Kopi Time E168 - 2026 Stagflation Risk with Komal Sri-Kumar

Fiscal slippage, lower economic growth, sticky inflation, weaker dollar, steeper yield curve, financial instability; these are the key prognostications of Dr. Komal Sri-Kumar in our year-end podcast. President of Sri-Kumar Global Strategies, Sri is a deep thinker on macro trade strategies, and his …

Kopi Time E167 - Noah Doyle on Tech, AI, and Bubbles

Noah Doyle, Managing Partner at Javelin Investment Partners in Silicon Valley, with decades-long background in venture capital, joins Kopi Time to talk about tech and AI. We begin with a general discussion on the present vibe in Silicon Valley, giddy with record investments and returns. We then imm…

Kopi Time E166: David Marsh on Europe’s Existential Challenges

David Marsh, Chairman of OMFIF economic research group, returns to Kopi Time to talk about the UK and Europe, with his new book, “Can Europe Survive?” (Yale University Press, link here), anchoring the conversation. We begin with the current economic, political, and security-related challenges, incl…

Kopi Time E165 - Jawed Ashraf on India's Foreign Policy

Jawed Ashraf, with over three decades in Indian foreign service, including Ambassador to France and High Commissioner to Singapore, offers his insights on India’s foreign policy here and now. We begin with the India-Europe relationship on trade, investment, tech, talent, travel, and visas, which le…

Kopi Time E164: The “new China shock” with Arvind Subramanian

We welcome back Arvind Subramanian, Senior Fellow at the Peterson Institute for International Economics, to Kopi Time. We focus on some recent work by Arvind and Shoumitro Chatterjee (see article here), in which they argue that China’s continued dominance in low-skill export sectors reflects not ju…

Kopi Time E163 - Notes from IMF Meetings - Resilience Among Fragmentation

In this episode, I deliberate over the recently concluded IMF-World Bank annual meetings. The IMF Meetings in Washington DC featured some recognition of global resiliency amid geoeconomic fragmentation. Concerns about numerous risks at play have not faded though. Governments and firms are dealing w…

Kopi Time E162: AMRO’s Dr Dong He on the regional outlook

Dr. Dong He, Chief Economist of ASEAN+3 Macroeconomic Research Office (AMRO), joins Kopi Time to discuss the regional outlook. Dong weighs in on the impact of high US tariffs on the regional economy, the growth outlook, space for fiscal and monetary support, implication of the weak dollar environme…

Kopi Time E161 - Jeff Johnson from AWS on cloud and AI

Jeff Johnson, MD and General Manager for Asean at AWS, joins Kopi Time to talk about all things cloud. We begin with AWS’s reach and scale, spectrum of services, and regional engagement. Jeff provides a host of examples to underscore enterprise usage with disruptive technologies, both AI and GenAI.…

Kopi Time E160 - Eswar Prasad on Stablecoins

We go deep into stablecoins, the idea and practice of which have been around for a while, but a few things have happened this summer to make the matter catch major momentum. To parse through these developments (especially the US GENIUS Act), outlook, and risks, we welcome back Eswar Prasad, the Tol…

Kopi Time E159 - Mark Domitrak on Consumer and Corporate Sentiment

Mark Domitrak, CT Group’s head of research, spends his time figuring out the pulse of consumers and corporate boardrooms. In this wide ranging podcast, he explains how his team makes polls informative and useful at a time when people are anxious and not as responsive to traditional approaches. He t…