Order Pad | Buy the AI Stock Nobody Talks About: Applied Materials (AMAT.NAS)
Candice is back on Talk Money To Me after a short break from the podcast, having welcomed her beautiful twin boys! And she’s returning with...
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Talk Money To Me
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....
Episodes
20 of 188 episodesInvesting in the AI Boom Without Chasing Hype | Global Value, Income & Megatrends with Sally Bertouch
Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market? In this episode of Talk Money T...
AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥
🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥 Artificial Intelligence is dominating headlines, but the...
Can Australians Still Afford Property in 2026? With Emma Stephens from Artemis Finance
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...
What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital
In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep d...
Order Pad | The Backbone of AI: Why We’re Buying TSMC (TSM.NYS)
In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of t...
The New Inflation Playbook: Energy, Royalties & Income Strategies That Work in 2026
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 tradi...
Order Pad | The King of Content 👑 : Netflix (NFLX.NAS)
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 d...
SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026
In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflat...
Order Pad | The Nuclear Bottleneck Trade the Market Is Missing | Uranium, Enrichment & Energy Security | Silex Systems (SLX.ASX)
In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains w...
Markets, Missiles & Money 💥📈 | Oil Spike, Iran War, $7.7T Cash & Where We’re Investing Now
Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and rene...
Order Pad | Iran, Oil Prices & The Solar Investment Boom | First Solar ☀️ (FSLR.NAS)
In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, a...
Australian Property Market 2026 🏡: Interest Rates, Borrowing Power & Smart Strategies with Mitchell Lobb
Australian Property Market Special What do rising interest rates actually mean for your borrowing power, property strategy, and investment d...
Order Pad | Is This ASX Advanced Manufacturing Stock Mispriced? | AML3D (ASX: AL3) 3D Metal Printing Opportunity
In this TMTM Order Pad episode of Talk Money To Me , Felicity Thomas takes a deep dive into AML3D Ltd (ASX: AL3) an Australian advanced manu...
Iran Conflict & Oil Shock ⚠️: What Middle East Tensions Mean for Global Markets and Investors
In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean fo...
Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead | Vertiv (VRT.NYS)
Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure p...
Borrowing to Invest 📈: Smart Wealth Strategy or Risky Move?
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia...
Order Pad | The 2026 Re-Rating Opportunity: Is 100% Upside Possible? | WiseTech Global (WTC.ASX)
Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispric...
2026 Investment Outlook📈: China, AI Rotation, Copper, Europe & the Hidden Credit Risks Investors Can’t Ignore
What does 2026 really look like for investors? In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourk...
🎄 The 2026 Playbook: What Investors Need to Know 🎄
It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners...