In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: • The Australian earnings reporting season including BHP’s profit results • The US rate outlook following the Jackson Hole Economic Symposium • Recent global Purchasing Manager business surveys • Upcoming data to watch includi…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: What drove the volatile ride for global equity markets over the past week The Sahm rule recession indicator flashes red Unwind of the Japanese currency carry trade The outlook for local interest rates following the RBA’s lates…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: The potential impact of a second Trump presidency on trade and markets. Will the surge in AI investment generate a return? Why US small companies are back in favour. Our outlook for inflation and interest rates. Preview of Aus…

In this episode of Meet the Investor, Joey Mouracadeh sits down with Gracie Coburn, Portfolio Manager at Nuveen Real Estate, to discuss the nuances of real estate as an asset class. Understand the various types and geographies of real estate, what makes a sound real estate investment across different sectors, the potential impact of rising interest…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Author and Philanthropic Adviser Peter Winneke to discuss the role of a Philanthropic Adviser, the tax incentives of Philanthropy and asking the difficult question of 'How much is enough?'. Peter also shares concepts from his book ‘Give While You Live’ - A Practical Guide t…

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: Guzman y Gomez’s $3 billion hot initial public offering What’s driving the share prices of Australian banks? Europe’s Excessive Deficit Procedure Recent RBA, Bank of England and Swiss National Bank meetings The rise of NVIDIA to become th…

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: Domestic GDP numbers showing weak economic growth. Rising unemployment, NAIRU and the interest rate outlook. The rise of Far-Right parties in European elections. How national sovereignty is driving demand for NVIDIA’s AI chips. Music prov…

In this episode, Stanford Brown CEO Vincent O’Neill speaks with Stanford Brown Investment Committee member and former RBA Governor Ian Macfarlane AC. We discuss: The current inflation picture for Australia and the United States. How best to assess underlying inflation? Are the recent higher inflation prints reflective of a new upward trend? Implica…

Team Stripes Welcomes Andrew Bruggeman talk about his career from starting at the rinks of Mankato MN, to the ECHL, DEL and all the way to the Gold Medal Game of the 2022 Olympics. Andrew is currently working Big 10 Hockey and with the USA Hockey National office as a Coordinator of Youth Officiating Development. Hope you all enjoy this episode of t…

Travis Jackson and Terrell Rose return to the Team Stripes Podcast to recap the 2024 USA Hockey National Championships.By Team Stripes

In this episode of Meet the Investor, Joey Mouracadeh sits down with Anthony Todd, founder and CEO at Aspect Capital to discuss the systematic trading systems developed by him and his team. Understand how Anthony left the pioneers of systematic and quantitative trading AHL, with 2 of the founders of that business (the A and the L) to set up Aspect,…

Welcome back to a special edition of the SB Talks podcast. As we gear up for tonight’s Federal Budget CEO Vincent O’Neill is joined by CIO Nick Ryder to discuss their expectations and insights on upcoming fiscal policy changes. The pair cover the implementation of stage three tax cuts, anticipated cost of living measures and adjustments to HECS deb…

Welcome back to a special edition of the SB Talks podcast! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to explore Nick’s recent fixed income review and dissect the current economic landscape. Australia’s inflation numbers have come in hotter than expected, opening discussions as to whether the RBA is done…

In this episode of Meet the Investor, Joey Mouracadeh sits down with John Seo, founder and portfolio manager at Fermat Capital Management to uncover the world of catastrophe bonds. Drawing from decades of experience, John sheds light on Fermat’s journey from Wall Street to pioneering alternative investments. John elucidates on the inception of cata…

This week on the SB Talks Podcast CEO Vincent O’Neill is joined by CIO Nick Ryder as they discuss the latest economic developments shaping global markets. Vin and Nick examine the recent pullback in equity markets and the outlook for equities going forward. March’s CPI numbers are in, and they have exceeded market expectations, prompting speculatio…

Its the End of the Hockey season and the playoff push is on...On this Episode of the Team Stripes Podcast we are joined by Sean MacFarline to talk about his career journey that lead him to where he is now currently working the DEL in Germany.We hope you enjoy this episode!By Team Stripes

Welcome back to SB Talks! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets. The pair explore the insights gleaned from the RBA's March meeting minutes, indicating a potential easing of wage pressures and a cautious optimism regarding inflati…

In this episode of Meet the Manager, host Joey sits down with Jason Howes, Senior Fund Manager at Dexus, to delve into the intricacies of the Australian property market. With over 25 years of experience, Jason shares valuable insights into the evolving landscape, from structural shifts to cyclical opportunities. They explore the impact of rising in…

In this episode of the SB Talks podcast, CEO Vincent O’Neill sits down with CIO Nick Ryder to discuss the latest in global economics. They examine the recent RBA rate pause decision and the nuanced shifts in central bank language. They delve into the Bank of Japan’s departure from its negative interest rate policy (NIRP) and the outcome of the rece…

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on f…

In this episode of the Meet the Investor podcast, host Joey Mouracadeh sits down with Michael Smith, Partner and Co-Head at Ares Global Credit Group. From his extensive experience spanning 25 years, Michael offers a deep dive into the evolution of private credit and Ares' pivotal role within it. Discover how Ares strategically shifted towards finan…

This week on SB Talks, Stanford Brown CEO Vincent O'Neill is joined by CIO Nick Ryder to explore the latest trends in global investment markets. In this episode, they dissect NVIDIA's impressive earnings report, delving into the company's exponential revenue growth and the underlying factors driving its success in the AI chip market. Transitioning …

Join Nat and Ross in welcoming Dr Eddie O'Connor as they talk about the psychology of athletic performance and officiating! Dr Eddie is a sport psychologist who specializes helping athletes remove barriers to achieve their peak performance.www.dreddieoconnor.com https://www.youtube.com/channel/UCQZY3rvlWYKzRs0lKGp6Ljwhttps://www.thegreatcourses.com…

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to cast their eyes over global investment markets. This episode examines the recent RBA rate pause decision, discussing concerns about inflation and its implications for monetary policy. Shifting focus to the U.S., the pair examine the robustness of economic indicator…

With it being time to submit potential rule changes, Ross and Nat talk about submissions made to the Ice Hockey Ref Club facebook group.If you would like to submit a rule change follow this link:https://usahockeynational.sportngin.com/register/form/992043099By Team Stripes

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the early 2024 highs in the US stock market and the impact of geopolitical events on markets and asset allocation. Nick explores recent shifts in interest rate cut expectations, providing insights into disinflation and the softening in the labour market. Th…

Welcome to the third episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Steve Byrom, Co-founder of Potentum Partners, a leading investment management firm specializing in global alternative opportunities. Drawing on over 30 years in the private …

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to revisit 2023, where they discuss economic resilience and the rollercoaster ride of bond yields. With geopolitical shifts and major elections looming in 2024, the pair analyse global growth prospects, from the US economy's exceptionalism to China's structural challe…

Welcome to the second episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Mario Giannini, Chief Executive Officer at Hamilton Lane, one of the largest private market solutions providers in the world. Demystifying the world of private markets, Mar…

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss: The RBA's recent pause post-rate hike The rollercoaster of US bond yields Santa Rally: what it is and what it means for investors Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/…

On this episode of the Team Stripes Podcast Ross and Nat talk about Movember, Road Trips down south, some interesting calls and incidents in hockey lately and take a deep dive into seven teamwork skills that good officials can do and be aware of to become great officials.By Team Stripes

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss: Reasons behind the equity market rebound What weak labour productivity might mean for Australian interest rates Australia’s housing market resilience amid rising listings and prices Can China's developer whitelist cure its property market woes Music provid…

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss: The RBA’s widely anticipated rate hike and where to from here? Driving factors behind Australia’s higher-than-expected inflation numbers Whether geopolitical risks impact portfolio positioning? The potential for GLP-1 “wonder drugs” to impact different com…

Something a Little Different!Nat and Ross joined the Hockey House Podcast to talk all things College Club Hockey. We shared some stories, some laughs, and some insite into officiating Club Hockey.Club Hockey IS College Hockey, and nobody loves hockey more than College Club Hockey Players.Please check out the hockey house pod anywhere you listen to …

Welcome to the inaugural episode of the Meet the Investor series. In this episode, host Joey Mouracadeh, Senior Investment Director at Stanford Brown Private Wealth, sits down with Justin Miller, Product Specialist at Oaktree Capital Management, one of the world’s leading alternative investment managers. Justin offers insights into Oaktree’s distre…

In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Stanford Brown Investment Committee member and former RBA Governor Ian Macfarlane AC. We discuss: A resilient economy and elevated inflation No rate cuts until late 2025 The implications for asset prices The transition in RBA Governor to Michele Bullock The far-reaching impl…

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss the US’s 10-year Treasury note breaking the 5 percent barrier for the first time in 16 years. They delve into reasons behind this surge in long-term yields and how much further they might rise. They also discuss the upcoming September quarter CPI data and its im…

On this episode of the Team Stripes Podcast Nat and Ross are joined by Mark Riley. We talk about Marks career where he spent time in the NAHL, USHL, the EAST COAST HOCKEY LEAGUGE (ECHL), Where he worked a game that set the league Penalty Record at the time, NCAA Division 1, and USPHL Junior Hockey. He is a HUGE contributer to the Referees Crease MN…

In this special episode of SB Talks, CEO Vincent O'Neill welcomes Dean Crossingham, Head of Accounting at Stanford Brown, to unravel the complexities of employee share plans and their tax implications. With over two decades of experience, Dean fills in the gaps from what employers often don’t tell you and shares how to navigate those conscious inve…

Welcome to a Special Edition SB Talks podcast, where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, CEO Vincent O'Neill interviews John Emerson on behalf of The Principals’ Community. John has an impressive background including a role a…

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss: The market response to the unfolding situation in Israel and the Gaza Strip Reasons behind the recent spike in longer term bond yields Why good news can be bad news for investors How households are managing Australia’s fixed rate mortgage cliff Music provided b…

On this Episode of the Team Stripes Podcast Nat and Ross are joined by 2022 Olympian Kendall Hanley. We talk about Kendalls career, what makes a great linesman, and about her role with the NAPHL and NAHL. Part of her role includes helping young officials get a chance at working higher level hockey. If you are interested in that opportunity please v…

On this Episode Ross and Nat are joined by BCHL Referee Eric Ruschin! The fellas talk about how Eric got into wearing the stripes, his progression, all the happenings with the BCHL and Hockey Canada, then the interview turnes into locker room talk. It was a great time and we could have recorded for even longer. Eric will be back on later in the sea…

Welcome to a special edition of SB Talks, where we take a deep dive into the inner workings of the Stanford Brown Investment Committee. Join us as we explore our recent Strategic Asset Allocation Review with our Chief Investment Officer, Nick Ryder. We uncover the pivotal role asset allocation plays in crafting a well-balanced investment portfolio.…

This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss: Australian GDP data showing we are in a per capita recession. RBA Governor Lowe’s closing remarks highlighting the importance of productivity growth. Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP). US non-farm payr…

Its Labor Day weekend! YOU KNOW WHAT THAT MEANS!!! Its time to drop the puck on the 2023-2024 Hockey season. Nat and Ross talk about the off season, getting ready for the new season, then a segment on Referee Judgement! The slideshow for the Referee Judgement section can be found below.We hope you enjoy this episode and you're just as ready to get …

Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss: The Matildas effect on consumer spending An update from Chair Powell at the Jackson Hole Symposium US job openings and labour turnover survey results Is China’s growth story done? Music provided by: Autumn Trumpet …

This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss: Rate clues in recent RBA minutes and testimony China’s rising youth unemployment problem US consumer resilience and inflation’s “last mile” US corporate earnings reports A reflection on our current asset allocation…

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world. This month we discuss: Why the RBA’s latest rate pause might give hope that inflation is waning Services and rent being the biggest drivers of inflation The divergence between cashed-up and stressed home …

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder. They discuss: What the first week of US reporting season has revealed. Are recession fears fading? Trimmed mean inflation and what this could mean for the RBA’s next meeting? Analysis of China’s recent politburo meeting.…