Gold's crash, AI's disruptive threat to software, and a pivotal week for Asia's markets: Japan's election and Indonesia's regulatory woes. Will Kevin Warsh shake up the Fed? Howie Lim and Raisah Rasid from JP Morgan Asset Management dissect the volatility, revealing where the smart money is moving now, geopolitical risk and high-tech hedges.

Highlights:

00:57 Gold's volatile week and buying the dip

05:00 AI disruption roils software stocks

08:13 Warsh nomination: hawkish past, dovish turn

10:35 Japan election: policy uncertainty clouds outlook

12:47 Indonesia stock market’s regulatory uncertainty and long-term potential

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Raisah Rasid, global market strategist, JP Morgan Asset Management

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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