In this week’s Order Pad episode of Talk Money To Me, Felicity revisits her high-conviction small-cap pick AML3D (ASX: AL3), explaining why this 3D metal printing innovator is at a critical inflection point and ripe for re-rating. Meanwhile, Candice makes the case for blue-chip giant Macquarie Group (ASX: MQG), highlighting its diversified earnings base, infrastructure exposure, and long-term compounding potential.

Tune in for a balanced discussion on small-cap growth vs large-cap stability, with sharp insights on current valuations, catalysts, and investment risks. Perfect for investors looking for both tactical trades and core portfolio positions on the ASX.

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.

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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.

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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.

In this episode of Talk Money To Me, Candice and Felicity sit down with acclaimed historian, author, broadcaster, and the brilliant mind behind the new book Gold - Professor Alan Ereira.

In his latest work, 'Gold: How it Shaped History', which Candice and Felicity discuss in this episode, Alan explores the powerful and often surprising role this precious metal has played in the rise and fall of empires, economies, and belief systems.

In this episode you will hear the deeper meaning of gold- not just as a financial asset, but as a force that continues to influence human behaviour and markets today.

As of mid-May 2025, gold is trading around $3,234 USD per ounce, and some market participants are predicting a 15-20% uplift by the end of 2025 calendar year.

That’s despite the rally of 26% roughly so far YTD. Will the 2025 gold rush continue? Tune into this episode to find out more.

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.

"The biggest mistake is waiting too long to action what you want." This week's guest has spent the last 20 years building a property empire alongside her partner Scott. Now she helps thousands of Australian's rethink the way they build long term wealth through property investing.

In this episode of Talk Money To Me, Candice and Felicity sit down with Co-Founder of Rethink Investing - Mina O’Neil. They get into all the details about the world of property and how investors should think about property sitting within their entire wealth creation strategy. Whether you are a seasoned property investor or thinking about getting into the property market for the first time, you won’t want to miss this episode.

You can find out more information on Mina and her team by visiting:

https://www.rethinkinvesting.com.au/

Or email them via: info@rethinkinvesting.com.au

Hosted on Acast. See acast.com/privacy for more information.

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 tmtm@equitymates.com

🎧 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.

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 works
• Real-life examples using home equity and offset accounts
• The tax benefits
• Risks and when this strategy may not be suitable
• How to structure your loans effectively
• Why high-income earners and long-term investors are embracing it

Whether 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.

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.

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 billionaires
• How Minotaur’s proprietary AI engine Taurient uncovers the world's best opportunities
• Her bold call on CD Projekt (yes, the creators of The Witcher)
• Her highest conviction stock pick for 2025

Whether 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.

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.