At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio. They've been tracking its growth and loss all year long and in this special Order Pad episode, it's time to reveal how they went! You won't want to miss Felicity's small-cap performance or Candice's stronghold thematic. Listen to find out how they went! Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas ...
Dec 14, 2023•19 min•Transcript available on Metacast It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! Anthony Doyle from Firetrail Rajeev Gupta the Founding Partner of ALIUM Capital David Franklyn from Argonaut Christian Mariani the Investment Specialist within the US Equity team of JP Morgan. Jules Cooper our very own Shaw and Partners And finally Jessica Leung from Global X ETFs As Felicity...
Dec 08, 2023•28 min•Transcript available on Metacast For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! Hear from: Jun Bei Liu PM of the Alpha Plus Long Short Fund at Tribeca Phillip Pepe Shaw and Partners Senior Equities Analyst Pravir Singh the Co-Portfolio Manager on the Global and International High Dividend strategies at Schafer-Cullen Peter Bates PM of Global Select Equity Strategy at T.Rowe Price Ray ...
Nov 30, 2023•30 min•Transcript available on Metacast In this week's episode, Candice and Felicity share the SOHN annual stock pick ideas that make up the Listed Investment Company HM1:ASX. Out of the pitches, Candice explores the French Fries wars and goes into a deep dive into LW.NYS. While Felicity goes nuclear and reiterates her bull case for uranium in NexGen and runs through the high conviction of NXG.ASX. Plus listen to the end to hear some big calls about Bitcoin from none other than Cathy Wood, CEO and CIO of ARK...
Nov 23, 2023•33 min•Transcript available on Metacast Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners. Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia’s ‘best ideas’ that leverages off their family office investment process to deliver long-term, consistent and compounding returns. And the returns have been IMPRESSIVE. Since inception, the Fund has returned 48...
Nov 16, 2023•41 min•Transcript available on Metacast Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come! If you are looking for the next best Australian tech business to invest in? Then you have come to the right place. In this episode of Talk Money To Me, Candice and Felicity chat to Rajeev Gupta, one of the founding partners of Alium Capital. Allium Capital was established in 2016 and has invested in almost 100 companies to-date. Their Flagshi...
Nov 09, 2023•37 min•Transcript available on Metacast In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in. Of course in this conversation you will hear some investable ideas, perhaps a global company you've never heard of like Candice and get the insights as to why Hugh is holding roughly 20% cash in the Fund right now. Some interesting facts to get a sneak peek int...
Nov 02, 2023•53 min•Transcript available on Metacast Candice and Felicity bring their latest investable ideas to the Order Pad. Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility. Candice revisits Elders a stock pitched back in April 2022 and unpacks why she thinks investors should stick with the company. Elders (ELD:ASX) story began in 1839, today their expansive network reaches every corner of Australia. While their root...
Oct 26, 2023•32 min•Transcript available on Metacast Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator. Micheal shares his top tips for preparing to invest in property, discusses the current property market conditions, and where he sees Australia's property market heading into the future. Michael is the founder of Metropole Property Strategists and host of the Michael Yardney Podcast. His opinions are frequently quoted in the media and he has been featured in all m...
Oct 19, 2023•56 min•Transcript available on Metacast In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund. James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund. The Fund just ticked over ...
Oct 12, 2023•36 min•Transcript available on Metacast Welcome to the first in our series of Uncovered - a new series we're rolling out together with Equity Mates. Candice and Felicity talk to Steve Wedan, the CEO of Imricor Medical, about his vision for the company and how they'll go about changing the standard of care in interventional medicine. This is a wide ranging conversation about the history of the company, and look at the drivers of growth of this small cap. This episode contained sponsored content from Imricor Medical. Follow Talk Money T...
Oct 05, 2023•23 min•Transcript available on Metacast It’s another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas. Bullish indicators include the S&P being oversold, strong M&A activity, and positive labor news. On the flip side, bearish signals involve hawkish tones from the Fed, upward pressure on rates, and a shift in investor sentiment towards safer assets. Candice brings her new investment idea - Ub...
Sep 28, 2023•29 min•Transcript available on Metacast In this episode, Candice and Felicity debate the positives, negatives, ins and outs of passive investing and active investing. This topic has been debated in the investment community since the dawn of time, but have you ever compared returns and examples of each strategy? Well, that’s exactly what the girls do in this conversation. Plus they go over the latest macroeconomic data and market news to help investors best navigate the stock market. Follow Talk Money To Me on Instagram , or send...
Sep 21, 2023•25 min•Transcript available on Metacast In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund This Fund brings investors a unique exposure to global equity markets through: • A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets. • Stock-specific opportunities focused on finding unappreciated positive change attributes. • Unique risk management to ensure that stocks drive returns rather than m...
Sep 15, 2023•53 min•Transcript available on Metacast In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets. In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation have fuelled economic and business expansion, and this has played an important feature in the management of the COVID-19 crisis and the region’s resilient economy. Looking ahead to a post-pandemic world, we believe a new economic or...
Sep 07, 2023•53 min•Transcript available on Metacast 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%. If you are looking for alpha generating stock ideas to add to your portfolio you won’t want to this episode. Jun shares with the ladies the key themes to emerge from this reporting season, provides an overall ...
Aug 31, 2023•46 min•Transcript available on Metacast 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. And while it seems Felicity has a brand new idea... it's actually an old faithful under a new title. But you'll have to listen to find out who! 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 yo...
Aug 24, 2023•38 min•Transcript available on Metacast 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. These stocks have the potential to thrive in a changing economic landscape, and the New Capital Global Equity Conviction strategy is well-equipped to capitalise on such opportun...
Aug 17, 2023•42 min•Transcript available on Metacast Unravel the mysteries of behavioural finance to help you craft a winning investment portfolio We're diving deep into the world of biases that influence our financial decisions. Get ready to gain insights on how to overcome these biases and build a solid investment strategy that stands the test of time. Loss aversion Bias Herd mentality bias Overconfidence bias Anchoring bias And how these can impact your investment decisions Follow Talk Money To...
Aug 10, 2023•18 min•Transcript available on Metacast 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. They discuss the recent developments in Peninsula Energy's uranium project, provide insights into CSL Limited's attractive entry levels, and reiterate a previous buy for Chrysos Corporation. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Th...
Aug 03, 2023•20 min•Transcript available on Metacast In today's podcast, we're thrilled to introduce Wayne Heili, who serves as the Managing Director and CEO of Peninsula Energy. For those who follow TMTM closely, you may recall that we discussed Peninsula Energy (ASX: PEN.ASX) in our OrderPad episode back in May 2023, specifically on the 19th, when its share price was trading at 15 cents. As we bring you this episode, the share price has seen a growth, now trading around $0.18. Given that Peninsula Energy is all set to become the next significant...
Jul 06, 2023•39 min•Transcript available on Metacast 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? The ladies also explore the importance of graphite and provide a few ASX stock ideas on how to gain exposure to this sector. You won't want to miss this episode if you are looking for a high conviction investment ide...
Jun 29, 2023•24 min•Ep 24•Transcript available on Metacast 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. With more than 10 years’ experience, Kerry provides valuable insights and perspectives on the economy and markets to investors. As a frequent commentator on Bloomberg, CNBC, the AFR and the wider financial press, Kerry is able to explain complex economic and market issues in a language that investors understand. Prior to joining J.P. ...
Jun 22, 2023•41 min•Transcript available on Metacast The barbarians are at the gate 3 Stocks that are most likely in a similar position + 1 way to reduce your taxable income and grow your nest egg. 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! As we are fast approaching 30-June, Candice and Felicity share the latest updates to...
Jun 15, 2023•20 min•Transcript available on Metacast 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. As one of Australia’s most successful and recognised businessman, in PART TWO of our conversation with Jack you will hear his business and investment principles he lives by, plus we delve into some of his more recent investments and the reasons behind them. Nothing is off the t...
Jun 08, 2023•37 min•Ep 20•Transcript available on Metacast 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. In this exclusive interview Jack winds back the clock to the 1960’s and tells us the story behind the very first burger store he opened. Fast forward to today, there are +400 Hungry Jack stores selling whopper burgers and fries around the country. As one of Australia’s most successfu...
Jun 01, 2023•51 min•Ep 19•Transcript available on Metacast 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. We explore the market impacts and ways to best hedge against each scenario playing out. From raising the debt ceiling (scenario 1); to debt service prioritization over other domestic payments (scenario 2); a short default on coupons (scenario 3) and a prolonged, one-month, delay in debt service (scenar...
May 25, 2023•23 min•Ep 18•Transcript available on Metacast In this order pad episode Candice & Felicity disect one stock idea each and explain why they believe it's a buy, sell or hold. Also discuss is the current state of the global markets. Candice explains why she feels Tesla Inc. NASDAQ: TSLA is a buy in her portfolio. Felicity explains why she has a buy on Uranium supplier PENINSULA ENERGY LIMITED - ASX: PEN Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and...
May 18, 2023•31 min•Transcript available on Metacast As we enter the month of May, it's time to start preparing for your End of Financial Year (EOFY). 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. We will also provide a quick market update and how recent market developments may be impacting your investment portfolios and decisions. Follow Talk Money To Me on Instagram , or send Candice and Felicity an emai...
May 11, 2023•21 min•Transcript available on Metacast 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. These industry experts share their knowledge on alternative credit, fixed income investments, and the exceptional performance of Alceon's Debt Income Fund. Alceon is a multi-strategy alternative investment manager. Established in 2010 Alceon has invested over A$8.0 Billion of capital for its High net worth, family offi...
May 04, 2023•33 min•Ep 15•Transcript available on Metacast 
