SB Talks

Feb 24 2025 118 ep. 27 mins 160
SB Talks Podcast artwork

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

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SB Talks: Navigating Europe, RBA Cuts, and Global Equity Markets: What's on the Horizon?

Feb 24 2025 16 mins  
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 economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty Are we seeing a rotation away from US tech stocks? Music provided by: Autumn Tru

Meet the Investor Series: Ben Leung, Macquarie Asset Management

Feb 13 2025 16 mins  
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 are reshaping investment decision-making. Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative si

SB Talks: Trump, Tariffs, Trade and Tech

Feb 10 2025 20 mins  
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? What does DeepSeek mean for AI and tech spending? What have we learnt from US Reporting Season? IS an RBA rate cut next week a done deal? Music provided by: Autumn Trumpet Backg

SB Talks Special Edition: Navigating Financial Wellbeing - Tailoring Workplace Benefits to Employee Needs

Feb 06 2025 13 mins  
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 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing and how employers can provide programs and benefits to support. They discuss: The impo

SB Talks: Inauguration Day, Curve Steepening and King Dollar

Jan 20 2025 12 mins  
For the first episode of 2025, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: President Trump sworn in The shifting interest rate outlook Currency moves around tariff fears US reporting season kicks off Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by http

SB Talks: Annual Investment Wrap-Up, Key Themes, and What to Expect in 2025

Dec 17 2024 24 mins  
In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What happened in major economies and investment markets in 2024? How did our predictions for this year pan out? What are the key themes investors should be focussed on for the year ahead? What are the main risks we are focussed on? Music provid

Meet the Investor Series: Kyle McCarthy, PIMCO

Dec 04 2024 24 mins  
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 assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $190 billion in the last decade

SB Talks: Trump 2.0, New Neutral and Portfolio Tilts

Nov 18 2024 17 mins  
In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What the Republican sweep in the US means for tariffs, taxes and growth Why the Fed and RBA are in no hurry to get to ‘neutral’ rates Recent adjustments to our equity exposures

SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC

Nov 14 2024 24 mins  
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. Together, they dive into some of today’s most pressing questions: • How will Donald Trump’s election impact the global economy? • Can his policy agenda become a reality, or

SB Talks: The Trump trade, Australian inflation and US earnings

Nov 03 2024 12 mins  
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 repricing of rate cut prospects • Key takeaways from US earnings reporting season Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/