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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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Why GLP-1 weight loss drugs are catching investor attention

Why GLP-1 weight loss drugs are catching investor attention

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

  • The RBA’s widely anticipated rate hike and where to from here?
  • Driving factors behind Australia’s high…
00:17:14  |   Wed 08 Nov 2023
Meet the Investor Series: Justin Miller, Oaktree Capital Management

Meet the Investor Series: Justin Miller, Oaktree Capital Management

Welcome to the inaugural episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Justin Miller, Pro…

00:26:31  |   Tue 07 Nov 2023
An update from former RBA Governor Ian Macfarlane AC

An update from former RBA Governor Ian Macfarlane AC

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

We discuss:

  • A resilient economy and e…
00:18:04  |   Mon 06 Nov 2023
Unpacking the US 10 year Treasury Note surge

Unpacking the US 10 year Treasury Note surge

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss the US’s 10-year Treasury note breaking the 5 percent barrier for the first time in 16 years. They delve into …

00:11:24  |   Tue 24 Oct 2023
Navigating Employee Share Schemes

Navigating Employee Share Schemes

In this special episode of SB Talks, CEO Vincent O'Neill welcomes Dean Crossingham, Head of Accounting at Stanford Brown, to unravel the complexities of employee share plans and their tax implication…

00:09:48  |   Wed 18 Oct 2023
SB Talks: Special Edition - Geopolitical Update with John Emerson

SB Talks: Special Edition - Geopolitical Update with John Emerson

Welcome to a Special Edition SB Talks podcast, where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth.

00:58:18  |   Fri 13 Oct 2023
Israeli conflict, bear steepening and the mortgage cliff

Israeli conflict, bear steepening and the mortgage cliff

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

  • The market response to the unfolding situation in Israel and the Gaza Strip
  • Reasons behind the recent spike…
00:15:23  |   Thu 12 Oct 2023
Under the Bonnet of the Investment Committee

Under the Bonnet of the Investment Committee

Welcome to a special edition of SB Talks, where we take a deep dive into the inner workings of the Stanford Brown Investment Committee. Join us as we explore our recent Strategic Asset Allocation Rev…

00:22:35  |   Thu 21 Sep 2023
Australia’s hidden recession

Australia’s hidden recession

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

  • Australian GDP data showing we are in a per capita recession.
  • RBA Governor Lowe’s closing remarks highlightin…
00:12:28  |   Tue 12 Sep 2023
The Matilda Effect, Unemployment, China’s Slowing Growth and Much More!

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

Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss:

  • The Matildas effect on consumer spending
  • An update from Chair…
00:19:04  |   Wed 30 Aug 2023
Goldilocks versus the bears

Goldilocks versus the bears

This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss:

  • Rate clues in recent RBA minutes and testimony
  • China’s rising youth unemployment problem
  • US consum…
00:14:20  |   Wed 16 Aug 2023
Inflation drivers, central bank watch, reporting season and much more!

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

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world.

This month we discuss:

  • Why the RBA’s latest rate pau…
00:16:12  |   Wed 02 Aug 2023
Immaculate Disinflation

Immaculate Disinflation

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

  • What the first week of US reporting season has revealed.
  • Are recession fears fading?
00:12:01  |   Wed 26 Jul 2023
The Magnificent Seven Ride Again

The Magnificent Seven Ride Again

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

 They discuss:

  • The RBA’s “hawkish skip” in July
  • Mortgage prisoners and the housing sector
  • Last wee…
00:16:09  |   Mon 10 Jul 2023
Hawks vs Doves

Hawks vs Doves

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

  • Hidden clues in the latest RBA meeting minutes about the path of interest rate…
00:14:44  |   Wed 21 Jun 2023
All aboard the AI hype train

All aboard the AI hype train

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder.

They discuss:

  • Reasons for this month’s RBA rate increase
  • The impact of the Fair Work Commissi…
00:12:34  |   Wed 07 Jun 2023
The US debt ceiling negotiations are a high stakes poker game

The US debt ceiling negotiations are a high stakes poker game

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss:

  • The US debt ceiling and financial plumbing risks
  • The Australian labour market and poten…
00:13:03  |   Thu 25 May 2023
Update from former RBA Governor Ian Macfarlane AC

Update from former RBA Governor Ian Macfarlane AC

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

We discuss:

  • Inflation higher for longer
  • Ele…
00:34:43  |   Tue 23 May 2023
Why economic resilience is creating a dilemma for central banks

Why economic resilience is creating a dilemma for central banks

In the first May edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

  • Recent interest rate rises in Australia and the United States
  • Ris…
00:15:46  |   Mon 08 May 2023
Is good economic news bad news for financial markets?

Is good economic news bad news for financial markets?

In the second April edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

  • What does the recent RBA review mean for interest rate policy?
00:12:29  |   Mon 24 Apr 2023
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