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SB Talks - Podcast

SB Talks

Insight and analysis on investment markets and issues affecting your whole financial world.

Finance Advice Business Investing
Update frequency
every 11 days
Average duration
26 minutes
Episodes
135
Years Active
2018 - 2025
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SB Talks: Australia’s per capita recession, the AI arms race and European elections

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

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:

 

  • Domestic GDP numbers showing weak economic growth.
  • Rising unemployment, NAIRU and …
00:20:10  |   Wed 12 Jun 2024
SB Talks Special Edition: Update from former RBA Governor Ian Macfarlane AC

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

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Stanford Brown Investment Committee member and former RBA Governor Ian Macfarlane AC.

We discuss:

  • The current inflation picture for A…

00:19:30  |   Tue 04 Jun 2024
Meet the Investor Series: Anthony Todd, Aspect Capital

Meet the Investor Series: Anthony Todd, Aspect Capital

In this episode of Meet the Investor, Joey Mouracadeh sits down with Anthony Todd, founder and CEO at Aspect Capital to discuss the systematic trading systems developed by him and his team.

Understan…

00:24:14  |   Mon 27 May 2024
SB Talks Special Edition: Pre-Budget Insights

SB Talks Special Edition: Pre-Budget Insights

Welcome back to a special edition of the SB Talks podcast. As we gear up for tonight’s Federal Budget CEO Vincent O’Neill is joined by CIO Nick Ryder to discuss their expectations and insights on up…

00:12:39  |   Tue 14 May 2024
SB Talks Special Edition: Fixed Income Review

SB Talks Special Edition: Fixed Income Review

Welcome back to a special edition of the SB Talks podcast! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to explore Nick’s recent fixed income review and di…

00:23:15  |   Wed 01 May 2024
Meet the Investor Series: John Seo, Fermat Capital Management

Meet the Investor Series: John Seo, Fermat Capital Management

In this episode of Meet the Investor, Joey Mouracadeh sits down with John Seo, founder and portfolio manager at Fermat Capital Management to uncover the world of catastrophe bonds. Drawing from decad…

00:23:57  |   Sun 28 Apr 2024
US Market Fluctuations, Inflation Insights, IMF's Outlook, and Chinese GDP Trends

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

This week on the SB Talks Podcast CEO Vincent O’Neill is joined by CIO Nick Ryder as they discuss the latest economic developments shaping global markets. Vin and Nick examine the recent pullback in …

00:11:04  |   Wed 17 Apr 2024
RBA Minutes, House Prices & Global Manufacturing Resurgence

RBA Minutes, House Prices & Global Manufacturing Resurgence

Welcome back to SB Talks! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets. The pair explo…

00:17:54  |   Wed 03 Apr 2024
Meet the Investor Series: Jason Howes, Dexus

Meet the Investor Series: Jason Howes, Dexus

In this episode of Meet the Manager, host Joey sits down with Jason Howes, Senior Fund Manager at Dexus, to delve into the intricacies of the Australian property market. With over 25 years of experie…

00:17:20  |   Thu 28 Mar 2024
RBA shifts into neutral, Japan ditches NIRP and Stanford Brown’s Fixed Income Sector Review.

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

In this episode of the SB Talks podcast, CEO Vincent O’Neill sits down with CIO Nick Ryder to discuss the latest in global economics. They examine the recent RBA rate pause decision and the nuanced s…

00:18:05  |   Wed 20 Mar 2024
Inflation’s last mile and has the current U.S. equity rally been too fast?

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

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sec…

00:15:49  |   Wed 06 Mar 2024
Meet the Investor Series: Michael Smith, Ares Global Credit Group

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

In this episode of the Meet the Investor podcast, host Joey Mouracadeh sits down with Michael Smith, Partner and Co-Head at Ares Global Credit Group. From his extensive experience spanning 25 years, …

00:26:16  |   Sun 03 Mar 2024
Riding the NVIDIA wave, Japan's Nikkei milestone and the Taylor Swift effect

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

This week on SB Talks, Stanford Brown CEO Vincent O'Neill is joined by CIO Nick Ryder to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earn…

00:18:11  |   Fri 23 Feb 2024
The RBA’s each way bet, Magnificent 7 earnings and U.S. economic exceptionalism.

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

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to cast their eyes over global investment markets. This episode examines the recent RBA rate pause decision, discussi…

00:17:46  |   Wed 07 Feb 2024
What’s driving the US stock market to fresh highs, Red Sea disruptions, China’s stock market rescue package and more!

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

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the early 2024 highs in the US stock market and the impact of geopolitical events on markets and asset al…

00:16:24  |   Wed 24 Jan 2024
Meet the Investor Series: Steve Byrom, Potentum Partners

Meet the Investor Series: Steve Byrom, Potentum Partners

Welcome to the third episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Steve Byrom, Co-founde…

00:22:12  |   Thu 18 Jan 2024
2024 Investment Outlook

2024 Investment Outlook

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical …

00:20:02  |   Wed 20 Dec 2023
Meet the Investor Series: Mario Giannini, Hamilton Lane

Meet the Investor Series: Mario Giannini, Hamilton Lane

Welcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief…

00:25:26  |   Mon 11 Dec 2023
Riding the Economic Rollercoaster

Riding the Economic Rollercoaster

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

  • The RBA's recent pause post-rate hike
  • The rollercoaster of US bond yields
  • Santa Rally: what it is and…
00:13:22  |   Wed 06 Dec 2023
Rallying equities, productivity quandaries & property markets

Rallying equities, productivity quandaries & property markets

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss:

  • Reasons behind the equity market rebound
  • What weak labour productivity might mean for Australian inter…
00:13:49  |   Wed 22 Nov 2023
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