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Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.
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Security Market Watch is about stories of the cybersecurity industry. Every week, we follow trends and gather insights from industry leaders. We interview professionals with fingers on the pulse of what's happening in their slice of the industry, bringing our listeners information needed and necessary to make informed decisions. Whether you're a startup looking for market insights or a CIO/CISO facing the immense challenges of the job, this is the show for you.
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MD Market Watch Podcast

MD Financial Management

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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show series
 
The sharp fall in Japanese equities can be explained by the unwinding of the Yen carry trade as it now firmly stands at 145 to the US Dollar. But is there more unwinding to follow and how does it inform on the Bank Of Japan's monetary policy. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us. Image Credit: shutterstock.com See omn…
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In this conversation, Josh Bruyning interviews Randy Blasik, the CTO and co-founder of ComplianceAide, about his journey as an AI bro and the use of generative AI in building his company. They discuss the power and potential of generative AI, the challenges of bringing a product like Compliance Aid to market, and the skepticism and misconceptions s…
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The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names. We discuss the standout results from Chinese equities with Jack Kouzi of VFS Group, and other trends impacting global markets. Image Credit: shutterstock.com See omnystudio.com/listener for privacy in…
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The Jackson Hole Economic Policy Symposium, an annual gathering to discuss central banking policies will be held later this week with all eyes on Fed Chair, Jerome Powell as he presents the US economic outlook. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what to expect and how that might impact global marke…
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Recent data points have pointed to a weakening of the US economy but does that confirm if it is in a recession? Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us his perspective and whether we should adjust our investment strategy on the back of this. Image Credit: shutterstock.com See omnystudio.com/listene…
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Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen. Image Credit: shutterstock.com See o…
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The Singapore government released their GDP forecast and then narrowed their target for the year from 1-3% to 2-3%. We ask Carlos Casanova, Senior Economist, UBP if there is downside or upside risk to this data point. We also dive into the last PPI figures from Japan and how that will inform the BOJ's monetary policy. Image Credit: shutterstock.com…
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In the last month, the US dollar has declined by more than 1% against a basket of major currencies. With the Federal Reserve set to cut rates in September, does this mark the end of the King Dollar. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his perspective whilst weighing in on the strength of the US cons…
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US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…
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After the best performing day for S&P500 since 2022 on Thursday, we ask Tim Mulholland, President at TJM Limited, Chicago, what investment strategies to adopt in light of the intense volatility. We also delve into the unwinding of the Japanese carry trade and is more to come on that front. Image Credit: freepik.com See omnystudio.com/listener for p…
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The Yen snapped a 5-day rally on Tuesday, and continued to trend lower yesterday after Bank of Japan Deputy Gov Shinishi Uchida’s remarks that the BOJ will not raise interest rates when markets are unstable. Does this mean that rate hikes are now off the table for this year? Image Credit: shutterstock.com See omnystudio.com/listener for privacy inf…
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Global markets have bounced back after investor jitters over a potential US recession, dimming prospects of A.I. tech and monetary policy tightening wreaked havoc on Monday. Is the selling done or is this the calm before the storm? Jack Kouzi of VFS Group weighs in on market sentiment and strategies to weather the volatility. Image Credit: shutters…
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Japan was one of the best performing markets, up 27% on a year to date at its peak but also corrected sharply to then recover. What strategies should we employ in a volatile market and what are the opportunities? Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors gives us his perspective. Image Credit: shutterstock.com See omnystudi…
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There has been a massive shift in market sentiment, barely a week since last Wednesday’s FOMC meeting which provided the strongest confirmation that a September rate cut is imminent. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us why markets have since turned very volatile and if this presents a buying opportu…
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Last week Bank Negara released the latest banking statistics. What does it reveal about the state of households, businesses and even the economy? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us a preview of banking stock earnings and what his top picks are. Image Credit: shutterstock.com See omnystudio.com/listener for privacy in…
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The July non-farm payrolls signalled a weaker US labour market than anticipated, triggering a massive sell off of US equities on Friday. In just a few days, market narrative has flipped from a soft landing to looming recession. Are investors overreacting? Yeap Jun Rong of IG International weighs in on these developments. Image Credit: shutterstock.…
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