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Talk Money To Me

Talk Money To Me
Investment Strategies
Gold
Fixed Income
Investment
Interest Rates
Australia
Investing
Finance
Uranium
Copper
Artificial Intelligence
China
Property Investing
Blossom
Inflation
AI Technology
Superannuation
Quantum Computing
Commercial Property
Geopolitical Tensions

Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned.

Hosted on Acast. See ac... more

PublishesWeeklyEpisodes186Founded5 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥

Artificial Intelligence is dominating headlines, but the real investment opportunity may lie beneath the surface.

In this special Order Pad episode of Talk Money To... more

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 ... more

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... more

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, ... more

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Recent Guests

Emma Stephens
Mortgage broker and advocate for women in finance
Artemis Finance
Episode: Can Australians Still Afford Property in 2026? With Emma Stephens from Artemis Finance
Alex Pollak
Portfolio manager at Loftus Peak, expert in disruption and growth equities
Loftus Peak
Episode: SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
Nick Griffin
Portfolio manager at Munro Partners, focused on AI, connectivity, and climate themes
Munro Partners
Episode: SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
Mitchell Lobb
Mortgage broker
Distinctive Finance
Episode: Australian Property Market 2026 🏡: Interest Rates, Borrowing Power & Smart Strategies with Mitchell Lobb
Jeff Cullen
Managing Director at Schafer Cullen Capital Management with over 30 years of investment experience
Schafer Cullen Capital Management
Episode: The Return of Value 🌍💰: Global Dividends and the Next Big Shift
Glen Frost
Partner at PwC's private clients team and leader of PwC's Australian Family Office practice
PwC
Episode: The $5 Trillion Intergenerational Wealth Transfer 🏛️👨‍👩‍👧‍👦: How to Secure Your Family’s Legacy
David Franklyn
Portfolio Manager of Argonaut Natural Resources Fund
Argonaut Capital
Episode: Gold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next Resource Cycle & Mining Boom with David Franklyn
Philip Pepe
Senior analyst at Shaw and Partners
Shaw and Partners
Episode: Australian Industrials Sector🏗️ 2025: Reporting Season Insights & Stock Picks with Philip Pepe
Jules Cooper
Senior Analyst at Shaw and Partners specializing in tech research.
Shaw and Partners
Episode: Australian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper

Hosts

Candice Bourke
Host with extensive experience in capital markets, focusing on practical investment ideas and structured market analysis.
Felicity Thomas
Co-host and financial analyst who co-creates content around investing, macro markets, and AI-driven opportunities.

Reviews

4.7 out of 5 stars from 151 ratings
  • Financial gold!

    Candice and Felicity’s insights on the stock market are not only educational but entertaining.

    Their different approaches highlight the many different ways to invest. I do enjoy hearing of the small cap opportunities but also their explanations of the macro factors affecting the markets. Their passion for investing makes for great listening. Do yourself a favour listen and share…. and of course, dare to invest.

    Apple Podcasts
    5
    Kimisaway
    Australia10 months ago
  • Wow what a great podcast

    I just listened to the podcast on Queens Road Capital. A vey insightful interview. A must to listen to. Well done!!!

    Apple Podcasts
    5
    albertbird
    Australia4 years ago
  • A must listen

    Really enjoy the stock ideas and guests on this show - especially the chat with Anthony Wilson

    Apple Podcasts
    5
    Tufty1964
    Australia4 years ago
  • A must listen

    Tune in each Friday, really love the investable ideas and special guests.

    Apple Podcasts
    5
    Emerson P
    Australia4 years ago
  • Great show!

    Loving the Order Pad episodes. Am enjoying their insights and looking forward to hearing more investment ideas!

    Apple Podcasts
    5
    Pods4life1990
    Australia4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and topics are engaging and timely for investors.
Some listeners note occasional scripted delivery but value the depth of analysis.
Positive reception of host expertise and clear investment ideas.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#231
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
Q: You've discussed your AI-driven investment process. Can you explain Taurient and Telos and how they shape your research?
Taurient is the female AI agent that handles idea generation and filtering; Telos is a deep-dive AI infrastructure analyst. Together they enable rapid, multi-language research, rapid initiations, and deeper coverage than two humans could achieve, which accelerates decision-making and enhances portfolio depth.
What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
Q: Why is memory such a focal point for your thesis, and what makes SK Hynix central to that view?
Memory is a structural demand driver due to AI workloads, with SK Hynix as a dominant HBM supplier and a lever to capture upside from expanding memory content and capacity constraints across the AI stack. The company benefits from AI-driven demand and is poised to become highly profitable alongside Samsung and Micron, making memory a core theme rather than a cyclical play.
What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
Q: What stood out in your recent earnings season across mega-cap and AI infrastructure names?
Eli Lilly showed health-care strength alongside AI-driven software monetization signals, while Atlassian's AI-driven product bundles demonstrated how AI can reverse the bear case for SaaS. The broader theme is that AI is not just hype; certain franchises are proving durable demand with real margin and usage growth.
The Return of Value 🌍💰: Global Dividends and the Next Big Shift
Q: How are you seeing the situation with China?
China and the US need each other, and despite volatility, there may be solutions found between the two countries.
The $5 Trillion Intergenerational Wealth Transfer 🏛️👨‍👩‍👧‍👦: How to Secure Your Family’s Legacy
Q: What do you see as crucial in good succession planning?
Starting the process early and involving independent facilitators to ensure effective communication and trust-building is key.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Talk Money To Me

What is Talk Money To Me about and what kind of topics does it cover?

Two seasoned financial hosts explore broad themes in investing and markets, with a focus on practical ideas, portfolio construction, and actionable takeaways. Episodes span AI and tech infrastructure, energy transition, inflation hedges, and macro-driven market moves, often featuring guest perspectives from fund managers and industry experts. The show stands out for its clear explanations of complex financial concepts, emphasis on real-world investment theses, and a willingness to discuss both opportunities and risks across equities, energy, and AI-enabled businesses. Listeners can expect accessible content geared toward equity investors, wealth builders, and finance professionals seeking timely ideas and disciplined approaches to market dy... more

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Which podcasts are similar to Talk Money To Me?

These podcasts share a similar audience with Talk Money To Me:

1. Equity Mates Investing Podcast
2. Australian Investors Podcast
3. The Rules of Investing
4. Buy Hold Sell, by Livewire Markets
5. The Call from ausbiz

How many episodes of Talk Money To Me are there?

Talk Money To Me launched 5 years ago and published 186 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Talk Money To Me?

Recent guests on Talk Money To Me include:

1. Emma Stephens
2. Alex Pollak
3. Nick Griffin
4. Mitchell Lobb
5. Jeff Cullen
6. Glen Frost
7. David Franklyn
8. Philip Pepe

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