SB Talks

Hosted by Stanford Brown

BusinessExplicit

Website RSS feed

Episodes

157

Latest episode

Jun 2026

Language

About the show

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

Listen to episodes

60 recent

June 16, 202619 min

SB Talks: Strait Through

This week on SB Talks CEO Vincent O'Neill and CIO Nick Ryder, unpack a series of major developments shaping global markets. From the signing of the US-Iran ceasefire extension, potentially opening the Strait of Hormuz and easing pressure on oil prices, to SpaceX's sky-high valuation. They also explore the growing tension between innovation and regulation, as the US government steps in with bans on advanced AI models. Closer to home the pair look at what central banks, including the RBA, are signalling as inflation remains too high for comfort. 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/

June 10, 202621 min

Meet the Investor Series: Stephen Otter, Partners Group

In this episode of Meet the Investor, Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television franchises, as well as healthcare innovations and natural resource assets. 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/

May 28, 202615 min

SB Talks: Markets in Orbit - SpaceX & the Rate Rollercoaster

This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder tackle the market themes everyone is watching, from the buzz around a potential SpaceX IPO to Nvidia's powerful earnings result and the broader AI trade. They break down what's driving valuations, where caution may be warranted, and why diversification still matters in a market increasingly concentrated in a handful of names. The episode also looks at the latest Australian jobs and inflation data, and how that is influencing expectations for the RBA. 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/

May 27, 202617 min

Women Talk Wealth: Leadership, Culture and Change with Emma Woolley

In this first episode of the Women Talk Wealth podcast, Cris Abellar, Private Wealth Adviser and Partner at Stanford Brown speaks with Emma Woolley, Chief of Partners and Head of Private Office Advisory at Hall & Wilcox, about leadership in a complex and evolving professional landscape. Emma emphasises organisational culture as the foundation for success, highlighting how incentivising collaboration fosters trust, reduces silos, and encourages openness around mistakes. The discussion also covers the importance of deliberate action to achieve meaningful diversity, including leadership targets and supportive workplace initiatives such as supporting career transitions and parental leave programs. Looking ahead, Emma notes that leaders must stay curious and adaptable to navigate disruption and emerging technologies like AI. 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/

May 22, 202617 min

SB Talks Special Edition: Rates, Risk & Resilience with Ian Macfarlane

In this special edition of SB Talks, CEO Vincent O'Neill sits down with SB Investment Committee member and former RBA Governor Ian Macfarlane to explore the increasingly complex forces shaping markets and the global economy. Against a backdrop of elevated geopolitical tensions, stubborn inflation, and ongoing uncertainty around interest rates, global equity markets, particularly in the US, have continued to show remarkable resilience. Vincent and Ian unpack whether this strength reflects genuine economic fundamentals or the growing influence of optimism surrounding artificial intelligence and future productivity gains. The conversation also examines the difficult balancing act facing central banks, the divergence emerging between markets and monetary policy, and what investors should be paying closest attention to as the second half of the year unfolds. Drawing on decades of experience at the centre of economic policymaking, Ian offers a measured and highly candid perspective on the challenges ahead. 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/

May 18, 202616 min

Boeing, Beef and Beans

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack a complex global backdrop where geopolitical tensions and resilient markets are moving in tandem. Drawing on the latest developments in the Middle East and recent diplomatic activity between the US and China, they explore how prolonged uncertainty is reshaping energy prices and inflation expectations. The conversation delves into shifting central bank outlooks, including the growing likelihood that interest rates may remain higher for longer. The pair also provide insight into what's driving market strength, from AI-fuelled earnings growth to broader economic resilience, and what risks investors should be watching closely. 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/

April 21, 202615 min

SB Talks: Red Light, Green Light

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder discuss the ongoing tensions in the Middle East, with the Strait of Hormuz closed, then opened, only to be closed again. They discuss the rebound in markets with US equities hitting record highs while uncertainty remains over whether the ceasefire and US-Iran negotiations may end this week or be extended. Attention then turns to likely central bank moves in coming weeks and when the next Chair of the US Federal Reserve may start in the role. They finish by discussing the recent gating of semi-liquid private credit funds, and whether this represents a "shoot first ask questions later" response to media headlines about the disruption of software companies by artificial intelligence tools, or the early stages of a credit default cycle. 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/

April 2, 202611 min

SB Talks: The New Dollar a Barrel Aya-TOLL

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 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/

March 23, 202613 min

SB Talks: Hormuz Toll Road, Stagflationary Shocks & portfolio Resilience

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 times like these. 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/

March 10, 202618 min

SB Talks: Will Operation Epic Fury Trigger an Oil Shock?

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 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/