Best Sxe Podcasts (2024)

1
Estate Planning and Asset Protection with Angela Harvey | Why Everyone Needs a Will 44:40

2h ago44:40

44:40

In this episode of Talk Money To Me, Candice and Felicity are joined by estate planning expert and partner at Swaab, Angela Harvey, to discuss everything you need to know about what happens to your money when you die. Discover the crucial reasons for having a will, when you should review it, and how often. Angela breaks down what estate planning is…

1
Order Pad | Resource Special: Copper and Uranium 35:31

1h ago35:31

35:31

Candice and Felicity are back with everyone's favourite Talk Money To Me segment- it's the order pad! And in this episode the picks follow a resource theme. Felicity is extremely bullish on nuclear energy and uranium. She adds Silex (SLX:ASX) to the order pad portfolio and suggests some new ways to get uranium exposure in your portfolio Candice is …

1
Investing in Children's Digital Safety | Interview with Founder Tim Levy from Qoria 41:35

1M ago41:35

41:35

In this week's episode Candice and Felicity speak with Tim Levy who is the Founder and Managing director of Qoria (formerly known as Family Zone Cyber security). The stock code on the ASX being QOR:ASX which is a global technology company dedicated to keeping children safe and well in their digital lives. You will hear more about Qoria in this chat…

1
Investing in Emerging Markets: Opportunities & Risks 32:12

1M ago32:12

32:12

In this episode Felicity and Candice explore the fascinating world of emerging markets. They discuss why India stands out as a compelling opportunity and tackle the ongoing debate: Is China still an emerging market or has it matured into a developed one? Did you know that emerging markets and developing economies now contribute over 50% of global g…

1
Australian Equity Strategy Update and Portfolio Update 35:09

2M ago35:09

35:09

Get ready for a packed episode of Talk Money To Me, where Candice and Felicity offer a comprehensive market update, sharing valuable insights into the Australian equity landscape as well as how they are currently position some of their portfolios. If you’ve been following along with the Order Pad, you're in luck. Candice and Felicity also provide a…

1
AI Special | Investment Opportunities & Small to Mid Caps you need to know! 35:48

2M ago35:48

35:48

Get ready to dive into the exciting world of AI investment opportunities with Candice and Felicity in this episode of Talk Money To Me! The dynamic duo provides a comprehensive overview of AI and its potential impact on the investment landscape, from market trends to emerging growth prospects. You'll also be treated to a surprise guest appearance i…

1
Order Pad | Tasmea IPO and Southern Cross Electrical Engineering (SXE) 32:08

2M ago32:08

32:08

Get ready for another episode of Talk Money To Me, where Candice and Felicity bring you a listener favourite, a new Order Pad instalment! In this episode, they provide a comprehensive update on the current market dynamics, giving listeners a clear picture of the bears and bulls. But the real highlight of the show? Two exciting small caps enter the …

1
Fixed Income Part 2 | Exploring Global Investment Opportunities 30:05

2M ago30:05

30:05

Get ready for another captivating episode of Talk Money To Me as Candice and Felicity return with Part 2 of their limited Fixed Income series! Join Candice and Felicity as they delve into the historical returns of bonds and uncover insightful reasons to hold, buy more, or sell bonds, tailored to where the economic cycle stands. But wait, there's mo…

1
Fixed Income Part 1 | Exploring Investment Opportunities 25:39

3M ago25:39

25:39

Get ready for a deep dive into the world of Fixed Income! In the kickoff episode of this special two-part series, Candice and Felicity are unraveling the mysteries of Bonds—covering all shapes and sizes in this vast asset class. Join them to uncover potential investment avenues within this lucrative universe. From government bonds to corporate bond…

1
Market Update | Investment Lessons in the Last 100 Years 28:30

3M ago28:30

28:30

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years. They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills. Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio …

1
Market Update | How Might New Superannuation Rules Affect You? 25:43

3M ago25:43

25:43

This week Candice and Felicity provide a market update, catching you up on the key themes of the ASX reporting season so far. The ladies provide a breakdown of how upcoming changes to superannuation legislation might affect you. What changes should you be looking out for? And how can you use these updates to grow your retirement savings? In this ep…

1
Health is Wealth | How to Invest in this Game Changing Theme 34:12

3M ago34:12

34:12

You would have heard the saying "Health is Wealth", well this week Felicity and Candice are helping you make that a reality. In this Episode they share insights into a game-changing theme that they believe is a critical allocation within your portfolio; Health and Biotech. They discuss a few ways to invest in this idea either directly or indirectly…

1
Order Pad | Spotify and Nuix - Two growth tech stocks set to soar in 2024? 31:59

3M ago31:59

31:59

In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix. Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-exp…

1
Welcome Back! What can investors expect in 2024? 26:00

4M ago26:00

26:00

Welcome Back! In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024. There are still some risks in the 2024 Market and in this episode, Candice and Felicity take you through what they are watching out for; from sticky inflation, whether resection risk is mild or deep; the Chines…

1
Martin Crabb reviews his predictions from 2023 38:33

5M ago38:33

38:33

In the last episode of Talk Money To Me for 2023, Felicity and Candice are joined by Martin Crabb, CIO at Shaw and Partners to review his predictions from 2023 and give us new insight and stock Ideas for 2024. Martin is getting a reputation with the Talk Money To Me community for having some crystal ball predictions, you won't want to miss his perf…

1
23 stocks for 2023 | We review our "portfolio" to see how we went 18:35

6M ago18:35

18:35

At the beginning of 2023, Candice and Felicity each picked 12 stocks to add to a hypothetical portfolio. They've been tracking its growth and loss all year long and in this special Order Pad episode, it's time to reveal how they went! You won't want to miss Felicity's small-cap performance or Candice's stronghold thematic. Listen to find out how th…

1
12 Stocks of Xmas: Part 2 27:31

6M ago27:31

27:31

It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! Anthony Doyle from Firetrail Rajeev Gupta the Founding Partner of ALIUM Capital David Franklyn from Argonaut Christian Mariani the Investment Specialist wi…

1
12 Stocks of Xmas: Part 1 29:44

6M ago29:44

29:44

For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! Hear from: Jun Bei Liu PM of the Alpha Plus Long Short Fund at Tribeca Phillip Pepe Shaw and Partners Senior Equities Analyst Pravir Singh the Co-Portfolio Manager on the Globa…

1
Order Pad | SOHN Hearts & Minds Stock Pitches 33:00

6M ago33:00

33:00

In this week's episode, Candice and Felicity share the SOHN annual stock pick ideas that make up the Listed Investment Company HM1:ASX. Out of the pitches, Candice explores the French Fries wars and goes into a deep dive into LW.NYS. While Felicity goes nuclear and reiterates her bull case for uranium in NexGen and runs through the high conviction …

1
Invest like a Family Office | Insights from Joshua Derrington MD and CIO of Alvia Asset Partners 40:35

6M ago40:35

40:35

Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners. Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia’s ‘best ideas’ that leverages off their family office investment process to deliver long-te…

1
Microsoft, Koala Mattresses & Designcrowd...What do these businesses have in common? 36:31

7M ago36:31

36:31

Successful tech investor Rajeev Gupta from Alium Alpha Fund is backing MSFT, Koala and designcrowd for their growth for years to come! If you are looking for the next best Australian tech business to invest in? Then you have come to the right place. In this episode of Talk Money To Me, Candice and Felicity chat to Rajeev Gupta, one of the founding …

1
Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights. 53:11

7M ago53:11

53:11

In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in. Of course in this conversation you will hear some investable ideas, perhaps a global company you've never heard of like C…

1
Order Pad | Elders & Weebit 31:49

7M ago31:49

31:49

Candice and Felicity bring their latest investable ideas to the Order Pad. Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility. Candice revisits Elders a stock pitched back in April 2022 and unpacks why she thinks investors should stick with the company. Elders…

1
The Property Investor's Guide: Proven Paths to Prosperity 56:16

7M ago56:16

56:16

Felicity and Candice chat with Michael Yardney Australia’s most trusted property commentator. Micheal shares his top tips for preparing to invest in property, discusses the current property market conditions, and where he sees Australia's property market heading into the future. Michael is the founder of Metropole Property Strategists and host of t…

1
Finding the next mega cap global investment idea | Interview with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund 36:23

8M ago36:23

36:23

In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity’s Global Future Leaders Fund. James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Sm…

1
Uncovering Imricor Medical Systems with CEO Steve Wedan (ASX: IMR) 23:22

8M ago23:22

23:22

Welcome to the first in our series of Uncovered - a new series we're rolling out together with Equity Mates. Candice and Felicity talk to Steve Wedan, the CEO of Imricor Medical, about his vision for the company and how they'll go about changing the standard of care in interventional medicine. This is a wide ranging conversation about the history o…

1
Order Pad | GrainCorp, IGO, Uber & CSL: Unpacking our picks in this shifting landscape 28:47

8M ago28:47

28:47

It’s another one of your favourite episodes with Candice and Felicity delving into current market sentiments, highlighting both bullish and bearish trends, before giving us two investing ideas. Bullish indicators include the S&P being oversold, strong M&A activity, and positive labor news. On the flip side, bearish signals involve hawkish tones fro…

1
Passive vs Active Investing | What approach to consider in the current market 25:20

8M ago25:20

25:20

In this episode, Candice and Felicity debate the positives, negatives, ins and outs of passive investing and active investing. This topic has been debated in the investment community since the dawn of time, but have you ever compared returns and examples of each strategy? Well, that’s exactly what the girls do in this conversation. Plus they go ove…

1
Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity? 52:54

9M ago52:54

52:54

In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund This Fund brings investors a unique exposure to global equity markets through: • A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets. • Stock-specific opport…

1
The Asian Markets & Future Powerhouse for Global Growth / Gary Monaghan from Fidelity’s Asia Fund 53:28

9M ago53:28

53:28

In this week’s episode, Candice and Felicity sat down Fidelity’s Gary Monaghan to discuss the investment opportunities in the Asian markets. In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation have fuelled economic and business expansion, and this has played an important feature in the management …

1
Australian Reporting Season Wrap | Stock Ideas from Tribeca’s Jun Bei Liu 46:20

9M ago46:20

46:20

In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%. If you are looking for alpha generating stock ideas to add to your…

1
Order Pad | MQG & QOR plus market update and factors to consider right now! 37:43

9M ago37:43

37:43

Candice and Felicity are back with another edition of their Order Pad. Candice is reiterating Macquarie Group as a buy, and outlines the reasons why. And while it seems Felicity has a brand new idea... it's actually an old faithful under a new title. But you'll have to listen to find out who! Follow Talk Money To Me on Instagram, or send Candice an…

1
Bold Insights about Global Equities with Jonathan Rawicz from New Capital 41:49

10M ago41:49

41:49

Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages. These stocks have the poten…

1
Understanding Behavioural Finance and Craft a Winning Investment Portfolio 17:33

10M ago17:33

17:33

Unravel the mysteries of behavioural finance to help you craft a winning investment portfolio We're diving deep into the world of biases that influence our financial decisions. Get ready to gain insights on how to overcome these biases and build a solid investment strategy that stands the test of time. Loss aversion Bias Herd mentality bias Overcon…

1
Market Update: Will August be a down month for stocks? 20:12

10M ago20:12

20:12

Join Felicity and Candice as they delve into the historical trends of August trading, analyze the bear and bull markets, and explore the latest updates in the world of investing. They discuss the recent developments in Peninsula Energy's uranium project, provide insights into CSL Limited's attractive entry levels, and reiterate a previous buy for C…

1
The Power of Uranium: Stock ideas & chats with Peninsula Energy's CEO 39:18

11M ago39:18

39:18

In today's podcast, we're thrilled to introduce Wayne Heili, who serves as the Managing Director and CEO of Peninsula Energy. For those who follow TMTM closely, you may recall that we discussed Peninsula Energy (ASX: PEN.ASX) in our OrderPad episode back in May 2023, specifically on the 19th, when its share price was trading at 15 cents. As we brin…

1
Market Update & Why we are BULLISH on Graphite for the EV rollout! 23:58

11M ago23:58

23:58

In this week's episode, Candice and Felicity walk through the latest market data and conditions. They ask the question: has the market got more room to run? Are the bears or the bulls calling the shots? Have global central banks done enough to tame the inflation monster? The ladies also explore the importance of graphite and provide a few ASX stock…

1
JP Morgan Asset Management’s Global Strategist Kerry Craig: What role does a covered call strategy play in a portfolio? 40:43

11M ago40:43

40:43

Today Candice and Felicity speak to Kerry - who's responsible for communicating the latest market and economic views from our Global Market Insights Strategy Team. With more than 10 years’ experience, Kerry provides valuable insights and perspectives on the economy and markets to investors. As a frequent commentator on Bloomberg, CNBC, the AFR and …

1
3 stock trading ideas + 1 tax tip ahead of EOFY! 19:48

12M ago19:48

19:48

The barbarians are at the gate 3 Stocks that are most likely in a similar position + 1 way to reduce your taxable income and grow your nest egg. In this week's episode, Candice and Felicity discuss a relatively unknown (and under utilized) super contribution measure that could not only help reduce your taxable income BUT also help build up your ret…

1
The man who founded Hungry Jacks | Jack Cowin Pt II 37:02

12M ago37:02

37:02

In this episode, Candice and Felicity continue their conversation with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee – Hungry Jacks. As one of Australia’s most successful and recognised businessman, in PART TWO of our conversation with Jack you will hear his business and investment prin…

1
The man who founded Hungry Jacks | Jack Cowin Pt I 50:46

12M ago50:46

50:46

In this episode, Candice and Felicity sit down with Jack Cowin the Founder and Chairman of Competitive Foods Australia which operates the Burger King franchisee - Hungry Jacks. In this exclusive interview Jack winds back the clock to the 1960’s and tells us the story behind the very first burger store he opened. Fast forward to today, there are +40…

1
US Debt Ceiling Update & Market Impacts 23:07

1y ago23:07

23:07

In this week’s episode, Candice and Felicity breakdown the US ceiling debt crisis and discuss four likely scenarios to play out as the market nervously awaits a decision from the White House. We explore the market impacts and ways to best hedge against each scenario playing out. From raising the debt ceiling (scenario 1); to debt service prioritiza…

1
Our Order Pad | Tesla (NASDAQ: TSLA) & Peninsula Energy (ASX: PEN) 30:54

1y ago30:54

30:54

In this order pad episode Candice & Felicity disect one stock idea each and explain why they believe it's a buy, sell or hold. Also discuss is the current state of the global markets. Candice explains why she feels Tesla Inc. NASDAQ: TSLA is a buy in her portfolio. Felicity explains why she has a buy on Uranium supplier PENINSULA ENERGY LIMITED - A…

1
Our top tips for preparing for EOFY + ways to supercharge your superannuation 20:59

1y ago20:59

20:59

As we enter the month of May, it's time to start preparing for your End of Financial Year (EOFY). In today's episode, we will discuss some of the latest Superannuation rules related to concessional and non-concessional caps, along with a few useful tips to help you prepare for the EOFY. We will also provide a quick market update and how recent mark…

1
Looking at Alternative Credit and Fixed Income Investments | Alceon Group 33:10

1y ago33:10

33:10

Today, we bring you our insightful discussion with Omar Khan, Head of Wholesale Capital, and Teresea Lea, Associate Director and Real Estate Specialist, from Alceon's Credit Fund. These industry experts share their knowledge on alternative credit, fixed income investments, and the exceptional performance of Alceon's Debt Income Fund. Alceon is a mu…

1
Deep Yellow's vision for uranium and sustainable power | John Borshoff Pt II 50:47

1y ago50:47

50:47

Deep Yellow, an advanced and geographically diverse uranium company, is on track to become the largest pure play uranium producer on the ASX. Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016. With over 40 years of experience in the uranium industry, Borshoff and his…

1
Uranium: the future of clean energy with industry titan John Borshoff | Deep Yellow 1:01:07

1y ago1:01:07

1:01:07

This episode, Candice and Felicity dive into the world of cleaner fuel alternatives and the incredible potential of uranium! They're thrilled to have John Borshoff as our guest, a mining executive and geologist with over four decades of uranium industry experience. Did you know that a single pellet of uranium can produce the same amount of electric…

1
Everything is golden | David Garofalo - CEO and Chairman of Gold Royalty Corp 38:26

1y ago38:26

38:26

Join us in this episode as we sit down with David Garofalo, a gold mining industry veteran with over 30 years of experience in building and growing multi-billion-dollar sustainable mining businesses worldwide. Currently serving as Chairman and CEO of Gold Royalty Corp (GROY), David shares his insights into the world of gold royalties and their sign…

1
Reinventing the way the world grows - Wide Open Agriculture with Jay Albany (WOA.ASX) 42:10

1y ago42:10

42:10

In this ep, Felicity and Candice chat with Jay Albany, CEO of Wide Open Agriculture (WOA.ASX), a micro-cap company focused on promoting regenerative farming practices through unique food and beverage products. Jay's passion for connecting consumers with responsible farmers led him to join the company in 2019. With a background in leading growth ini…

1
Market update: This too shall pass! Top ideas to help ride the volatility... 25:58

1y ago25:58

25:58

Candice and Felicity discuss the CPI numbers that came out in the US last week - and the fact they were broadly overshadowed by the developments at various banks - with concerns or worse for SVB, Signature Bank, Silvergate, Credit Suisse and Deutsche Bank. Candice and Felicity discuss ‘superior’ inflation, outlined by Jay Powell. Not known as a nat…

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