, what questions you should be prepared to answer, and wh...

The ladies this week are joined by Andrew Lockhart who has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. His considerable experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including...

Have you ever wondered what the term debt recycling means? In this Need to Know episode, Felicity and Candice give you the 101 on Debt Recycling. As the name implies, it’s a strategy where you essentially recycle your equity from a property and invest those funds elsewhere - like the stock market. They talk about their own personal strategies and the questions you should be asking your financial a...

Felicity and Candice are joined by Anthony Wilson - Head of Equities at Shaw and Partners. Anthony joined the firm back in July 2021, but previously he was an Equity Partner at Wilsons Advisory working on the Institutional Sales desk focusing on small cap equity sales both domestically and internationally. He has also had roles at LINWAR Securities and Emerging Growth Capital. In this conversation...

Felicity and Candice are joined by Nutri-Grain IronMan series champion, Kendrick Louis. He chased the dream for ten years, and since then, the Ironman champion has won multiple Australian Surf Lifesaving titles, Represented Australia on the world stage as part of the Australian Lifesaving Team, as well as being named Surf Life Saving Australian Athlete of the Year in 2018. Away from the sport, Ken...