Claire and Gavia review The Substance, Coralie Fargeat's divisive new horror movie starring Demi Moore as a celebrity who takes a black market anti-aging drug with alarming Jekyll-and-Hyde results. Among other topics, we discuss the film's flawed feminist messaging, overlong runtime, and puzzlingly incoherent depiction of sexism in Hollywood.…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: The new Stanford Brown Responsible Investment (RI) Policy Strong Australian employment data dampening rate cut prospects US retail sales point to resilient consumer spending Chinese economic activity report shows some improvem…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: The new Stanford Brown Responsible Investment (RI) Policy How we think about terms like RI, ESG, ethical investing and impact investments Whether incorporating RI can improve risk and returns Issues such as transparency and th…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: Implications of the Israel-Iran conflict for financial markets US Fed meeting minutes and the latest US jobs report China’s ‘whatever it takes’ stimulus announcements Reflection on the last quarter and outlook for the rest of …

Steffan and Gavia review (and recommend!) the critically acclaimed new sitcom English Teacher, created by Brian Jordan Alvarez, who you may know from The Gay and Wondrous Life of Caleb Gallo. Alvarez stars as a gay teacher working at a Texas high school, in a comedy that satirizes the chaos of American politics and the generational divide between e…

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: The implications of the US Fed’s supersized 50bp rate cut Whether the RBA will follow the Fed and cut rates this year Australia’s Millennial Recession The impact of lower cash rates on bond and equity valuations Music provided…

In this episode of Meet the Investor, we're joined by Andrew Lockhart, Managing Partner at Metrics Credit Partners, one of Australia's largest lenders outside of the major Australian banks. Andrew takes us through his career, sharing the origins and evolution of Metrics Credit Partners and the firm's role in shaping the private credit landscape in …

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss: • Global growth concerns resurface • Australian GDP weakness and RBA outlook • Australian earnings reporting season wrap up • Portfolio positioning for the end of 2024 Music provided by: Autumn Trumpet Background Corporate by …

Claire and Gavia review Zoe Kravitz's disappointingly flawed directorial debut, Blink Twice. Naomi Ackie stars as a waitress who gets invited on vacation by a controversial billionaire (Channing Tatum), joining a group of guests on his private island. Drawing comparisons to Promising Young Woman, this psychological thriller belongs to a recent tren…

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…

Steffan and Gavia review M. Night Shyamalan's wildly entertaining yet divisive escape thriller Trap, starring Josh Hartnett as a lovable dad who takes his teen daughter (Ariel Donoghue) to a pop concert that turns into an elaborate manhunt for a serial killer.Overinvested Podcast

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…

Steffan and Gavia review the much-hyped horror movie Longlegs, starring Maika Monroe as an FBI agent investigating a serial killer (Nicolas Cage) who targets suburban families. Among other topics, this episode explores the film's unsettling atmosphere, its connection to Silence of the Lambs, its overlap with the Satanic Panic, and its dubious appro…

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…

Opening with some spoiler-free thoughts on the show's brilliant lead performances and clever approach to adaptation, Claire and Gavia discuss season 2 of AMC's gothic drama Interview with the Vampire. Among other topics, this episode digs into IWTV's use of unreliable narrators, its thoughtful depiction of abuse and trauma, and its bold attitude to…

Claire and Gavia review the 1985 lesbian romance movie Desert Hearts, directed by Donna Deitch. Set in 1950s Nevada, this groundbreaking film follows a whirlwind relationship between a soon-to-be-divorced New York academic (Helen Shaver) and a devil-may-care casino worker (Patricia Charbonneau).Overinvested Podcast

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…

Steffan and Gavia review George Miller's ambitious and divisive Mad Max prequel Furiosa, starring Anya Taylor-Joy and Chris Hemsworth. Among other topics, this episode delves into the film's rich mythological worldbuilding, the Mad Max franchise's unique cinematic legacy, and George Miller's rare talent for action and visual storytelling.…

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…

Claire and Gavia review the stylish 2011 action thriller Hanna, directed by Joe Wright (Pride & Prejudice). 16-year-old Saoirse Ronan stars as Hanna, a girl raised in the wilderness by her father, a former spy. Venturing out into mainstream society for the first time, Hanna must travel alone across Europe while evading a malevolent CIA agent played…

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…

Claire and Gavia discuss the sweatiest film phenomenon of 2024: Luca Guadagnino's tennis drama Challengers, starring Zendaya, Mike Faist and Josh O'Connor as three athletes embroiled in a love triangle. Among other topics, we cover the star power of the lead actors, the film's already-iconic music, and Guadagnino's distinctive way of depicting sexu…

Gavia and Steffan review the Australian dramedy series Upright, starring comedian/songwriter Tim Minchin as a down-on-his luck musician who tries to drive across Australia with a piano, befriending a teenage runaway (Milly Alcock) along the way.Overinvested Podcast

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…

Claire and Gavia review the much-hyped queer thriller Love Lies Bleeding, starring Kristen Stewart and Katy O'Brien. Plus, a multi-genre selection of highlights from this year's Glasgow Film Festival, including indie hits La Chimera and The Beast, and some excellent upcoming horror movies.Overinvested Podcast

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…

Claire and Gavia dig into the blockbuster event of the year, discussing Dune: Part Two's astonishing production design and incredible all-star cast, along with thornier topics like Dune's messy political worldbuilding and director Denis Villeneuve's adaptational changes to the original novel.Overinvested Podcast

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…

Claire and Gavia discuss Steven Spielberg's acclaimed 2021 adaptation of West Side Story, a musical about two young lovers caught in a turf war between rival gangs. Among other topics we delve into Spielberg's unique technical expertise, West Side Story's complicated political legacy, the lost art of movie-musical filmmaking... and Claire's passion…

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 …

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…

Gavia and Steffan review Yorgos Lanthimos' Poor Things, a bold sci-fi comedy starring Emma Stone as a woman created through a Frankenstein-like experiment. Nominated for eleven Oscars, Poor Things is critically acclaimed but divisive - particularly regarding its depiction of female sexuality.Overinvested Podcast

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…

Claire Biddles and Gavia Baker-Whitelaw reveal their top 10 lists for the best movies of 2023, running the gamut from indie hits like Return to Seoul and May December, to blockbusters like Mission Impossible: Dead Reckoning - along with some true hidden gems!Overinvested Podcast

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 …

Gavia and Steffan review the 2023 Doctor Who specials, discussing the return of David Tennant, Catherine Tate and showrunner Russell T. Davies, the arrival of Ncuti Gatwa as the wildly charismatic new Doctor, and various behind-the-scenes details involving the show's quasi-reboot status and new partnership with Disney.…

Claire and Gav review the beloved 1992 figure skating romcom The Cutting Edge, directed by Paul Michael Glaser (The Running Man) and written by Tony Gilroy (Andor, The Bourne Identity). Harking back to the spiky banter of the 1930s screwball era, sparks fly when a spoiled figure skater and a macho hockey player form an unlikely creative partnership…

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/…

Gavia and Steffan review the new Hunger Games prequel movie, The Ballad of Songbirds and Snakes. Among other topics, they delve into its unexpected narrative structure, its political worldbuilding, its relationship to the other Hunger Games movies, and the complicated task of creating a successful prequel.…