Talk Money To Me

In this episode of Talk Money To Me, Felicity Thomas sits down with Emma Stephens from Artemis Finance to unpack what is really happening in the Australian property and lending market in 2026.From housing affordability and interest rates to wealth creation, financial empowerment and lending challenges, this conversation dives into the real financial pressures Australians are facing right now and the practical strategies helping people move forward with confidence.Emma shares her insights from working directly with families, business owners, first home buyers and women navigating separation, lending pressures and long-term financial security in a high cost-of-living environment.In this episode we discuss:The reality of the Australian property market in 2026Whether the “Australian Dream” is still achievableHousing affordability and cost-of-living pressuresProperty investing and investor sentiment following the May 2026 BudgetWomen, wealth creation and financial empowermentLending challenges for single-income households and first home buyersFixed vs variable rates in today’s marketThe habits financially successful people consistently havePractical tips for young Australians wanting to enter the property marketFinancial confidence, strategy and long-term wealth creationEmma Stephens is a mortgage broker at Artemis Finance, specialising in residential and business lending, refinancing, property strategy and helping clients create long-term wealth through smart lending solutions. Emma is a proud Noosa local, former Bank Manager for Noosa and Tewantin, and passionate advocate for women building financial independence through education, connection and smarter money conversations.If you enjoyed today’s conversation or would like assistance with lending, refinancing, property strategy or wealth creation, reach out to Emma Stephens and let her know you heard her on Talk Money To Me.Emma Stephens Artemis Finance 📧 [email protected] 🌐 https://artemisfinance.com.au/ 📍 Sydney & Noosa, AustraliaArtemis Finance specialises in:Home loansInvestment lendingRefinancingLending for self-employed borrowersProperty strategyWealth creation strategiesWomen’s financial empowermentFollow Talk Money To Me for weekly conversations covering:InvestingPropertyWealth creationMarkets & macro trendsFinancial literacyBusinessWomen & moneyPortfolio strategyDisclaimerThis podcast is presented by Felicity Thomas and Candice Bourke of Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048.The information discussed in this podcast is general information only and does not take into account your personal objectives, financial situation or needs. Before making any financial decision, you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs, and seek independent financial, legal and taxation advice.Any views, opinions or forecasts expressed are those of the speakers at the time of recording and are subject to change without notice. References to property, lending, investments or financial strategies are for educational and informational purposes only and do not constitute personal financial advice, lending advice or recommendations.Past performance is not a reliable indicator of future performance. All investments and financial strategies carry risk. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now.The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond Nvidia particularly across AI infrastructure, memory semiconductors, power networks and the “picks and shovels” powering the AI revolution.Armina shares:Why SK Hynix is Minotaur’s highest conviction global stock ideaWhy the memory super cycle could still be in its early stagesWhether Nvidia is still attractive at current valuationsWhy Minotaur remains short TeslaThe risks around overcrowded AI trades and hyperscaler spendingOpportunities in defence, energy transition and AI infrastructureHow Minotaur uses proprietary AI tools internally to analyse markets faster than traditional fund managersThe growing disconnect between market headlines and underlying fundamentalsWhat could trigger a meaningful AI-fuelled correction in marketsThe discussion also unpacks some incredible real-world examples of how AI is already changing investing, including Minotaur’s internally developed AI research system Taurient, which helps the team analyse global companies, reporting seasons and thematic opportunities at extraordinary speed and scale.Armina also explains why memory semiconductors particularly HBM memory may become one of the most important and profitable areas of the global technology ecosystem over the coming years, driven by explosive demand from AI models, hyperscalers and data centres.If you’re interested in AI investing, Nvidia, semiconductors, SK Hynix, Tesla, global equities, thematic investing or the future of financial markets this episode is packed with institutional grade insights and investment ideas.📩 If you would like to learn more about the fund using AI and proprietary technology to identify opportunities across global equities, you can learn more directly www.minotaurcapital.comOr feel free to contact the teams directly:📧 Minotaur Capital: [email protected]📧 Candice Bourke & Felicity Thomas: [email protected] or [email protected] ⚠️ DisclaimerThis podcast is intended for educational and informational purposes only and does not constitute personal financial advice, investment advice or a recommendation to buy or sell any financial product or security. Any views, opinions or market commentary expressed are those of the speakers at the time of recording and may change without notice.The information discussed is general in nature and has been prepared without taking into account your personal objectives, financial situation or needs. Before making any investment decision, you should consider the appropriateness of the information having regard to your own circumstances and seek independent financial, legal and tax advice where appropriate.Past performance is not a reliable indicator of future performance. All investments involve risks, including the risk of loss of capital. References to specific companies, sectors or investment themes are provided for illustrative and educational purposes only and should not be relied upon as investment recommendations.Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Pty Ltd ABN 24 003 221 583, AFSL No. 236048. Minotaur Capital Global Opportunities Fund is currently only available to wholesale and sophisticated investors. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of the most important long-term investments in global markets today.As the dominant manufacturer behind Nvidia, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute demand.We break down:Why TSMC controls the AI supply chainThe company’s extraordinary ~50% net profit marginsAI infrastructure growth and semiconductor demandTSMC’s competitive moat and market dominanceValuation vs Nvidia, Microsoft and AppleKey risks including Taiwan and geopolitical tensionsWhat could go right and what could go wrongWhy we believe TSMC remains a BUY despite trading near all-time highsIf you’re looking for exposure to the long-term AI megatrend, this episode explains why TSMC could be one of the highest-quality infrastructure plays in global markets.⚠️ 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. Prepared by the Talk Money To Me advisers at Shaw and Partners Limited (AFSL 236048). Information discussed is based on facts known at the time of recording, 5 May 2026.Email us [email protected] What do YOU want to hear more of? Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio strategies are being challenged in 2026.With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is no longer behaving as expected, prompting a shift in how portfolios are constructed.Drawing on insights from the latest Shaw and Partners Investment Perspectives , this episode takes a deep dive into the assets and strategies designed for today’s market conditions.🎯 What we cover:💰 Royalties explained – how investing in revenue streams (rather than profits) can provide income, diversification and potential inflation protection📈 Inflation-linked bonds – how these assets adjust with rising prices to help preserve purchasing power and support defensive portfolio positioning⚡ Energy as a macro driver – why both traditional and new energy sources are central to inflation, growth and market performance🌍 Portfolio positioning in 2026 – moving beyond traditional frameworks and adapting to a higher inflation environment🧠 Where to find income and resilience when markets are more volatile and less predictable🔥 Key takeaway:The biggest shift in markets right now isn’t just volatility it’s inflation.And the portfolios that perform will be those that evolve to include:👉 Income linked to real economic activity 👉 Assets that adjust with inflation 👉 Exposure to structural drivers like energy🎧 Whether you’re building long-term wealth or navigating current market uncertainty, this episode provides practical insights and a fresh perspective on modern portfolio construction.⚠️ DisclaimerThis podcast has been prepared by Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048) and is for general information purposes only. The information discussed is current as at 27 April 2026 and is subject to change without notice.The content of this podcast is not intended to be, and should not be construed as, personal financial product advice. It does not take into account your individual objectives, financial situation or needs. Before acting on any information contained in this podcast, you should consider the appropriateness of the information in light of your own circumstances and seek advice from a licensed and authorised financial adviser.Any views or opinions expressed are those of the speakers at the time of recording and may not necessarily reflect the views of Shaw and Partners Limited. Past performance is not a reliable indicator of future performance. Any references to specific investments or asset classes are for illustrative purposes only and should not be taken as a recommendation.Investments can rise and fall in value and there is a risk that you may lose some or all of your capital. To the extent permitted by law, Shaw and Partners Limited and its representatives make no warranties or representations regarding the accuracy or completeness of the information and disclaim all liability for any loss or damage arising directly or indirectly from the use of, or reliance on, the information contained in this podcast.If you’d like to discuss how these strategies may apply to your portfolio, feel free to reach out:📧 Email: [email protected] Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead.While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…Strong revenue growth 📈Expanding margins 📊Rising free cash flow 💰A rapidly scaling advertising business 📺But the real question is: Is Netflix still a growth stock… or has it matured into a long-term compounder?In this episode, Candice covers:Netflix’s latest results and what the market is missing 📊Why Netflix is no longer “just a streaming platform” 🌍The real moat: scale, data, content and monetisation 🧠Forecast growth: revenue, margins and earnings trajectory 💡Bull vs Bear case — including valuation scenarios ⚖️The rise of ads, live content, and new growth levers 📺Key risks investors need to consider ⚠️For Candice, the bull and buy conviction is clear. Netflix is evolving into a global entertainment powerhouse utility, combining subscription, advertising, live content and gaming at scale.With:~346M subscribers (and growing) 📺Expanding margins toward 40%+ 📈Strong pricing power 💰Multi-layered monetisation 🔁This is no longer “growth at any cost” it’s becoming a cash-generating compounder.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. Candice Bourke is a Financial Adviser authorised under Shaw and Partners Limited (AFSL 236048). All opinions are based on information available as at 21 April 2026 and are subject to change.Get in touch📧 [email protected]📧 [email protected] Hosted on Acast. See acast.com/privacy for more information.