Talk Money To Me

• Australian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper

  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:📈 Key earnings highlights from Life360, Technology One, WiseTech and Nuix⚠️ Misses and risks investors should keep front of mind🧮 Jules’ research framework and “Cash EBITDA” lens🤖 Enterprise AI adoption and the $400B+ AI data centre arms race💡 Top stock ideas for 2026: Objective Corp, Gentrack, Hansen Technologies, Vista Group & Chrysos🌏 Whether Australia has another WiseTech-style global champion in the makingThis episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector.👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via [email protected] or [email protected] are the ASX-listed company codes (tickers) for the shares mentioned in our episode:Life360 – 360.ASXTechnology One – TNE.ASXWiseTech Global – WTC.ASXNuix – NXL.ASXHansen Technologies – HSN.ASXObjective Corporation – OCL.ASXGentrack Group – GTK.ASXVista Group – VGL.ASXChrysos Corporation – C79.ASX⚠️ DisclaimerThis podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional.The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

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• It’s Our 4th Birthday! 🎉 Investing Lessons, Order Pad Wins & What’s Next for Talk Money To Me

  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:🎧 Flashbacks to our very first podcast recording📊 A full 4-year Order Pad performance review — including top stock picks in defence, uranium, tech, and infrastructure💡 Exclusive investing insights and best stock ideas from leading fund managers and finance experts🎁 Birthday giveaways, bonus episodes, and an Ask Us Anything month (with a free portfolio review up for grabs and the BEST beach towel!)With hundreds of thousands of downloads and a community of investors across Australia and beyond, we’re only just getting started. Whether you’re after money tips, stock market insights, or strategies to grow your portfolio, this episode is packed with value.👉 Don’t miss out — follow Talk Money To Me on Spotify or Apple Podcasts, join the birthday celebrations, and stay invested with us.📧 [email protected] Disclaimer This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any general advice, you should consider whether it is appropriate for your situation and read the relevant product disclosure statement. If you are unsure, please speak with a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies mentioned. Talk Money To Me operates under Shaw and Partners Australian Financial Services Licence 236048. Hosted on Acast. See acast.com/privacy for more information.

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• Investing in Women, Backed by Women: FGW CEO Caroline Gurney & ECPAM Annabelle on Performance with Purpose

  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 Australia (ASX: FGX) and Future Generation Global (ASX: FGG) but plans to explore listing in the future. For now, wholesale investors can invest directly or via their financial adviser, with a minimum investment of $250,000. After the break, the spotlight turns to Annabelle, Portfolio Manager of the ECP Global Growth Fund who most recently joined the panel of extraordinary women fund managers investing for FGW, who shares:• Her global investment strategy and long-term growth philosophy• How she identifies high-quality companies• The global themes she’s excited about• Her perspective on being a woman in investment management Whether you're passionate about the advancement of women, curious about wholesale investing, or looking for top-tier global equity ideas, this episode is a must-listen. https://futuregeninvest.com.au/lic/future-generation-women/ Contact Caroline Gurney, Chief Executive Officer, Future Generation by emailing [email protected] if you are interested investing. Don’t forget to let her know you heard her on Talk Money To Me. Hosted on Acast. See acast.com/privacy for more information.

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• Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution

  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 2025What You’ll Learn in This Episode:Why AI is driving a global energy crunch — and what policymakers and investors are missing.The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.Candice’s bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.Key Themes & Insights:Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.How to position your portfolio for double-digit potential upside from the AI-energy convergence.Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.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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• How Blossom Targets Up to 6.50% p.a. Returns for Aussies Seeking Better Savings with Founders Ali & Gaby Rosenberg

  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 their financial futures.We also explore the bigger picture — what’s happening in markets, the latest RBA decision, and how interest rate shifts are influencing investor behaviour.In this episode:•How Blossom is reshaping fixed income investing for a new generation•The story behind Blossom and Gaby & Ali’s mission•What Blossom invests in and how the returns are targeted•What’s driving user behaviour in today’s economic climate•How the platform compares to savings accounts and term deposits•What’s next for Blossom — including kids’ accounts•Broader market commentary on the RBA and interest rate trends•The risks of fixed income investing, and why returns aren’t guaranteedWant to check out Blossom?Here’s the link for our listeners: https://ref.blossomapp.com/register/5dPLtiaSJwYHf63A9We want to be clear we don’t receive any referral fees, commissions or kickbacks from this link. We’re sharing it simply as a resource for our listeners who are curious to learn moreGeneral Advice DisclaimerThe information in this podcast is general in nature and does not consider your personal financial objectives, situation, or needs. You should seek appropriate financial advice before making any investment decisions. The returns mentioned are target returns only and are not guaranteed. Capital is at risk, and past performance is not a reliable indicator of future performance.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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