Kopi Time E108 - Chris Miller on Chip War

This podcast will be an indispensable resource for those have not read Chip War by Chris Miller, Professor at Tufts University. Chris explains, both in his award-winning book and in this conversation, the central role played by computer chips in today’s economy, society, and military. More critical…

Kopi Time 107 - Kishore Mahbubani on the Asian century versus the American century

Kishore Mahbubani, Distinguished Fellow at the Asia Research Institute, National University of Singapore, returns to Kopi Time to give his take on China-US relationship, the war in Ukraine and its many facets, and where Asean and India stand in all this. The ever erudite former career diplomat pull…

Kopi Time E106 - Prof Aurobindo Ghosh on inflation expectations and cost of living in Singapore

Aurobindo Ghosh, Assistant Professor of Finance at the Lee Kong Chian School of Business, Singapore Management University, joins Kopi Time to talk about his longstanding research on inflation expectations and cost of living. He explains the decade-plus work,  done in conjunction with the Monetary A…

Kopi Time E105 - Eswar Prasad on the future of money

Eswar Prasad, Tolani Senior Professor of Trade Policy at Cornell University, returns to Kopi Time to talk about the USD, China, cryptos, and CBDCs. We go over the state of the global financial system, the legacy of USD weaponisation, innovation in fintech, the state of cryptos, the potential of cen…

Kopi Time E104 - Wellington’s Santiago Millán, on China’s complexities

Santiago Millán, Macro Strategist at Wellington Management, one of the largest asset managers in the world, joins Kopi Time to talk about China. Whether it is the macro outlook, space for further stimulus, policy stance, state of financial markets, regulatory framework, great power rivalry, tech wa…

Kopi Time E103 - Helge Muenkel on climate finance

Helge Muenkel, Chief Sustainability Officer at DBS, responsible for developing the bank’s overarching sustainability framework, joins Kopi Time. We begin by talking about current state of climate finance, the magnitude of funding needed to carry out meaningful green transition, and the various sour…

Kopi Time E102 - Mustafa Chowdhury on why rates will remain higher for longer

Mustafa Chowdhury, who has held senior positions at Voya Investments, Deutsche Bank, Bear Stearns and Freddie Mac, brings his deep fixed income expertise to Kopi Time. We start with his takeaways from the debt ceiling drama, which Mustafa argues left President Biden the winner. He however remains u…

Kopi Time E101 - Reviewing our Top-10 Episodes

This series began right before the 2020 global pandemic, and at that time the idea was to record chats with thinkers I meet during my travels. I really doubt if I’d have a hundred episodes under that model of operation. But once the pandemic broke out, remote recording with guests all over the worl…

Kopi Time E100 - Raghuram Rajan on fault lines in global finance and economy

Kopi Time hits 100 episodes! Raghuram Rajan, Professor at the University of Chicago, former Governor, Reserve Bank of India (2013-16), former IMF Chief Economist (2003-06), returns to our podcast to talk about the risks building up in global finance and economy. We begin with duration mismatch risk…

Kopi Time E099 - Professor Bernard Haykel on the Middle East, China, US

Dr. Bernard Haykel, Professor of Near Eastern Studies at Princeton University and Director, Institute for Transregional Study of the Contemporary Middle East, returns to Kopi Time. Recorded in New York City on April 15, the discussion begins with the war in Ukraine and the Middle East’s complex rel…