SB Talks
92 episodes - English - Latest episode: 10 days ago - ★★★★★ - 1 ratingInsight and analysis on investment markets and issues affecting your whole financial world.
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Episodes
SB Talks Special Edition: Fixed Income Review
May 01, 2024 04:27 - 23 minutes - 21.3 MBWelcome back to a special edition of the SB Talks podcast! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to explore Nick’s recent fixed income review and dissect the current economic landscape. Australia’s inflation numbers have come in hotter than expected, opening discussions as to whether the RBA is done with rate rises yet. Nick provides valuable insights into the factors driving inflation, the impact on interest rates, and the delicate balan...
Meet the Investor Series: John Seo, Fermat Capital Management
April 28, 2024 23:00 - 23 minutes - 21.9 MBIn this episode of Meet the Investor, Joey Mouracadeh sits down with John Seo, founder and portfolio manager at Fermat Capital Management to uncover the world of catastrophe bonds. Drawing from decades of experience, John sheds light on Fermat’s journey from Wall Street to pioneering alternative investments. John elucidates on the inception of catastrophe bonds, their role in insurance markets, and Fermat's risk management strategies. From navigating natural disasters to addressing climate c...
US Market Fluctuations, Inflation Insights, IMF's Outlook, and Chinese GDP Trends
April 17, 2024 04:06 - 11 minutes - 10.1 MBThis week on the SB Talks Podcast CEO Vincent O’Neill is joined by CIO Nick Ryder as they discuss the latest economic developments shaping global markets. Vin and Nick examine the recent pullback in equity markets and the outlook for equities going forward. March’s CPI numbers are in, and they have exceeded market expectations, prompting speculation about the trajectory of inflation and monetary policy. The pair discuss the IMF's upgraded World Economic Outlook, highlighting growth projectio...
RBA Minutes, House Prices & Global Manufacturing Resurgence
April 03, 2024 01:54 - 17 minutes - 16.4 MBWelcome back to SB Talks! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets. The pair explore the insights gleaned from the RBA's March meeting minutes, indicating a potential easing of wage pressures and a cautious optimism regarding inflation and labour market dynamics. They also analyse the changes to the RBA’s plans for a new system of monetary policy implementation. They also disc...
Meet the Investor Series: Jason Howes, Dexus
March 28, 2024 00:28 - 17 minutes - 15.9 MBIn this episode of Meet the Manager, host Joey sits down with Jason Howes, Senior Fund Manager at Dexus, to delve into the intricacies of the Australian property market. With over 25 years of experience, Jason shares valuable insights into the evolving landscape, from structural shifts to cyclical opportunities. They explore the impact of rising interest rates, disruptions caused by remote work trends, and the dichotomy between residential and commercial sectors. From identifying cyclical op...
RBA shifts into neutral, Japan ditches NIRP and Stanford Brown’s Fixed Income Sector Review.
March 20, 2024 05:04 - 18 minutes - 16.6 MBIn this episode of the SB Talks podcast, CEO Vincent O’Neill sits down with CIO Nick Ryder to discuss the latest in global economics. They examine the recent RBA rate pause decision and the nuanced shifts in central bank language. They delve into the Bank of Japan’s departure from its negative interest rate policy (NIRP) and the outcome of the recent Shunto wage negotiations. Lastly, they discuss Stanford Brown’s comprehensive Fixed Income Sector Review and the intricacies of investing in ca...
Inflation’s last mile and has the current U.S. equity rally been too fast?
March 06, 2024 00:26 - 15 minutes - 14.5 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop i...
Meet the Investor Series: Michael Smith, Ares Global Credit Group
March 03, 2024 21:45 - 26 minutes - 24.1 MBIn this episode of the Meet the Investor podcast, host Joey Mouracadeh sits down with Michael Smith, Partner and Co-Head at Ares Global Credit Group. From his extensive experience spanning 25 years, Michael offers a deep dive into the evolution of private credit and Ares' pivotal role within it. Discover how Ares strategically shifted towards financing leveraged buyouts, gaining unparalleled expertise in direct lending. Explore the nuances of this dynamic asset class, including portfolio int...
Riding the NVIDIA wave, Japan's Nikkei milestone and the Taylor Swift effect
February 23, 2024 04:04 - 18 minutes - 16.7 MBThis week on SB Talks, Stanford Brown CEO Vincent O'Neill is joined by CIO Nick Ryder to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into the company's exponential revenue growth and the underlying factors driving its success in the AI chip market. Transitioning to Japan, the Nikkei reached a new all-time high after 35 years, shedding light on Japan's economic resurgence and the factors propelling its s...
The RBA’s each way bet, Magnificent 7 earnings and U.S. economic exceptionalism.
February 07, 2024 02:37 - 17 minutes - 16.3 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to cast their eyes over global investment markets. This episode examines the recent RBA rate pause decision, discussing concerns about inflation and its implications for monetary policy. Shifting focus to the U.S., the pair examine the robustness of economic indicators such as non-farm payrolls and manufacturing and services PMIs. Nick provides insights into the ongoing U.S. earnings season, with a specific foc...
What’s driving the US stock market to fresh highs, Red Sea disruptions, China’s stock market rescue package and more!
January 24, 2024 04:23 - 16 minutes - 15 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the early 2024 highs in the US stock market and the impact of geopolitical events on markets and asset allocation. Nick explores recent shifts in interest rate cut expectations, providing insights into disinflation and the softening in the labour market. The pair delve into oil politics and discuss the inflationary impact of Red Sea shipping disruptions. They examine China’s $278 billion stock marke...
Meet the Investor Series: Steve Byrom, Potentum Partners
January 18, 2024 23:15 - 22 minutes - 20.3 MBWelcome to the third episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Steve Byrom, Co-founder of Potentum Partners, a leading investment management firm specializing in global alternative opportunities. Drawing on over 30 years in the private equity realm, Steve delves into the critical aspect of alignment of interest in private equity, offering a nuanced perspective on potential misa...
2024 Investment Outlook
December 20, 2023 05:09 - 20 minutes - 18.4 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical shifts and major elections looming in 2024, the pair analyse global growth prospects, from the US economy's exceptionalism to China's structural challenges. They then dive into nuanced views on equities, cautious bond yield projections and the outlook for real assets. Join us as we close the year...
Meet the Investor Series: Mario Giannini, Hamilton Lane
December 11, 2023 04:48 - 25 minutes - 34.9 MBWelcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief Executive Officer at Hamilton Lane, one of the largest private market solutions providers in the world. Demystifying the world of private markets, Mario unveils the essence of Hamilton Lane's growth over the past 32 years and sheds light on the strategic factors behind successful investments, ...
Riding the Economic Rollercoaster
December 06, 2023 04:32 - 13 minutes - 18.4 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss: The RBA's recent pause post-rate hike The rollercoaster of US bond yields Santa Rally: what it is and what it means for investors 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/
Rallying equities, productivity quandaries & property markets
November 22, 2023 03:39 - 13 minutes - 19 MBThis week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss: Reasons behind the equity market rebound What weak labour productivity might mean for Australian interest rates Australia’s housing market resilience amid rising listings and prices Can China's developer whitelist cure its property market woes Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ ...
Why GLP-1 weight loss drugs are catching investor attention
November 08, 2023 22:29 - 17 minutes - 23.7 MBThis 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 higher-than-expected inflation numbers Whether geopolitical risks impact portfolio positioning? The potential for GLP-1 “wonder drugs” to impact different companies such as Resmed and CSL Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted...
Meet the Investor Series: Justin Miller, Oaktree Capital Management
November 07, 2023 01:16 - 26 minutes - 36.4 MBWelcome 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, Product Specialist at Oaktree Capital Management, one of the world’s leading alternative investment managers. Justin offers insights into Oaktree’s distressed debt investing approach, managing over $44 billion in assets. They delve into Oaktree’s history, the essence of high-yield bonds, and the d...
An update from former RBA Governor Ian Macfarlane AC
November 06, 2023 06:22 - 18 minutes - 24.8 MBIn 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 elevated inflation No rate cuts until late 2025 The implications for asset prices The transition in RBA Governor to Michele Bullock The far-reaching implications of the RBA Review Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by ...
Unpacking the US 10 year Treasury Note surge
October 24, 2023 23:42 - 11 minutes - 15.7 MBThis 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 reasons behind this surge in long-term yields and how much further they might rise. They also discuss the upcoming September quarter CPI data and its impact on the Reserve Bank of Australia’s interest rate decisions. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://...
Navigating Employee Share Schemes
October 18, 2023 23:12 - 9 minutes - 9.4 MBIn 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 implications. With over two decades of experience, Dean fills in the gaps from what employers often don’t tell you and shares how to navigate those conscious investment decisions. In this episode they discuss: The genesis of Dean’s Employee Share Scheme Whitepaper The dual taxation process affectin...
SB Talks: Special Edition - Geopolitical Update with John Emerson
October 13, 2023 03:45 - 58 minutes - 80.2 MBWelcome 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. In this episode, CEO Vincent O'Neill interviews John Emerson on behalf of The Principals’ Community. John has an impressive background including a role as deputy assistant to President Clinton where he coordinated his economic conferences, served as the president’s liaison to the nation...
Israeli conflict, bear steepening and the mortgage cliff
October 12, 2023 03:24 - 15 minutes - 21.1 MBThis 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 in longer term bond yields Why good news can be bad news for investors How households are managing Australia’s fixed rate mortgage cliff Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Cre...
Under the Bonnet of the Investment Committee
September 21, 2023 06:13 - 22 minutes - 31 MBWelcome 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 Review with our Chief Investment Officer, Nick Ryder. We uncover the pivotal role asset allocation plays in crafting a well-balanced investment portfolio. Nick Ryder provides invaluable insights into the art and science of asset allocation. He emphasizes the importance of diversification as the "f...
Australia’s hidden recession
September 12, 2023 06:28 - 12 minutes - 17.1 MBThis 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 highlighting the importance of productivity growth. Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP). US non-farm payrolls data indicating a more balanced labour market. Risks of a second wave of inflation driven by rising oil prices, a strong services se...
The Matilda Effect, Unemployment, China’s Slowing Growth and Much More!
August 30, 2023 07:20 - 19 minutes - 26.2 MBWelcome 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 Powell at the Jackson Hole Symposium US job openings and labour turnover survey results Is China’s growth story done? 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 B...
Goldilocks versus the bears
August 16, 2023 05:52 - 14 minutes - 11.4 MBThis 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 consumer resilience and inflation’s “last mile” US corporate earnings reports A reflection on our current asset allocation
Inflation drivers, central bank watch, reporting season and much more!
August 02, 2023 03:22 - 16 minutes - 22.3 MBWelcome 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 pause might give hope that inflation is waning Services and rent being the biggest drivers of inflation The divergence between cashed-up and stressed home owners Why Europe’s inflation remains sticky Japan’s increased flexibility surrounding bond yield caps US earnings reporting season ...
Immaculate Disinflation
July 26, 2023 02:21 - 12 minutes - 10.3 MBIn 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? Trimmed mean inflation and what this could mean for the RBA’s next meeting? Analysis of China’s recent politburo meeting.
The Magnificent Seven Ride Again
July 10, 2023 03:33 - 16 minutes - 15.8 MBIn 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 week’s US employment and wages data Bond market moves and peak cash rate pricing Equity market decoupling and the magnificent seven US technology leaders www.stanfordbrown.com.au
Hawks vs Doves
June 21, 2023 07:05 - 14 minutes - 13.4 MBIn 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 rates What NAIRU is and what it means for the Australian economic outlook What investors think of the US Fed’s pause and ‘dot plot’ projections China’s underwhelming stimulus Emerging cracks in commercial property
All aboard the AI hype train
June 07, 2023 02:17 - 12 minutes - 11.5 MBIn 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 Commission’s minimum and award wage decision on the inflation outlook Why it is still too early to increase fixed interest allocations US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution Why Japanese shares have performed strongly in 2023
The US debt ceiling negotiations are a high stakes poker game
May 25, 2023 02:42 - 13 minutes - 19.6 MBIn 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 potential for additional rate hikes Whether bonds are back How active management and alternative investments may fare better if equity markets track sideways over coming years
Update from former RBA Governor Ian Macfarlane AC
May 23, 2023 07:05 - 34 minutes - 24.2 MBIn 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 Elevated interest rates medium term The implications for the real economy home and abroad How will Australian banks fare? Ian’s views on the government review into the RBA
Why economic resilience is creating a dilemma for central banks
May 08, 2023 08:00 - 15 minutes - 21.2 MBIn 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 Risks to the interest rate outlook from strong labour markets What to expect in the upcoming Federal Budget Recent asset allocation changes Risks related to the debt ceiling negotiations in the United States If you'd like to read Nick's quarterly report click here
Is good economic news bad news for financial markets?
April 24, 2023 06:44 - 12 minutes - 10.9 MBIn 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? What are PMIs and what can they tell us about economic activity? Trimmed mean inflation and its importance in next week’s Australian inflation report. The UK’s recent inflation shock. Interest rate projections for the rest of 2023 and how we are positioned in fixed income. If you'd ...
Current investment themes for Australian investors and what should they be wary of
April 11, 2023 23:23 - 19 minutes - 16.7 MBIn this episode of SB Talks, CEO Vincent O'Neill is joined by Nick Ryder for the first time in his formal capacity as Chief Investment Officer. Going forward we will also be bringing you more regular but shorter form podcasts. They discuss: The fallout from the recent banking issues in the US and Europe How bad news can sometimes be good news for bond and equity markets The three components of the current inflation spike and why unemployment may need to rise The cracks appearing in ...
Introducing incoming Chief Investment Officer, Nick Ryder
March 16, 2023 22:59 - 18 minutes - 15.9 MBIn this episode of SB Talks, CEO Vincent O'Neill speaks with incoming Chief Investment Officer, Nick Ryder, about his background and views on portfolio construction. They discuss: The importance of asset allocation and the “free lunch” provided by asset class diversification Nick’s experience with alternative investments Changes to portfolios that may be forthcoming Views around current markets and positioning The Silicon Valley Bank collapse
The RBA and Fed are on different paths to attack inflation – who will get it right?
March 10, 2023 00:34 - 28 minutes - 24.7 MBOn this month's episode of SB Talks CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen about what is really driving investment markets. In this episode we also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications. Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the world around us. He will however remain a member of our Investment Committee. In this month...
One year into the Inflation and Interest rates journey – Are we there yet?
February 15, 2023 23:51 - 29 minutes - 27.7 MBToday Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to take a look at the current economic environment. They cover topics including: Has inflation peaked? – why Australia is different? How many more rate hikes this year? What will cause economic slowdowns, and where will it start? Why we prefer Australian over international shares? Why we prefer ‘floating rate’ over ‘fixed rate’ bonds? What is the difference, and why is it important? Where a...
Things to watch out for in 2023 - recessions, inflation, Japanese debt, China’s decline.
January 20, 2023 02:57 - 33 minutes - 28.9 MBIn the January edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: Shares off to a good start for the year – can it last? Inflation and rate hikes – are we there yet? Are we heading for a recession? How will the shrinking of China's population affect Australia? The problem with debt – what are the risks? Why we like Australian shares How we are positioned for 2023
Inflation, rate hikes, crypto hiccup, and a look at the year ahead.
December 05, 2022 23:55 - 39 minutes - 34.4 MBIn the December edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: Inflation and rate hikes – is the worst behind us? Share prices – are they cheap yet, or still expensive? What sectors are good value? FTX collapse – the end of crypto, or just a bump in the road? Outlook for 2023 – where are the opportunities?
SB Talks: Update from former RBA Governor Ian Macfarlane
November 18, 2022 06:11 - 40 minutes - 28.7 MBIn this episode of SB Talks, Stanford Brown CEO Vincent O’Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC to discuss: The current inflation trajectory What this means for interest rates The likely terminal rate in Australia and the US The implications for financial markets How far will Australian property prices fall?
Inflation slows, share markets, another crypto collapse, and the world reaches 'peak baby'
November 14, 2022 03:46 - 37 minutes - 28.4 MBIn the November edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen to discuss: US inflation, unemployment & wages growth - will rate hikes slow? US election results - why they are good for share markets Global share markets - still over-priced, but some sectors are cheap Collapse of FTX crypto exchange - 'the next Warren Buffett' didn't last long World population reaches 8 billion - some implications for long term investors
Are we there yet? How far will share markets fall?
October 13, 2022 02:42 - 42 minutes - 36.9 MBIn October's edition of SB Talks, our CEO Vincent O’Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How far will interest rates rise? What is a ‘fair’ or ‘normal’ level of interest rates for a country? How bond markets step in to dictate government spending & borrowing policy – like in Britain 2 weeks ago Why we are probably heading for recession But the good news: Why recessions are almost always good for share markets!
Rate Hikes, Inflation & Recession risks
September 15, 2022 04:30 - 24 minutes - 22.1 MBIn September's edition of SB Talks, our CEO Vincent O’Neill speaks with Chief Investment Officer Ashley Owen, to discuss: How to make sense of the recent share market volatility and inflation numbers? Which three ASX listed companies paid out more in dividends this year than the other 2,400 companies combined? Corporate profits and dividends have recovered strongly – but how sustainable are they? Free board game! – play ‘spot the war’ or any other crisis or catastrophe, on a share pri...
How Much Do I Need...and Will I Have Enough?
September 09, 2022 02:29 - 25 minutes - 22.6 MBIn this episode, our CEO Vincent O’Neill speaks with Partner and Private Wealth Adviser, Andrew Griffin to discuss: Andrew’s recent Whitepaper addressing the key question on everyone’s lips – “How Much Do I Need and Will I Have Enough?” The huge diversity within the existing literature, and our appraisal of the more common approaches. How does Stanford Brown approach this question? What are the main levers at play to be factored into determining how much you will need? Which of thes...
Inflation, Interest Rates, and how we are managing risk in portfolios.
September 02, 2022 05:53 - 38 minutes - 52.4 MBIn this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen, they discuss: Inflation - how it is different this time. Just how far will central banks go? Falling house prices - how serious is it? How we are diversifying and managing risk in portfolios.
Are we headed for a repeat of the 1970’s? And What it Means for Investors.
July 22, 2022 01:17 - 43 minutes - 42.8 MBIn this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss: Recession fears take precedence Inflation remains stubbornly high How will central banks react? Are we headed for a repeat of the 1970’s? How will share markets respond?
SB Talks: Inflation, Rate Hikes, Recessions and What it Means for Investors
June 16, 2022 02:54 - 35 minutes - 35.5 MBWelcome to the latest edition of our SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen. We discuss: How high will interest rates go? Are we headed for recession? How far with share markets fall? Is crypto a fad or the future of money? Are you a speculator or an investor?...