David Aspell

Peter Chung, Head of Research at Presto Research, and David Aspell, Co-Chief Investment Officer at Mount Lucas Asset Management, dive into the fascinating world of Bitcoin. They discuss how political events impact cryptocurrency prices and the evolving regulatory landscape in the Asia-Pacific region. The duo also tackles reputational challenges faced by the sector, insights on Bitcoin as a store of value, and the economic dynamics shaping market trends. Their analysis of macroeconomic factors lays out the complex future of cryptocurrencies in a changing financial world.

Stephanie Leung, Chief Investment Officer at StashAway, and David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management, delve into the recent US-Japan trade deal that has invigorated global stock markets. They discuss how this agreement eases tariff concerns and boosts major automakers in Japan. The focus shifts to the upcoming earnings reports from the Magnificent Seven, where AI's transformative role is highlighted. They also explore the challenges tech companies face from AI advancements and the implications for the Federal Reserve's monetary policy.

Catherine Thorbecke, an Asia Tech columnist for Bloomberg Opinion, delves into the U.S. investigation surrounding DeepSeek and its suspected acquisition of Nvidia chips. She highlights the implications for global tech innovation and U.S.-China relations. David Aspell shares insights into the macroeconomic landscape, discussing market volatility and investment strategies. Bill Adams, Chief Economist at Comerica Bank, analyzes the U.S. economy, the Federal Reserve's future actions, and the resilience of Asian markets amidst changing economic policies.