Peter Chung

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.

Eric Sterner, Chief Investment Officer at Apollon Wealth Management, discusses the recent stability in Treasuries and its impact on the Asian markets, suggesting potential investment opportunities amidst volatility. Peter Chung, Head of Research at Presto Research, dives into Bitcoin's historic rise past $111,000, linking it to increased institutional interest and support from the Trump administration. The duo also explores the evolving perception of cryptocurrencies, noting the growing necessity for regulatory improvements in the face of security concerns.

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.