Talk Money To Me

Nov 28 2024 142 ep. 34 mins 72
Talk Money To Me Podcast artwork

Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned.     
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Order Pad + Bonus of Asset Allocation Strategy for 2025

Nov 28 2024 29 mins  
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 bu

Trump 2.0 | What this means for investors in 2025?

Nov 14 2024 40 mins  
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

Investing into Southeast Asia Venture Debt | Why now?

Oct 31 2024 29 mins  
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 emergi

Order Pad | Investing in Defense - A Rising Theme

Oct 17 2024 33 mins  
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 y

Ron Temple talks portfolio positioning leading into the US election

Oct 03 2024 39 mins  
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 R

Talking Global Equities, Trends & Insights with Sally Bertouch from Cullen Capital.

Sep 19 2024 43 mins  
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 markether decision making process on ESG and how this plays into her stock selectionher outl

Order Pad | IPD Group and Playside

Sep 05 2024 34 mins  
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 investment

Market Update | Q2 Performance

Aug 22 2024 33 mins  
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 Austra

Inside Private Equity with Chris Fielding of Hg

Aug 08 2024 33 mins  
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

High Conviction Stocks and Market Trends with Jun Bei Liu

Jul 25 2024 36 mins  
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