SB Talks: The New Dollar a Barrel Aya-TOLL
SB Talks
In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack the latest developments in the Middle East and what they could mean for global markets and investor portfolios. From the ongoing disruption in energy supply and oil prices to the knock‑on effects for inflation, interest rates, and economic growth, they cut through the noise to focus on what matters most. The discussion explores best‑case, base‑case, and worst‑case scenarios - and why markets are cautiously optimistic despite lingering risks. Music provided by: Autumn Trumpet Background Corporate by...
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SB Talks: Hormuz Toll Road, Stagflationary Shocks & portfolio Resilience
SB Talks
In this episode of SB Talks, CEO Vincent O'Neill is joined by CIO Nick Ryder to unpack the escalating conflict in the Middle East and why it matters for global markets and portfolios. They explore the growing risks around energy supply, inflation, and market volatility, and why investor reactions have so far remained relatively measured. Closer to home, the conversation turns to the Reserve Bank of Australia's latest rate hike and what it signals about inflation expectations. Nick also shares how portfolios are being positioned for uncertainty and why staying disciplined matters most in...
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SB Talks: Will Operation Epic Fury Trigger an Oil Shock?
SB Talks
With the outbreak of war in Iran and a dramatic 48 hours in global markets, many investors are questioning what comes next. In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder break down the impact of geopolitical developments on energy prices, inflation, and portfolio performance. They discuss base-case expectations, downside risks, and how markets have historically responded to periods of conflict and heightened uncertainty. Most importantly, they share why a disciplined, diversified approach remains critical when emotions run high. Music provided by: Autumn Trumpet...
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Meet the Investor Series: Luke Cummings, Harvest Lane Asset Management
SB Talks
In this episode of Meet the Investor, Joey Mouracadeh talks to Luke Cummings, Founder and CIO of Harvest Lane Asset Management, about merger arbitrage. They discuss the history of the business, how Luke came into this strategy, why opportunities exist even after a deal hits the news, what can go right and wrong between announcement and completion, and how Luke's team generates returns without trying to pick market direction. 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...
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SB Talks: SCOTUS Rules and Software Cools
SB Talks
In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack a landmark US Supreme Court (‘SCOTUS’) ruling that strikes down key Trump-era tariffs, causing trade uncertainty once again. They explore what softer US Q4 GDP numbers really say about the economy, cutting through shutdown noise to assess the health of the consumer, inflation, and interest rate expectations. The conversation then turns to AI’s accelerating disruption - separating winners from losers across software, equity markets, and private credit. With uncertainty rising but fundamentals holding, the episode...
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SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'
SB Talks
In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack Australia’s stubborn inflation pulse and the RBA’s latest 25bp hike, considering the latest RBA forecasts with a slower return of inflation back to target, weaker growth and rising unemployment. They look at what’s now priced, and how policy divergence has lifted the Aussie dollar toward 70¢. Across the Pacific, they explore Trump’s Fed pick, Kevin Warsh, debating whether his hawkish past fits with new AI‑productivity optimism amid a brief U.S. data disruption from the partial government shutdown. A...
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Gold goes parabolic
SB Talks
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder take listeners on a rapid-fire tour of a turbulent start to 2026. They explore the capture of Venezuela's President, rising tensions between the U.S. and its allies over Greenland, and the White House's growing standoff with the Federal Reserve. The conversation then moves through emerging U.S. policy risks, from credit card interest rates to government shutdown chatter, before circling back to what it all means for investors. Wrapping up, they cover Australia's resilient labour market, Japan's bond and currency moves, and the...
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SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026
SB Talks
Join us for a special episode of SB Talks, as CEO Vincent O'Neill sits down with CIO Nick Ryder who shares insights from his 2026 Investment Outlook. From the resilience of global growth in 2025 to the surprising twists in U.S. and European markets, Nick unpacks what played out as expected, and what didn’t. Together they dive into five critical themes shaping the year ahead: The fusion of national security and industrial policy The AI boom (and bubble concerns) Gamification of investing Japan's corporate renaissance Geopolitical undercurrents Get Nick’s strategic take on where markets...
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SB Talks: Data Surprises & Data Centres
SB Talks
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even as Q3 growth and capacity constraints keep pressure on. Nick unpacks a record capex jump, plant and equipment lead the charge, data centre hardware up 92% QoQ fueling productivity but driving imports. Markets cool after a risk-on run, crypto retreats, and competition heats up in banking. The duo also...
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SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC
SB Talks
In this Special Edition of SB Talks, CEO Vincent O’Neill is joined by former RBA Governor and Stanford Brown Investment Committee member Ian Macfarlane for an in-depth discussion on the global economic outlook. Together, they examine the US economy’s performance, the impact of shifting tariff policies on inflation and growth, and the strength of equity markets despite policy headwinds. Ian also offers his views on the extraordinary surge in AI related investment, the risk of exuberance creeping into financial markets, and why elements of today’s environment echo some of the most...
info_outlineIn 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/