SB Talks

In this episode of SB Talks, CEO Vincent O'Neill sits down with CIO Nick Ryder to unpack the market's latest "chipwreck" as high-flying semiconductor stocks hit a patch of turbulence after a record-breaking run. They explore what is driving the AI investment boom, why chip makers are thriving while tech giants face growing scrutiny over spending, and whether the market is due for a reality check....

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...

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 Tru...

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 episod...

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 collaborati...

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 co...

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 delve...

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 l...

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 ex...

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...

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 p...

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 tryi...

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 conversatio...

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 explor...

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 inter...

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...

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 equ...

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 of...

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the Reserve Bank's Cup Day decision and what it signals for future rate moves. They explore the latest inflation data and the RBA's updated forecasts, highlighting the delicate balance between a softening labour market and above-target inflation. Across the Pacific, the US Federal Reserve's stance is equally nuanced, with r...

Disclaimer:  Past performance is not indicative of future results. WCM Investment Management, LLC is exempt from the requirement to hold an Australian Financial Services License under ASIC Corporations (Repeal and Transitional) Instrument 2016/396 and is regulated by the U.S. Securities and Exchange Commission under U.S. law, which differs from Australian law.    In this episode of Meet the Invest...

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest escalation in US-China trade tensions, focusing on China's new rare earth export controls and their global ripple effects. They explore how these restrictions could impact industries from semiconductors to defense, and the strategic scramble for alternative suppliers. The conversation shifts to OpenAI's circular...

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the Reserve Bank's decision to hold rates at 3.6%, following three cuts earlier this year. They explore what's behind the RBA's cautious stance, rising services inflation, stronger consumer spending, and signs of renewed momentum in the housing market. The conversation shifts to the US government shutdown, where a deepenin...

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, dive into a pivotal moment for global markets as 16 central banks, led by the U.S. Federal Reserve, prepare for critical policy decisions. With rate cuts back on the table, inflation still sticky, and labor markets showing cracks, what lies ahead for monetary policy? They unpack the political tension behind the Fed's independence...

In this episode of Meet the Investor, Joey Mouracadeh sits down with Abigail Glerum, Principal at GoldenTree Asset Management, a global credit investment powerhouse managing over $58 billion USD in assets. Abby takes us inside the firm's multi-strategy credit platform, explaining how GoldenTree goes far beyond traditional bonds. From high-yield bonds and leveraged loans to structured credit, distr...

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore what this means for the Fed, as a key resignation ope...