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SB Talks
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Manage series 1456832
Contenu fourni par Stanford Brown. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Stanford Brown ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Insight and analysis on investment markets and issues affecting your whole financial world.
…
continue reading
123 episodes
Tout marquer comme (non) lu
Manage series 1456832
Contenu fourni par Stanford Brown. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Stanford Brown ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Insight and analysis on investment markets and issues affecting your whole financial world.
…
continue reading
123 episodes
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SB Talks

1 SB Talks: Fed under fire as US seeks 90 trade deals in 90 days 11:50
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In 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/…
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1 SB Talks: Trump's Liberation Day Fallout: The Trump Dump & Market Chaos 21:40
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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Whether countries negotiate or reciprocate Rising recession risks Chances of tax and rate cuts Navigating markets through uncertainty The value of diversification 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/…
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1 Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen 23:08
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In this episode of Meet the Investor , we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk. We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny. 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/…
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1 SB Talks: Liberation Day, Lifting Germany's Debt Brake and Private Credit Pitfalls 17:33
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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: US economic and immigration data European growth outlook Reciprocal tariffs expected on 'US Liberation Day' (April 2nd) Australian Federal budget and April RBA meeting expectations What to look out for in private credit investing 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/…
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1 SB Talks: The 'Detox' Market Selloff 17:55
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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Recent volatility in equity markets Evolving US trade policies Looking beyond weak sentiment, at the fundamental health of the US & global economy Benefits of a diversified portfolio 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/…
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SB Talks

1 SB Talks: Navigating Europe, RBA Cuts, and Global Equity Markets: What's on the Horizon? 16:05
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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: The key trends shaping the European political landscape and economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty Are we seeing a rotation away from US tech stocks? 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/…
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1 Meet the Investor Series: Ben Leung, Macquarie Asset Management 16:46
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Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making. Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative signals to navigate market complexities and investor behaviour. He explains how systematic investing differs from traditional fundamental analysis and why understanding human psychology — such as herd mentality and loss aversion — can provide an edge. We also discuss how AI and machine learning are driving the next evolution in quantitative strategies, the importance of risk management, and how investors can think about blending systematic approaches with other investment styles. 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/…
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1 SB Talks: Trump, Tariffs, Trade and Tech 20:26
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In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What is Trump trying to achieve with his tariff threats? What does DeepSeek mean for AI and tech spending? What have we learnt from US Reporting Season? IS an RBA rate cut next week a done deal? 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/…
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1 SB Talks Special Edition: Navigating Financial Wellbeing - Tailoring Workplace Benefits to Employee Needs 13:48
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In this Special Edition of SB Talks, Stanford Brown CEO Vincent O'Neill is speaking with Director of Insurance and Benefits Advisory James McFarland. Together they discuss the latest whitepaper 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing and how employers can provide programs and benefits to support. They discuss: The importance of financial wellbeing and the opportunities for employers in this space A declining trend in financial confidence and security Diminishing confidence in the ability for individuals to retire - Data and insights from our Financial Risk Assessment Tool - FinFit 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/…
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1 SB Talks: Inauguration Day, Curve Steepening and King Dollar 12:35
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For the first episode of 2025, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: President Trump sworn in The shifting interest rate outlook Currency moves around tariff fears US reporting season kicks off 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/…
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SB Talks

1 SB Talks: Annual Investment Wrap-Up, Key Themes, and What to Expect in 2025 24:53
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In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What happened in major economies and investment markets in 2024? How did our predictions for this year pan out? What are the key themes investors should be focussed on for the year ahead? What are the main risks we are focussed on? 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/…
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1 Meet the Investor Series: Kyle McCarthy, PIMCO 24:10
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In this episode of Meet the Investor, we’re joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world’s largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $190 billion in the last decade. Kyle breaks downs the diverse components of asset-based lending, including consumer finance areas like auto loans, credit cards, and student loans, as well as non-consumer categories such as aviation finance, equipment leasing, and even royalties from music and pharmaceuticals. He also explains how these pools of loads offer unique diversification benefits compared to traditional corporate lending. We explore how structural shifts in banking have opened opportunities in this sector and how PIMCO leverages its deep expertise in analytics to navigate this complex and evolving market. stanfordbrown.com.au 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/…
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1 SB Talks: Trump 2.0, New Neutral and Portfolio Tilts 17:16
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In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What the Republican sweep in the US means for tariffs, taxes and growth Why the Fed and RBA are in no hurry to get to ‘neutral’ rates Recent adjustments to our equity exposures
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SB Talks

1 SB Talks Special Edition: A Conversation with Former RBA Governor Ian Macfarlane AC 24:15
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Aimé24:15
In this special episode, Stanford Brown CEO Vincent O’Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee. Together, they dive into some of today’s most pressing questions: • How will Donald Trump’s election impact the global economy? • Can his policy agenda become a reality, or are there potential roadblocks? • What are the long-term consequences for the U.S. budget and economy? • And importantly, how will these changes impact Australia’s economic landscape and our interest rate outlook? Join us for a compelling discussion packed with insights into how international shifts could shape our financial future. 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/…
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1 SB Talks: The Trump trade, Australian inflation and US earnings 12:58
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Aimé12:58
In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: • Bond market moves ahead of US election • Australian inflation and the repricing of rate cut prospects • Key takeaways from US earnings reporting season Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/…
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