Talk Money To Me

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they’re watching right now.

Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.

They then reveal their 2026 Playbook, covering:

⭐ Theme 1 – Mid-Duration Fixed Income & Floating Rates

Why the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

🔌 Theme 2 – The Great Energy Upgrade

AI power demand, electricity grid strain and the resurgence of LNG and nuclear. Featuring WDS, uranium via URNM/ATOM, BOE, PDN and enrichment play SLX.

🤖 Theme 3 – The Critical AI Value Chain

The backbone of AI: semis, cooling, power, data centres and transmission. With names including NVDA, AVGO, VRT, SMCI, ASML, TSMC, EQIX, DLR, NXT and ETFs GXAI and NDQ.

🧬 Theme 4 – Disruptive Science & Healthcare Re-Rating

GLP-1s, radiopharmaceuticals and gene editing. Opportunities across CSL, TLX, Novo Nordisk, Eli Lilly and ETFs DRUG, CURE, ARKG and IXJ.

⚙️ Theme 5 – Critical Minerals & Strategic Commodities

Copper shortages, rare earth dominance and long lead-time supply constraints. Ideas include ACDC, COPX, BHP, LYC and ILU.

🌍 Theme 6 – Global SMID & Quality Rotation

One of the most compelling under-the-radar opportunities of 2026. Exploring valuation gaps, historical outperformance and quality SMID exposures.

If you’re planning your 2026 portfolio strategy, this episode is your end-of-year roadmap across bonds, AI, energy, commodities, healthcare and global SMIDs.

⚠️ Disclaimer

This content is for informational and educational 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 have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (25 November 2025).

📧 Contact us:

[email protected]

[email protected]

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth.

What we cover in this episode:

Market Pulse: AI Growing Pains & Macro Cross-Currents

• Why “beats not rewarded” is back this earnings season
• AI infrastructure’s funding tension: $13B revenues vs $1.4T spend commitments
• Labour softness vs strong corporate earnings
• Fed & RBA rate-cut expectations into late-2025/2026
• Why investors are shifting to quality, income and pricing power

The Big Commodity Themes to Watch

• Copper: AI, EVs and renewables doubling demand by 2035
• Uranium: the fuel behind decarbonisation and AI-driven energy demand
• Rare Earths: the strategic backbone of defence, EVs and wind
• Gold: outperforming the S&P 500 as a “store of trust”

⚠️ Disclaimer:

This content is for informational and educational 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 have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (11 November 2025).

📧 Contact us: [email protected] or [email protected] for our latest research monitor

In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.

With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:

🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth

💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds

🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China

⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition

🤖 AI meets value — why artificial intelligence is no longer just a growth story

🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies

💰 Jeff’s best buy idea — his top conviction call in the current market environment

This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.

🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.

⚠️ Disclaimer:

This content is for informational and educational 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 have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025).

📧 Contact us: [email protected] or [email protected]

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.

Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.

Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.

They unpack:

💰 The staggering scale of Australia’s upcoming wealth transfer

⚖️ Why 70% of family businesses fail to make it past the second generation

🏠 Common estate and superannuation pitfalls to avoid

👩‍👧 The growing role of women in managing and inheriting wealth

🧭 How to engage and prepare the next generation for leadership and ownership

🤝 The importance of trust, communication, and early planning

Whether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation.

⚠️ Disclaimer:

This content is for informational and educational 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 have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (1 August 2025).