Follow our Instagram to stay up to date with what's happening at Equity Mates

Episodes

  • The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund

    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

  • Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu

    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

  • Order Pad | MQG & QOR plus market update and factors to consider right now!

    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

  • Bold Insights about Global Equities with Jonathan Rawicz from New Capital
    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

  • Understanding Behavioural Finance and Craft a Winning Investment Portfolio
    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

  • Market Update: Will August be a down month for stocks?

    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 investing

    4 August

  • The Power of Uranium: Stock ideas & chats with Peninsula Energy's CEO

    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 Energy

    7 July

  • Market Update & Why we are BULLISH on Graphite for the EV rollout!

    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

  • JP Morgan Asset Management’s Global Strategist Kerry Craig: What role does a covered call strategy play in a portfolio?

    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 Team

    23 June

  • The barbarians are at the gate: 3 trading ideas + a tax tip you need before EOFY!

    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

  • The man who founded Hungry Jacks | Jack Cowin Pt II

    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

  • The man who founded Hungry Jacks | Jack Cowin Pt I
    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

  • US Debt Ceiling Update & Market Impacts

    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

  • Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX:PEN)

    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

  • Our top tips for preparing for EOFY + ways to supercharge your superannuation

    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 EOFY

    12 May

  • Looking at Alternative Credit and Fixed Income Investments | Alceon Group
    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

  • Deep Yellow's vision for uranium and sustainable power | John Borshoff Pt II
    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

  • Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow
    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

  • Everything is golden | David Garofalo - CEO and Chairman of Gold Royalty Corp
    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

  • Reinventing the way the world grows - Wide Open Agriculture with Jay Albany (WOA.ASX)

    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

  • Market update: This too shall pass! Top ideas to help ride the volatility...

    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

  • King of Commodities | Owen Hegarty: Founder + Chairman of EMR Capital
    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

  • Market Update: Peaking rates & weaker growth. Is this stagflation?

    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

  • We meet the Fertoz CEO: Changing the game for organic fertilizers
    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

  • 4 CGT Concessions Every Small Business Owner Should Know

    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

  • Candice Bourke

    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

    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.

Get the latest

Receive regular updates from our podcast teams, straight to your inbox.

The Equity Mates email keeps you informed and entertained with what's going on in business and markets
The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. This email is perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.
The world of cryptocurrencies is a fascinating part of the investing universe these days. Questions abound about the future of the currencies themselves – Bitcoin, Ethereum etc. – and the use cases of the underlying blockchain technology. For those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email.