Kopi Time podcast with Taimur Baig

We welcome back to Kopi Time Kishore Mahbubani, distinguished diplomat, academic, and writer on geopolitics. Our conversation, recorded in Mumbai, kicks off with India’s promise and challenges vis-à-vis the US and China, with the former turning increasingly protectionist and latter facing a myriad of domestic and exter

We welcome back Dr. Deborah Elms, Head of Trade Policy at Heinrich Foundation, Singapore, for a timely discussion on intensifying trade wars. We set the context by looking at the past decade of rising protectionism and the impact on the global economy. Deborah points out that despite all the frictions, global trade vol

Happy new year! We kick off the year with a discussion on the likely impact of Trump policies on US markets, starting with the 1890s McKinley tariff narrative. There are major lessons for the market outlook from that episode, in our view. Returning to the present, we think through the ways tariffs and immigration measu

We bring the year to an end with astute market strategist and Fed watcher Dr. Komal Sri-Kumar. Sri begins by taking stock of the US economy and markets, how they have been fuelled by fiscal stimulus and the Fed put. Sri is a strong critic of the Fed’s track record on price and financial stability, and he worries that i

Are today’s policy challenges and market behaviour largely about post pandemic macro, or are they reflecting fiscal, monetary, and financial “dominance” that stem from two decades of interventions? Mustafa Chowdhury, a veteran of bond and credit market analysis, returns to Kopi Time to offer a nuanced but highly import

Gaurav Keerthi, Head of Advisory and Emerging Business at Ensign InfoSecurity, joins Kopi Time to provide a fascinating overview of the current state of affairs in cybersecurity. We begin with the intersection of geopolitics and cyberattacks. From state sponsored defensive and offensive teams to independent actors with