Talk Money To Me

• The Case for Infrastructure: Stable Income in an Unstable World

  In this week's episode of Talk Money To Me, Candice and Felicity explore why infrastructure is fast becoming a cornerstone of resilient investment portfolios in 2025 and beyond.They deep dive into:How infrastructure assets provide stable income, inflation protection, and lower volatility.Why infrastructure tends to outperform during market downturns.How tariffs, inflation and slower growth are making defensive assets more important than ever.How the ClearBridge Developed Markets Infrastructure Income SMA offers diversified exposure to global infrastructure — and why it's a top pick right now.Breakdown of key holdings like E.ON, Crown Castle, NextEra, and TC Energy.If you're looking for ways to add stability, income, and global growth opportunities to your portfolio, this episode is a must-listen.Connect with Us:📲 Follow us on Instagram: @talkmoneytomepodcast and Youtube @talkmoneytomepodcast💼 Reach out via [email protected]🎧 Subscribe and leave a review if you enjoyed the episode!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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  31:26
• Ever heard of debt recycling and wondered how it works?

  Ever heard of debt recycling and wondered how it works? In this episode of Talk Money To Me, Felicity and Candice break down the powerful financial strategy that savvy homeowners are using to grow their wealth and build investment portfolios – all while paying down their mortgage.Join us as we unpack:What is debt recycling and how it worksReal-life examples using home equity and offset accountsThe tax benefits Risks and when this strategy may not be suitableHow to structure your loans effectivelyWhy high-income earners and long-term investors are embracing itWhether you’re planning for early retirement, looking to invest more tax-effectively, or simply want to make your money work smarter — this episode is packed with practical insights and financial planning tips.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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  25:15
• Tariffs, Trade, and Trouble: What’s Next for the US Economy?

  In a special bonus episode - Candice, dialling in from the US, & Felicity, dive into the big topic shaking global markets: tariffs, trade tensions, and what they mean for the US economy- and your portfolio.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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  27:47
• AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025

  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 billionairesHow Minotaur’s proprietary AI engine Taurient uncovers the world's best opportunitiesHer bold call on CD Projekt (yes, the creators of The Witcher)Her highest conviction stock pick for 2025Whether 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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  39:05
• US Tech Volatility, AI Winners & Top Stock Picks — Alex Pollak, Loftus Peak CIO

  In this episode, we sit down with Alex Pollak, CIO of Loftus Peak, to unpack the latest US reporting season, the volatility shaking tech markets, and where he's spotting the next big opportunities. From AI winners and losers to the impact of earnings surprises on portfolio positioning, Alex shares his top stock ideas and where he sees growth in a choppy market.If you're wondering how to navigate AI, tech giants, and the shifting US equity landscape, this is an episode you don’t want to miss.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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  44:19

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