Talk Money To Me

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.

In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the Strait of Hormuz, and what this means for oil prices, inflation and global equity markets.At the same time, markets are preparing for what could be one of the largest IPO cycles in history, with potential listings including SpaceX, Anthropic, Databricks and OpenAI. We explore whether these mega listings will drive the next leg of growth or drain liquidity from an already fragile market.To help unpack it all, we’re joined by leading global equities investors:Alex Pollak (Loftus Peak)Nick Griffin (Munro Partners)Together, we cover:What’s really happening in the Iran conflict and why markets are reactingOil above US$100 and the implications for inflation and interest ratesWhether we are officially in a market correction phaseThe investment case for SpaceX, Anthropic, and DatabricksHow investors should think about AI, valuations and capital intensityWhy ETFs like the BetaShares Nasdaq 100 ETF NDQ may be a smarter way to gain exposureThis is a market being pulled between fear and future and understanding how to position your portfolio has never been more important.📩 Contact UsIf you’d like to discuss how these themes apply to your portfolio, feel free to reach out:📧 [email protected]📧 [email protected]⚠️ DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice where necessary.Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048).Any views expressed are those of the presenters at the time of recording and may change. Past performance is not a reliable indicator of future performance. Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone achievement and what it unlocksThe Paducah opportunity and why “tails re-enrichment” could be a game-changerThe growing role of US policy and funding in nuclear fuel securityWhy a cooling uranium price (~US$84–85/lb) actually strengthens the investment caseValuation insights, broker targets, and what needs to happen nextThe key risks, timelines, and milestone-driven upside potentialThis is not a broad market update it’s a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.As Felicity outlines, Silex sits at the intersection of:Nuclear energy’s long-term structural growthWestern energy security and fuel independenceA critical, underappreciated choke point in the fuel cycle🎯 A must-listen for investors looking to understand where the real scarcity and opportunity sits in the nuclear value chain.⚖️ DisclaimerThis podcast is prepared by Felicity Thomas a Financial Adviser at Shaw and Partners Limited (AFSL 236048). The information discussed is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance. Markets can and do move both up and down, and all investments carry risk.All views are based on information available as at the time of recording (7 April 2026) and may change without notice.SLX.ASX is trading around $5.20 - $5.30 at the time of this recording. 📩 Contact UsIf you’d like to discuss how this investment idea or broader portfolio positioning may apply to your personal situation, please reach out:Shaw and Partners📧 [email protected] connect with us via Talk Money To Me for more insights. Hosted on Acast. See acast.com/privacy for more information.