All Episodes

Cut to the Chase! Capital scarcity: Can equities still rally if yields stay at 5%?

Cut to the Chase! Implications of pacing the development of AI models

Cut to the Chase! Fed outlook after the latest US inflation report

Through the Noise: Inching towards a Fed ‘credibility’ hike

Cut to the Chase! European Central Bank meeting preview

Cut to the Chase! USD/JPY under pressure

Cut to the Chase! Taiwan equity market remains attractive

Cut to the Chase! US jobs data bolsters case for September hike, but upcoming CPI more important.

Through the noise: Rising risk of a Fed rate hike

Cut to the Chase! Rising yields, different outcomes

InvesTips from the CIO’s desk – Transitioning through your wealth cycle

Cut to the Chase! How do we position in China?

Cut to the Chase! It’s not all doom and gloom

Fed Chair Warsh Speech at Jackson Hole – Just don’t call it forward guidance

InvesTips from the CIO’s desk – Time in the market vs. timing the market

Through the noise: It’s all about the yield

Cut to the Chase! Will Warsh calm bond markets at Jackson Hole?

Cut to the Chase! Positive inflection in Euro area earnings

Cut to the Chase! Expecting a faster pace of hikes from the Bank of Japan

Cut to the Chase! Is gold’s recent rally set to extend?

Through the noise: Watching Warsh at Jackson Hole

Cut to the Chase! US Treasury expands buyback program

InvesTips from the CIO’s desk – Stay in sync

Cut to the Chase! A beneficiary of rising rates

Cut to the Chase! Why are long-term bond yields so high?

Cut to the Chase! Stay in the game

Through the noise: Geopolitical stalemate, cooling jobs and inflation

Cut to the Chase! Inflation is relevant, but not decisive for equities

Cut to the Chase! JPY resumes downtrend after recent intervention; what to do now?

Cut to the Chase! Gold is shining again

Cut to the Chase! July US non-farm payroll print and what does it mean for the Fed

Through the noise: Equities break out

Cut to the Chase! Participating in 10x growth over the long term

Cut to the Chase! What’s next for equities in August?

Cut to the Chase! How should one think about gold prices today?

Cut to the Chase! The end of the Yen carry trade?

InvesTips from the CIO’s desk – The digital landscape

Through the Noise: Now for the hard part

Cut to the Chase! The Fed holds rates

Cut to the Chase! AI sentiment vs. fundamentals

Cut to the Chase! 800th – Daniel’s Swan Song

Cut to the Chase! The threat and the execution

Through the noise: Geopolitics, policy and earnings

Cut to the Chase! A look at the Euro area

Cut to the Chase! The chemistry lesson

Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3

Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2

Through the Noise: Inflation cools, but focus shifts back to oil

Cut to the Chase! US bank earnings

Cut to the Chase! Cooler inflation and Warsh

Cut to the Chase! Worry or Opportunity?

Cut to the Chase! Fear and greed

Through the noise: Eye on earnings as Iran tensions return

Cut to the Chase! The earnings tailwind

Cut to the Chase! ‘Non-exuberance’ in the summer months

Cut to the Chase! The summer market checklist

Cut to the Chase! The silver bullet

Cut to the Chase! The return of goldilocks

Through the noise: Peak hawkishness?

Cut to the Chase! Warsh and the AI paradigm shift

InvesTips: Family business succession and governance

Cut to the Chase! The road ahead for the US dollar

Cut to the Chase! How to reverse underperformance in Hong Kong-listed China equities

InvesTips from the CIO’s desk – Who wants to be average?

Cut to the Chase! The Taiwanese equities rally

Through the noise: Deciphering Kevin Warsh

Cut to the Chase! The reign of King Dollar

Cut to the Chase! The Magnificent Seven and the correction

Cut to the Chase! Japan and Korea – the divergence between equities and currencies

InvesTips from the CIO’s desk – Forex fortunes

Cut to the Chase! Key demand for gold remains intact

Through the Noise: Navigating shifting sands

Cut to the Chase! The Fed’s new era: Warsh debut

Cut to the Chase! How long-lasting will the peace deal be?

Cut to the Chase! Identifying opportunities post Middle East conflict

Cut to the Chase! In for the long term – Part 2

Through the noise: Investor froth scaled back, but not eliminated

Cut to the Chase! The real signal

Cut to the Chase! Spotlight on South Korea

Cut to the Chase! The return of capital raising

Cut to the Chase! “Isn’t it ironic, don’t you think?” – Part 2

Through the noise: Resilient fundamentals meet investor froth

Cut to the Chase! The case for fine-tuning portfolios

Cut to the Chase! Taking a look at Europe – Part 2

Cut to the Chase! Taking a look at Europe

Cut to the Chase! In for the long term

Through the noise: All eyes on Hormuz talks

InvesTips: The crypto conundrum – Is it right for you?

Cut to the Chase! Under extra scrutiny

Cut to the Chase! “Speed”, the US 10-year Treasury yield and the S&P500

Cut to the Chase! The dilemma central banks face

InvesTips from the CIO’s desk – Commodities that shape our world

Cut to the Chase! “Isn’t it ironic, don’t you think?”

Through the Noise: A fragile equilibrium

InvesTips: Strategic wealth planning

Cut to the Chase! The Sixth Degree of Separation

Cut to the Chase! Examining borrowing costs

Cut to the Chase! The post-intervention zone

Cut to the Chase! The Hype, the Summit and the Reality

Through the Noise: A tipping point?

Cut to the Chase! China’s data surprising on the upside

Cut to the Chase! Digging deeper beyond headline inflation

Cut to the Chase! A look at positioning and flow demand

Cut to the Chase! Goldilocks reaction, but uncertainties remain

Through the Noise: Locking gains in Asia, rotating to Euro area

InvesTips from the CIO’s desk – Hedging with derivatives

Cut to the Chase! The Intervention

Cut to the Chase! The stagflation threat

Cut to the Chase! Gold in the accumulation zone

Cut to the Chase! Up like an elevator, down like taking the stairs

Through the Noise: The earnings bedrock

Cut to the Chase! The era of dissent

Cut to the Chase! The dilemma central banks face

Cut to the Chase! Are we there yet?

Cut to the Chase! Chinese earnings in-focus

Cut to the Chase! Shaken, but not stirred

Cut to the Chase! Cautiously optimistic

Cut to the Chase! Respecting the risks

Cut to the Chase! The only game in town

Cut to the Chase! The bright spot

Cut to the Chase! Bricks and mortar

Cut to the Chase! The macro blockbuster week

Cut to the Chase! All eyes on Fed