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

SB Talks
Claim This Podcastby Stanford Brown
Podcast Authority
Beta
Podcast Overview
Insight and analysis on investment markets and issues affecting your whole financial world.
Language
🇺🇲
Publishing Since
8/13/2018
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Podcast Authority
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Recent Episodes

July 14, 2026
SB Talks: Iranian NACHO and Jalapeño Chips
<p class="MsoNormal"><span style="font-size: 12pt;"><span style= "font-family: Arial, sans-serif;">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 developing their own AI chips to reduce costs and lessen their reliance on Nvidia. The conversation also touched on growing concerns that the surge in AI infrastructure and data centre investment could add to inflation pressures in the short term, even as productivity gains remain a longer-term benefit.</span></span></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><span style="font-size: 10pt;"><span style= "font-family: Arial, sans-serif;">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/</span></span></p>

June 30, 2026
SB Talks: Chipwreck & the Global Crosscurrents
<p class="MsoNormal"><span style= "font-size: 12pt; font-family: Arial, sans-serif;">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. The conversation also turns to stubborn inflation, central banks keeping investors on their toes, and what a more unpredictable Federal Reserve could mean for markets.</span></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><span style= "font-size: 10pt; font-family: Arial, sans-serif;">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/</span></p>

June 16, 2026
SB Talks: Strait Through
<p class="MsoNormal"><span style="font-size: 12pt;"><span style= "font-family: Arial, sans-serif;">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.</span></span></p> <p class="MsoNormal"> </p> <p class="MsoNormal"><span style="font-size: 10pt;"><span style= "font-family: Arial, sans-serif;">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/</span></span></p>
159 total episodes available
Recent guests on SB Talks
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Vincent O'Neill
Guest
Regina Liu
Guest
Nick Ryder
Guest
Ian Macfarlane
Guest
Deep-dive analytics for SB Talks
Frequently asked questions
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- What is SB Talks?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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