Kopi Time podcast with Taimur Baig
Kopi Time podcast with Taimur Baig
Podcast Description
Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.
Podcast Insights
Content Themes
The podcast focuses on a wide range of economic and financial topics such as market outlooks, fiscal policy, and macroeconomic trends, with specific episodes discussing the U.S. economy's response to fiscal stimulus, the dynamics of India's financial markets, and the intersection of technology and cybersecurity. It also delves into phenomena like the implications of U.S. elections on economic strategies and the future of fintech and globalization.
Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.
Fiscal slippage, lower economic growth, sticky inflation, weaker dollar, steeper yield curve, financial instability; these are the key prognostications of Dr. Komal Sri-Kumar in our year-end podcast. President of Sri-Kumar Global Strategies, Sri is a deep thinker on macro trade strategies, and his forecasting track record is outstanding. Going into 2026, he is bearish both stocks and bonds, long vols and gold, and bearish the USD. He worries that the inevitable bursting of the AI-bubble and sticky inflation would cause stagflation and financial instability risks in the US next year. He is also concerned about the erosion of institutional strength in the US, from the central bank to the treasury to the statistical agencies. An unambiguously bleak outlook.
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