SCOTUS Rules and Software Cools

24.02.2026

In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack a landmark US Supreme Court (‘SCOTUS’) ruling that strikes down key Trump-era tariffs, causing trade uncertainty once again. They explore what softer US Q4 GDP numbers really say about the economy, cutting through shutdown noise to assess the health of the consumer, inflation, and interest rate expectations.

The conversation then turns to AI’s accelerating disruption – separating winners from losers across software, equity markets, and private credit. With uncertainty rising but fundamentals holding, the episode offers a grounded, cautiously optimistic take on how investors can navigate a rapidly shifting landscape.

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Any advice contained in this publication is general advice only and does not take into consideration the reader’s personal circumstances. Any reference to the reader’s actual circumstances is coincidental. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. When considering a financial product please consider the Product Disclosure Statement. Stanford Brown is a Corporate Authorised Representative of The Lunar Group Pty Limited. The Lunar Group and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products. The Lunar Group Pty Limited ABN 27 159 030 869 AFSL No. 470948