Best GIC Podcasts (2024)

1
Kopi Time E136 - Drew Thompson on Taiwan from Multiple Perspectives 58:48

7h ago58:48

58:48

Drew Thompson, Senior Fellow at the S. Rajaratnam School of International Studies at Nanyang Technological University, brings his deep China and Taiwan expertise to Kopi Time. Taiwan stands at the crossroads of tech manufacturing excellence and geopolitical tension. How does its recent political developments look from the perspective of its local p…

1
Kopi Time E135 - Techno-nationalism with Alexander Capri 57:28

14d ago57:28

57:28

Writer and academic Alexander Capri returns to Kopi Time after nearly 5 years, but the issues we discussed then and now remain relevant, if not even more so. In this engaging chat, Alex walks us through the expanding notion of techno-nationalism, its impact on trade patterns and flows, and corporate strategies around geopolitical fragmentation. We …

1
Kopi Time E134 - Vasuki Shastry on India’s Manufacturing Future 1:05:57

22d ago1:05:57

1:05:57

Vasuki Shastry, Senior Advisor at Gatehouse Advisory Partners, returns to Kopi Time to talk about the decade-old “Make in India” initiative. From Production Linked Incentives (PLI) to splashy marketing campaigns, this has been a signature initiative by the Indian government under Prime Minister Modi. What has been the accomplishment of this effort …

1
Kopi Time E133 - Dr. Jennifer Sciubba on Contextualising Demography 44:47

29d ago44:47

44:47

Jennifer Sciubba, PhD, President and CEO of Population Reference Bureau, joins Kopi Time to discuss the science and policy dimensions of demographics. She begins by explaining the various ways of looking at population projections, pointing out that for most cases in recent decades, forecasts have ended up erring on the side of higher fertility. Wit…

1
Kopi Time E132 - GIC’s Prakash Kannan on Global Macro and Asset Allocation 53:33

2M ago53:33

53:33

Prakash Kannan, Chief Economist and Director of the Economics & Investment Strategy department at GIC, returns to Kopi Time to talk about evolving macro developments and implications for asset allocation. We cover it all in this discussion, from Fed outlook to EM resiliency, global liquidity to China policy, yen carry trade to gold, and how a portf…

1
Kopi Time E131 - SE Asia 2024-34 with Charles Ormiston 1:09:08

2M ago1:09:08

1:09:08

This conversation is about a flagship report on Southeast Asia’s outlook. Earlier this year, researchers from DBS, Angsana Council (backed by Monk’s Hill Ventures), and Bain & Company came together to query the drivers of regional economic performance in recent decades and the outlook for the coming decade. The work was done taking into account ong…

1
Kopi Time E130 - Shekhar Aiyar on the Case for Globalisation 45:33

2M ago45:33

45:33

Shekhar Aiyar, a Non-resident Fellow at Bruegel, on leave from the International Monetary Fund, joins Kopi Time to mount a substantive case for globalisation, a much-maligned word in some circles these days. Sharing his cutting edge research, Shekhar refers to considerable empirical evidence to establish the gains from trade for various parts of th…

1
Kopi Time E129 - James Crabtree on the Geopolitics of Elections 45:27

3M ago45:27

45:27

James Crabtree, distinguished visiting fellow at the European Council on Foreign Relations and a senior fellow at the Asia Society, returns to Kopi Time to shed light on this year of momentous elections. We delve right into the US, first by taking stock of the ongoing drama around Trump, Biden, and Harris. We then consider the scenario of a Trump r…

1
Kopi Time E128 - Payments trends with Mastercard's David Mann 55:53

4M ago55:53

55:53

We discuss global payment trends with David Mann, Chief Economist for Asia Pacific at Mastercard. From experiential travel to business events, there has been a dramatic change in consumer preferences since the pandemic, with the rise in cost of living playing a key factor. We talk about the patterns picked up from Mastercard’s extensive data on tra…

1
Kopi Time E127 - My commencement speech for Yale-NUS graduating class of 2024 8:11

4M ago8:11

8:11

Mdm Kay Kuok, Chair of the Yale-NUS Governing Board Members of the Yale-NUS Governing Board Professor Aaron Thean, Deputy President (Academic Affairs) and Provost of NUS Professor Joanne Roberts, President of Yale-NUS College Families, Yale-NUS community, and Friends And dear graduates, Most of you were the class of 2020 in high school, your gradua…

1
Kopi Time E126 : Gen AI with Microsoft's Zia Zaman 47:00

4M ago47:00

47:00

We hear about the subject of the moment from Microsoft’s Asia head of business development, Zia Zaman. We begin with the question if the world has been transformed in a comparable manner in the past year and a half as the smartphone and Appstore revolution achieved during 2007/08. Zia argues the transformation has been similar in influencing corpor…

1
Kopi Time E125 : China from a US business perspective with Mitchell Presnick 57:38

5M ago57:38

57:38

Mitchell Presnick, a visiting fellow of practice at the Fairbank Center for Chinese Studies at Harvard University, joins Kopi Time to bring much needed pragmatism to the China-US discourse. Mitch, researching the future of US- China commercial relations in the post-engagement era, is no China apologist. But his decades of doing business in China ha…

1
Kopi Time E124 : Indonesia outlook with Reformasi's Kevin O'Rourke 43:41

5M ago43:41

43:41

Recorded in Jakarta, Kopi Time delves into Indonesia’s elections, domestic and foreign policy, investment environment, and economy with Kevin O'Rourke, Principle, PT Reformasi Information Services. Kevin’s team has provided independent political risk consultancy for many years, and he demonstrates his deep insights in this far-reaching conversation…

1
Kopi Time E123 - Control Risks’ Nicolas Reys on Cybersecurity 44:13

5M ago44:13

44:13

Today’s episode subject is in response to popular demand. Whether at work or at home, concerns on cybersecurity are elevated to say the least. Nicolas Reys, Partner leading Control Risks’ Digital Risks Americas and Global Threat Intelligence practices, begins by going the three kinds of cyberthreats out there—state sponsored, ransomware, and “hacti…

1
Going in Circles Big Monday w/Barry Spears 5-6-24 1:48:33

6M ago1:48:33

1:48:33

On tonight’s Going in Circles Big Monday Show Barry and I discuss the Kentucky Derby and Oaks and a bunch of the undercard stakes on what turned out to be a great weekend of racing. Also why the Preakness can’t be “fixed” by just adding two weeks to the current schedule and how the ecosystem of many other divisions would be interrupted by pushing b…

1
Going in Circles Kentucky Derby week Special w/Troy Levy of Tropical Racing 46:00

6M ago46:00

46:00

On the latest Kentucky Derby week special edition pod, we are joined by Troy Levy of Tropical Racing to talk about his current crop of foals and his thoughts on the Oaks and Derby. Check it out!! #KentuckyDerby #Churchilldowns #TripleCrown

1
Going in Circles Derby week Special w/special guest Aaron Hesz 47:47

6M ago47:47

47:47

On another special Kentucky Derby week edition of Going in Circles we go over the big race and a bunch of the undercard events with Handicapper Reports Aaron Hesz. It’s a fast moving show that contains several interesting points about various contenders and undercard races that you might not get somewhere else. Check it out!…

1
Special Derby week Pod with friend of the GIC podcast, Jason Blewitt 53:17

6M ago53:17

53:17

Today we had a nice conversation with the popular Jason Blewitt and got his take on the Oaks and Derby and kicked around a couple of ideas about what might happen. Check it out and we will have more stuff coming this week!

1
Going in Circles Big Monday Show w/Barry Spears Kentucky Derby Week edition 1:54:57

6M ago1:54:57

1:54:57

On tonight’s Big Monday show Barry and I are joined by Mike Mutnansky from the MutStack to talk about this weeks festivities that conclude with the 150th Kentucky Derby on Saturday. It’s not all Derby talk as we hash out a bunch of other topics including the Oaks contenders, why posts matter, information requirements, scary winner circle photos and…

1
Kopi Time E122 - Development Multilateralism with Atlantic Council’s Martin Mühleisen 1:03:43

6M ago1:03:43

1:03:43

Martin Mühleisen, nonresident senior fellow at the Atlantic Council, returns to Kopi Time to talk about the state of multilateralism. He sees the recent IMF meetings marked by modest progress in securing greater funding for development and climate change, but much more remains to be done to give developing nations their requisite voice in global bo…

1
Going in Circles Big Monday w/Barry Spears 2:02:39

6M ago2:02:39

2:02:39

On tonight’s Big Monday we are joined by the Lord of Time, Craig Milkowski of TimeformUS to talk a bunch of different topics including the Derby

1
Kopi Time 121 - IMF meetings takeaways with PwC's Dr. Alexis Crow 41:39

6M ago41:39

41:39

We catch up in Washington DC with Dr. Alexis Crow, lead, Global Geopolitical Investing Practice, pwc. Recorded on the last day of the IMF-World Bank 2024 spring meetings, we go over the key takeaways from our interactions with policy makers and analysts. From a mild upgrade in global growth forecasts to taking stock of the scarring of the pandemic,…

1
Going in Circles Big Monday Show w/Barry Spears 4-15-2024 1:59:40

6M ago1:59:40

1:59:40

On tonight’s Big Monday show Barry and I talk about the final Kentucky Derby prep from last weekend, how this years Derby features a LOT of pretenders, jockeys and a lack of aggression makes us unhappy, some stories about movies and stolen beer too.

1
Going in Circles Big Monday Show w/Barry Spears 4/8/24 1:33:59

6M ago1:33:59

1:33:59

On tonight’s Big Monday show Barry and I discuss the weekends Kentucky Derby preps and the fallout from the results, look ahead to the Derby itself and consider how many horses are competing that we didn’t see coming not long ago and a whole bunch more

1
Kopi Time E120 - Henny Sender on China, Hong Kong, and India 57:37

6M ago57:37

57:37

Henny Sender, after several decades of writing on international finance for the Finance Times and Wall Street Journal, presently runs Apsara Advisory, a New York-based consultancy. She joins Kopi Time to talk about her sense of the challenges facing the Chinese economy, especially the weakness in consumer sentiment. While recognising the wisdom beh…

1
Going in Circles Big Monday w/ Barry Spears 4/1/2024 1:43:57

7M ago1:43:57

1:43:57

In this weeks Going in Circles Big Monday show Barry and I are joined by Aaron Hesz to speak about the racing industry troubles in California and get his perspective as a long time racing figure and participant in the state. We also go over last weekends prep races including Fierceness’ blow out Florida Derby win and Muth sending more Derby points …

1
Kopi Time E119 - Angela Mancini on Geopolitics and Business Risks 1:00:30

7M ago1:00:30

1:00:30

Angela Mancini, Partner and Head of the Geopolitical Risk Analysis practice for Asia Pacific at Control Risks, returns to Kopi Time after four years. The issues haven’t changed that much in the interim—we talk about Indonesia, Malaysia, and Singapore’s elections and economic prospects, state of China-US friction in the context of business risks, an…

1
Going in Circles Big Monday show w/Barry Spears 3-25-24 1:48:01

7M ago1:48:01

1:48:01

On tonight’s Going in Circles Big Monday show Barry and I speak about why it’s actually a great time to own horses, why people aren’t getting involved, the folly of contraction, preview the FL Derby and Arkansas Derby, review the Jeff Ruby and Louisiana derby and a whole lot more #jockey #kentuckyderby…

1
Going in Circles Big Monday show w/Barry Spears 3-18-24 2:21:08

7M ago2:21:08

2:21:08

On tonight’s Going in Circles Big Monday show Barry and I talk about the unspectacular group of 3 year olds we have this season as we hit the 100 point Kentucky Derby preps this weekend. We go over the two fields of the LA Derby and Jeff Ruby and talk about how trainers are racing even less in preparation for the first Saturday in May despite virtu…

1
Going in Circles Big Monday show w/Barry Spears 3-11-24 1:56:19

7M ago1:56:19

1:56:19

On tonight’s Going in Circles Big Monday show Barry and I discuss the massive tote meltdown that crippled the end of the Tampa Bay Derby card and calls into question what exactly we would see if you pealed the curtain back on the ‘antiquated’ system that processes our bets. Plus the latest case of HISA overreaching for no good reason, a plea for co…

1
Kopi Time E118: Bert Hofman on China’s NPC, deflation, trade/tech war, industrial policy 51:51

8M ago51:51

51:51

Bert Hofman, adjunct Professor at the East Asian Institute at National University of Singapore, returns to Kopi Time to comment on the National People’s Congress of China and the direction of policy in the coming years. We also talk about the property sector crisis, ways to revive business and consumer confidence, deflation risks, green transition,…

1
Going in Circles Big Monday Show w/Barry Spears 3-4-24 2:03:01

8M ago2:03:01

2:03:01

On tonight’s Going in Circles Big Monday show Barry and I discuss Saturdays action from GP, the plethora of scratches that drastically watered down the Fountain of Youth, the Nysos defection from the San Vincente and the Gotham and is Deterministic really a Kentucky Derby contender with his pedigree and lack of experience? Plus what we want to hear…

1
Going in Circles Big Monday show w/Barry Spears 2-26-24 1:39:01

8M ago1:39:01

1:39:01

On tonight’s Going in Circles Big Monday Show Barry and I talk about the unintended consequence of reckless speculation by regulatory, ask if Timberlake is a real contender for the Kentucky Derby, praise DWL for his willingness to race his horses, shout out Senor Buscador for getting better with racing unlike some others in the handicap division, t…

1
Kopi Time E117 - Munib Madni on the Gigaton Coalition to Decarbonize 42:53

8M ago42:53

42:53

We welcome back Munib Madni, CEO of Singapore-based Panarchy Partners, a fund management company with responsible investing at its core. In this chat, Munib talks about latest developments and trends in the world of climate impact investing, while pointing out a gap in the current scene. Munib sees many listed equity companies setting laudable goal…

1
Going in Circles Big Monday w/Barry Spears 2-19-24 2:13:03

8M ago2:13:03

2:13:03

On tonight’s Going in Circles Big Monday show Barry and I discuss the plague of late odds changes, why it’s unsustainable and why it feel so much like the tracks don’t care to even acknowledge the issue let alone try mitigation tactics. We talk about the Risen Star, this weekends Rebel and a bunch of other stuff.…

1
Going in Circles Big Monday Show w/Barry Spears 2-12-24 2:40:33

8M ago2:40:33

2:40:33

On tonight’s Going in Circles Big Monday show Barry and I discuss Saturdays Sam Davis stakes (a nominal Kentucky Derby prep) and the undercard events. After the first break we are joined by our So Cal guy Aaron Hesz to talk about racing on the west coast, issues and potential fixes and a lot of reminiscing about some of the great days that we have …

1
Going in Circles Big Monday Show w/Barry Spears 2-5-24 2:03:37

9M ago2:03:37

2:03:37

On this weeks Big Monday Show Barry and I recap last Saturday’s Kentucky Derby preps from Aqueduct, Oaklawn Park, Santa Anita and Gulfstream Park. Plus discuss the silly talk about the Kentucky Derby and its status, the strange reasoning behind why tracks hold onto the old scale of weights and bunch more! Check it out! #horseracing #horses #betting…

1
Kopi Time E116 - Caesar Sengupta on the present and future of e-payments and investment 49:03

9M ago49:03

49:03

We explore the present state of digital payments, their impact and potential, and tech-enabled investment platforms with Caeser Sengupta, CEO and co-founder of Arta Finance. Previously, Caeser spent a number of years at Google as VP & GM of Payments & the Next Billion Users initiative. In this podcast, we begin by discussing the economic and social…

1
Going in Circles Big Monday show w/Barry Spears. 1-29-24 1:59:41

9M ago1:59:41

1:59:41

On tonight’s Going in Circles Big Monday Show Barry and I were joined by Boston radio legend Mike ‘Mut’ Mutnansky to recap the Pegasus day card including the debuts of Speak Easy and Victory Avenue, the role of influencers and why regulars may not be enthused by them, a look ahead to the four Derby preps this weekend, Saratoga ‘shock and awe’ lodgi…

1
Going in Circles Big Monday Show w/Barry Spears 1-22-24 2:01:05

9M ago2:01:05

2:01:05

On tonight’s Big Monday show we talk about the absurd Bob Baffert lawsuit saga finally coming to and end, why Churchill will probably not relent and let him participate in this years Kentucky Derby and a whole lot more!

1
Kopi Time E115 - Vandana Hari on Energy Market Outlook and Risks 50:00

9M ago50:00

50:00

Vandana Hari, founder of Vanda Insights, a Singapore-based provider of intelligence on energy markets, returns to Kopi Time. She was with us in the early days of the podcast, when WTI futures was in negative territory, and then returned around the time of Russia’s invasion of Ukraine. Today, again, energy markets have no shortage of drama. Vandana …

1
Going in Circles Big Monday show w/Barry Spears 1-15 1:52:12

9M ago1:52:12

1:52:12

On tonight’s Big Monday Show Barry and I discuss the latest in racing including an exciting Derby prospect emerging, the nice card Saturday at the Fair Grounds, why the Pegasus needs a makeover, Neil Diamond, Barry’s Saratoga announcement and a bunch more!

1
Going in Circles Big Monday Show w/Barry Spears 1-8-2024 1:59:53

9M ago1:59:53

1:59:53

On tonight’s Big Monday show we are joined by Game of Silks/Tropical Racing’s Troy Levy to talk about racing in general, the good old days, the lost cow story, what he’d do if made Deputy Commissioner by Captain Mike, some handicapping discussion with the Sniper and more.

1
Going in Circles Big Monday w/Barry Spears (Season 5) 1-1-24 1:58:21

10M ago1:58:21

1:58:21

On tonight’s Going in Circles Big Monday Show Barry and I look back at the 4 previous seasons as we winter our 5th year of doing the show. Plus a couple stories about stewards and racing officials, we give feed back on the Bloodhorse series which asked various industry people their view on timely subjects (todays wagering segment was 😳) and a quick…

1
Going in Circles Big Monday show w/Barry Spears 12-18-23 2:01:19

10M ago2:01:19

2:01:19

On tonight’s Going in Circles Big Monday show we are joined by special guest Craig Milkowski (aka - the Time Lord) to discuss terrible stewards decisions, ridiculous graded stakes assignments and a whole lot more!

1
Kopi Time E114 - US markets with Dr. Komal Sri-Kumar 55:31

10M ago55:31

55:31

We do a US market wrap-up for 2023 and outlook for 2024 with our favourite strategist, Dr. Komal Sri-Kumar. No stranger to Kopi Time, Sri is blunt and prescient in his views across asset classes, fiscal and monetary policies, politics, economic growth, and inflation. We discuss the various prevalent and potential sources of market volatility, direc…

1
Going in Circles Big Monday w/Barry Spears 12-11-23 1:08:08

10M ago1:08:08

1:08:08

On tonight’s Going in Circles Big Monday we discuss the latest in racing news in an unusually short show.

1
Going in Circles Big Monday w/Barry Spears - 12-4-23 1:44:07

11M ago1:44:07

1:44:07

On tonight’s Going in Circles Big Monday show Barry and I discuss why racing needs to start opening up the playbook and thinking out of the box before it’s too late. Also touch on last weekends stakes and a bunch of other stuff! Check it out!

1
Kopi Time E113 - World Bank’s S Asia Chief Economist Franziska Ohnsorge on the Region’s Outlook 43:51

11M ago43:51

43:51

South Asia has pockets of strong growth (Bangladesh and India), pockets of balance of payments difficulties (Bangladesh, Pakistan, Sri Lanka), and an across the board underwhelming foreign investment picture. Dr. Franziska Ohnsorge, South Asia Chief Economist of the World Bank, ties these multiple threads from her vantage point. We discuss risks an…

1
Going in Circles Big Monday w/Barry Spears 11-27-23 1:47:33

11M ago1:47:33

1:47:33

On tonight’s Going in Circles Big Monday Show Barry and I discuss the holiday weekend that included a serious health scare, some two year old actions and football! We also discuss the winter meets kicking off this coming week at Turfway and Gulfstream. Check it out!

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