# chief investment (audio feeds) — RSS Amplifier Recent posts from the 5 feeds in the RSS Amplifier directory that cover chief investment. Page: Feed: --- ## The Economy, Markets, and the 2026 Midterm Elections _2026-08-19 · Conversations with Commerce Trust_ In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Kelly Jernigan, Director of Family Wealth Strategy, to discuss the upcoming midterm elections and the economic and market issues taking shape around them Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts [Listen](https://www.buzzsprout.com/221654/episodes/19672011-the-economy-markets-and-the-2026-midterm-elections.mp3) ## [Ep. 426: The Investor's Guide to 2026's Super El Niño](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--426-The-Investors-Guide-to-2026s-Super-El-Nio-e3nbkec) _2026-08-13 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, we're examining the investment fallout from a potentially historic El Niño — from droughts, floods and crop disruptions to rising food prices and renewed inflationary pressure. With El Niño strengthening and forecasts pointing to a potentially severe event, we explore which markets and sectors could be hit hardest, where opportunities may emerge, and how investors should… [Listen](https://anchor.fm/s/a291f738/podcast/play/124161932/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-13%2F5b83f587-6a8b-469f-698e-d67f7e6137fd.mp3) ## [SB Talks: A Goldilocks Moment for Markets?](https://stanfordbrown.libsyn.com/sb-talks-a-goldilocks-moment-for-markets) _2026-08-13 · SB Talks_ In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_TALKS_1308_FINAL_TO_UPLOAD.mp3?dest-id=361503) ## [Ep. 425: Is the world building too many data centres?](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--425-Is-the-world-building-too-many-data-centres-e3n1v8o) _2026-08-06 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, revisits the data centre investment boom — exploring whether the world is on track to build more capacity than it needs, how modular data centres are changing the economics of expansion, and whether the enormous pipeline of projects still underway can be justified by future AI demand. ⁠Download presentation slides… [Listen](https://anchor.fm/s/a291f738/podcast/play/123845336/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-6%2F61a006e1-b15e-38b4-2962-256fd96c0c64.mp3) ## [Meet the Investor Series: Candace Myung, Oaktree Capital Management](https://stanfordbrown.libsyn.com/meet-the-investor-series-candace-myung-oaktree-capital-management) _2026-08-03 · SB Talks_ In this episode of Meet the Investor , Joey Mouracadeh sits down with Candace Myung, Managing Director in Oaktree Capital Management's Special Situations Group, part of one of the world's leading alternative investment managers with over US$220 billion in assets under management. What exactly is a "special situation"? And why has Oaktree built one of its flagship strategies around it? Candace… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/FINAL_MTI_OAKTREE_LIB.mp3?dest-id=361503) ## [Why investors should not ignore commodities](https://podcast.ausha.co/investment-strategy-podcast/why-investors-should-not-ignore-commodities) _2026-07-30 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities? Will the commodity supercycle continue? How are energy-importing regions investing to become more self-sufficient in energy? Main reasons for investing in this space Risks to this theme Hosted on… [Listen](https://audio.ausha.co/yk59rF40wpeD.mp3?t=1785416773) ## [Ep. 424: The Tax Drag on Your Returns](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--424-The-Tax-Drag-on-Your-Returns-e3mo2lc) _2026-07-30 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why falling Australian property prices still aren't translating into better housing affordability. We unpack the forces keeping home ownership out of reach for many Australians, why lower prices alone aren't enough, and what this disconnect means for buyers, policymakers, and investors. Download… [Listen](https://anchor.fm/s/a291f738/podcast/play/123521132/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-30%2F4b52511b-42a0-5f79-6b7b-9148a2addd03.mp3) ## [SB Talks: Dire Straits, Cashing in Chips and Slave Labour Tariffs](https://stanfordbrown.libsyn.com/sb-talks-dire-straits-cashing-in-chips-and-slave-labour-tariffs) _2026-07-28 · SB Talks_ In this episode of SB Talks , Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_TALKS_2807_FINALAUDIO.mp3?dest-id=361503) ## [Ep. 423: Property Prices Are Falling. Affordability Isn't Improving.](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--423-Property-Prices-Are-Falling--Affordability-Isnt-Improving-e3mefjg) _2026-07-23 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why falling Australian property prices still aren't translating into better housing affordability. We unpack the forces keeping home ownership out of reach for many Australians, why lower prices alone aren't enough, and what this disconnect means for buyers, policymakers, and investors. Get an… [Listen](https://anchor.fm/s/a291f738/podcast/play/123206704/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-23%2Fee8c8083-8254-3444-9f4f-7082f1853b11.mp3) ## Beyond the Oil Spike: Economic Impacts and Market Outlook _2026-07-22 · Conversations with Commerce Trust_ Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts [Listen](https://www.buzzsprout.com/221654/episodes/19532313-beyond-the-oil-spike-economic-impacts-and-market-outlook.mp3) ## [100,000 Bonus Points Await You (Sponsored)](https://crawlproof.com/a/NHl8ygHAX7hc) _2026-07-22 · **Sponsored**_ Earn 100,000 bonus points after spending $5,000 in the first 3 months. ## [Why should the Yen rebound?](https://podcast.ausha.co/investment-strategy-podcast/why-should-the-yen-rebound) _2026-07-22 · BNP Paribas Wealth Management_ In this podcast, Guy Ertz, Deputy Global CIO, and Gurminder Singh, Investment Strategist, Forex, discuss the outlook for the Japanese yen and the catalysts that could support a recovery. Is a U.S.–Japan joint FX intervention on the horizon? Can the Government Pension Investment Fund reshape the yen’s trajectory? What’s the BOJ’s next move and how will it shape the yen’s outlook? Hosted on Ausha.… [Listen](https://audio.ausha.co/oRgXKC7XApzd.mp3?t=1784713977) ## [Defence back on the radar](https://podcast.ausha.co/investment-strategy-podcast/defence-back-on-the-radar) _2026-07-15 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, argues the case for investing in the defence sector. Resurgence of interest in the global Aerospace & Defence sector How is European Defence spending progressing? The outlook for the civil aerospace market Investing indirectly in the Defence theme Hosted on Ausha. See ausha.co/privacy-policy for more information. [Listen](https://audio.ausha.co/ypRVYtP7lYQ4.mp3?t=1784124666) ## [La défense revient au premier plan](https://podcast.ausha.co/investment-strategy-podcast/la-defense-revient-au-premier-plan) _2026-07-15 · BNP Paribas Wealth Management_ Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée, revient sur les raisons qui soutiennent aujourd’hui l’attrait du secteur de la défense et analyse les perspectives de cette thématique d’investissement. Le retour en grâce du secteur Aérospatiale & Défense. La montée en puissance des dépenses militaires en Europe. Les perspectives de croissance du marché… [Listen](https://audio.ausha.co/Bn2kxhqYL5x5.mp3?t=1784124395) ## [SB Talks: Iranian NACHO and Jalapeño Chips](https://stanfordbrown.libsyn.com/sb-talks-iranian-nacho-and-jalapeo-chips) _2026-07-14 · SB Talks_ This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the key themes driving markets, from rising geopolitical tensions in the Strait of Hormuz through to the next phase of the AI arms race. They discuss a proposed US shipping toll and what renewed instability in the region could mean for global energy markets, before turning to how major technology companies are increasingly… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_Talks_14_july_LIBSYN.mp3?dest-id=361503) ## [View From the EDGE® July 2026: The Importance of Diversification](https://3edgeam.com/view-from-the-edge-july-2026/) _2026-07-11 · View from the EDGE_ In this month’s 3EDGE View From the EDGE®, Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing rally in equities. Subscribe The post View From the EDGE® July 2026: The Importance of Diversification appeared first on 3EDGE Asset Management . [Listen](https://3edgemarketingcollateral.s3.us-east-1.amazonaws.com/VFE/VFE_07_2026.mp3) ## 2026 Midyear Economic and Market Outlook: A New Era Emerging _2026-07-10 · Conversations with Commerce Trust_ Listen to the latest Commerce Trust podcast with David Hagee, Chief Investment Officer, Scott Colbert, Chief Economist and Director of Fixed Income Management, and Brent Schowe, Director of Investment Research. Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts [Listen](https://www.buzzsprout.com/221654/episodes/19350190-2026-midyear-economic-and-market-outlook-a-new-era-emerging.mp3) ## [Our Investment Strategy for July 2026](https://podcast.ausha.co/investment-strategy-podcast/our-investment-strategy-for-july-2026) _2026-07-07 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for July 2026. Oil prices rose from $70 per barrel to peak at nearly $120 in May. Recently, they have collapsed back down to nearly $70. What impact could this have on growth, inflation, and stocks and bonds if this level is maintained? We are well into the fourth year of the current stock bull… [Listen](https://audio.ausha.co/Bx3L0hkz5YDW.mp3?t=1783437580) ## [Notre stratégie d'investissement pour juillet 2026](https://podcast.ausha.co/investment-strategy-podcast/notre-strategie-d-investissement-pour-juillet-2026) _2026-07-07 · BNP Paribas Wealth Management_ Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour juillet 2026. Les prix du pétrole sont récemment retombés autour des 70 dollars. Un aller-retour. Quel impact durable cette baisse aura au niveau macroéconomique ? Après la récente une hausse des taux directeurs de la BCE, est-ce que vous anticipez d'ici la fin de l'année une hausse des… [Listen](https://audio.ausha.co/yOnMlsEeV6vo.mp3?t=1783437447) ## [AI fundamental revolution or overhyped bubble?](https://podcast.ausha.co/investment-strategy-podcast/ai-fundamental-revolution-or-overhyped-bubble) _2026-07-06 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification. Is artificial intelligence set to… [Listen](https://audio.ausha.co/BNq50TKl8q0m.mp3?t=1783330246) ## [SB Talks: Chipwreck & the Global Crosscurrents](https://stanfordbrown.libsyn.com/sb-talks-chipwreck-the-global-crosscurrents) _2026-06-30 · SB Talks_ In this episode of SB Talks, CEO Vincent O'Neill sits down with CIO Nick Ryder to unpack the market's latest "chipwreck" as high-flying semiconductor stocks hit a patch of turbulence after a record-breaking run. They explore what is driving the AI investment boom, why chip makers are thriving while tech giants face growing scrutiny over spending, and whether the market is due for a reality check.… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_Talks_30_June_LIBSYN.mp3?dest-id=361503) ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/Ld2nzQk9eQTc) _2026-06-30 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [L'importance de l’allocation stratégique d’actifs](https://podcast.ausha.co/investment-strategy-podcast/the-importance-of-having-a-smart-strategic-asset-allocation) _2026-06-25 · BNP Paribas Wealth Management_ Hiba Mouallem (Investment Strategist)et Sophie de La Chapelle (Global Head of Strategic Asset Allocation) abordent toutes les clés pour une allocation d'actifs optimale. Comment l’allocation stratégique d’actifs peut-elle optimiser votre parcours financier à long terme tout en s’alignant sur votre tolérance au risque et vos objectifs ? Pourquoi une véritable diversification nécessite-t-elle… [Listen](https://audio.ausha.co/BG0pQH7WmvXG.mp3?t=1782395010) ## [Ep. 422: Why Inflation Isn't Finished Yet (Feat. Leith van Onselen)](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--422-Why-Inflation-Isnt-Finished-Yet-Feat--Leith-van-Onselen-e3l8p0j) _2026-06-25 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen of MacroBusiness to examine why Australia’s inflation problem may be far from over — looking beyond the headline numbers to uncover the pressures still building beneath the surface. We explore what's driving persistent inflation, why hopes of a quick return to normal may be premature,… [Listen](https://anchor.fm/s/a291f738/podcast/play/121971155/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-25%2Fe6528fdb-d5eb-ac7b-d7cf-a36f9c06c776.mp3) ## [Hawkish Fed pivot: Implications for rates and long-term yields](https://podcast.ausha.co/investment-strategy-podcast/hawkish-fed-pivot-implications-for-rates-and-long-term-yields) _2026-06-18 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets. A shift towards a more hawkish Fed stance, with policymakers now considering rate hikes instead of cuts, alongside changes in Fed communication such as reduced forward guidance. An uncertain rate… [Listen](https://audio.ausha.co/bVVnws9GmNn6.mp3?t=1781791285) ## [Ep. 421: Investing in the Next Wave of Automation](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--421-Investing-in-the-Next-Wave-of-Automation-e3kv80t) _2026-06-18 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores the next wave of automation — examining the companies at the forefront of robotics, why China is rapidly scaling physical robots while the U.S. focuses on AI, and whether robotics could become one of the most important investment themes of the coming decade. ⁠⁠Download presentation slides here!⁠⁠ Get an… [Listen](https://anchor.fm/s/a291f738/podcast/play/121658845/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-18%2Fef501247-99c1-abca-4c0d-9473e9ea7d39.mp3) ## [SB Talks: Strait Through](https://stanfordbrown.libsyn.com/sb-talks-strait-through) _2026-06-16 · SB Talks_ This week on SB Talks CEO Vincent O'Neill and CIO Nick Ryder, unpack a series of major developments shaping global markets. From the signing of the US-Iran ceasefire extension, potentially opening the Strait of Hormuz and easing pressure on oil prices, to SpaceX's sky-high valuation. They also explore the growing tension between innovation and regulation, as the US government steps in with bans on… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_Talks_16_June_LIBSYN.mp3?dest-id=361503) ## [Ep. 420: Earnings Season Mid-Year Market Check | Nucleus Investment Insights](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--420-Earnings-Season-Mid-Year-Market-Check--Nucleus-Investment-Insights-e3kkt1d) _2026-06-11 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, we're diving into the latest company earnings season — separating the winners from the losers, identifying the key themes emerging across sectors, and examining what the results reveal about the health of the economy, corporate profitability, and the outlook for investors. ⁠Download presentation slides here!⁠ Get an obligation-free… [Listen](https://anchor.fm/s/a291f738/podcast/play/121319917/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-11%2F3b5ea869-511f-fd93-76ed-54224f67a66e.mp3) ## [Notre stratégie d'investissement pour juin 2026](https://podcast.ausha.co/investment-strategy-podcast/notre-strategie-d-investissement-pour-juin-2026) _2026-06-10 · BNP Paribas Wealth Management_ Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026. La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de correction est-il désormais sous-estimé par les marchés ? Quel équilibre se dessine pour les hyperscalers et plus largement pour l’écosystèmes tech ? Quelle stratégie adopter pour… [Listen](https://audio.ausha.co/b5J62HPn2Mv2.mp3?t=1781081116) ## [Our Investment Strategy for June 2026](https://podcast.ausha.co/investment-strategy-podcast/our-investment-strategy-for-june-2026) _2026-06-10 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026. Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction? What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans? What should… [Listen](https://audio.ausha.co/oRgXKC7kx35Q.mp3?t=1781080833) ## [Meet the Investor Series: Stephen Otter, Partners Group](https://stanfordbrown.libsyn.com/meet-the-investor-series-stephen-otter-partners-group) _2026-06-10 · SB Talks_ In this episode of Meet the Investor , Joey Mouracadeh speaks with Stephen Otter, Global Head of Private Market Royalties at Partners Group. They discuss an asset class that gives investors exposure to the revenue streams behind some of the world's most recognisable music, film and television franchises, as well as healthcare innovations and natural resource assets. Music provided by: Autumn… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/joey_audio_podcast_NEW_LIBSYN.mp3?dest-id=361503) ## [View From the EDGE® June 2026: AI Drives Markets Higher… For Now?](https://3edgeam.com/view-from-the-edge-june-2026/) _2026-06-06 · View from the EDGE_ 3EDGE Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen, CFA, discuss our latest market research in the June "​View From the EDGE: AI Drives Markets Higher... For Now?"​ This conversation comes amidst a backdrop of ongoing geopolitical uncertainty, shifting rate expectations, and growing pressure on richly valued AI-related stocks. [Listen](https://3edgemarketingcollateral.s3.us-east-1.amazonaws.com/VFE/VFE_06_2026.mp3) ## [Point once, get highlights (Sponsored)](https://crawlproof.com/a/PZKZn5Z3cOz7) _2026-06-06 · **Sponsored**_ Get minutes worth watching from a whole game — point once ## [Ep. 419: Can SpaceX Defy Gravity and Valuation? (Featuring Dr. Andrew Barton) | Nucleus Investment Insights](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--419-Can-SpaceX-Defy-Gravity-and-Valuation--Featuring-Dr--Andrew-Barton--Nucleus-Investment-Insights-e3kas22) _2026-06-04 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Dr. Andrew Barton to examine whether SpaceX can continue to defy both gravity and valuation. We unpack the implications of the recent SpaceX IPO, what investors are really paying for in the world’s most closely watched private space company, and whether its growth prospects can justify the lofty… [Listen](https://anchor.fm/s/a291f738/podcast/play/120991234/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-4%2F8b489337-191b-772f-bf17-c076d7bc560e.mp3) ## [The Nasdaq is not the only game in town](https://podcast.ausha.co/investment-strategy-podcast/the-nasdaq-is-not-the-only-game-in-town) _2026-06-03 · BNP Paribas Wealth Management_ In today’s podcast, Edmund Shing, Global Chief Investment Officer, discusses the technology sector and gives some investment ideas. What factors have fuelled the Nasdaq’s stunning 21% YTD performance? How are S&P500 ex-technology stocks faring? Which regional markets are outperforming US tech? A few investment ideas Hosted on Ausha. See ausha.co/privacy-policy for more information. [Listen](https://audio.ausha.co/omvnZfGQK4X8.mp3?t=1780501701) ## [Ep. 418: EOFY 2026 Tax Strategy Guide (Featuring Samuel Kerr) | Nucleus Investment Insights](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--418-EOFY-2026-Tax-Strategy-Guide-Featuring-Samuel-Kerr--Nucleus-Investment-Insights-e3k11ue) _2026-05-28 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Samuel Kerr to walk through your EOFY 2026 Tax Strategy Guide. We break down the key deadlines, smart deductions, contribution tactics, and portfolio adjustments that can help investors optimise their tax position before June 30 — plus the practical steps you should be taking now to lock in the best… [Listen](https://anchor.fm/s/a291f738/podcast/play/120669582/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-28%2F39249f40-c7bd-411e-69bb-f9ec5293f2d2.mp3) ## [SB Talks: Markets in Orbit - SpaceX & the Rate Rollercoaster](https://stanfordbrown.libsyn.com/sb-talks-markets-in-orbit-spacex-the-rate-rollercoaster) _2026-05-28 · SB Talks_ 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… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_Talks_28_May_LIBSYN.mp3?dest-id=361503) ## Housing: Affordability, Interest Rates, and Economic Impact _2026-05-27 · Conversations with Commerce Trust_ Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts [Listen](https://www.buzzsprout.com/221654/episodes/19248870-housing-affordability-interest-rates-and-economic-impact.mp3) ## [Women Talk Wealth: Leadership, Culture and Change with Emma Woolley](https://stanfordbrown.libsyn.com/women-talk-wealth-leadership-culture-and-change-with-emma-woolley) _2026-05-27 · SB Talks_ In this first episode of the Women Talk Wealth podcast, Cris Abellar, Private Wealth Adviser and Partner at Stanford Brown speaks with Emma Woolley, Chief of Partners and Head of Private Office Advisory at Hall & Wilcox, about leadership in a complex and evolving professional landscape. Emma emphasises organisational culture as the foundation for success, highlighting how incentivising… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/Women_Talk_Wealth_CRIS_LIBSYN_Final.mp3?dest-id=361503) ## [Is now a good time to invest in bonds?](https://podcast.ausha.co/investment-strategy-podcast/is-now-a-good-time-to-invest-in-bonds) _2026-05-22 · BNP Paribas Wealth Management_ In this podcast, Edmund discusses how oil-driven inflation and geopolitical risks are reshaping bond markets and creating opportunities for investors. Oil prices surge due to Strait of Hormuz closure and conflict impacts Inflation rises globally, with CPI and PPI readings in the US exceeding expectations Bond yields climb as real yields increase, pressuring equity markets Bonds offer attractive… [Listen](https://audio.ausha.co/yk59rFYOkp48.mp3?t=1779454258) ## [SB Talks Special Edition: Rates, Risk & Resilience with Ian Macfarlane](https://stanfordbrown.libsyn.com/sb-talks-special-edition-rates-risk-resilience-with-ian-macfarlane) _2026-05-22 · SB Talks_ In this special edition of SB Talks, CEO Vincent O'Neill sits down with SB Investment Committee member and former RBA Governor Ian Macfarlane to explore the increasingly complex forces shaping markets and the global economy. Against a backdrop of elevated geopolitical tensions, stubborn inflation, and ongoing uncertainty around interest rates, global equity markets, particularly in the US, have… [Listen](https://traffic.libsyn.com/secure/stanfordbrown/SB_Talks_Special_Edition_IAN_LIBSYN.mp3?dest-id=361503) ## [Ep. 417: When do the pumps run dry? | Nucleus Investment Insights](https://podcasters.spotify.com/pod/show/nucleus-wealth/episodes/Ep--417-When-do-the-pumps-run-dry---Nucleus-Investment-Insights-e3jmf9t) _2026-05-21 · Nucleus Wealth · Nucleus Investment Insights_ In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a hard look at Australia’s shrinking fuel buffers — asking when do the pumps run dry? We break down the state of Australia’s oil reserves, the vulnerabilities in its supply chain, and what declining energy security means for markets, inflation risks, and investor positioning in an increasingly fragile system.… [Listen](https://anchor.fm/s/a291f738/podcast/play/120322813/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-21%2F3ef76419-98f3-cbf0-01ec-9fca9962640a.mp3) ## [Notre stratégie d'investissement pour mai 2026](https://podcast.ausha.co/investment-strategy-podcast/notre-strategie-d-investissement-pour-mai-2026) _2026-05-12 · BNP Paribas Wealth Management_ Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour mai 2026. Pourquoi les marchés actions sont-ils revenus sur leurs plus hauts alors que les prix du pétrole restent aussi élevés ? Quelle est l'ampleur réelle de la destruction de la demande pétrolière et quel impact pour l'économie mondiale ? Dans un contexte de folie autour de… [Listen](https://audio.ausha.co/bVVnwsD6q2dn.mp3?t=1778591159) ## [Our Investment Strategy for May 2026](https://podcast.ausha.co/investment-strategy-podcast/our-investment-strategy-for-may-2026) _2026-05-12 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026. Why are stocks back at their highs while oil prices remain elevated? How bad is oil demand destruction, Edmund, and how is this impacting the global economy? Amidst AI investment euphoria, how can we participate in the AI theme? Will we see higher central bank interest rates soon? What… [Listen](https://audio.ausha.co/bz4Q3Se7avQg.mp3?t=1778591045) ## [View From the EDGE® May 2026: The Rally in Equities Continues](https://3edgeam.com/view-from-the-edge-may-2026/) _2026-05-09 · View from the EDGE_ In this month’s 3EDGE View From the EDGE: The Rally in Equities Continues , Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing war in Iran. Subscribe The post View From the EDGE® May 2026: The Rally in Equities Continues appeared first on 3EDGE Asset Management . [Listen](https://3edgemarketingcollateral.s3.us-east-1.amazonaws.com/VFE/VFE_05_2026.mp3) ## [Matières premières : à la recherche d’un point d’entrée](https://podcast.ausha.co/investment-strategy-podcast/matieres-premieres-a-la-recherche-d-un-point-d-entree) _2026-04-30 · BNP Paribas Wealth Management_ Dans ce podcast, Hiba Mouallem, Investment Strategist, partage sa vision à long terme des matières premières. Pourquoi les matières premières restent-elles une classe d'actifs singulière ? Pourquoi les matières premières ne sont-elles pas un investissement à long terme de type "buy and hold" ? Les moteurs des supercycles des matières premières Quatre événements ayant soutenu la tendance haussière… [Listen](https://audio.ausha.co/yJYL8tjPeR4v.mp3?t=1777536598) ## [Look for an entry point in commodities](https://podcast.ausha.co/investment-strategy-podcast/look-for-an-entry-point-in-commodities) _2026-04-30 · BNP Paribas Wealth Management_ In this podcast, Edmund Shing, Global Chief Investment Officer, shares his long view of commodities. Why do commodities remain a very attractive asset class? Why are commodities not a long-term buy and hold investment? Drivers of the commodity supercycles Four events that have supported the current uptrend Which commodities offer further upside potential, and why? Hosted on Ausha. See… [Listen](https://audio.ausha.co/bz4Q3Srq5lpl.mp3?t=1777465984) ## Volatile Energy Markets Influence the Global Economy _2026-04-22 · Conversations with Commerce Trust_ Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts [Listen](https://www.buzzsprout.com/221654/episodes/19061173-volatile-energy-markets-influence-the-global-economy.mp3) ## [Le conflit en Iran ravive les risques sur l’inflation et la dette](https://podcast.ausha.co/investment-strategy-podcast/le-conflit-en-iran-ravive-les-risques-sur-l-inflation-et-la-dette) _2026-04-22 · BNP Paribas Wealth Management_ Guy Ertz, Deputy Global CIO, et Hiba Mouallem, investment strategist chez BNP Paribas Wealth Management, reviennent sur le risque de stagflation, exacerbé par la guerre en Iran. Qu’est-ce que la stagflation, et pourquoi constitue-t-elle un risque ? Notre scénario central pour la croissance et l’inflation Comment les gouvernements peuvent-ils maîtriser l’augmentation de la dette publique sans… [Listen](https://audio.ausha.co/B1mzEHXdqX3a.mp3?t=1776866944) ## [Iran conflict reignites debt and inflation risks](https://podcast.ausha.co/investment-strategy-podcast/iran-conflict-reignites-debt-and-inflation-risks) _2026-04-22 · BNP Paribas Wealth Management_ In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, discuss stagflation, the primary risk associated with the Iran War. What is stagflation and why is it a risk today? Our base-case scenario for growth and inflation How can governments stem the rise in public debt without jeopardising growth? Hosted on Ausha. See ausha.co/privacy-policy for… [Listen](https://audio.ausha.co/yeL5kHdRezVR.mp3?t=1776866778) ## [The Midlle East conflict - We answer more of your questions](https://podcast.ausha.co/investment-strategy-podcast/the-midlle-east-conflict-we-answer-more-of-your-questions) _2026-04-17 · BNP Paribas Wealth Management_ In the uncertain geopolitical context, Edmund Shing, Global Chief Investment Officer, answers three questions submitted by clients. Has the German sovereign bond yield peaked? Is now a buying opportunity? Is the evaporation of the Tech valuation premium, leading to multi-year lows, a good entry point today? What is the impact of disruptions in oil products, aluminium, or helium on corporate… [Listen](https://audio.ausha.co/bjERDc8Jg41k.mp3?t=1776419035) ## [Conflit au Moyen-Orient Les questions posées par nos clients](https://podcast.ausha.co/investment-strategy-podcast/conflit-au-moyen-orient-les-questions-posees-par-nos-clients) _2026-04-17 · BNP Paribas Wealth Management_ Dans le contexte géopolitique incertain, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond à trois questions fréquemment posées par nos clients. Le rendement de l'obligation d'État allemande (Bund allemand) a-t-il atteint un pic ? Est-ce maintenant une opportunité d'achat? Les niveaux de valorisation du secteur technologique sont‑ils redevenus attractifs ?… [Listen](https://audio.ausha.co/BNq50TnL5Yaq.mp3?t=1776418842) ## [View From the EDGE® April 2026: A Two-Week Ceasefire, but Uncertainty Remains](https://3edgeam.com/view-from-the-edge-april-2026/) _2026-04-11 · View from the EDGE_ In this month’s 3EDGE ​ View from the EDGE®: War in the Middle East​ , Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing war in Iran. Subscribe The post View From the EDGE® April 2026: A Two-Week Ceasefire, but Uncertainty Remains appeared first on 3EDGE Asset Management . [Listen](https://3edgemarketingcollateral.s3.us-east-1.amazonaws.com/VFE/VFE_04_2026.mp3)