SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill
SB Talks
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 Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane
SB Talks
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 discuss: The shockwaves of Trump's April 2 "Liberation Day" tariff announcement Why the bond market has become the key check on US presidential power The inflation vs recession debate - or are we staring at stagflation? Risks to the US dollar's global standing What it all means for investors - and for Australia Join us for a compelling discussion packed with insights into...
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SB Talks: The Taco Trade, Eating Tariffs, and RBA Deliberations
SB Talks
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-China trade embargo Large retailers pressured to 'eat' higher tariffs Are markets assuming Trump Always Chickens Out ('TACO')? Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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Meet the Investor Series: Dan Barker, APIS Capital Advisors
SB Talks
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 private clients. Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across global small- and mid-cap markets for over 20 years, and how the firm was built to invest without borders - going whevever value and growth intersect. He explains how one of their strategies constructs low net exposure portfolios through...
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SB Talks: Elections, Earnings & Economics
SB Talks
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 uncertainty Recent 'hard' and 'soft' economic data Market moves since Liberation Day Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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SB Talks: Fed under fire as US seeks 90 trade deals in 90 days
SB Talks
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 is telling us Will countries have to pick sides in an escalating US-China trade war? Upcoming US earnings season Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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SB Talks: Trump's Liberation Day Fallout: The Trump Dump & Market Chaos
SB Talks
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 risks Chances of tax and rate cuts Navigating markets through uncertainty The value of diversification Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen
SB Talks
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 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage...
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SB Talks: Liberation Day, Lifting Germany's Debt Brake and Private Credit Pitfalls
SB Talks
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 Reciprocal tariffs expected on 'US Liberation Day' (April 2nd) Australian Federal budget and April RBA meeting expectations What to look out for in private credit investing Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
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SB Talks: The 'Detox' Market Selloff
SB Talks
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 policies Looking beyond weak sentiment, at the fundamental health of the US & global economy Benefits of a diversified portfolio Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outlineIn this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:
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The new Stanford Brown Responsible Investment (RI) Policy
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How we think about terms like RI, ESG, ethical investing and impact investments
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Whether incorporating RI can improve risk and returns
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Issues such as transparency and the implications of excluding certain investment types
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How the policy impacts Stanford Brown portfolios depending on client objectives
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/