Episodes: 189
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Neutral
Location: Australia
YouTube: 58.7k subscribers
Instagram: 257.0k followers
Publicly listed emails
info@cftgroup.com.au
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Candice Bourke - Registered financial adviser at Shaw and Partners with expertise in capital markets, investing and wealth creation.
Felicity Thomas - Registered financial adviser at Shaw and Partners with expertise in capital markets, investing and wealth creation.
Julia Weng - Australian Equities, Corporate Reporting, Market Valuations, Artificial Intelligence Investment Themes, Portfolio Construction, Company Analysis And The Paradice Investment Process.
Sally Bertouch - Global Markets, Value Investing, Income Strategies, Artificial Intelligence, Dividends, Structural Investment Trends, Emerging Markets And Portfolio Opportunities.
Emma Stephens - Australian Housing Affordability, Lending Conditions, Property Investing, Interest Rates, Financial Security, First-home Buyers And Wealth Creation.
What the Market Is Missing: AI, Banks & ASX Opportunities | Julia Weng | Paradice Investment Management
September 17, 2026
What is the market missing and where are the opportunities emerging on the ASX?In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities.Julia takes us inside the thinking of a fundamental fund manager looking beyond headline earnings to understand cash flows, balance-sheet streng...
Order Pad | Buy the AI Stock Nobody Talks About: Applied Materials (AMAT.NAS)
September 04, 2026
Candice is back on Talk Money To Me after a short break from the podcast, having welcomed her beautiful twin boys!And she’s returning with a high conviction BUY for the Order Pad. In this episode, Candice is bullish on Applied Materials (NASDAQ: AMAT), one of the world’s leading semiconductor equipment companies and a lesser-known way to gain exposure to the enormous investment taking place across AI and advanced computing.While Nvidia designs many of the chips powering the AI revolution...
Investing in the AI Boom Without Chasing Hype | Global Value, Income & Megatrends with Sally Bertouch
August 31, 2026
Can investors capture the enormous growth behind AI without chasing the most expensive stocks in the market?In this episode of Talk Money To Me, Felicity Thomas is joined by Sally Bertouch, Portfolio Manager and Managing Director at Cullen Capital Management (Schafer Cullen Capital Management), to unpack global markets, AI, value investing, income and the major structural trends creating opportunities for investors.Founded in New York in 1983, Cullen Capital is 100% employee-owned and has mor...
Publicly listed emails
info@cftgroup.com.au
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings