China is Leading This Energy Technology Trans...

On today's show, we're looking at what boats, recreational vehicles, and cottages can tell us about the economic cycle.The pattern is familiar. Demand exceeds supply. Prices rise. Producers expand. Buyers accelerate purchases because waiting appears expensive. Lenders become comf ...  Show more

On today’s show we’re going to take a trip around the world through one very specific lens: the yield on the 10-year government bond.This is not just a tour of interest rates. The 10-year bond is one of the clearest places where investors collectively put a price on inflation, fi ...  Show more

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  Show more

Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ...

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Today's episode of the podcast is a fireside chat I did with M13. I start my talk by sharing my thoughts on what industries will be disrupted in the next 5 years, and why it's crucial to spot and use underpriced attention, like Facebook Reels right now. I also discuss ...