HeyJaredSB Talks
Insight and analysis on investment markets and issues affecting your whole financial world.
- Indexed episodes, last 90 days
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- Sep 10, 2026
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- Jul 14, 2026
Latest episodes
SB Talks: Why Bond Markets Are Sending a Warning Signal (opens the original)
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Debt levels are soaring, inflation remains stubborn, and central banks are keeping markets on edge. In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the forces pushing bond yields higher, examine whether another Australian rate rise is on the horizon, and discuss what market resilience reveals about the broader investment landscape. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creat
SB Talks: A Goldilocks Moment for Markets? (opens the original)
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In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become more optimistic about the outlook for central banks, and the key risks that remain. Closer to home, th
Meet the Investor Series: Candace Myung, Oaktree Capital Management (opens the original)
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In this episode of Meet the Investor , Joey Mouracadeh sits down with Candace Myung, Managing Director in Oaktree Capital Management's Special Situations Group, part of one of the world's leading alternative investment managers with over US$220 billion in assets under management. What exactly is a "special situation"? And why has Oaktree built one of its flagship strategies around it? Candace explains how the strategy has evolved beyond its distressed investing roots to invest across debt and eq
SB Talks: Dire Straits, Cashing in Chips and Slave Labour Tariffs (opens the original)
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In this episode of SB Talks , Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this reporting season, expectations for the US Federal Reserve and the RBA, and the key economic data likely to
SB Talks: Iranian NACHO and Jalapeño Chips (opens the original)
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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 t
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