Talk Money To Me

Episodes

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  Darryl Garber - CCO for ELMO | How the company is leveraging a $2.2 billion market opportunity

  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%?

  12 August

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  Queen’s Road Capital’s Warren Gilman shares his 2 Golden Rules for Investing

  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 for one of Hong Kong’s richest men - Mr Li Ka-Shing - and then how he adopted and put them to work with Queen’s Road Capital.

  5 August

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  Ouch! Is your portfolio hurting in 2022? Ideas, themes and stocks that might benefit

  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 sold off now to a point that might mean it’s a great entry point to slowly edge back into equities… They break down a couple of key themes they are looking at, and the stocks they like within these sectors.

  29 July

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  Talking Money To Us | Cameron Duncan - Shaw and Partners

  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 why investors like them. Cam has had over thirty years experience in financial markets, including a sixteen year stint as Division Director at Macquarie Group. He joined Shaw in July 2015 and got straight into establishing the Shaw SMA Model Portfolios with his partner Steve Anagnos. In this conversation they talk about the outlook for the hybrid market, the risks surrounding preference shares, and ask him to clarify some of the terms mentioned in the space.

  22 July

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  Our Order Pad | Playside Limited (PLY:ASX) & Microsoft (MSFT:NAS)

  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 company known to many of us - Microsoft. They’ve expanded over the years into productivity software, server software, internet services, video games, and PC hardware and accessories.

  15 July

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  Talking Money To Us | Mark Allison - MD & CEO - Elders Limited

  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 to pure play agribusiness and resulted in the first shareholder distribution in nearly a decade. Since 2014 Elders has grown from a market capitalisation of $50 million to $1.9 billion. Mark shares his thoughts on the current agricultural cycle, the eight point management plan he was instrumental in facilitating, and his thoughts on the rise of ESG investing.

  8 July

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  Talking Money To Us | Frank Yu - Ally Bridge Group & Julius Garofali - Shaw and Partners

  Felicity and Candice chat to their Shaw and Partners colleague Julius Garofali, together with Frank You 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 and public markets globally. They are also joined by Julius Garofali, who’s a Senior Private Wealth Adviser at Shaw and Partners and has been for twenty years. In this episode, they unpack the opportunities in the developing Life Sciences space, share insight in the Private Equity landscape, and talk about how they met!

  1 July

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  Need to Know | 14 Tips to make your End of Financial Year easier

  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.

  24 June

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  The Dive: Lettuce is just the tip of the iceberg: Inflation around the world

  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.

  17 June

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  Need to Know | I want a financial adviser, what should I do?

  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 what are the bright red flags to keep an eye out for.

  10 June

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  Talking Money To Us | Andrew Lockhart - Managing Partner from Metrics Credit Partners

  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 corporate restructurings. In 2019 Andrew was also appointed Chair of the Australian branch of the Alternative Credit Council, which is a sub-committee of the Alternative Investment Management Association. In this conversation they try to understand the credit market in greater detail, he gives an overview of the diversity within his fun, and discuss how the current market conditions have an effect on the portfolios he manages.

  3 June

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  Need to Know | Debt Recycling - What’s it all about?

  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 adviser if you’d like to implement this strategy.

  27 May

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  Talking Money To Us | Anthony Wilson - Head of Equities at Shaw and Partners

  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 they speak about Anthony’s thoughts on the current investing climate, the importance of his team and how they are integral to his success, he deciphers some of the jargon that’s a part of his working life, and outlines his red flags in company reports.

  20 May

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  Talking Money To Us | Kendrick Louis - Louis Media

  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, Kendrick is a family man and an entrepreneur having Founded his own media agency originally with his brother in 2018, called Louis Media. In this conversation he talks about how his training mindset informs his attitude to business, his personal mission to dream big and chasing that unashamedly, and his thoughts on how professional athletes can think about life after sport.

  13 May

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  Need to Know | Tightening Financial Climate + Energy Transition

  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 environment and how they are thinking about balancing their investments between old and new energy

  6 May

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  Talking Money To Us | Don Meij - CEO and Managing Director of Domino's Pizza

  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 States. Seven pizzas are sold every single second. Don discovered his appetite for the pizza business back in 1987 in the small seaside suburb of Redcliffe, Queensland, where he worked part-time for Silvio’s Dial-a-Pizza (Silvio’s) while studying to become a high school teacher. He quickly rose through the management ranks at Silvio’s, which later acquired the Domino’s brand in Australia. In 1996 Don opened his first Domino’s store in Caboolture, Queensland, and the rest is history. Felicity and Candice unpack Don’s story, look at how the industry has changed in the years since, and find out what’s next for Domino’s.

  29 April

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  Our Order Pad | IGO Limited (IGO:ASX) & Elders (ELD:ASX)

  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, an Australian company with a history dating back to 1839. She likes that it’s a leading Rural Services business, supplying physical, financial and advisory inputs to Australian and New Zealand farmers.

  22 April

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  Talking Money To Us | Philip Pepe

  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 of Australasia and the Institute of Actuaries of Australia. In this conversation, they talk about the surprises he’s seen recently (both good and bad), how the pandemic has changed the agricultural climate, and he talks about some of the stocks and opportunities that have been catching his eye.

  15 April

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  Talking Money To Us | Danny Younis - Shaw analyst

  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) and many more. In this conversation with Candice and Felicity, he talks about opportunities in the Australian investing landscape, his process for finding a compelling business and his thoughts on the derating of the technology sector.

  8 April

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  Talking Money To Us | Peter O’Conner - Metals & Mining research analyst at Shaw and Partners

  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 and Equities Research, Metals and Mining at Macquarie Bank. 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 role today is the Metals & Mining research analyst at Shaw and Partners. In this episode, Felicity and Candice talks to him about his extensive time in the industry, and ask for him to share a few ideas about where to be looking for oppotunities.

  1 April

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  Talking Money To Us | Tim Samway - Chairman of Hyperion Asset Management

  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 mission is to become a global leader in the practice of regenerative grazing and profitable cattle farming, and currently boast 45,088 hectares of land under management.

  25 March

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  Our Order Pad | Vimy Resources (VMY:ASX) & Disney (DIS:NYSE)

  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 a uranium project to be viable is extremely tricky. Then Candice brings a company with a long legacy of storytelling, and a massive market cap of $239 billion, that’s well positioned to benefit from the re-opening trade following the pandemic. It’s Disney, and she unpacks why she thinks it’s a good time to investigate this legacy media conglomerate.

  18 March

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  General

  Talking Money To Us | Jules Cooper - Senior Analyst at Shaw & Partners

  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 Australian market is the technology sector and currently has likely the broadest software technology coverage in the market, which provides a unique perspective on business models and valuations across the sector.

  11 March

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  General

  Need to Know | Australian Reporting Season + Listener Mailbag Stocks!

  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, we are in the final few days of the first half FY22 reports, 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 expectations and are enjoying a share price rally since beating on their financial figures. Then Candice and Felicity talk about the current turbulence globally and how you might protect your portfolio in such uncertain times, and provide some key facts on companies that have come through our mailbag.

  4 March

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  Our Order Pad | Magellan Financial Group (MFG:ASX) & Pinnacle Investment Management (PNI:ASX)

  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 TMTM'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 - a diversified financial manager with a market cap of $2 billion, that provides a dividend yield of 3.5%.

  25 February