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Talk Money To MeYour need to know wealth building podcast Author: Equity Mates Media
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. Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Markets, Missiles & Money 💥📈 | Oil Spike, Iran War, $7.7T Cash & Where We’re Investing Now
Episode 178
Thursday, 2 April, 2026
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 Hosted on Acast. See acast.com/privacy for more information.
