Talk Money To Me

AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025


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In the first-ever video episode of Talk Money To Me, Felicity and Candice sit down with Armina "Arms" Rosenberg, Co-Founder and Portfolio Manager of Minotaur Capital - a cutting-edge, AI-powered global equities fund backed by tech-savvy investors.

 

With over 15 years in markets - spanning JPMorgan and elite family offices, including managing the global equities portfolio for Atlassian’s Mike Cannon-Brookes - Arms shares her sharp insights on:

  • What it’s really like managing money for billionaires
  • How Minotaur’s proprietary AI engine Taurient uncovers the world's best opportunities
  • Her bold call on CD Projekt (yes, the creators of The Witcher)
  • Her highest conviction stock pick for 2025

Whether you're an investor looking for an edge or just curious to learn how AI is reshaping modern portfolio management, this episode is packed with insights you won’t want to miss. Tune in now to hear how Minotaur Capital is using AI to outperform, and where Arms sees the biggest upside next.


Follow and subscribe for more expert insights on markets, financial strategies, and investing!


Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here


Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here


*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


*****

Talk Money To Me is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 


Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


Talk Money To Me is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

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