Podcast Episodes
Back to Search
Rate Hikes and AI Reality Check
This week, our Host, Seng Yeow opens to a sharp reminder of how sensitive the AI trade has become, with OpenAI disclosing September annualised revenu…
9 hours ago
Winners of Sticky Inflation
This week, our Host, Thilan Wickramasinghe opens to renewed bond weakness and rising oil, with President Trump rejecting Iran's Straits of Hormuz off…
2 weeks ago
Domestic strength, regional opportunities
This week, our Host, Thilan Wickramasinghe opens to a broadly positive risk backdrop, with a "very successful" US-China meeting ahead of next week's …
3 weeks ago
ASEAN Risk/Reward
This week, our Host, Thilan Wickramasinghe opens to mounting AI and geopolitical risk, with a slew of AI founders warning on the need to slow model d…
4 weeks ago
Hormuz Heat, Fed Fears & Keppel's New Story
This week, our Host, Thilan Wickramasinghe opens to rising geopolitical and inflation risk, with US-Iran attacks in the Straits of Hormuz prompting G…
1 month ago
Godzilla El Niño: Trading the Heat
In this episode, host Thilan Wickramasinghe previews a cautious start to markets, with Asian sentiment weighed down by hawkish weekend comments from …
1 month, 1 week ago
Macro Tailwinds, Plantations and Large Cap Outlooks
In this episode, host Thilan Wickramasinghe previews a pivotal week for markets, with investors watching Fed Chair Kevin Warsh's Jackson Hole remarks…
1 month, 2 weeks ago
Strong Macro Drives Earning Boost
In this episode, host Thilan Wickramasinghe discusses soft US economic data, a weaker US dollar and Maybank Research’s upgraded Singapore growth outl…
1 month, 3 weeks ago
Singapore Rallies Amid Global Tensions
In this episode, host Thilan Wickramasinghe returns after the National Day long weekend to discuss rising US-Iran tensions, safe-haven flows into Sin…
2 months ago
Domestic Focus Amid Results Season
In this episode, our host Thilan Wickramasinghe opens with sentiment across markets stabilising somewhat, as oil prices fall and treasuries rise foll…
2 months, 1 week ago