For this podcast, it’s just yours truly. With 2H25 in mind, I go over trade wars, Middle East tension, and the US economy. Then I take a bunch of questions from clients and colleagues. We go over asset allocation, US debt outlook, attractiveness of Asian sovereign bonds, and a few non-market questions. Enjoy!

For this podcast, it&rsquo;s just yours truly. With 2H25 in mind, I go over trade wars, Middle East tension, and the US economy. Then I take a bunch of questions from clients and colleagues. We go over asset allocation, US debt outlook, attractiveness of Asian sovereign bonds, and a few non-market questions. Enjoy!

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

Kopi Time podcast with Taimur Baig

DBS Economics & Strategy

Kopi Time E156 - 2H25 outlook and Ask Me Anything

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/c0c0c44f-48ec-4eb9-84d0-b3070034419d/transcript

I just came back from a trip to the US, where I had the privilege to interact with a number of public and private sector officials. In this podcast, I lay out eight key takeaways, all under the overarching shadow of tense geopolitics and ballooning debt burden. (i) AI and the economy, (ii) the dollar, (iii) International relations, (iv) Midterm elections, (v) Fed and monetary policy, (vi) Fiscal dominance, (vii) Market risks, and (viii) Middle powers.

I just came back from a trip to the US, where I had the privilege to interact with a number of public and private sector officials. In this podcast, I lay out eight key takeaways, all under the overarching shadow of tense geopolitics and ballooning debt burden. (i) AI and the economy, (ii) the dollar, (iii) International relations, (iv) Midterm elections, (v) Fed and monetary policy, (vi) Fiscal dominance, (vii) Market risks, and (viii) Middle powers.

Kopi Time E184 - US Trip Notes

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/b26020c3-5b9e-4d20-a655-b4ba0024d27e/transcript

We welcome Ethan Wu, Asia business and finance editor at The Economist, to Kopi Time. We cover Asia’s remarkably strong exports cycle, regional resilience to this year’s energy shock, issues related to trade, tech, and national security, frictions with the US, China over-capacity, direction of RMB, and global rebalancing needs.  Ethan is very well-versed in regional issues; this conversation highlights his astute insights.

We welcome Ethan Wu, Asia business and finance editor at The Economist, to Kopi Time. We cover Asia&rsquo;s remarkably strong exports cycle, regional resilience to this year&rsquo;s energy shock, issues related to trade, tech, and national security, frictions with the US, China over-capacity, direction of RMB, and global rebalancing needs. &nbsp;Ethan is very well-versed in regional issues; this conversation highlights his astute insights.

Kopi Time E183 - Regional Outlook with Ethan Wu

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/1a5dc7c6-5d37-4dd7-a238-b4ad0085430e/transcript

Gaurav Keerthi, CEO of StrongKeep, a Singapore-based cybersecurity startup that provides SMEs with AI-driven security and compliance platforms, returns to Kopi Time to discuss the topic of the moment. In this wide ranging conversation, we begin by talking about why secure AI is a fundamentally different proposition compared to traditional software. Gaurav walks us through the essence of an AI-driven large language model, the unintended consequences that can arise even without hallucination or bad actor involvement, and the layers of risks involved. We comb through recent headlines to underscore the quick changing environment around cyber safety and security. We then take stock of the resources needed to deal with this constantly evolving risk, and how that leaves particularly small businesses vulnerable. Gaurav calls for cybersecurity in the AI era to be considered a public good that informs all business and regulatory decision-making. He is also keen to see a fundamental reshaping of cyber infrastructure, with built-in, publicly funded and monitored guardrails and reporting. The silver lining? The well-intentioned efforts toward innovation and safety can keep pace with the pernicious aspects. There is hope.

Gaurav Keerthi, CEO of StrongKeep, a Singapore-based cybersecurity startup that provides SMEs with AI-driven security and compliance platforms, returns to Kopi Time to discuss the topic of the moment. In this wide ranging conversation, we begin by talking about why secure AI is a fundamentally different proposition compared to traditional software. Gaurav walks us through the essence of an AI-driven large language model, the unintended consequences that can arise even without hallucination or bad actor involvement, and the layers of risks involved. We comb through recent headlines to underscore the quick changing environment around cyber safety and security. We then take stock of the resources needed to deal with this constantly evolving risk, and how that leaves particularly small businesses vulnerable. Gaurav calls for cybersecurity in the AI era to be considered a public good that informs all business and regulatory decision-making. He is also keen to see a fundamental reshaping of cyber infrastructure, with built-in, publicly funded and monitored guardrails and reporting. The silver lining? The well-intentioned efforts toward innovation and safety can keep pace with the pernicious aspects. There is hope.

Kopi Time E182 - AI Cyber Risks with Gaurav Keerthi

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/f5227c15-a7c7-46cf-9f69-b49d00b6be6c/transcript

Kopi Time E156 - 2H25 outlook and Ask Me Anything

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