Kopi Time E156 - 2H25 outlook and Ask Me Anything
Update: 2025-06-25
Description
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 omnystudio.com/listener for privacy information.
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