Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

AI is no longer just a buzzword. It is transforming industries, from the chips that power computers to the massive data centres behind the scenes. In this episode, we speak with Aadil Ebrahim, Group Head of Equities at Klay, about the impact of AI on semiconductors, GPU competition, and tech stock opportunities. We explore US-China tech relations, including recent Nvidia chip exports to China, the evolving regulatory landscape, and what retail investors should watch in AI hardware supply chains. He also shares insights on memory and logic chip spending, and whether AI-driven productivity gains are already priced into the market or if there is more upside for investors. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Wall Street held steady ahead of the Fed’s final rate decision of the year, with the S&P 500 flat, the Nasdaq inching higher, and the Dow dragged lower by bank-sector weakness. Beneath the calm surface, big forces are shaping 2025 investor strategy, from AI’s massive but delayed physical buildout to the inflationary impact of data center demand and the demographic pressures pushing advanced economies toward automation. Alex Morris, CEO of F/m Investments explains how investors should position across cash, equities, and fixed income as the Fed navigates diverging inflation and labor signals. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Australia is now enforcing a world-first ban on social media accounts for anyone under 16, compelling platforms like Instagram, TikTok and Snapchat to verify ages and remove underage users. The move has sparked a global conversation about online harms, parental responsibility, and how far governments should go in regulating digital spaces for young people. As countries watch to see what works and what doesn’t, Singapore faces its own questions about balancing youth safety, privacy and practical enforcement. Professor Gemma Calvert, Neuroscientist and Professor of Marketing at Nanyang Business School, and Deputy Director of NTU’s Centre for Marketing Technologies joins the Breakfast Show to unpack  what Australia’s approach signals about the evolving conversation around youth and technology, and what insights other countries may take from this momentSee omnystudio.com/listener for privacy information.

Not every word gets the crown, but some almost make it! On today’s Breakfast Bites, we celebrate the underdogs of 2025’s Words of the Year. From Cambridge’s “Vibey,” to the TikTok-inspired gems like “Roman Empire,” we explore the playful, weird, and wonderfully telling words that didn’t quite take the top spot. Presented by Audrey Siek & Ryan Huang  Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

U.S. stocks pulled back on Monday as investors await the Federal Reserve’s final meeting of the year, with the S&P 500, Nasdaq, and Dow all closing lower. Despite rising optimism for an upcoming rate cut, Treasury yields continued to climb, keeping markets on edge. Todd Rabold, Investment Management Partner, Callan Family Office shares his outlook on economic growth, and the sectors poised to benefit in 2026. Plus, we touch on ongoing tariff debates, tech exports, and which areas of the market could outperform as the new year unfolds. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Most adults in Singapore take supplements, but few can explain what’s actually inside their daily capsules. With confusing labels, vague marketing, and little transparency around sourcing, the wellness aisle has become one of the most opaque corners of consumer health. In this episode, the Breakfast Show speaks to Joyce Tan, founder of Needful, about why the supplement category needed rethinking, how she built a brand grounded in radical transparency, and what her journey reveals about consumer trust, product design, and building a business with integrity in a crowded market.See omnystudio.com/listener for privacy information.

It's the end of the year, so review time is underway! The Breakfast Show breaks down the world’s biggest buzzwords, from Gen Alpha’s favourite “meaningless” catchphrase to the AI-powered future of writing code. Audrey and Ryan try their best to understand all the jargon!   Presented by Audrey Siek and Ryan Huang Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

With premiums for private health insurance rising sharply and medical bills climbing faster than wages, the Ministry of Health is rolling out major changes to Integrated Shield Plan riders from April 2026. New riders will no longer cover minimum deductibles, co-payment caps will double, and policyholders will take on a larger share of their bills, even as annual premiums are expected to fall by about 30 per cent. What do these shifts mean for Singaporeans trying to balance affordability with adequate protection? Vincent Gan, Chartered Financial Consultant and Chartered Life Underwriter with 20 years experience in the financial services industry, joins the Breakfast Show to unpack how these reforms may shape everyday decisions around hospital choice, budgeting, and long-term healthcare planning.See omnystudio.com/listener for privacy information.

Singapore’s economy is still expanding, but November’s PMI pullback from 57.4 to 55.4 raises fresh questions about whether this is a healthy reset or the first sign of global pressures. Pan Jingyi, Economics Associate Director at S&P Global Market Intelligence, breaks down what the latest data says about the strength of various sectors and how Singapore compares with a surprisingly strong ASEAN manufacturing landscape. We also look ahead to the week’s biggest global signals, including new PMI readings from the world’s major economies and the upcoming Fed meeting, to understand how external demand, trade flows and financial conditions could shape Singapore’s outlook heading into 2026.See omnystudio.com/listener for privacy information.

Urban living is changing fast, driven by mobile talent, rising rents, and new expectations around flexibility and community. Co-living has moved from niche experiment to mainstream housing solution, and at the forefront is Coliwoo, now Singapore’s first listed co-living company. The Breakfast Show speaks to Kelvin Lim, Executive Chairman of LHN Group and CEO of Coliwoo, about the future of urban living, the strategic pivot behind the brand’s rapid rise, and the leadership lessons that come from building and listing a new category of real estate.See omnystudio.com/listener for privacy information.