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All Episodes

SB Talks — 166 episodes · page 1 of 2

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Title
1

SB Talks: The Debt Dilemma and Why Markets Keep Climbing

2

SB Talks: Markets, Machines and the Middle East

3

SB Talks: Why Bond Markets Are Sending a Warning Signal

4

Meet the Investor Series: Stephen Otter, Partners Group

5

SB Talks: Markets in Orbit - SpaceX & the Rate Rollercoaster

6

Women Talk Wealth: Leadership, Culture and Change with Emma Woolley

7

SB Talks Special Edition: Rates, Risk & Resilience with Ian Macfarlane

8

Boeing, Beef and Beans

9

SB Talks: Red Light, Green Light

10

SB Talks: The New Dollar a Barrel Aya-TOLL

11

SB Talks: Hormuz Toll Road, Stagflationary Shocks & portfolio Resilience

12

SB Talks: Will Operation Epic Fury Trigger an Oil Shock?

13

Meet the Investor Series: Luke Cummings, Harvest Lane Asset Management

14

SB Talks: SCOTUS Rules and Software Cools

15

SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'

16

Gold goes parabolic

17

SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026

18

SB Talks: Data Surprises & Data Centres

19

SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC

20

SB Talks: Rate Cuts, AI Bubbles & Credit Cockroaches

21

Meet the Investor Series: JB Horner, WCM Investment Management

22

SB Talks: Tariffs to Terabytes: Trade Tensions, Tech Deals & Gold Surge

23

SB Talks: Stubborn Inflation, Shutdown Poker and Economic Momentum

24

SB Talks: TikTok towards a US Government Shutdown

25

Meet the Investor Series: Abigail Glerum, GoldenTree Asset Management

26

SB Talks: Rates, Revisions and Revolving Doors

27

SB Talks: Trade Deals & Earnings Insights: What's Next for Markets?

28

SB Talks Special Edition: Rethinking Ethical Investing with Elise McKay, Pendal Group

29

SB Talks: RBA Surprise, Shifting Tariff Deadlines & US$4 trillion Megacorp

30

SB Talks: 12-Day War, NATO Spendathon, Shadow Fed Chair and FY25 Returns

31

Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management

32

SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession

33

SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill

34

SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane

35

SB Talks: The Taco Trade, Eating Tariffs, and RBA Deliberations

36

Meet the Investor Series: Dan Barker, APIS Capital Advisors

37

SB Talks: Elections, Earnings & Economics

38

SB Talks: Fed under fire as US seeks 90 trade deals in 90 days

39

SB Talks: Trump's Liberation Day Fallout: The Trump Dump & Market Chaos

40

Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen

41

SB Talks: Liberation Day, Lifting Germany's Debt Brake and Private Credit Pitfalls

42

SB Talks: The 'Detox' Market Selloff

43

SB Talks: Navigating Europe, RBA Cuts, and Global Equity Markets: What's on the Horizon?

44

Meet the Investor Series: Ben Leung, Macquarie Asset Management

45

SB Talks: Trump, Tariffs, Trade and Tech

46

SB Talks Special Edition: Navigating Financial Wellbeing - Tailoring Workplace Benefits to Employee Needs

47

SB Talks: Inauguration Day, Curve Steepening and King Dollar

48

SB Talks: Annual Investment Wrap-Up, Key Themes, and What to Expect in 2025

49

Meet the Investor Series: Kyle McCarthy, PIMCO

50

SB Talks: Trump 2.0, New Neutral and Portfolio Tilts

51

SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC

52

SB Talks: The Trump trade, Australian inflation and US earnings

53

Meet the Investor Series: Scott Radke, New Holland Capital

54

SB Talks: Australia still hiring, US keeps shopping while China continues borrowing

55

SB Talks Special Edition: Investing responsibly

56

SB Talks: Middle Eastern conflict, US employment and Chinese stimulus

57

SB Talks: Australia's Millennial Recession, is the US Fed worried and will rate cuts drive equities higher?

58

Meet the Investor Series: Andrew Lockhart, Metrics Credit Partners

59

SB Talks: Growth fears déjà vu, Australian earnings season and portfolio positioning

60

SB Talks: Australian earnings season, what we learned from Jackson Hole and all eyes on Nvidia's upcoming results

61

SB Talks: Volatile equities, the Japanese carry trade and RBA rate cuts off the agenda

62

SB Talks: Trade war 2.0, AI overinvestment and equity market rotation

63

Meet the Investor Series: Gracie Coburn, Nuveen Real Estate

64

SB Talks Special Edition: Philanthropic Adviser Peter Winneke

65

SB Talks: GYG's IPO, 'ABC' Bank Share Rally, French Bonds, and The Tech Giants Battle!

66

SB Talks: Australia's per capita recession, the AI arms race and European elections

67

SB Talks Special Edition: Update from former RBA Governor Ian Macfarlane AC

68

Meet the Investor Series: Anthony Todd, Aspect Capital

69

SB Talks Special Edition: Pre-Budget Insights

70

SB Talks Special Edition: Fixed Income Review

71

Meet the Investor Series: John Seo, Fermat Capital Management

72

US Market Fluctuations, Inflation Insights, IMF's Outlook, and Chinese GDP Trends

73

RBA Minutes, House Prices & Global Manufacturing Resurgence

74

Meet the Investor Series: Jason Howes, Dexus

75

RBA shifts into neutral, Japan ditches NIRP and Stanford Brown's Fixed Income Sector Review.

76

Inflation's last mile and has the current U.S. equity rally been too fast?

77

Meet the Investor Series: Michael Smith, Ares Global Credit Group

78

Riding the NVIDIA wave, Japan's Nikkei milestone and the Taylor Swift effect

79

The RBA's each way bet, Magnificent 7 earnings and U.S. economic exceptionalism.

80

What's driving the US stock market to fresh highs, Red Sea disruptions, China's stock market rescue package and more!

81

Meet the Investor Series: Steve Byrom, Potentum Partners

82

2024 Investment Outlook

83

Meet the Investor Series: Mario Giannini, Hamilton Lane

84

Riding the Economic Rollercoaster

85

Rallying equities, productivity quandaries & property markets

86

Why GLP-1 weight loss drugs are catching investor attention

87

Meet the Investor Series: Justin Miller, Oaktree Capital Management

88

An update from former RBA Governor Ian Macfarlane AC

89

Unpacking the US 10 year Treasury Note surge

90

Navigating Employee Share Schemes

91

SB Talks: Special Edition - Geopolitical Update with John Emerson

92

Israeli conflict, bear steepening and the mortgage cliff

93

Under the Bonnet of the Investment Committee

94

Australia's hidden recession

95

The Matilda Effect, Unemployment, China's Slowing Growth and Much More!

96

Goldilocks versus the bears

97

Inflation drivers, central bank watch, reporting season and much more!

98

Immaculate Disinflation

99

The Magnificent Seven Ride Again

100

Hawks vs Doves