Olivier d'Assier

Paul Allen, Ben Luk, Olivier d'Assier, and Louis Navellier discuss China-Australia relations, inflation's impact on central bank decisions, market analysis, and predictions for tech growth and electricity grid challenges.

Olivier d'Assier, Head of Investment Decision Research at SimCorp, and Peter Chung, Head of Research at Presto Research, share insights on the jittery APAC markets influenced by U.S.-China tariff uncertainties. They discuss the impact of tariffs on inflation and central bank policies, particularly in Japan. The conversation shifts to President Trump's support for stablecoin legislation and its potential to bolster the dollar's dominance. They also explore how shock events can create buying opportunities and the evolving role of cryptocurrencies on the global stage.