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SB Talks

Insight and analysis on investment markets and issues affecting your whole financial world.
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Now displaying: November, 2022
Nov 18, 2022

In 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?
Nov 14, 2022

In 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
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