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Talk Money To Me

Equity Mates Media

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Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.
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Pathogen Presents

Chase Cupo

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"Pathogen Presents," is the home for all audio dramas produced by multi-media producer and recording artist, Chase Cupo aka Pathogen. Listen to narrative audio productions including spin-offs of established franchises such as Alien, Scooby-Doo, and more, as well as original concepts! Follow @pathogenlvmusic on Instagram for updates on upcoming episodes.
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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, an…
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Dive into the waters and the wild of fairies, selkies, and spirits in our pilot episode for Season 4, The Song of the Sea. Why have the fairies departed from the human world? Why is preserving these Celtic legends and myths so important? How is director Tom Moore using his art to remind us of the world of the child? Also, why does hair represent th…
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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 playin…
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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, a…
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In episode 54 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Lawrence Patton, Head of School at the Princeton Charter School. In their conversation, Larry provided an in-depth overview of charter schools, contrasting them with traditional public schools. He detailed the school's operations, including funding, gover…
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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 th…
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In this episode, Sophie and Raymond discuss themes of suffering, loss, and death in Lulu Wang's 2019 film The Farewell. What are the differences between the western and eastern perspectives on death? What does it mean for the collective to carry the burden of suffering for the individual? And how much longer can Sophie keep coming up with excuses t…
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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/20…
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In episode 53 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Dr. Kathie Foster, Acting Superintendent of Princeton Public Schools. In their conversation, Kathy shared her deep passion for education, highlighting her commitment to student-centered values and the importance of community involvement. She discussed her…
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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…
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End of Financial Year (EOFY) is fast approaching! In this episode, Candice and Felicity share their best tips & checklist to help you best prepare for a smooth end of financial year. They discuss Superannuation, Capitial Gains and Losses, Estate Reviews and provide a checklist of what you need to think about to get your ducks in a row as FY24 comes…
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In this episode of Talk Money To Me, Candice and Felicity speak with Dr. Mohammad Choucair, CEO of Archer Materials. They discuss the future of technology and quantum computing, the revolutionary 12CQ chip, and Archer Materials’ biochip technology transforming medical diagnostics. Dr. Choucair shares how Archer Materials navigates the challenges of…
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In episode 52 of the Princeton Podcast, our podcast host, Mayor Mark Freda, welcomed Rebecca Flemer, Co-Chairman of the Marquand Park Foundation. Marquand Park is a 17-acre municipal park in Princeton known for its historical significance and diverse tree collection. Becca detailed the park's history, starting from the land's original ownership by …
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In Samuel Taylor Coleridge's "Rime of the Ancient Mariner", the mariner shoots an albatross...and must spend the rest of his life paying penance for his sin. What on earth does this albatross represent? Civilization? Tradition? Christendom? Or is it, as Coleridge would probably insist, just an albatross? In this episode, Sophie and Raymond discuss …
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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…
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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 …
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In Episode 51 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Andrew Siegel, Hamilton Jewelers fourth generation COO. Andrew described his family’s four-generation history of Hamilton Jewelers from its first store established in Trenton in 1912 to its current five stores, three of which are here in downtown Princeto…
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Sophie and Raymond are rejoined by special guest Anna Mason as they tackle the topic of surrealism through the lens of Salvador Dali's famous painting "The Persistence of Memory." Was Dali actually a surrealist? Why do all the clerks and navvies in the railway trains look so sad and tired? And is not being sick really the most poetical thing in the…
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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…
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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…
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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…
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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…
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In our 50th episode of the Princeton Podcast our producer, Ken Greenberg, acted as host to Mayor Mark Freda. Ken and Mark reflected on the past, present and future of the Princeton Podcast. They noted the variety of the remarkable Princetonians who have been guests on the Princeton Podcast during the past two and a half years since the podcast was …
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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 …
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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…
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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…
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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 …
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In H.G. Wells' classic short story, a father and his son Gip wander into an antique shop run by a curious man who claims to be a magician. But the father feels something is not right. This magician seems he can make anything disappear...even Gip! In this episode, Sophie and Raymond discuss science, magic, hypnotism, and what it means to have childl…
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In episode 49 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Rebecca FrancoMartin, Executive Director of People and Stories, a non-profit organization dedicated to introducing literature to new audiences through oral readings and discussions of enduring short stories. Rebecca described the various People and Storie…
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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…
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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…
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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…
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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…
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In Episode 48 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed James Demetriades, Penn Medicine Princeton Health CEO. James discussed the history of the Princeton Medical Center and its move from downtown Princeton to its current location on Route 1 allowing for its expansion to serve nearly 60,000 patient visits per…
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Isn't there anyone who knows what Christmas is all about? Sophie and Raymond do! In this VERY BELATED Christmas episode (listen, nobody ever said we were reliable), your hosts discuss the 1965 short film, A Charlie Brown Christmas. What makes Charlie Brown a hero for the masses? What is the difference between a real tree and a poor tree? Can Sophie…
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In Episode 47 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Bart Bronk, Head of School at Hun School of Princeton. Bart describes Hun's rich history, founded by John Gale Hunn, a former Princeton professor, with a focus on individual mentorship. Bart details the school's mission to foster resilient character and j…
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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…
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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…
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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…
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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…
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In Episode 46 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Isaac Kremer, the Executive Director of Experience Princeton, our Special Improvement District (SID) here in Princeton. Isaac discussed the establishment and development of the Special Improvement District, emphasizing its inception during the COVID-19 pa…
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Raymond may be doubtful about the reality of love at first sight, but it's nonetheless a story that has captured the imagination of people for generations. In this episode, Sophie and Raymond dive into a diverse discussion about the roots of rivalry, racism, and romance in Steven Sondheim's retelling of Shakespeare's Romeo and Juliet. Support us on…
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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 …
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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…
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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 …
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In Episode 45 of the Princeton Podcast, our Princeton Podcast host, Mayor Mark Freda, welcomed Liliana Morenilla, the founder and current board chairman of Princeton Mobile Food Pantry. Liliana discussed how she started Princeton Mobile Food Pantry, their current activities and goals, and the necessity of donations and volunteers to meet their dema…
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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…
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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…
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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…
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