Talk Money To Me

In this Need to Know episode, Felicity and Candice give you their take on the market and its movements. They discuss the tightening financial climate and Felicity explains why her favourite quote “in the short run the market is a voting machine, but in the long run, it is a weighing machine” said by Benjamin Graham is more relevant than ever before. Then they talk about the rapidly changing energy...

Felicity and Candice are joined by Don Meij - who’s celebrating 35 years in the pizza business in 2022. Under Don’s leadership, the Company has grown into a thriving international enterprise with more than 3,000 outlets across 10 markets (Australia, New Zealand, Belgium, France, The Netherlands, and Japan to begin with), making it the biggest Domino’s business in the world outside the United State...

Felicity and Candice open up their Order Pads. This month they are inspired by their special analyst series they’ve just completed, so each select their favourite stock pick from the twenty that were covered. Felicity chooses IGO Limited, a Nickel-copper-cobalt operation in WA, a purpose-led mining company that’s focussed on metals needed for a clean energy future. Then Candice talks about Elders,...

It's a special bonus - listen to the latest episode from the Equity Mates team - The Dive. In this episode, Sascha and Alec look at the future of plant based meat. In 2019, global consultancy AT Kearney predicted that the global market for meat substitutes would be worth $450 billion by 2040. And at the same time, a huge influx of deals were made between the market leaders Impossible Foods and Bey...

In the final of their three-part analyst series, Candice and Felicity talk to Philip Pepe, a Senior Analyst at Shaw and Partners covering the Industrials sector. Philip has worked in the investment industry for over 25 years in roles that included Investment Consulting, Funds Management and Stockbroking. He’s also lectured for various educational bodies including the Financial Services Institute o...

Danny, who's a Senior Analyst at Shaw and Partners is responsible for covering ASX e-commerce, retail and technology based businesses such as companies like, Adore Beauty, Audinate, Dusk Group, Silk Logistics, Prospa, Open Pay and Praemium to name a few within his current research universe. He has also raised capital for many companies including Brainchip (BRN), Openpay (OPY), Wisr (WZR)...

Peter is an experienced equities analyst specialising in Metals and Mining sectors who has previously held positions as Head of Australian Metals and Mining at Deutsche Bank, Head of Global Metals and Mining at Credit Suisse. Prior to his roles within Financial Services as a research analyst, Peter held operational roles with Rio Tinto for five years and BHP Billiton for five years. His current ro...

Tim is the Chairman of Hyperion Asset Management, an Australian and Global equities fund manager with over $13 billion in funds under management. Tim and his team built Hyperion over 24 years into one of the best performing managers in Australia. His other day job is running Packhorse - a business that acquires agricultural properties and manages land through regenerative farming practices. Their...

Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Felicity keeps her form, and brings us a Perth-based resource development company with a 220 million market cap, with a focus on a uranium project in Western Australia. Felicity likes this company because it’s developed into a real player in the green energy space, as getting...

Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Austral...

In this Need to Know episode, Felicity and Candice give you the low down of Australian reporting season so far. At the time of recording, about 50% of companies listed on the ASX have announced their recent financials and earnings update, and there have been a few upsets and misses in the markets, which has seen some stocks fall off a cliff. On the other hand, other companies have killed it with e...

Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Candice starts with the first ever sell recommendation for Talk Money To Me’s Order Pad - she looks at Magellan Financial Group and talks about the much-discussed circumstances around this Sydney-based fund manager. Then Felicity brings a very un-Felicity-like stock...

Candice and Felicity are joined by Grant Hackett, CEO of Generation Life, a company providing Australians with tax effective investment solutions for over 17 years. Grant joined the Generation Life Executive Team in September 2017. With over 12 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s...

In this Need to Know episode, Felicity and Candice answer some of the big questions they’re asked all the time - how can I retire young? Is it even possible? What is the best way to invest on behalf of my children or grandchildren? They’re going to talk about using Investment Bonds, which they love as they provide an alternative set and forget investment option when you have a long term horizon on...

Felicity and Candice open up their Order Pads, and share with us through the stocks they are looking at this month. Candice pitches a leading US retailer in the beauty and specialty hair sector - Ulta Beauty - and talks about this American chain of beauty stores with low levels of debt, and solid financials. Then Felicity sings the praises of a potential up-and-coming Nike rival - On Holding AG -...

Candice and Felicity are joined by Ayumi Uyeda - who’s aiming to reshape the property market with her new start-up Proppie, a mortgage sharing matchmaker platform designed to help millennials make a start into property. Ayumi was most recently was the Managing Director of Blackmores. She has held General Management and Senior Global positions at Bayer in Japan, South East Asia and the USA in Consu...

It’s a brand new year, so it’s time for a slightly different format this year. In this Need to Know episode, Felicity and Candice open the listener mailbag, and answer all the questions you’ve been asking them over the summer break. Then it’s time to get out a notebook, as they run through 22 international stocks for 2022 that they believe have good growth prospects. You’ll have to listen to the e...

In our final episode for 2021, Candice and Felicity are joined by Martin Crabb, the Chief Investment Officer from Shaw and Partners. Together they discuss the year that was 2021, and explore the investment opportunities on the horizon for 2022. They chat about the recovery trade as the world begins to re-open, and look through all the noise and identify some key investment ideas. Martin joine...

Candice and Felicity recap their favourite event of the investing calendar: the SOHN Hearts and Minds Investor Conference. Hearts and Minds Investments Limited (HM1) is a unique Australian listed investment company. HM1's has two objectives; to maximise long-term returns to shareholders by investing in high conviction ideas; and provide vital financial support to leading medical research institute...

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Felicity pitches a leader in the fast-growing cybersecurity industry: CrowdStrike. This company sells a cloud-based platform that protects endpoints on laptops, desktops, the Internet of things, using AI t...

In last week's episode we chatted about ESG investing and also touched on the importance of addressing climate change as one of the major UN Sustainable Development Goals (SDGs). So this week, we welcome two experts, Jeremy Liddle and Zarmeen Pavri, working in the Venture Capital space who run a fund where all the underlying investments address the many issues of climate change. In this conve...

In this Need to Know episode, Felicity and Candice lay down the foundations and answer all your burning ESG (Environmental, Social and Governance) investing questions. They also outline the UN Sustainable Development Goals, and outline a few ways you can make your investing dollars make an impact towards Climate Change Action.  Follow Talk Money To Me on Instagram , or send Candice and Felici...

It’s time for Felicity and Candice to look at their Order Pad, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas. Candice continues her theme of going long on potash, and takes a deep dive into home-grown micro-cap resource company called Australian Potash Company. Then Felicity outlines her thesis for another micro-c...

Chris Bates started his career as a Financial Adviser in the UK back in 2007. After four years working with High Net Worth Investors, he returned to Australia to work with young families and since 2012 his clients have only been young families in their 30s and 40s. In 2014, Chris started Wealthful with a plan to change the way young Australians take action with Financial Advice that incorpora...

There was so much to talk about in our last Need to Know episode, that Candice and Felicity thought it would be good to revisit property investing again. Make sure you catch up on their first episode if you haven’t listened already, but here they chat about the other structures in which you can use to purchase property, the nitty gritty finer details that we don’t get taught in school but we...