SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'
SB Talks · Stanford Brown
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack Australia's stubborn inflation pulse and the RBA's latest 25bp hike, considering the latest RBA forecasts with a slower return of inflation back to target, weaker growth and rising unemployment. They look at what's now priced, and how policy divergence has lifted the Aussie dollar toward 70¢. Across the Pacific, they explore Trump's Fed pick, Kevin Warsh, debating whether his hawkish past fits with new AI‑productivity optimism amid a brief U.S. data disruption from the partial government shutdown.
A bruising week for Software-as-a-Service (SaaS) stocks follows, as AI "co‑worker" tools spark fears of business moat disruption, prompting the team to separate hype from genuine risk. They wrap with Japan's political shift and why the global rotation away from U.S. tech may still have room to run.
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/