Kopi Time podcast with Taimur Baig

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 then offers insights i

Having been an avid consumer of the output of Centre for Research on Energy and Clean Air (CREA) for a few years, I have been keen to have its co-founder, Lauri Myllyvirta, on Kopi Time. Lauri delivers a tour de force here, going over the state of green transition in the US, Europe, China, and other emerging markets wh

We connect with New York-based Torsten Slok, Chief Economist of Apollo Global Management, to discuss the US economy. This highly compelling discussion touches on the path of likely slowing of the US economy, outlook of inflation and jobs, labour productivity, impact of AI on jobs, Fed independence, likelihood of financ

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! See omnys

We dive into the presently shifting capital flow dynamic with David Skilling, Founding Director, Landfall Strategy Group. David’s firm provides insights on global economic, geopolitical, and policy developments to firms, investors, and governments, so we begin by getting a sense of the mood of his clients. We then disc

This is a recording from the DBS Asia Insights Conference 2025, held in Jakarta on May 21. I had the privilege of discussing Indonesia’s near and medium term outlook with Chatib Basri, former finance minister. In this conversation, Mr. Basri talks about Indonesia’s strategy during a time of geoeconomic fragmentation, t