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 E186 - A report on SE Asia 2026-2035
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Kopi Time E185 - US Election Outlook with Steve Okun
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Kopi Time E183 - Regional Outlook with Ethan Wu
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