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
Bubble, Bubble Toil & Trouble - Lessons from 1929; November 2019
Ninety years ago, in October 1929, the US stock market fell 24% in two days, the start of a slide that lasted three years and saw the Dow Jones Index fall by 89%. It took 25 years to recover its 1929…
Recession? Why Do You Ask? - October 2019
In this month’s Market Insights podcast we reflect on a stellar first nine months for portfolios and examine why nearly all asset classes are flying; we trace Communist China’s 70 year journey from t…
Recession? Does It Matter? - September 2019
In this month’s Market Insights podcast, we discuss the Australian reporting season and unearth some concerning data; we debate whether our Treasurer, Josh Frydenberg, is right to demand greater re-i…
Tell Him He's Dreamin'; August 2019
In this month’s episode of Stanford Brown’s Market Insights, we are joined by CIO Ashley Owen as we break down the roller-coaster equity markets of the last year, and Stanford Brown’s current positio…
Property Market Mania! June 2019
In this month’s podcast, we discuss all things property! We are joined by two highly experienced property specialists – Mortgage Broker, John Ruddick, and Property Buyer, Patrick Bright. We discuss w…
What The Coalition Win Means For Investors; May 2019
This month, we discuss the surprise Coalition victory and its implications for Australian based investors in the property and share markets. We are also joined by Stanford Brown’s Chief Compliance Of…
The Magic of the Yield Curve; April 2019
In this month's podcast we discuss how the Budget will impact Australian-based investors and their portfolios. We talk about yield curves, what they mean and why inverted yield curves are like invert…
Theres Gold in Commercial Property; March 2019
This month, I am joined again by CIO Ashley Owen as we review the weak local economy and what that means for Australian shares. We look back at the first half reporting season, contrasting the banks …
The Almighty Fed; February 2019
As always, I am joined by our Chief Investment Officer, Mr. Ashley Owen. Inevitably, we’re going to be discussing the Hayne Report, and the impact it will have on the financial services industry, in …
Let Them Eat Yellow Vests; January 2019
As ever, I am joined by our CIO, Ashley Owen. This month we discuss whether a new bear market has already started, we debate whether Brexit is a sideshow and speculate that Europe’s problems may stem…
Ep. 5 - December 2018
In this month's episode of Stanford Brown's Market Insights podcast, Jonathan and Ashley discuss whether a new bear market has already begun, whether the world is heading for recession, why the oil p…
Ep. 4 - November 2018
In this month’s episode we reflect on the Red October, likely scenarios ahead for the Global Economy. We also re-visit the valuation of tech stocks compared to last month, what we are worried about…
Ep. 3 - October 2018
In this month's podcast we discuss the implications of Commissioner Hayne’s report for Australia’s banks; we reflect on whether the current lofty valuations on tech stocks can hold; we look at the im…
Ep. 2 - September 2018
Today, I am joined by our CIO, Ashley Owen. In this episode we discuss the Australian reporting season; we reflect on our new Prime Minister; we discuss the outlook for bank earnings; population gro…
Ep. 1 - August 2018
Welcome to Stanford Brown’s August Podcast! This month we talk with SB Chief Investment Officer, Ashley Owen, and discuss five key topics: what lies ahead for investors and why we remain bearish on s…