Talk Money To Me

The AI trade is under pressure. Microsoft and Google are being questioned over billions in AI spending, while investors are selling some of the biggest names in technology.

But are we witnessing the beginning of an AI bubble bursting or another opportunity to buy quality stocks at a discount?

In this episode Candice Bourke reveals five stocks on her BUY list and is adding them to the Orderpad:

VRT — Why Vertiv's explosive earnings growth makes the sell-off interesting.

AMAT — The semiconductor equipment company powering the AI revolution.

N...

Is the AI boom turning into a debt bubble? And could the enormous cost of financing artificial intelligence infrastructure become the next major risk for global financial markets?

In this episode of Talk Money To Me, Felicity and Candice explore the growing financial risks behind the artificial intelligence investment boom and examine why credit markets are beginning to send some important warning signals.

While investors have focused on the extraordinary growth potential of AI, semiconductors and data centres, another story is emerging beneath the surface: the billions of dollars of debt being used...

Uranium stocks have fallen more than 20%, yet the global nuclear energy outlook continues to strengthen. Is this a buying opportunity, or is the market signalling something investors are missing?

In this episode of Talk Money To Me, Felicity explores the nuclear energy renaissance, the global uranium supply deficit, and why nuclear power could become one of the most important investment themes of the next decade.

With AI data centres driving unprecedented electricity demand, governments prioritising energy security, and major technology companies including Amazon, Google and Microsoft investing in nuclear power, the industry is...

Why aren't stock markets crashing despite higher interest rates, stubborn inflation, rising government debt and global uncertainty?

In this episode of Talk Money To Me, recorded on 13 October 2026, host Felicity Thomas explores the latest global investment outlook from UBS and why share markets have remained surprisingly resilient despite significant economic headwinds.

With US bond yields climbing, the Federal Reserve facing difficult interest rate decisions and enormous investment flowing into artificial intelligence, investors are navigating a rapidly changing financial landscape.

Is the AI boom helping sustain global markets, or could the...

+30% in 30 Days! 2 Stocks Candice is Buying Next

Is there still upside in AI stocks after a 30% rally? And where are the best investment opportunities for the remainder of 2026?

In this episode of Talk Money To Me, Candice Bourke returns with another edition of Candice's Order Pad, reviewing global market performance, revisiting a standout AI investment and revealing TWO new stock BUY recommendations.

What's covered in this episode:

📈 2026 Market Performance: Winners & Losers

Candice compares the S&P 500, Nasdaq, ASX 200, emerging markets and global equities, exp...

What does it really take to pick the next billion-dollar company and what separates a great idea from a great investment?

In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke sit down with Dr Michelle Deaker, Founding and Managing Partner of OneVentures, for an inside look at the world of venture capital, Australian startups and investing in high-growth companies.

Michelle brings a rare perspective to venture capital. Before becoming an investor, she was a technology entrepreneur herself, giving her experience on both sides of the table raising...

Is Texas Instruments (NASDAQ: TXN) one of the overlooked opportunities in the semiconductor and AI boom?

In this episode of OrderPad, Felicity takes a closer look at Texas Instruments one of the world’s largest analog semiconductor companies and why the next phase of the semiconductor cycle could be particularly interesting for investors.

While Nvidia and the major AI chipmakers dominate the headlines, Texas Instruments operates deeper within the semiconductor ecosystem, providing analog and embedded-processing technology used across AI data centres, industrial automation, automotive, power management and thousands of electronic applications.

We...

What is the market missing and where are the opportunities emerging on the ASX?

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities.

Julia takes us inside the thinking of a fundamental fund manager looking beyond headline earnings to understand cash flows, balance-sheet strength, management quality and, importantly, what the market may be getting wrong.

We explore...

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 a high conviction BUY for the Order Pad.

In this episode, Candice is bullish on Applied Materials (NASDAQ: AMAT), one of the world’s leading semiconductor equipment companies and a lesser-known way to gain exposure to the enormous investment taking place across AI and advanced computing.

While Nvidia designs many of the chips powering the AI revolution, companies still need increasingly sophisticated equipment to manuf...

Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market?

In this episode of Talk Money To Me, Felicity Thomas is joined by Sally Bertouch, Portfolio Manager and Managing Director at Cullen Capital Management (Schafer Cullen Capital Management), to unpack global markets, AI, value investing, income and the major structural trends creating opportunities for investors.

Founded in New York in 1983, Cullen Capital is 100% employee-owned and has more than US$30 billion in assets under advisement. Its investment philosophy focuses on finding quality global businesses trading at attractive valuations...

🚀 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 Me, Felicity Thomas takes a deep dive into one of the most important investment themes of the next decade: semiconductors, memory and the infrastructure powering the AI revolution.

While most investors focus on NVIDIA, Microsoft, OpenAI and ChatGPT, few understand the complex ecosystem enabling modern artificial intelligence to function. From High Bandwidth Memory (HBM) a...

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 creation, financial empowerment and lending challenges, this conversation dives into the real financial pressures Australians are facing right now and the practical strategies helping people move forward with confidence.

Emma shares her insights from working directly with families, business owners, first home buyers and women navigating separation, lending pressures and long-term financial security...

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 investors are watching closely right now.

The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond Nvidia particularly across AI infrastructure, memory semiconductors, power networks and the “picks and shovels” powering the AI revolution.

Armina shares:

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, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute demand.

We break down:

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 traditional portfolio strategies are being challenged in 2026.

With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is no longer behaving as expected, prompting a shift in how portfolios are constructed.

Drawing on insights from the latest Shaw and Partners Investment Perspectives , this episode takes a deep dive into the assets...

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 double-digit upside ahead.

While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…

But the real question is: Is Netflix still a growth stock… or has it matured into a long-term compounder?

In this episode, Candice covers:

In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.

Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the Strait of Hormuz, and what this means for oil prices, inflation and global equity markets.

At the same time, markets are preparing for what could be one of the largest IP...

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.

This episode breaks down:

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.

In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.

We unpack:

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.

Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.

Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a cur...

Australian Property Market Special

What do rising interest rates actually mean for your borrowing power, property strategy, and investment decisions in 2026?

In this episode, Candice Bourke and Felicity Thomas sit down with leading mortgage broker Mitchell Lobb from Distinctive Finance to break down what’s really happening in the Australian property market and where the smartest opportunities may lie.

Whether you're a first home buyer, seasoned investor, or business owner, this episode unpacks the real-world lending strategies most people don’t understand but absolutely should.

🔍 In this episode...

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 manufacturing company using industrial metal 3D printing to produce large-scale components for industries like shipbuilding, utilities, infrastructure, energy and defence supply chains.

With a market capitalisation of under $100 million and the share price down more than 50% from recent highs, Felicity asks the key question investors care about:

Has the market mispriced the opportunity?

AML3D’s proprietary ARCEMY® additive manufacturing systems are designed to produce large ind...

In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios.

With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking what this means for markets.

In this episode we discuss:

• Why geopolitical conflicts often have less lasting impact on markets than investors expect

• How much of the recent...

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem?

In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure.

Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and...

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending.

Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility.

In this episode, we break down the strategy in a simple and practical way, including real client scenarios and the...

Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity.

In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase.

After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upsi...

What does 2026 really look like for investors?

In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China.

Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios.

In this episode we cover:

It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special.

This year, we’ve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026?

We also look back at Martin’s 2025 predictions including nuclear’s standout performance with...

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...

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

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

...

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 office...

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.

We dive into:

The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David...

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season.

We cover:

The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech.

We cover:

Talk Money To Me turns 4! 🎂 In this special finance podcast episode, co-hosts and financial advisers Candice and Felicity look back on four years of money conversations, investing lessons, and stock market ideas.

Inside this episode:

In this episode of Talk Money To Me, Felicity and Candice are joined by Caroline Gurney, CEO of Future Generation, who last year launched Future Generation Women (FGW) - an innovative investment solution run by women, for the advancement of women.

Caroline explains how FGW provides access to a high-conviction portfolio of leading fund managers all of them women – with 100% of management fees donated to support gender equality initiatives. It’s impact investing in action, with performance at its core.

At this stage, FGW is not listed like its peers Future Generation...

In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.

Recorded: 12 August 2025

What You’ll Learn in This Episode:

In this episode of Talk Money To Me, we’re joined by powerhouse sisters Gaby and Ali Rosenberg, the co-founders of Blossom the savings and investing app helping Australians grow their wealth through fixed income markets.

They’ve created a platform that targets up to 6.50% p.a. returns, requires no account fees, and allows you to start with as little as $5 all while aiming to make investing simpler, smarter, and more accessible to everyone. We dive into how Blossom works, the inspiration behind the platform, and how they’re supporting first-home buyers and everyday savers take control of the...

Forget waiting until 60 to access your super, wealthy Australians are using smarter structures to retire years earlier.

In this episode, Candice and Felicity reveal the FIRE strategies high-net-worth individuals use to create tax-effective, passive income streams well before traditional retirement age.

From investment bonds to family trusts with corporate trustees, the ladies explore the tools that unlock early financial freedom and protect your wealth.

Tune in to learn how you can FIRE yourself create more financial freedom and live on your terms and potentially ditch the 9-5. 

Follow and subscribe f...