SB Talks: Trade war 2.0, AI overinvestment and equity market rotation
SB Talks · Stanford Brown
July 30, 202416m 12s
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, 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 Australian reporting season.