In this Special Edition of SB Talks, CEO Vincent O'Neill is joined by former RBA Governor and Stanford Brown Investment Committee member Ian Macfarlane for an in-depth discussion on the global economic outlook. Together, they examine the US economy's performance, the impact of shifting tariff policies on inflation and growth, and the strength of equity markets despite policy headwinds.

Ian also offers his views on the extraordinary surge in AI related investment, the risk of exuberance creeping into financial markets, and why elements of today's environment echo some of the most significant bubbles in history.

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