Best Arvind Kumar Podcasts (2025)

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Kopi Time E168 - 2026 Stagflation Risk with Komal Sri-Kumar 52:28

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9d ago52:28

52:28

Fiscal slippage, lower economic growth, sticky inflation, weaker dollar, steeper yield curve, financial instability; these are the key prognostications of Dr. Komal Sri-Kumar in our year-end podcast. President of Sri-Kumar Global Strategies, Sri is a deep thinker on macro trade strategies, and his forecasting track record is outstanding. Going into…

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Kopi Time E167 - Noah Doyle on Tech, AI, and Bubbles 1:00:14

16d ago1:00:14

1:00:14

Noah Doyle, Managing Partner at Javelin Investment Partners in Silicon Valley, with decades-long background in venture capital, joins Kopi Time to talk about tech and AI. We begin with a general discussion on the present vibe in Silicon Valley, giddy with record investments and returns. We then immediately pivot to the question of the moment, if th…

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Kopi Time E166: David Marsh on Europe’s Existential Challenges 44:11

24d ago44:11

44:11

David Marsh, Chairman of OMFIF economic research group, returns to Kopi Time to talk about the UK and Europe, with his new book, “Can Europe Survive?” (Yale University Press, link here), anchoring the conversation. We begin with the current economic, political, and security-related challenges, including US tariffs, China’s industrial prowess, confl…

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Kopi Time E165 - Jawed Ashraf on India's Foreign Policy 1:02:11

1M ago1:02:11

1:02:11

Jawed Ashraf, with over three decades in Indian foreign service, including Ambassador to France and High Commissioner to Singapore, offers his insights on India’s foreign policy here and now. We begin with the India-Europe relationship on trade, investment, tech, talent, travel, and visas, which leads to the challenges related to Russia. The conver…

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Kopi Time E164: The “new China shock” with Arvind Subramanian 51:52

1M ago51:52

51:52

We welcome back Arvind Subramanian, Senior Fellow at the Peterson Institute for International Economics, to Kopi Time. We focus on some recent work by Arvind and Shoumitro Chatterjee (see article here), in which they argue that China’s continued dominance in low-skill export sectors reflects not just efficiency, but deliberate policy choices that p…

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Kopi Time E163 - Notes from IMF Meetings - Resilience Among Fragmentation 8:18

2M ago8:18

8:18

In this episode, I deliberate over the recently concluded IMF-World Bank annual meetings. The IMF Meetings in Washington DC featured some recognition of global resiliency amid geoeconomic fragmentation. Concerns about numerous risks at play have not faded though. Governments and firms are dealing with erratic policy making by the US. Trade, commerc…

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Kopi Time E162: AMRO’s Dr Dong He on the regional outlook 47:33

3M ago47:33

47:33

By DBS Bank

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Kopi Time E161 - Jeff Johnson from AWS on cloud and AI 55:25

3M ago55:25

55:25

Jeff Johnson, MD and General Manager for Asean at AWS, joins Kopi Time to talk about all things cloud. We begin with AWS’s reach and scale, spectrum of services, and regional engagement. Jeff provides a host of examples to underscore enterprise usage with disruptive technologies, both AI and GenAI. He also sets the ground with the foundational tech…

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Kopi Time E160 - Eswar Prasad on Stablecoins 46:10

4M ago46:10

46:10

We go deep into stablecoins, the idea and practice of which have been around for a while, but a few things have happened this summer to make the matter catch major momentum. To parse through these developments (especially the US GENIUS Act), outlook, and risks, we welcome back Eswar Prasad, the Tolani Senior Professor of Trade Policy and Professor …

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Kopi Time E159 - Mark Domitrak on Consumer and Corporate Sentiment 38:44

4M ago38:44

38:44

Mark Domitrak, CT Group’s head of research, spends his time figuring out the pulse of consumers and corporate boardrooms. In this wide ranging podcast, he explains how his team makes polls informative and useful at a time when people are anxious and not as responsive to traditional approaches. He then offers insights into consumer and business sent…

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Kopi Time E158 - Lauri Myllyvirta on Green Energy and Climate Tech 1:02:32

5M ago1:02:32

1:02:32

Having been an avid consumer of the output of Centre for Research on Energy and Clean Air (CREA) for a few years, I have been keen to have its co-founder, Lauri Myllyvirta, on Kopi Time. Lauri delivers a tour de force here, going over the state of green transition in the US, Europe, China, and other emerging markets while taking into account geopol…

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Kopi Time E157 - Apollo's Torsten Slok on the US economy 38:08

5M ago38:08

38:08

We connect with New York-based Torsten Slok, Chief Economist of Apollo Global Management, to discuss the US economy. This highly compelling discussion touches on the path of likely slowing of the US economy, outlook of inflation and jobs, labour productivity, impact of AI on jobs, Fed independence, likelihood of financial repression, fiscal dominan…

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ISO 37000: A New Chapter in the Governance Story 28:30

6M ago28:30

28:30

Have a question or story? Send us a message here: In this episode of Governance 360, hosted by Arvind Kumar, governance expert Paul Dubal delves into the complexities and responsibilities of modern governance. They discuss the importance of the ISO 37,000 standard, a global framework that emphasizes purpose, ethics, and accountability across divers…

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Kopi Time E156 - 2H25 outlook and Ask Me Anything 35:17

6M ago35:17

35:17

For this podcast, it’s just yours truly. With 2H25 in mind, I go over trade wars, Middle East tension, and the US economy. Then I take a bunch of questions from clients and colleagues. We go over asset allocation, US debt outlook, attractiveness of Asian sovereign bonds, and a few non-market questions. Enjoy! See omnystudio.com/listener for privacy…

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Kopi Time E155 - Capital Wars with Dr. David Skilling 40:41

7M ago40:41

40:41

We dive into the presently shifting capital flow dynamic with David Skilling, Founding Director, Landfall Strategy Group. David’s firm provides insights on global economic, geopolitical, and policy developments to firms, investors, and governments, so we begin by getting a sense of the mood of his clients. We then discuss if the ongoing geoeconomic…

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Anatomy of a Good Board Today 15:32

7M ago15:32

15:32

Have a question or story? Send us a message here: In this episode of the Governance 360 podcast, hosts Arvind Kumar and Sapna Gupta delve into what makes a board truly effective. They discuss practical strategies for improving board performance, with insights drawn from key governance resources like the Canadian Securities Administrator's policies,…

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Kopi Time E154 - Chatib Basri on Indonesia’s Present and Future 48:44

7M ago48:44

48:44

This is a recording from the DBS Asia Insights Conference 2025, held in Jakarta on May 21. I had the privilege of discussing Indonesia’s near and medium term outlook with Chatib Basri, former finance minister. In this conversation, Mr. Basri talks about Indonesia’s strategy during a time of geoeconomic fragmentation, the ability of the economy to a…

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Kopi Time E153 - Prof Danny Quah on the Fracturing World Order 54:00

7M ago54:00

54:00

Prof Danny Quah, Dean of LKY School of Public Policy at the National University of Singapore, returns to Kopi Time to share his insights on the dangers and opportunities stemming from the changing world order. We go over two of his recent pieces; first, an open letter to the US president (penned before the US elections last November, and second, a …

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The Evolution of Governance — From Trust to Transparency 17:19

8M ago17:19

17:19

Have a question or story? Send us a message here: What does governance really mean — and where did it all begin? In this inaugural episode of the Governance 360 Podcast, hosts Arvind Kumar and Sapna Gupta dive into the origins and evolution of corporate governance, from early merchant charters and fiduciary duties to modern regulations and reforms.…

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Kopi Time E152: IMF’s Asia head Krishna Srinivasan on tariffs and the region 36:16

8M ago36:16

36:16

Dr. Krishna Srinivasan, IMF’s Director of the Asia and Pacific Department, takes us on a journey of Asia, which is facing a major challenge to its export-led growth model. With geoeconomic fragmentation intensifying, how do nations strike a balance between trade promotion and domestic demand support? From China to India, South Korea to Vietnam, wha…

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Governance 360 : Get ready for real governance conversations 2:12

8M ago2:12

2:12

Have a question or story? Send us a message here: Welcome to Governance 360 — the podcast where governance gets real. In this quick trailer, hosts Arvind Kumar and Sapna Gupta share what’s coming to your boardroom conversations: practical insights, bold discussions, and tools for today’s governance leaders. Whether you're a seasoned director, a new…

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Kopi Time E151 - Private Equity with Alicia Gregory, Blue Owl 43:51

9M ago43:51

43:51

Alicia Gregory, Managing Director at Blue Owl, an alternative asset manager, joins Kopi Time to walk us through private equity, a USD12trln asset class. Drawing on her extensive experience as a PE investor, Alicia begins by going over the genesis of the industry. We then go through a number of topics, including the structure of private equity inves…

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Kopi Time E150 - Piyush Gupta on the Present and Future of Banking 52:10

9M ago52:10

52:10

Kopi Time hits 5 years and 150 episodes! We celebrate the milestone with Piyush Gupta, outgoing CEO of DBS Bank Ltd. Piyush brings his remarkable intellectual breadth in this conversation, in which we touch upon various aspects of the present and future of banking. We begin by discussing how banks in Asia and the West have evolved since the 2008/09…

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Kopi Time E149 - Longevity with Brian Kennedy 40:37

10M ago40:37

40:37

We welcome a foremost expert on the science of aging, lifespan, and healthspan, Professor Brian Kennedy, Distinguished Professor of Biochemistry and Physiology, National University of Singapore. In this fascinating conversation, we begin by understanding senescence, the process of functional decay of organisms. Prof Kennedy explores aging at physic…

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Kopi Time E148 - Private Credit with Fitch’s Meghan Neenan 33:58

10M ago33:58

33:58

We dive into the rapidly growing world of private credit. Meghan Neenan, managing director and the North America head of Non-Bank Financial Institutions at FitchRatings, walks us through the sector’s genesis, scale, depth, structure, participants, transparency of reporting, and regulatory dimension. What are the vulnerabilities around the economic …

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Kopi Time E147 - Kishore Mahbubani on a Fragmenting World 54:08

11M ago54:08

54:08

We welcome back to Kopi Time Kishore Mahbubani, distinguished diplomat, academic, and writer on geopolitics. Our conversation, recorded in Mumbai, kicks off with India’s promise and challenges vis-à-vis the US and China, with the former turning increasingly protectionist and latter facing a myriad of domestic and external challenges. Mahbubani sees…

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Kopi Time E146 - Trade War with Deborah Elms 50:08

11M ago50:08

50:08

We welcome back Dr. Deborah Elms, Head of Trade Policy at Heinrich Foundation, Singapore, for a timely discussion on intensifying trade wars. We set the context by looking at the past decade of rising protectionism and the impact on the global economy. Deborah points out that despite all the frictions, global trade volume has increased. But at the …

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Kopi Time E145 - Markets and Trump 2.0 17:00

11M ago17:00

17:00

Happy new year! We kick off the year with a discussion on the likely impact of Trump policies on US markets, starting with the 1890s McKinley tariff narrative. There are major lessons for the market outlook from that episode, in our view. Returning to the present, we think through the ways tariffs and immigration measures can complicate the inflati…

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Kopi Time E144 - 2025 outlook with Dr. Komal Sri-Kumar 55:50

1y ago55:50

55:50

We bring the year to an end with astute market strategist and Fed watcher Dr. Komal Sri-Kumar. Sri begins by taking stock of the US economy and markets, how they have been fuelled by fiscal stimulus and the Fed put. Sri is a strong critic of the Fed’s track record on price and financial stability, and he worries that inflation and market risks coul…

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MYSY Scholarship 12:05

1y ago12:05

12:05

In this episode, we take a deep dive into the MYSY Scholarship, a flagship program by the Gujarat government designed to support economically weaker students. We’ll provide complete information about the scholarship, including how to apply, eligibility criteria, and all the major benefits like tuition fee waivers, hostel and food assistance, and su…

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Kopi Time E143 - Markets and Policy Path Dependence with Mustafa Chowdhury 58:55

1y ago58:55

58:55

Are today’s policy challenges and market behaviour largely about post pandemic macro, or are they reflecting fiscal, monetary, and financial “dominance” that stem from two decades of interventions? Mustafa Chowdhury, a veteran of bond and credit market analysis, returns to Kopi Time to offer a nuanced but highly important perspective on the impact …

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Kopi Time E142 - Tech and security with Gaurav Keerthi 52:03

1y ago52:03

52:03

Gaurav Keerthi, Head of Advisory and Emerging Business at Ensign InfoSecurity, joins Kopi Time to provide a fascinating overview of the current state of affairs in cybersecurity. We begin with the intersection of geopolitics and cyberattacks. From state sponsored defensive and offensive teams to independent actors with a range of motives, the numbe…

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Kop Time E141 - Ashish Gupta on India's Financial Markets 51:45

1y ago51:45

51:45

All about India’s financial markets with Ashish Gupta, CIO of Axis Mutual Fund, one of the largest and fastest growing asset management companies in India. Ashish digs into his multi-decade experience on covering Indian banks and nonbank financial companies to lay out a comprehensive picture of the current state of affairs. We go over the factors u…

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Kopi Time E140 - US Elections with Angela Mancini 25:14

1y ago25:14

25:14

We dive into the implications of Donald Trump’s emphatic win at the US presidential elections. Angela Mancini, partner at Control Risks, a global specialist risk consultancy, discusses the factors underlying the outcome, its implication for US policy, especially with regards to Asia. We talk about business strategies under Trump 2.0, and the key is…

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Kopi Time E139 - Fintech Zeitgeist with Varun Mittal 44:29

1y ago44:29

44:29

What is the current state of fintech? Varun Mittal, founder of Fintech Nation, returns to Kopi Time after nearly 100 episodes to comment on the changes in the last four years. We discuss the depth and breadth of the sector, its profitability and investor returns across geographies, and the competition/collaboration relationship between banks and no…

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Kopi Time E138 - IMF Notes; Economic Resiliency and Financial Risks 11:24

1y ago11:24

11:24

This podcast is an 11-minute reflection on the recently concluded IMF annual meetings, held at Washington DC. The meetings were characterised by relief over global economic resiliency, juxtaposed by heightened concerns about a variety of risks. Global growth is expected to remain stable between 2024 and 2025. Concerns about inflation have receded, …

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Kopi Time E137 - US public debt and deficits with Shai Akabas 34:10

1y ago34:10

34:10

Shai Akabas, Executive Director of the Bipartisan Policy Center’s Economic Policy Program, joins Kopi Time to discuss all things US fiscal. There is no silver lining in this conversation, the outlook is gloomy, period. We begin with the US fiscal position over the past 25 years, going from balanced budget to deficits of around 7% of GDP, from net d…

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Kopi Time E136 - Drew Thompson on Taiwan from Multiple Perspectives 58:48

1y ago58:48

58:48

Drew Thompson, Senior Fellow at the S. Rajaratnam School of International Studies at Nanyang Technological University, brings his deep China and Taiwan expertise to Kopi Time. Taiwan stands at the crossroads of tech manufacturing excellence and geopolitical tension. How does its recent political developments look from the perspective of its local p…

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Kopi Time E135 - Techno-nationalism with Alexander Capri 57:28

1y ago57:28

57:28

Writer and academic Alexander Capri returns to Kopi Time after nearly 5 years, but the issues we discussed then and now remain relevant, if not even more so. In this engaging chat, Alex walks us through the expanding notion of techno-nationalism, its impact on trade patterns and flows, and corporate strategies around geopolitical fragmentation. We …

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Kopi Time E134 - Vasuki Shastry on India’s Manufacturing Future 1:05:57

1+ y ago1:05:57

1:05:57

Vasuki Shastry, Senior Advisor at Gatehouse Advisory Partners, returns to Kopi Time to talk about the decade-old “Make in India” initiative. From Production Linked Incentives (PLI) to splashy marketing campaigns, this has been a signature initiative by the Indian government under Prime Minister Modi. What has been the accomplishment of this effort …

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Kopi Time E133 - Dr. Jennifer Sciubba on Contextualising Demography 44:47

1+ y ago44:47

44:47

Jennifer Sciubba, PhD, President and CEO of Population Reference Bureau, joins Kopi Time to discuss the science and policy dimensions of demographics. She begins by explaining the various ways of looking at population projections, pointing out that for most cases in recent decades, forecasts have ended up erring on the side of higher fertility. Wit…

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Kopi Time E132 - GIC’s Prakash Kannan on Global Macro and Asset Allocation 53:33

1+ y ago53:33

53:33

Prakash Kannan, Chief Economist and Director of the Economics & Investment Strategy department at GIC, returns to Kopi Time to talk about evolving macro developments and implications for asset allocation. We cover it all in this discussion, from Fed outlook to EM resiliency, global liquidity to China policy, yen carry trade to gold, and how a portf…

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Kopi Time E131 - SE Asia 2024-34 with Charles Ormiston 1:09:08

1+ y ago1:09:08

1:09:08

This conversation is about a flagship report on Southeast Asia’s outlook. Earlier this year, researchers from DBS, Angsana Council (backed by Monk’s Hill Ventures), and Bain & Company came together to query the drivers of regional economic performance in recent decades and the outlook for the coming decade. The work was done taking into account ong…

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Kopi Time E130 - Shekhar Aiyar on the Case for Globalisation 45:33

1+ y ago45:33

45:33

Shekhar Aiyar, a Non-resident Fellow at Bruegel, on leave from the International Monetary Fund, joins Kopi Time to mount a substantive case for globalisation, a much-maligned word in some circles these days. Sharing his cutting edge research, Shekhar refers to considerable empirical evidence to establish the gains from trade for various parts of th…

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Kopi Time E129 - James Crabtree on the Geopolitics of Elections 45:27

1+ y ago45:27

45:27

James Crabtree, distinguished visiting fellow at the European Council on Foreign Relations and a senior fellow at the Asia Society, returns to Kopi Time to shed light on this year of momentous elections. We delve right into the US, first by taking stock of the ongoing drama around Trump, Biden, and Harris. We then consider the scenario of a Trump r…

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Kopi Time E128 - Payments trends with Mastercard's David Mann 55:53

1+ y ago55:53

55:53

We discuss global payment trends with David Mann, Chief Economist for Asia Pacific at Mastercard. From experiential travel to business events, there has been a dramatic change in consumer preferences since the pandemic, with the rise in cost of living playing a key factor. We talk about the patterns picked up from Mastercard’s extensive data on tra…

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Kopi Time E127 - My commencement speech for Yale-NUS graduating class of 2024 8:11

1+ y ago8:11

8:11

Mdm Kay Kuok, Chair of the Yale-NUS Governing Board Members of the Yale-NUS Governing Board Professor Aaron Thean, Deputy President (Academic Affairs) and Provost of NUS Professor Joanne Roberts, President of Yale-NUS College Families, Yale-NUS community, and Friends And dear graduates, Most of you were the class of 2020 in high school, your gradua…

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Kopi Time E126 : Gen AI with Microsoft's Zia Zaman 47:00

1+ y ago47:00

47:00

We hear about the subject of the moment from Microsoft’s Asia head of business development, Zia Zaman. We begin with the question if the world has been transformed in a comparable manner in the past year and a half as the smartphone and Appstore revolution achieved during 2007/08. Zia argues the transformation has been similar in influencing corpor…

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Kopi Time E125 : China from a US business perspective with Mitchell Presnick 57:38

1+ y ago57:38

57:38

Mitchell Presnick, a visiting fellow of practice at the Fairbank Center for Chinese Studies at Harvard University, joins Kopi Time to bring much needed pragmatism to the China-US discourse. Mitch, researching the future of US- China commercial relations in the post-engagement era, is no China apologist. But his decades of doing business in China ha…

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Kopi Time E124 : Indonesia outlook with Reformasi's Kevin O'Rourke 43:41

1+ y ago43:41

43:41

Recorded in Jakarta, Kopi Time delves into Indonesia’s elections, domestic and foreign policy, investment environment, and economy with Kevin O'Rourke, Principle, PT Reformasi Information Services. Kevin’s team has provided independent political risk consultancy for many years, and he demonstrates his deep insights in this far-reaching conversation…