By Equity Mates Media
5
11 ratings
The podcast currently has 141 episodes available.
In this episode, Candice and Felicity sit down live in the studio with Jason Edwards from January Capital to speak about the rise of venture debt as an asset class and why he founded the firm to take advantage of the VC market in the growing economies of south east asia like Singapore, Vietnam, Thailand and Malaysia to name a few.
Southeast Asia is often described as an emerging digital hub. Investors are aware of their strong economic growth, growing GDP, favourable demographics and strategic location in terms of global trade and opportunities, so in this conversation Candice and Felicity unpack the reasons behind private credit has become and will continue to be an attractive investment opportunity for investors.
Tune in for more investable insights.
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.
In this episode of Talk Money To Me, co-hosts Felicity and Candice explore the growing investment opportunities in the defense sector, driven by rising global tensions and increasing defense budgets. From traditional defense stocks to cutting-edge innovations in cybersecurity, AI, and space technology, they break down why this sector is gaining traction and what it means for your portfolio.
Tune in as they discuss:
Whether you're looking for income, growth, or a hedge against market volatility, defense might be worth a closer look. Don't miss this insightful episode, packed with practical tips to help you navigate this rising investment theme.
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.
In this exciting episode, we're thrilled to welcome Ron Temple, Chief Market Strategist at Lazard’s Financial Advisory and Asset Management. With over two decades of experience in global markets, Ron brings unique insights into the intersection of macroeconomic trends, US Federal Reserve policy, and key geopolitical events.
We dive deep into:
Whether you're an investor or simply looking to understand the shifting market landscape, this conversation is packed with practical insights and strategic advice to help you navigate these uncertain times.
Tune in now to get the latest market perspectives from one of the industry’s leading voices!
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.
In this episode, Felicity and Candice are excited to chat with Sally Bertouch, senior analyst on the international and emerging markets investment strategies at Schafer Cullen Capital Management.
Sally delves into;
So tune in and let's talk money!
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.
Felicity and Candice are back with the Order Pad!
In this episode, Candice is adding IPD Group - ticker on the ASX IPG. IPD Group is a company that falls within the decarbonisation, electrification, AI uptake and data centres thematics.
Felicity reiterates a buy on Playside (PLY.ASX), the company’s solid financial position, attractive valuation, and strategic investments in game development make it a strong buy at current levels.
So tune in and let's talk money!
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.
In this episode of Talk Money to Me, Candice and Felicity take you through the key insights from the September 2024 edition of the Shaw and Partners Research Monitor.
Candice and Felicity give a run down of the Q2 market performance, explore the booming utility sector driven by AI and discuss a mineral which you may not have heard of, that’s playing a critical role in Australia’s energy transition; Vanadium.
All these insights and much more, so tune in and let’s talk money!
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.
In this episode of Talk Money To Me, Candice and Felicity are joined by Chris Fielding, a partner at Hg, Europe’s leading private equity investor in software and services. Hg manages an impressive portfolio with an aggregate enterprise value exceeding US$140 billion.
Chris shares insights into Hg's sector-specialist approach, investment strategy, and their successful track record in European private equity. He also discusses the launch of Hg Wealth, a semi-liquid private wealth solution aimed at providing private banks, family offices, and eligible private clients with access to the Hg platform alongside institutional clients.
Whether you're an experienced investor or just curious about private equity, this episode offers valuable insights into the dynamic world of private investments.
So tune in and let's Talk Money!
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.
Join Candice and Felicity as they welcome Jun Bei Liu, Portfolio Manager of Tribeca’s Alpha Plus Fund, back to the podcast!
In this episode Jun Bei shares her insights on the current market and how she positions her fund amidst market uncertainty.
Get an inside look at Jun Bei's high-conviction stocks, including Pro Medicus and Life 360, and her thoughts on the upcoming Australian reporting season. She also discusses the Chinese economy's outlook and how it influences ASX-listed companies.
Don't miss out on Jun Bei Liu's valuable perspectives. Tune in and let's Talk Money!
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.
Felicity and Candice are back with the Order Pad!
In this episode, Candice is adding Danaher3 and Felicity brings AMD.NAS to the order.
if you're interested in biotech, diagnostics and AI exposures, this episode is for you. So tune in an lets talk money!
You can read the interview with Lisa Su that Felicity mentions here: https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-hard-problems/
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.
On Talk Money To Me, Felicity and Candice have spent much of the last 12 months discussing all the ways AI might impact different market sectors and transform our everyday. In this episode, they speak with two people at the forefront of the Artificial Intelligence revolution in the medical field.
Professor Geoff Strange, Chief Research and Strategy Officer and Philip Woolff, Chief Operating Officer from Echo IQ.
Echo IQ uses their AI-powered technology, EchoSolv to enhance the diagnosis of structural heart disease. And It's technology has seen impressive results.
Felicity and Candice speak with Prof Strange and Phillip about the success of this technology, their current FDA submission, Echo IQ's strategy for commercialising EchoSolv and the implications of AI technology on the diagnostics industry.
You won't want to miss this fascinating delve into the real world impacts of AI advancements. Tune in now and Lets Talk Money!
Echo IQ is a listed company, their ASX ticker is EIQ. Learn more about Echo IQ here
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.
The podcast currently has 141 episodes available.
7 Listeners
9 Listeners
98 Listeners
46 Listeners
62 Listeners
21 Listeners
13 Listeners
32 Listeners
8 Listeners
43 Listeners
34 Listeners
9 Listeners
12 Listeners
27 Listeners
7 Listeners