Talk Money To Me

In this episode of Talk Money To Me, Felicity Thomas sits down with Emma Stephens from Artemis Finance to unpack what is really happening in the Australian property and lending market in 2026.From housing affordability and interest rates to wealth creation, financial empowerment and lending challenges, this conversation dives into the real financial pressures Australians are facing right now and the practical strategies helping people move forward with confidence.Emma shares her insights from working directly with families, business owners, first home buyers and women navigating separation, lending pressures and long-term financial security in a high cost-of-living environment.In this episode we discuss:The reality of the Australian property market in 2026Whether the “Australian Dream” is still achievableHousing affordability and cost-of-living pressuresProperty investing and investor sentiment following the May 2026 BudgetWomen, wealth creation and financial empowermentLending challenges for single-income households and first home buyersFixed vs variable rates in today’s marketThe habits financially successful people consistently havePractical tips for young Australians wanting to enter the property marketFinancial confidence, strategy and long-term wealth creationEmma Stephens is a mortgage broker at Artemis Finance, specialising in residential and business lending, refinancing, property strategy and helping clients create long-term wealth through smart lending solutions. Emma is a proud Noosa local, former Bank Manager for Noosa and Tewantin, and passionate advocate for women building financial independence through education, connection and smarter money conversations.If you enjoyed today’s conversation or would like assistance with lending, refinancing, property strategy or wealth creation, reach out to Emma Stephens and let her know you heard her on Talk Money To Me.Emma Stephens Artemis Finance 📧 emma@artemisfinance.com.au 🌐 https://artemisfinance.com.au/ 📍 Sydney & Noosa, AustraliaArtemis Finance specialises in:Home loansInvestment lendingRefinancingLending for self-employed borrowersProperty strategyWealth creation strategiesWomen’s financial empowermentFollow Talk Money To Me for weekly conversations covering:InvestingPropertyWealth creationMarkets & macro trendsFinancial literacyBusinessWomen & moneyPortfolio strategyDisclaimerThis podcast is presented by Felicity Thomas and Candice Bourke of Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048.The information discussed in this podcast is general information only and does not take into account your personal objectives, financial situation or needs. Before making any financial decision, you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs, and seek independent financial, legal and taxation advice.Any views, opinions or forecasts expressed are those of the speakers at the time of recording and are subject to change without notice. References to property, lending, investments or financial strategies are for educational and informational purposes only and do not constitute personal financial advice, lending advice or recommendations.Past performance is not a reliable indicator of future performance. All investments and financial strategies carry risk.

In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now.The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond Nvidia particularly across AI infrastructure, memory semiconductors, power networks and the “picks and shovels” powering the AI revolution.Armina shares:Why SK Hynix is Minotaur’s highest conviction global stock ideaWhy the memory super cycle could still be in its early stagesWhether Nvidia is still attractive at current valuationsWhy Minotaur remains short TeslaThe risks around overcrowded AI trades and hyperscaler spendingOpportunities in defence, energy transition and AI infrastructureHow Minotaur uses proprietary AI tools internally to analyse markets faster than traditional fund managersThe growing disconnect between market headlines and underlying fundamentalsWhat could trigger a meaningful AI-fuelled correction in marketsThe discussion also unpacks some incredible real-world examples of how AI is already changing investing, including Minotaur’s internally developed AI research system Taurient, which helps the team analyse global companies, reporting seasons and thematic opportunities at extraordinary speed and scale.Armina also explains why memory semiconductors particularly HBM memory may become one of the most important and profitable areas of the global technology ecosystem over the coming years, driven by explosive demand from AI models, hyperscalers and data centres.If you’re interested in AI investing, Nvidia, semiconductors, SK Hynix, Tesla, global equities, thematic investing or the future of financial markets this episode is packed with institutional grade insights and investment ideas.📩 If you would like to learn more about the fund using AI and proprietary technology to identify opportunities across global equities, you can learn more directly www.minotaurcapital.comOr feel free to contact the teams directly:📧 Minotaur Capital: invest@minotaurcapital.com📧 Candice Bourke & Felicity Thomas: cftgroup@shawandpartners.com.au or info@cftgroup.com.au ⚠️ DisclaimerThis podcast is intended for educational and informational purposes only and does not constitute personal financial advice, investment advice or a recommendation to buy or sell any financial product or security. Any views, opinions or market commentary expressed are those of the speakers at the time of recording and may change without notice.The information discussed is general in nature and has been prepared without taking into account your personal objectives, financial situation or needs. Before making any investment decision, you should consider the appropriateness of the information having regard to your own circumstances and seek independent financial, legal and tax advice where appropriate.Past performance is not a reliable indicator of future performance. All investments involve risks, including the risk of loss of capital. References to specific companies, sectors or investment themes are provided for illustrative and educational purposes only and should not be relied upon as investment recommendations.Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Pty Ltd ABN 24 003 221 583, AFSL No. 236048. Minotaur Capital Global Opportunities Fund is currently only available to wholesale and sophisticated investors.

In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of the most important long-term investments in global markets today.As the dominant manufacturer behind Nvidia, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute demand.We break down:Why TSMC controls the AI supply chainThe company’s extraordinary ~50% net profit marginsAI infrastructure growth and semiconductor demandTSMC’s competitive moat and market dominanceValuation vs Nvidia, Microsoft and AppleKey risks including Taiwan and geopolitical tensionsWhat could go right and what could go wrongWhy we believe TSMC remains a BUY despite trading near all-time highsIf you’re looking for exposure to the long-term AI megatrend, this episode explains why TSMC could be one of the highest-quality infrastructure plays in global markets.⚠️ DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Prepared by the Talk Money To Me advisers at Shaw and Partners Limited (AFSL 236048). Information discussed is based on facts known at the time of recording, 5 May 2026.Email us cftgroup@shawandpartners.com.au What do YOU want to hear more of?

In this episode of Talk Money To Me, Felicity Thomas and Candice Bourke break down how to invest in an inflation-driven market and why traditional portfolio strategies are being challenged in 2026.With energy shocks, persistent inflation, and changing central bank dynamics, investors are facing a very different environment to the past decade. The traditional balance between equities and bonds is no longer behaving as expected, prompting a shift in how portfolios are constructed.Drawing on insights from the latest Shaw and Partners Investment Perspectives , this episode takes a deep dive into the assets and strategies designed for today’s market conditions.🎯 What we cover:💰 Royalties explained – how investing in revenue streams (rather than profits) can provide income, diversification and potential inflation protection📈 Inflation-linked bonds – how these assets adjust with rising prices to help preserve purchasing power and support defensive portfolio positioning⚡ Energy as a macro driver – why both traditional and new energy sources are central to inflation, growth and market performance🌍 Portfolio positioning in 2026 – moving beyond traditional frameworks and adapting to a higher inflation environment🧠 Where to find income and resilience when markets are more volatile and less predictable🔥 Key takeaway:The biggest shift in markets right now isn’t just volatility it’s inflation.And the portfolios that perform will be those that evolve to include:👉 Income linked to real economic activity 👉 Assets that adjust with inflation 👉 Exposure to structural drivers like energy🎧 Whether you’re building long-term wealth or navigating current market uncertainty, this episode provides practical insights and a fresh perspective on modern portfolio construction.⚠️ DisclaimerThis podcast has been prepared by Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048) and is for general information purposes only. The information discussed is current as at 27 April 2026 and is subject to change without notice.The content of this podcast is not intended to be, and should not be construed as, personal financial product advice. It does not take into account your individual objectives, financial situation or needs. Before acting on any information contained in this podcast, you should consider the appropriateness of the information in light of your own circumstances and seek advice from a licensed and authorised financial adviser.Any views or opinions expressed are those of the speakers at the time of recording and may not necessarily reflect the views of Shaw and Partners Limited. Past performance is not a reliable indicator of future performance. Any references to specific investments or asset classes are for illustrative purposes only and should not be taken as a recommendation.Investments can rise and fall in value and there is a risk that you may lose some or all of your capital. To the extent permitted by law, Shaw and Partners Limited and its representatives make no warranties or representations regarding the accuracy or completeness of the information and disclaim all liability for any loss or damage arising directly or indirectly from the use of, or reliance on, the information contained in this podcast.If you’d like to discuss how these strategies may apply to your portfolio, feel free to reach out:📧 Email: cftgroup@shawandpartners.com.au

In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead.While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…Strong revenue growth 📈Expanding margins 📊Rising free cash flow 💰A rapidly scaling advertising business 📺But the real question is: Is Netflix still a growth stock… or has it matured into a long-term compounder?In this episode, Candice covers:Netflix’s latest results and what the market is missing 📊Why Netflix is no longer “just a streaming platform” 🌍The real moat: scale, data, content and monetisation 🧠Forecast growth: revenue, margins and earnings trajectory 💡Bull vs Bear case — including valuation scenarios ⚖️The rise of ads, live content, and new growth levers 📺Key risks investors need to consider ⚠️For Candice, the bull and buy conviction is clear. Netflix is evolving into a global entertainment powerhouse utility, combining subscription, advertising, live content and gaming at scale.With:~346M subscribers (and growing) 📺Expanding margins toward 40%+ 📈Strong pricing power 💰Multi-layered monetisation 🔁This is no longer “growth at any cost” it’s becoming a cash-generating compounder.DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Candice Bourke is a Financial Adviser authorised under Shaw and Partners Limited (AFSL 236048). All opinions are based on information available as at 21 April 2026 and are subject to change.Get in touch📧 cftgroup@shawandpartners.com.au📧 info@cftgroup.com.au

In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the Strait of Hormuz, and what this means for oil prices, inflation and global equity markets.At the same time, markets are preparing for what could be one of the largest IPO cycles in history, with potential listings including SpaceX, Anthropic, Databricks and OpenAI. We explore whether these mega listings will drive the next leg of growth or drain liquidity from an already fragile market.To help unpack it all, we’re joined by leading global equities investors:Alex Pollak (Loftus Peak)Nick Griffin (Munro Partners)Together, we cover:What’s really happening in the Iran conflict and why markets are reactingOil above US$100 and the implications for inflation and interest ratesWhether we are officially in a market correction phaseThe investment case for SpaceX, Anthropic, and DatabricksHow investors should think about AI, valuations and capital intensityWhy ETFs like the BetaShares Nasdaq 100 ETF NDQ may be a smarter way to gain exposureThis is a market being pulled between fear and future and understanding how to position your portfolio has never been more important.📩 Contact UsIf you’d like to discuss how these themes apply to your portfolio, feel free to reach out:📧 cftgroup@shawandpartners.com.au📧 info@cftgroup.com.au⚠️ DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice where necessary.Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048).Any views expressed are those of the presenters at the time of recording and may change. Past performance is not a reliable indicator of future performance.

In this Order Pad episode of Talk Money To Me, Felicity revisits one of her highest-conviction ideas Silex Systems (ASX: SLX) and explains why this is no longer just a uranium story, but a strategic enrichment and energy security opportunity that the market may still be underpricing.This episode breaks down:Why uranium is only part of the story and why enrichment is the real bottleneckHow Silex’s laser enrichment technology is progressing towards commercialisationThe significance of TRL-6 milestone achievement and what it unlocksThe Paducah opportunity and why “tails re-enrichment” could be a game-changerThe growing role of US policy and funding in nuclear fuel securityWhy a cooling uranium price (~US$84–85/lb) actually strengthens the investment caseValuation insights, broker targets, and what needs to happen nextThe key risks, timelines, and milestone-driven upside potentialThis is not a broad market update it’s a deep dive into one high-conviction idea, how it fits within a portfolio, and why sometimes the best investments are the ones worth revisiting as the thesis strengthens.As Felicity outlines, Silex sits at the intersection of:Nuclear energy’s long-term structural growthWestern energy security and fuel independenceA critical, underappreciated choke point in the fuel cycle🎯 A must-listen for investors looking to understand where the real scarcity and opportunity sits in the nuclear value chain.⚖️ DisclaimerThis podcast is prepared by Felicity Thomas a Financial Adviser at Shaw and Partners Limited (AFSL 236048). The information discussed is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance. Markets can and do move both up and down, and all investments carry risk.All views are based on information available as at the time of recording (7 April 2026) and may change without notice.SLX.ASX is trading around $5.20 - $5.30 at the time of this recording. 📩 Contact UsIf you’d like to discuss how this investment idea or broader portfolio positioning may apply to your personal situation, please reach out:Shaw and Partners📧 cftgroup@shawandpartners.com.auOr connect with us via Talk Money To Me for more insights.

Markets have just experienced one of the most volatile periods in recent years driven by geopolitical tensions, surging oil prices, and renewed concerns around inflation.In this episode of Talk Money To Me, Felicity and Candice break down what’s really happening in global markets following the Iran conflict, why oil remains the key driver of inflation and interest rate expectations, and what the latest insights from global CIO Moz Afzal mean for investors right now.We unpack:What changed overnight in markets and why equities reboundedThe real impact of rising oil prices on inflation and rate cutsWhy geopolitics (and not fundamentals) is driving volatilityThe significance of US$7.7 trillion sitting in cashWhere professional investors are positioning portfolios todayThe key investable ideas we are focusing on right nowIncluding:✔️ Energy & commodities as inflation hedges✔️ Short-duration bonds and income opportunities✔️ AI infrastructure and long-term growth themes✔️ Credit vs private debt — is the illiquidity premium worth it?Despite recent market swings, earnings remain strong and the opportunity set continues to build making this a critical time to stay disciplined and positioned for long-term growth.📩 Get in touchIf you’d like help navigating markets like this or reviewing your portfolio strategy:📧 cftgroup@shawandpartners.com.au⚠️ DisclaimerThis podcast is prepared by Felicity Thomas and Candice who are advisers at Shaw and Partners Financial Services Pty Ltd AFSL 236048 and is for general information purposes only. It does not constitute personal financial advice and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any investment decisions. Past performance is not a reliable indicator of future performance.Recording 1st April 2026

In this Order Pad episode, Candice Bourke takes a deep dive into what is happening globally with rising oil prices 🛢️, the Iran conflict, and how these macro events are accelerating one of the biggest investment shifts of our time the move toward renewable energy 🌱.Candice breaks down how oil shocks impact inflation 📈, interest rates, and household finances, and explains why countries like China have been preparing for this environment by stockpiling oil while simultaneously investing heavily in electric vehicles 🚗, batteries 🔋, and solar infrastructure ☀️.Candice also explores the investable opportunity in solar, highlighting First Solar (FSLR) as a current BUY idea with an attractive entry point.Candice’s bullish conviction for FSLR includes:Strong revenue growth and profitability 📊High margins and a solid balance sheet with significant cash reserves 💰A large forward order book providing visibility on future earnings 📅Expansion of global manufacturing capacity 🏭Long-term tailwinds from energy security and global solar demand 🌞The stock has a potential upside of approximately 25% to 50%, depending on execution and market conditions. Time will tell ⏳.This episode connects global macro trends to real investment ideas, helping listeners understand not just what is happening in the world but how to position themselves financially 📌.Disclaimer ⚠️This podcast is provided by Shaw and Partners Limited ABN 24 003 221 583, AFSL 236048. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited. The information contained in this podcast is general in nature only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice, a recommendation, or an offer to buy or sell any financial product. Before acting on any information, you should consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek advice from a licensed financial adviser if required. All investments carry risk, including the risk of loss of capital. Past performance is not a reliable indicator of future performance.Contact Us 📩If you would like to discuss your portfolio or explore any of the ideas raised in this episode, please reach out to us:📧 cftgroup@shawandpartners.com.au