Talk Money To Me

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem? In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure. Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical data centre solutions. This is where Vertiv sits at the centre of the opportunity. This episode includes:What Vertiv actually does and why most investors misunderstand the businessWhy AI workloads are significantly more energy and infrastructure intensiveThe key numbers from the latest result, including strong order growth and backlog visibilityWhy the share price has been volatile despite strong fundamentalsThe long-duration AI infrastructure cycle and why we believe it is still earlyWhat the market will be watching over the next 12 monthsWhy we believe this is a compelling long-term investment opportunity If you want to understand where the second wave of AI investing may come from, this episode is for you.  If you would like to discuss your portfolio or explore opportunities aligned with your long-term strategy, you can reach out to us directly:Candice Bourke and Felicity Thomas - [email protected] DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Shaw and Partners Limited ABN 24 003 221 583 AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending.Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility.In this episode, we break down the strategy in a simple and practical way, including real client scenarios and the key considerations sophisticated investors need to understand.We cover:✔️ What margin lending is and how it works✔️ Loan-to-value ratios (LVR) and how lenders assess risk✔️ What actually happens in a margin call✔️ Why diversification and investment selection matter more than leverage✔️ A 10-year real-world scenario leveraging the S&P 500, including realistic Australian borrowing costs✔️ Behavioural mistakes investors make during market volatility✔️ Margin lending versus property gearing✔️ Who this strategy may be suitable for – and who should avoid itThis episode is designed for high-income professionals, long-term investors and anyone looking to build wealth through disciplined, strategic investing.📩 Contact Candice & FelicityIf you’d like to learn more or discuss your personal financial strategy, you can reach out to us directly:📧 [email protected]🌐 www.cftgroup.com.auOr connect with us on LinkedIn:Candice Bourke & Felicity Thomas⚠️ DisclaimerThis podcast is hosted by Candice Bourke and Felicity Thomas both Financial Advisers at Shaw and Partners AFSL 236048. The information discussed is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice and seek professional advice tailored to your circumstances.Any views expressed are those of the hosts at the time of recording and may change. Past performance is not a reliable indicator of future performance. Investing involves risk, including the loss of capital. Borrowing to invest, including margin lending, can magnify gains and losses and may not be suitable for all investors. Hosted on Acast. See acast.com/privacy for more information.

Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upside from e2open.In this deep dive, we cover:• What WiseTech actually does and why CargoWise is mission-critical• The pricing model shift and margin outlook• e2open integration risks and opportunities• AI disruption risk or competitive advantage?• What the upcoming FY26 result needs to proveIs this simply a recovery trade or a genuine asymmetric opportunity?IMPORTANT: WTC.ASX at the time of recording 10th February 2026 is trading between $47 and $50🎯 About TMTM Order PadOrder Pad is our fortnightly high-conviction stock segment, where we analyse companies with structural advantages, strong cash generation, and identifiable catalysts ahead. Think next-multibagger energy with institutional discipline.Positioning before consensus.⚠️ Important DisclaimerThis podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Talk Money To Me is hosted by advisers at Shaw and Partners Felicity Thomas and Candice Bourke (AFSL 236048). Past performance is not a reliable indicator of future performance. All investments carry risk. Investments may rise and fall in value, and capital loss is possible.📩 Get in TouchIf you would like to discuss your portfolio or explore whether WiseTech or other ASX opportunities may be appropriate for you:📧 [email protected]🌐 www.cftgroup.com.au🎙 Follow Talk Money To Me on Spotify, Apple Podcasts & YouTube📱 Follow @TalkMoneyToMePodcast on Instagram & @TalkMoneyToMe on LinkedIn Hosted on Acast. See acast.com/privacy for more information.

What does 2026 really look like for investors?In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios.In this episode we cover:Why markets feel calmer but may actually be more fragile in 2026The rotation away from the US and why China and Europe are back in focusThe next phase of the AI trade — and why it’s moved beyond mega-cap techHow to think about copper, infrastructure and electrification as AI enablersWhy private credit and high yield could be the hidden risk this yearWhy Europe, particularly banks and credit, is quietly well positionedThe key 2026 market catalysts to watch — from China’s NPC to US midtermsHow UBS’s “10 Surprises” framework is already playing out in marketsWhat Felicity and Candice are actually doing in portfolios as a result2025 was about chasing what worked.2026 is about positioning for what’s coming next.⚠️ Important DisclaimerThis podcast is for general information only and does not take into account your personal objectives, financial situation or needs.While Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (AFSL 236048), the information discussed in this podcast does not constitute personal financial advice or a recommendation to buy or sell any financial product.You should consider whether the information is appropriate for you and seek independent professional advice before making any financial decisions.Information is current as at the time of recording: 4th February 2026📩 Contact & More InformationIf you’d like to discuss any of the themes covered in this episode or understand how they may apply to your portfolio:Visit: www.cftgroup.com.au Or get in touch with Felicity Thomas or Candice Bourke [email protected] Follow Talk Money To Me on Spotify or Apple Podcasts, and share this episode with someone who loves their markets, macros and long-term investing conversations. Hosted on Acast. See acast.com/privacy for more information.

It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special. This year, we’ve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026? We also look back at Martin’s 2025 predictions including nuclear’s standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP’s 12-month results. Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead.This episode is packed with insights, laughter, Christmas spirit… and a few questionable vocal performances from your favourite financial advisers. IN THIS EPISODE  The 10 themes shaping global markets in 2026 Bond markets: why they’re still “shark-infested waters” How Trump’s “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities AI infrastructure: the second-derivative winners Europe’s surprising revival EM vs China: where the winds are actually turning Private markets unlocking liquidity IPO & M&A activity making a comeback Martin’s 2025 “crystal ball review” — PDN, TLX, IDP Martin’s top investment pick for 2026  This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025).📧 Contact us:[email protected]@cftgroup.com.au Hosted on Acast. See acast.com/privacy for more information.