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: 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 Pres…
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 earning…
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 …
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 …
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 Spendin…
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’…
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 …
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…
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.…
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-Chi…
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 pr…
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 unce…
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 …
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 …
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 billio…
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
- Rec…
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 polici…
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 …
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 …
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?
-
Wh…