SB Talks: Markets in Orbit - SpaceX & the Rate Rollercoaster

Podcast: SB Talks · Stanford Brown

Opublikowano: 2026-05-28

This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder tackle the market themes everyone is watching, from the buzz around a potential SpaceX IPO to Nvidia's powerful earnings result and the broader AI trade. They break down what's driving valuations, where caution may be warranted, and why diversification still matters in a market increasingly concentrated in a handful of names. The episode also looks at the latest Australian jobs and inflation data, and how that is influencing expectations for the RBA. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.ne...