SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'

SB Talks: Once Bitten RBA, Kevin Wishy-Warsh, and the 'Saaspocalypse'

From SB Talks by Stanford Brown

February 10, 2026 · 16 min

About this episode

The episode discusses Australia's inflation, RBA's interest rate decisions, and the impact of AI on the SaaS market.

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack Australia's stubborn inflation pulse and the RBA's latest 25bp hike, considering the latest RBA forecasts with a slower return of inflation back to target, weaker growth and rising unemployment. They look at what's now priced, and how policy divergence has lifted the Aussie dollar toward 70¢. Across the Pacific, they explore Trump's Fed pick, Kevin Warsh, debating whether his hawkish past fits with new AI‑productivity optimism amid a brief U.S. data disruption from the partial government shutdown. A bruising week for Software-as-a-Service (SaaS) stocks follows, as AI "co‑worker" tools spark fears of business moat disruption, prompting the team to separate hype from genuine risk. They wrap with Japan's political shift and why the global rotation away from U.S. tech may still have room to run. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

People in this episode

Hosts: Vincent O'Neill, Nick Ryder

Topics covered

  • Australia's inflation
  • RBA interest rate hike
  • Kevin Warsh
  • AI productivity
  • SaaS market
  • global tech rotation

Keywords

  • inflation
  • RBA
  • interest rates
  • Kevin Warsh
  • AI productivity
  • SaaS
  • U.S. economy
  • Japan politics

Mentioned in this episode

Organizations: RBA, Software-as-a-Service

Places: Australia, U.S., Japan

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