Talk Money To Me

Episodes

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  General

  Talking Money To Us | Grant Hackett - CEO of Generation Life

  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 name might be familiar to many for his sporting achievements prior to his corporate career, when he won the men’s 1500 meters freestyle race at both the 2000 and 2004 Olympic Games. In this conversation they talk about why you might consider using an investment bond, for yourself, your children or your grandchildren. They discuss the tax implications, broader strategies and benefits of investment bonds, and talk about Grant’s attitudes to leadership, and how his career as an athlete has influenced his corporate career.

  18 February

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  General

  Need to Know | How you can invest for children or retirement (or both!)

  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 your side. In this episode they explain how they work, a couple of options you can explore, and the brilliant tax benefits.

  11 February

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  Our Order Pad | Ulta Beauty (ULTA:NAS) & On Holding AG (ONON:NYSE)

  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 - which only listed as recently as September 2021. We know Felicity loves getting in early on her stock picks! This brand capitalises on the increased focus on health and fitness that’s emerged over the last two years.

  4 February

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  Talking Money To Us | Ayumi Uyeda - Founder of Proppie

  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 Consumer Health and Pharmaceuticals, and has successfully started up e-commerce business models. Ayumi got her start as a hospital pharmacist in Brisbane, which formed the foundation of her pursuit for health and her belief that “we are nothing without our health”. She is inspired by problems and is relentless with tackling these in new ways, deriving immense satisfaction from the positive impact that solving such problems can have on people. In this conversation they talk about Ayumi’s passion for property, the fast-pace of tech businesses, the climate of and her vision for Proppie.

  28 January

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  Need to Know | 22 stocks for 2022!

  It’s a brand new year, so it’s time for a slightly different format. 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 episode to hear all 22 though!

  20 January

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  Talking Money To Us | Or 2021 in Review / how to value a company (Analyst at Shaw)

  In our final episode for 2021, Candice and Felicity are joined by Martin Crabb, the Chief Investment Officer from Shaw & 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 joined Shaw & Partners in 2011, prior to which he was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, wealth management, research and portfolio management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance.

  17 December

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  Need To Know Bumper Edition: SOHN Hearts & Minds Investor Conference

  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 institutes. The amount to date has exceeded over $30 million towards Australian Medical Research Institutes.

  10 December

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  Our Order Pad | CrowdStrike (CRWD:NAS) & PayPal (PYPL:NAS)

  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 technology to stop breaches. Then Candice talks about PayPal, a pure play in online payments which enables digital and mobile payments on behalf of merchants and consumers, with a killer track record of smashing their growth targets.

  3 December

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  Talking Money To Us | SDGx Ventures - Jeremy Liddle and Zarmeen Pavri

  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 conversation Jeremy and Zarmeen talk about their fund: SDGx Ventures - Climate Tech Fund, talk about the difference between deep tech and ordinary technology, the role they envisage climate playing in any investor’s portfolio, and the crucial difference between Impact, and ESG.

  26 November

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  General

  Need to Know | The fundamentals of ESG investing

  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.

  19 November

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  Our Order Pad | Australian Potash Company (APC:ASX) & Blackstone Minerals (BSX:ASX)

  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.

  12 November

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  Talking Money To Us | Chris Bates - Wealthful

  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.

  5 November

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  Need to Know | Property Revisited

  There was so much to talk about last time, 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 all should definitely know about, and the difference between a redraw and offset account.

  29 October

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  Our Order Pad | Silex (SLX:ASX) & BHP Group (BHP:ASX)

  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.

  22 October

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  Talking Money To Us | Cohen Handler - Simon Cohen

  In this episode, Candice and Felicity talk to Simon Cohen, co-founder of Cohen Handler, the largest Property Buyer’s Agency in Australia, who also stars in the very binge-able hit on Amazon Prime - Luxe Listings.

  15 October

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  Need to Know | Where to Start with Property Investing

  In this episode, Candice and Felicity talk about all things property investing. They cover the principles of property investing, talk about the actual process and the steps involved, and then finally cover 2 structures you can choose from.

  8 October

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  Our Order Pad | Tesserent (TNT:ASX) & SVB Financial Group (SIVB:NAS)

  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.

  1 October

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  Talking Money To Us | Moneghetti Minerals - Anna Nahajski-Staples and Dr Karen Lloyd

  Felicity and Candice welcome Managing Director Anna Nahajski-Staples and Technical Director Dr Karen Lloyd of Moneghetti Minerals to Talk Money To Me. Moneghetti Minerals Limited are a gold exploration and development company, focused on high-grade, scalable discovery opportunities in the best mining jurisdictions in the world - those being in Nevada US and locally here in Western Australia.

  24 September

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  Need to Know | Pre-IPO Investing

  In our last Need to Know episode, Felicity and Candice discussed the difference between early stage and late stage investing, so this episode, they do a deep dive on what exactly is pre-IPO investing.

  17 September

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  Our Order Pad | Dusk Group (DSK) & Nitro Software (NTO)

  Felicity and Candice unveil their first Order Pad episode, where they reveal what’s on their respective desks, and talk through the research, analysis and thought process behind their ideas.

  10 September

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  Talking Money To Us | Wimp to Warrior - John Kavanagh and Nick Langton

  Felicity and Candice welcome their first guests: Wimp 2 Warrior Co Founder and Head Coach John Kavanagh, together with Chief Executive and Co Founder Nick Langton. The company, is a Sydney-based mixed-martial-art start-up, that delivers the end to end marketing, content, publishing and payments platform for combat sports academies to connect with and monetise 500 million MMA fans, through a curated fitness and lifestyle experience. Felicity is a convert, and can attest to the brilliance of the programme, and throughout this episode they learn more about how the founders came to discover the program, the unique challenges of the pandemic and its effect on a contact fitness startup, and how the’ll use the recent funding to grow the company even further.

  3 September

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  Need to Know | Investing at different stages of a company’s lifecycle

  Candice and Felicity talk about the difference between early stage and late stage investing, and define the six stages of a company lifecycle. They talk about the benefits, the risks, and the opportunities investors can find in a company as it progresses from private to potentially going public, including a deep dive on convertible notes.

  3 September

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  Talk Money To Me | Meet Candice and Felicity

  Welcome to the very first episode of Talk Money To Me! Candice and Felicity give a brief overview of their careers to date, what their vision for the podcast is, and then share their first stock purchase stories - and reflect on the lessons they learned.

  3 September