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 making

This 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 info@cftgroup.com.au or cftgroup@shawandpartners.com.au.

Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode:

• Life360 – 360.ASX
• Technology One – TNE.ASX
• WiseTech Global – WTC.ASX
• Nuix – NXL.ASX
• Hansen Technologies – HSN.ASX
• Objective Corporation – OCL.ASX
• Gentrack Group – GTK.ASX
• Vista Group – VGL.ASX
• Chrysos Corporation – C79.ASX

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 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.

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.

📧 Info@cftroup.com.au

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.

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 info@futuregeninvest.com.au 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.