PODCAST · business
SB Talks
by Stanford Brown
Insight and analysis on investment markets and issues affecting your whole financial world.
Episodes
-
SB Talks: The Debt Dilemma and Why Markets Keep Climbing
Government debt, interest rates, AI and private credit all take centre stage in this week's SB Talks, Vincent O'Neill and Nick Ryder discuss the warning signs emerging from France's bond market, why equities continue to reach new highs, the extraordinary scale of AI investment, and what recent...
-
SB Talks: Markets, Machines and the Middle East
This week on SB Talks, Vincent O'Neill and Nick Ryder discuss the Fed's latest rate decision and what it means for inflation, interest rates and markets. They explore why policymakers remain focused on bringing inflation back to target, the growing risk that higher oil prices and Middle East...
-
SB Talks: Why Bond Markets Are Sending a Warning Signal
Debt levels are soaring, inflation remains stubborn, and central banks are keeping markets on edge. In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the forces pushing bond yields higher, examine whether another Australian rate rise is on the horizon, and discuss what market...
-
Meet the Investor Series: Stephen Otter, Partners Group
In this episode of Meet the Investor, Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television...
-
SB Talks: Markets in Orbit - SpaceX & the Rate Rollercoaster
This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder tackle the market themes everyone is watching, from the buzz around a potential SpaceX IPO to Nvidia's powerful earnings result and the broader AI trade. They break down what's driving valuations, where caution may be warranted, and…
more -
Women Talk Wealth: Leadership, Culture and Change with Emma Woolley
In this first episode of the Women Talk Wealth podcast, Cris Abellar, Private Wealth Adviser and Partner at Stanford Brown speaks with Emma Woolley, Chief of Partners and Head of Private Office Advisory at Hall & Wilcox, about leadership in a complex and evolving professional landscape. Emma...
-
SB Talks Special Edition: Rates, Risk & Resilience with Ian Macfarlane
In this special edition of SB Talks, CEO Vincent O'Neill sits down with SB Investment Committee member and former RBA Governor Ian Macfarlane to explore the increasingly complex forces shaping markets and the global economy. Against a backdrop of elevated geopolitical tensions, stubborn…
more -
Boeing, Beef and Beans
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack a complex global backdrop where geopolitical tensions and resilient markets are moving in tandem. Drawing on the latest developments in the Middle East and recent diplomatic activity between the US and China, they explore...
-
SB Talks: Red Light, Green Light
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder discuss the ongoing tensions in the Middle East, with the Strait of Hormuz closed, then opened, only to be closed again. They discuss the rebound in markets with US equities hitting record highs while uncertainty remains over...
-
SB Talks: The New Dollar a Barrel Aya-TOLL
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the latest developments in the Middle East and what they could mean for global markets and investor portfolios. From the ongoing disruption in energy supply and oil prices to the knock‑on effects for inflation, interest...
-
SB Talks: Hormuz Toll Road, Stagflationary Shocks & portfolio Resilience
In this episode of SB Talks, CEO Vincent O'Neill is joined by CIO Nick Ryder to unpack the escalating conflict in the Middle East and why it matters for global markets and portfolios. They explore the growing risks around energy supply, inflation, and market volatility, and why investor reactions...
-
SB Talks: Will Operation Epic Fury Trigger an Oil Shock?
With the outbreak of war in Iran and a dramatic 48 hours in global markets, many investors are questioning what comes next. In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder break down the impact of geopolitical developments on energy prices, inflation, and portfolio…
more -
Meet the Investor Series: Luke Cummings, Harvest Lane Asset Management
In this episode of Meet the Investor, Joey Mouracadeh talks to Luke Cummings, Founder and CIO of Harvest Lane Asset Management, about merger arbitrage. They discuss the history of the business, how Luke came into this strategy, why opportunities exist even after a deal hits the news, what can go...
-
SB Talks: SCOTUS Rules and Software Cools
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack a landmark US Supreme Court ('SCOTUS') ruling that strikes down key Trump-era tariffs, causing trade uncertainty once again. They explore what softer US Q4 GDP numbers really say about the economy, cutting through shutdown...
-
SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack Australia's stubborn inflation pulse and the RBA's latest 25bp hike, considering the latest RBA forecasts with a slower return of inflation back to target, weaker growth and rising unemployment. They look at what's now...
-
Gold goes parabolic
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder take listeners on a rapid-fire tour of a turbulent start to 2026. They explore the capture of Venezuela's President, rising tensions between the U.S. and its allies over Greenland, and the White House's growing standoff with the...
-
SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026
Join us for a special episode of SB Talks, as CEO Vincent O'Neill sits down with CIO Nick Ryder who shares insights from his 2026 Investment Outlook. From the resilience of global growth in 2025 to the surprising twists in U.S. and European markets, Nick unpacks what played out as expected, and...
-
SB Talks: Data Surprises & Data Centres
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even…
more -
SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC
In this Special Edition of SB Talks, CEO Vincent O'Neill is joined by former RBA Governor and Stanford Brown Investment Committee member Ian Macfarlane for an in-depth discussion on the global economic outlook. Together, they examine the US economy's performance, the impact of shifting tariff...
-
SB Talks: Rate Cuts, AI Bubbles & Credit Cockroaches
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the Reserve Bank's Cup Day decision and what it signals for future rate moves. They explore the latest inflation data and the RBA's updated forecasts, highlighting the delicate balance between a softening labour market and...
-
Meet the Investor Series: JB Horner, WCM Investment Management
Disclaimer: Past performance is not indicative of future results. WCM Investment Management, LLC is exempt from the requirement to hold an Australian Financial Services License under ASIC Corporations (Repeal and Transitional) Instrument 2016/396 and is regulated by the U.S. Securities and…
more -
SB Talks: Tariffs to Terabytes: Trade Tensions, Tech Deals & Gold Surge
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest escalation in US-China trade tensions, focusing on China's new rare earth export controls and their global ripple effects. They explore how these restrictions could impact industries from semiconductors to...
-
SB Talks: Stubborn Inflation, Shutdown Poker and Economic Momentum
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the Reserve Bank's decision to hold rates at 3.6%, following three cuts earlier this year. They explore what's behind the RBA's cautious stance, rising services inflation, stronger consumer spending, and signs of renewed...
-
SB Talks: TikTok towards a US Government Shutdown
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, dive into a pivotal moment for global markets as 16 central banks, led by the U.S. Federal Reserve, prepare for critical policy decisions. With rate cuts back on the table, inflation still sticky, and labor markets showing…
more -
Meet the Investor Series: Abigail Glerum, GoldenTree Asset Management
In this episode of Meet the Investor, Joey Mouracadeh sits down with Abigail Glerum, Principal at GoldenTree Asset Management, a global credit investment powerhouse managing over $58 billion USD in assets. Abby takes us inside the firm's multi-strategy credit platform, explaining how GoldenTree...
-
SB Talks: Rates, Revisions and Revolving Doors
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about...
-
SB Talks: Trade Deals & Earnings Insights: What's Next for Markets?
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing. Over in Australia, fresh…
more -
SB Talks Special Edition: Rethinking Ethical Investing with Elise McKay, Pendal Group
In this special edition of SB Talks, Stanford Brown Private Wealth Adviser, Anita Vallelonga, sits down with Elise McKay, Portfolio Manager at Pendal Group's Horizon Fund, to break down the evolving world of ethical investing. Together they explore what ethical investing really means, how it...
-
SB Talks: RBA Surprise, Shifting Tariff Deadlines & US$4 trillion Megacorp
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA Rate Moves - Direction or Timing? July 9th US Deadline Passes, Now What? NVIDIA Breaks Records, Again Music provided by: Autumn Trumpet Background Corporate by LesFM…
more -
SB Talks: 12-Day War, NATO Spendathon, Shadow Fed Chair and FY25 Returns
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Where to After the Israel-Iran Ceasefire? NATO Ramps Up Defence Spending Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax Will Trump Nominate Jerome Powell's...
-
Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management
In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world's largest and most established investment managers, J.P. Morgan Asset Management oversees more…
more -
SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Escalating Middle East Conflict and the impact on oil prices G7 Summit in the Canadian Rockies Section 899 of Trump's 'One Big, Beautiful Bill' Australia's Q1 GDP report...
-
SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA's dovish shift and weaker growth outlook Trump's 'One Big Beautiful Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet...
-
SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane
In this special episode, Stanford Brown CEO Vincent O'Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee. Together, they discuss: The shockwaves of Trump's April 2 "Liberation Day" tariff announcement…
more -
SB Talks: The Taco Trade, Eating Tariffs, and RBA Deliberations
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: What to expect from the RBA this week 'Geneva Prevention' averts US-China trade embargo Large retailers pressured to 'eat' higher tariffs Are markets assuming Trump…
more -
Meet the Investor Series: Dan Barker, APIS Capital Advisors
In this episode of Meet the Investor, host Joey Mouracadeh speaks with Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients. Dan details their process around how APIS has been taking a benchmark-agnostic,...
-
SB Talks: Elections, Earnings & Economics
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Aftermath of ALP's big election win US earnings season amid rising uncertainty Recent 'hard' and 'soft' economic data Market moves since Liberation Day Music provided by:...
-
SB Talks: Fed under fire as US seeks 90 trade deals in 90 days
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: US President attacks Fed Chair What 'hard' versus 'soft' economic data is telling us Will countries have to pick sides in an escalating US-China trade war? Upcoming US...
-
SB Talks: Trump's Liberation Day Fallout: The Trump Dump & Market Chaos
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Whether countries negotiate or reciprocate Rising recession risks Chances of tax and rate cuts Navigating markets through uncertainty The value of...
-
Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen
In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses...
-
SB Talks: Liberation Day, Lifting Germany's Debt Brake and Private Credit Pitfalls
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: US economic and immigration data European growth outlook Reciprocal tariffs expected on 'US Liberation Day' (April 2nd) Australian Federal budget and April RBA...
-
SB Talks: The 'Detox' Market Selloff
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Recent volatility in equity markets Evolving US trade policies Looking beyond weak sentiment, at the fundamental health of the US & global economy Benefits of…
more -
SB Talks: Navigating Europe, RBA Cuts, and Global Equity Markets: What's on the Horizon?
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: The key trends shaping the European political landscape and economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty...
-
Meet the Investor Series: Ben Leung, Macquarie Asset Management
Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making. Ben shares how his team applies a structured,...
-
SB Talks: Trump, Tariffs, Trade and Tech
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What is Trump trying to achieve with his tariff threats? What does DeepSeek mean for AI and tech spending? What have we learnt from US Reporting Season? IS an…
more -
SB Talks Special Edition: Navigating Financial Wellbeing - Tailoring Workplace Benefits to Employee Needs
In this Special Edition of SB Talks, Stanford Brown CEO Vincent O'Neill is speaking with Director of Insurance and Benefits Advisory James McFarland. Together they discuss the latest whitepaper 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing...
-
SB Talks: Inauguration Day, Curve Steepening and King Dollar
For the first episode of 2025, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: President Trump sworn in The shifting interest rate outlook Currency moves around tariff fears US reporting season kicks off Music provided by: Autumn Trumpet...
-
SB Talks: Annual Investment Wrap-Up, Key Themes, and What to Expect in 2025
In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What happened in major economies and investment markets in 2024? How did our predictions for this year pan out? What are the key themes investors should be focussed on for…
more -
Meet the Investor Series: Kyle McCarthy, PIMCO
In this episode of Meet the Investor, we're joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world's largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment...
-
SB Talks: Trump 2.0, New Neutral and Portfolio Tilts
In this episode, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What the Republican sweep in the US means for tariffs, taxes and growth Why the Fed and RBA are in no hurry to get to 'neutral' rates Recent adjustments to our equity exposures
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does SB Talks have?
SB Talks currently has 166 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is SB Talks about?
Insight and analysis on investment markets and issues affecting your whole financial world.
How often does SB Talks release new episodes?
SB Talks publishes regularly with 166 episodes available. Check the episode list for the typical release schedule.
Where can I listen to SB Talks?
You can listen to SB Talks on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts SB Talks?
SB Talks is created and hosted by Stanford Brown.
URL copied to clipboard!