Podcast 122 episodes
Talk Money To Me
Talk Money To Me will help you understand and navigate everything in the financial landscape. Co-hosts Candice and Felicity draw on their extensive expertise in wealth management, and deliver clever financial strategies, investment ideas, interviews with market leading experts and share their lessons and learnings from years of experience. Whether you’re a seasoned veteran, or a first-time investor, there’ll be something for you.
Book a meeting with Candice & Felicity to kickstart your financial goals by filling out their booking form here.
Listen On
Episodes
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The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund
In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets.8 September
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Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu
In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%.1 September
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Order Pad | MQG & QOR plus market update and factors to consider right now!
Candice and Felicity are back with another edition of their Order Pad. Candice is reiterating Macquarie Group as a buy, and outlines the reasons why.25 August
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General
Bold Insights about Global Equities with Jonathan Rawicz from New Capital
Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages.18 August
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General
Understanding Behavioural Finance and Craft a Winning Investment Portfolio
We're diving deep into the world of biases that influence our financial decisions.11 August
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Market Update: Will August be a down month for stocks?
Join Felicity and Candice as they delve into the historical trends of August trading, analyze the bear and bull markets, and explore the latest updates in the world of investing4 August
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The Power of Uranium: Stock ideas & chats with Peninsula Energy's CEO
In today's podcast, we're thrilled to introduce Wayne Heili, who serves as the Managing Director and CEO of Peninsula Energy7 July
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Market Update & Why we are BULLISH on Graphite for the EV rollout!
In this week's episode, Candice and Felicity walk through the latest market data and conditions. They ask the question: has the market got more room to run? Are the bears or the bulls calling the shots? Have global central banks done enough to tame the inflation monster?30 June
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JP Morgan Asset Management’s Global Strategist Kerry Craig: What role does a covered call strategy play in a portfolio?
Today Candice and Felicity speak to Kerry - who's responsible for communicating the latest market and economic views from our Global Market Insights Strategy Team23 June
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The barbarians are at the gate: 3 trading ideas + a tax tip you need before EOFY!
In this week's episode, Candice and Felicity discuss a relatively unknown (and under utilized) super contribution measure that could not only help reduce your taxable income BUT also help build up your retirement savings over time investing in your future!16 June
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The man who founded Hungry Jacks | Jack Cowin Pt II
In this episode, Candice and Felicity continue their conversation with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee – Hungry Jacks.9 June
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General
The man who founded Hungry Jacks | Jack Cowin Pt I
In this episode, Candice and Felicity sit down with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee - Hungry Jacks.2 June
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US Debt Ceiling Update & Market Impacts
In this week’s episode, Candice and Felicity breakdown the US ceiling debt crisis and discuss four likely scenarios to play out as the market nervously awaits a decision from the White House.26 May
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Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX:PEN)
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.19 May
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Our top tips for preparing for EOFY + ways to supercharge your superannuation
In today's episode, we will discuss some of the latest Superannuation rules related to concessional and non-concessional caps, along with a few useful tips to help you prepare for the EOFY12 May
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General
Looking at Alternative Credit and Fixed Income Investments | Alceon Group
Today, we bring you our insightful discussion with Omar Khan, Head of Wholesale Capital, and Teresea Lea, Associate Director and Real Estate Specialist, from Alceon's Credit Fund.5 May
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General
Deep Yellow's vision for uranium and sustainable power | John Borshoff Pt II
Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016.28 April
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General
Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow
This episode, Candice and Felicity dive into the world of cleaner fuel alternatives and the incredible potential of uranium!21 April
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General
Everything is golden | David Garofalo - CEO and Chairman of Gold Royalty Corp
Join us in this episode as we sit down with David Garofalo, a gold mining industry veteran with over 30 years of experience in building and growing multi-billion-dollar sustainable mining businesses worldwide.14 April
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Reinventing the way the world grows - Wide Open Agriculture with Jay Albany (WOA.ASX)
In this episode, we'll explore various aspects of Jay's career and Wide Open Agriculture.7 April
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Market update: This too shall pass! Top ideas to help ride the volatility...
Candice and Felicity discuss ‘superior’ inflation, outlined by Jay Powell. Not known as a natural version of inflation, it’s way more boring than that. It is services less energy and shelter - and it’s only running at 3.68%, which is far lower than the headline figure that’s printed in the media.31 March
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General
King of Commodities | Owen Hegarty: Founder + Chairman of EMR Capital
Felicity and Candice talk with Owen Hegarty who has more than 40 years of experience in the global mining industry.24 March
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Market Update: Peaking rates & weaker growth. Is this stagflation?
With peaking rates & weaker growth, we have to ask: How much more does the consumer have left in the tank?17 March
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General
We meet the Fertoz CEO: Changing the game for organic fertilizers
Felicity and Candice talk to Daniel Gleeson, CEO of Fertoz. IN the conversation we find out how the company identified the growing demand for organic crop farming, and took advantage of the opportunity to provide an all-natural solution to boost soil nutrition.10 March
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4 CGT Concessions Every Small Business Owner Should Know
Felicity and Candice are back with their essential 'need to know' episodes and are going through the four essential CGT concessions to consider.3 March
Meet your hosts
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Candice Bourke
Candice Bourke is a Senior Investment Adviser at Shaw and Partners with over six years' experience in capital markets and wealth management, specialising in investment advice including equities, listed fixed interest, ethical investing, portfolio risk management and lombard loans. She discovered her passion for finance and baguettes, when working and living in France, and soon afterwards started her own business (all before the age of 23). Candice is passionate about financial literacy for women which lead her to co found Her Financial Network, and in her downtime, you’ll find her doing any of the following: surfing, skiing, reading a book by the fire, or walking her black lab, Cooper, with a soy cappuccino in hand. -
Felicity Thomas
Felicity Thomas is a Senior Private Wealth Adviser at Shaw and Partners with over nine years experience in wealth management and strategic financial planning, covering areas including Australian and Global equities, portfolio construction and risk management, bonds, fixed interest, lombard loans, margin lending , insurance, superannuation and SMSFs. Felicity started her career in finance at BT Financial Group, speaking to customers about their superannuation and investments. This led to the realisation becoming a Financial Advisor would be the perfect marriage of her skills and interests - interpersonal relationships and economics. She is passionate about improving women’s access to financial resources and professionals, and co founded Her Financial Network. On the weekends you’ll find her on the beach, or going for an adventure with her black cavoodle, Loki.