SB Talks

In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the big forces shaping markets, from Australia's stubborn inflation and the outlook for interest rates to the US midterms and what a shifting political landscape could mean for investors. They also dive into US reporting season, where soaring AI investment is putting pressure on Big Tech cash flows, and look ahead to Anthropic's hi...

This week on SB Talks, Vincent O'Neill and Nick Ryder unpack the growing challenges facing the AI investment boom. From data centre delays and community opposition to emerging cybersecurity risks exposed by AI itself, the conversation explores whether expectations for AI infrastructure have run ahead of reality. They also discuss rising odds of another RBA rate hike, renewed pressure on French gov...

Government debt, interest rates, AI and private credit all take centre stage in this week's SB Talks, Vincent O'Neill and Nick Ryder discuss the warning signs emerging from France's bond market, why equities continue to reach new highs, the extraordinary scale of AI investment, and what recent developments in private credit mean for investors.     Music provided by: Autumn Trumpet Background Corpo...

This week on SB Talks, Vincent O'Neill and Nick Ryder discuss the Fed's latest rate decision and what it means for inflation, interest rates and markets. They explore why policymakers remain focused on bringing inflation back to target, the growing risk that higher oil prices and Middle East tensions add further pressure, and the increasingly heated debate around AI safety, regulation and the race...

Debt levels are soaring, inflation remains stubborn, and central banks are keeping markets on edge. In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the forces pushing bond yields higher, examine whether another Australian rate rise is on the horizon, and discuss what market resilience reveals about the broader investment landscape.   Music provided by: Autumn Trumpet Background...

In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become mo...

In this episode of Meet the Investor , Joey Mouracadeh sits down with Candace Myung, Managing Director in Oaktree Capital Management's Special Situations Group, part of one of the world's leading alternative investment managers with over US$220 billion in assets under management. What exactly is a "special situation"? And why has Oaktree built one of its flagship strategies around it? Candace expl...

In this episode of SB Talks , Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this report...

This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the key themes driving markets, from rising geopolitical tensions in the Strait of Hormuz through to the next phase of the AI arms race. They discuss a proposed US shipping toll and what renewed instability in the region could mean for global energy markets, before turning to how major technology companies are increasingly develo...

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...