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All aboard the AI hype train

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Manage episode 365391733 series 1456832
Content provided by Stanford Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stanford Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder.

They discuss:

  • Reasons for this month’s RBA rate increase
  • The impact of the Fair Work Commission’s minimum and award wage decision on the inflation outlook
  • Why it is still too early to increase fixed interest allocations
  • US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution
  • Why Japanese shares have performed strongly in 2023
  continue reading

87 episodes

Artwork
iconShare
 
Manage episode 365391733 series 1456832
Content provided by Stanford Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stanford Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder.

They discuss:

  • Reasons for this month’s RBA rate increase
  • The impact of the Fair Work Commission’s minimum and award wage decision on the inflation outlook
  • Why it is still too early to increase fixed interest allocations
  • US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution
  • Why Japanese shares have performed strongly in 2023
  continue reading

87 episodes

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