SB Talks
Insight and analysis on investment markets and issues affecting your whole financial world.
- Update frequency
- every 11 days
- Average duration
- 26 minutes
- Episodes
- 135
- Years Active
- 2018 - 2025
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 'Risi…
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:
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President Trump sworn in
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The shifting interest rate outlo…
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:
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What happened in major economies and investment markets in 2024?
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How …
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…
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:
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What the Republican sweep in the US means for tariffs, taxes and growth
…
SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC
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.
…
SB Talks: The Trump trade, Australian inflation and US earnings
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
• Bond market moves ahead of US election
• Australian inflation and the rep…
Meet the Investor Series: Scott Radke, New Holland Capital
In this episode of Meet the Investor, we're joined by Scott Radke, Chief Executive Officer and Co-Chief Investment Officer at New Holland Capital, a multi-billion dollar hedge fund manager that has b…
SB Talks: Australia still hiring, US keeps shopping while China continues borrowing
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
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The new Stanford Brown Responsible Investment (RI) Policy
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Strong Aust…
SB Talks Special Edition: Investing responsibly
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
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The new Stanford Brown Responsible Investment (RI) Policy
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How we think …
SB Talks: Middle Eastern conflict, US employment and Chinese stimulus
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
- Implications of the Israel-Iran conflict for financial markets
- US Fed meet…
SB Talks: Australia’s Millennial Recession, is the US Fed worried and will rate cuts drive equities higher?
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
- The implications of the US Fed’s supersized 50bp rate cut
- Whether the RBA …
Meet the Investor Series: Andrew Lockhart, Metrics Credit Partners
In this episode of Meet the Investor, we're joined by Andrew Lockhart, Managing Partner at Metrics Credit Partners, one of Australia's largest lenders outside of the major Australian banks. Andrew t…
SB Talks: Growth fears déjà vu, Australian earnings season and portfolio positioning
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
• Global growth concerns resurface
• Australian GDP weakness and RBA outloo…
SB Talks: Australian earnings season, what we learned from Jackson Hole and all eyes on Nvidia’s upcoming results
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
• The Australian earnings reporting season including BHP’s profit results
•…
SB Talks: Volatile equities, the Japanese carry trade and RBA rate cuts off the agenda
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
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What drove the volatile ride for global equity markets over the past we…
SB Talks: Trade war 2.0, AI overinvestment and equity market rotation
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
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The potential impact of a second Trump presidency on trade and markets.
- …
Meet the Investor Series: Gracie Coburn, Nuveen Real Estate
In this episode of Meet the Investor, Joey Mouracadeh sits down with Gracie Coburn, Portfolio Manager at Nuveen Real Estate, to discuss the nuances of real estate as an asset class. Understand th…
SB Talks Special Edition: Philanthropic Adviser Peter Winneke
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Author and Philanthropic Adviser Peter Winneke to discuss the role of a Philanthropic Adviser, the tax incentives of Phila…
SB Talks: GYG’s IPO, ‘ABC’ Bank Share Rally, French Bonds, and The Tech Giants Battle!
In this episode, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
- Guzman y Gomez’s $3 billion hot initial public offering What’s driving the share price…