Talk Money To Me
Equity Mates Media
Recent Episodes
In the final episode for 2024, Candice and Felicity are joined once again with Shaw and Partners Chief Investment Officer Martin Crabb to reflect on the year in the markets and of course discuss the outlook for growth and defensive assets for the new year.
You might recall some of his top stock picks for 2023 being Qantas, Evolution Mining and Suncorp to name a few which collectively returned 46%
Can he do it again? Tune into this episode to uncover Martin's 2025 market predictions and his top investable ideas and themes.
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.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this Order Pad episode, Candice and Felicity firstly walk through their 2025 asset allocation strategy and calls for having a preference towards domestic and global growth small to mid cap stocks.
Candice is keen on jewelry retailer Lovisa (LOV:ASX) as they continue to dominate in the sector and expand their global store count...not including Antarctica.
Felicity reiterates her buy conviction for Chrysos Corporation (C79:ASX) as a gold technology play to add to your portfolio in 2025 to also act as an inflationary hedge and safe haven investment in times of volatility.
Tune into this episode for asset allocation insights and of course our top investable ideas as we look ahead into the new year.
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.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Candice Bourke catches up with Moz Afzal, Global Chief Investment Officer for EFG, to discuss the US presidential election outcome and what this means for asset classes and portfolio construction as we head into 2025.
Candice and Moz discuss the potential winners and losers within investors' portfolios under Trump's second term in the White House.
Will his policies indeed be inflationary? And what does this mean for the outlook of interest rates as we head into 2025?
The 60/40 asset allocation could be the winning combination as we head into 2025, so you won't want to miss this conversation. tune in for some great insights!
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.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Candice and Felicity sit down live in the studio with Jason Edwards from January Capital to speak about the rise of venture debt as an asset class and why he founded the firm to take advantage of the VC market in the growing economies of south east asia like Singapore, Vietnam, Thailand and Malaysia to name a few.
Southeast Asia is often described as an emerging digital hub. Investors are aware of their strong economic growth, growing GDP, favourable demographics and strategic location in terms of global trade and opportunities, so in this conversation Candice and Felicity unpack the reasons behind private credit has become and will continue to be an attractive investment opportunity for investors.
Tune in for more investable insights.
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.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of Talk Money To Me, co-hosts Felicity and Candice explore the growing investment opportunities in the defense sector, driven by rising global tensions and increasing defense budgets. From traditional defense stocks to cutting-edge innovations in cybersecurity, AI, and space technology, they break down why this sector is gaining traction and what it means for your portfolio.
Tune in as they discuss:
- What's driving the defense sector boom
- Why defense stocks can provide portfolio diversification and steady returns
- Key investment opportunities, including major players like Lockheed Martin and Northrop Grumman
- Top defense-focused ETFs for broader exposure
- The risks you should consider before diving in
Whether you're looking for income, growth, or a hedge against market volatility, defense might be worth a closer look. Don't miss this insightful episode, packed with practical tips to help you navigate this rising investment theme.
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.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Talk Money To Me is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Talk Money To Me is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.