Peter Chung

Charles Lieberman, Co-Founder of Advisors Capital Management, discusses how recent US inflation data sparked optimism for potential Fed rate cuts. He notes the easing of trade-related price pressures, which has positively influenced market sentiment. Meanwhile, Peter Chung, Head of Research at Presto in Hong Kong, delves into the cryptocurrency landscape, highlighting Bitcoin's rise due to institutional demand. He also explores a new executive order that allows digital assets in retirement plans, reshaping investment strategies for everyday investors.

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.

Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity, shares her expertise on financial markets and investment strategies. Peter Chung, Head of Research at Presto Research, discusses the latest trends in the cryptocurrency market. They dive into the recent decline of NVIDIA shares and its impact on AI valuations. Highlights also include navigating U.S. inflation and its effects on global markets. Additionally, they explore Bitcoin's rising role in finance, with a bold prediction of its price soaring to $210,000 by 2025.