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In this episode of SB Talks, Vincent O'Neill and Nick Ryder unpack the big forces shaping markets, from Australia's stubborn inflation and the outlook for interest rates to the US midterms and what a shifting political landscape could mean for investors. They also dive into US reporting season, where soaring AI investment is putting pressure on Big Tech cash flows, and look a...


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This week on SB Talks, Vincent O'Neill and Nick Ryder unpack the growing challenges facing the AI investment boom. From data centre delays and community opposition to emerging cybersecurity risks exposed by AI itself, the conversation explores whether expectations for AI infrastructure have run ahead of reality. They also discuss rising odds of another RBA rate hike, renewed ...


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Government debt, interest rates, AI and private credit all take centre stage in this week's SB Talks, Vincent O'Neill and Nick Ryder discuss the warning signs emerging from France's bond market, why equities continue to reach new highs, the extraordinary scale of AI investment, and what recent developments in private credit mean for investors.

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