Parhaat Project Flux Podcastit (2024)

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Project Hack 23: AI Evolution, Nuclear Energy, and Transforming Project Delivery 48:24

5d ago48:24

48:24

Send us a text In this episode of the Project Flux podcast, James Garner and Yoshi Soornack discuss: the upcoming project delivery hackathon at Rolls Royce, the significant impact of AI on society highlighted by recent Nobel Prize awards, and the evolution of AI technologies. They explore the collaboration between Boston Dynamics and Toyota in robo…

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Japanese Markets In A Flux 12:46

1d ago12:46

12:46

In the Japanese snap elections, the LDP lost their majority causing the Yen to weaken. Laurent Lequeu, Independent Market Analyst, Writer at The Macro Butler Newsletter tells us what to expect in terms of monetary and fiscal policies as one of the world's largest economies attempts to form a government and find a prime minister. Image Credit: Shutt…

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China And Asean, Don't Ignore The Investment Opportunites 10:06

1d ago10:06

10:06

Asian markets are surprisingly more volatile than the US despite the very tight Presidential elections. We ask Patrick Chang, Chief Investment Officer for Affluent Products and Propositions, CIMB Bank Berhad, whether this American exceptionalism exists. We also explore other investment opportunities in China and Asia. Image Credit: shutterstock.com…

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Busy Week For US Economic Data, But Focus On Elections 12:13

2d ago12:13

12:13

A busy week for US economic data with PCE, initial jobless claims and non-farm payrolls due but do markets care since elections take place soon. Clifford Bennett, Independent Economist tells us his perspective whilst weighing in on the impact of the Japanese elections on the yen. Image Credit: shutterstock.com See omnystudio.com/listener for privac…

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Palm Prices Hit A New High, But Sustainable? 6:48

2d ago6:48

6:48

Palm oil prices surged to their highest levels since July 2022 last week, with crude palm oil futures closing at 4,533 ringgit per tonne on Friday. However is this price trend sustainable and will 2025 see new record prices? Chye Wen Fei, Research Analyst, HLIB Research gives us her perspective whilst giving us her top picks for the sector. Image C…

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Anthropic's New AI Agent, OpenAI Plays Catch-up, Runway's Act-One & More AI News 50:12

5d ago50:12

50:12

AI NEWS: Agents are here from Anthropic with Computer Use in Claude Sonnet 3.5 (new) and likely coming from OpenAI, O1 keeps getting better and might get upgraded soon, Runway's New Act One let's you puppet AI video, Ideogram's new Canvas upgrades AI imaging, Unitree's Robots are getting WAY better and we show you how to make Google's NotebookLM un…

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Fed And Results, Both Impacting Markets 13:02

5d ago13:02

13:02

US Markets appear increasingly jittery of late despite a rather decent earnings season. We ask what is dragging sentiment down? Tim Waterer, Chief Market Analyst, KCM Trade tells us his perspective whilst we uncover why Australia has been on the rise recently. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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Trends This Corporate Earnings Season Amid Geopolitical Risks 12:44

6d ago12:44

12:44

Wall Street has chalked up a three-day losing streak, gold is hovering at all time highs, corporate earnings are a mixed bag and crude oil prices are volatile. Tony Nash, CEO of Complete Intelligence shares his insights on what's moving markets and what to expect with the upcoming release of US new home sales and jobless claims data. Image Credit: …

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Few Mega Projects But All Systems Go For Contractors 9:07

7d ago9:07

9:07

A long list of mega projects were notably absent during the tabling of Budget 2025. What does this mean for the construction sector which is usually a sector that benefits. Loong Chee Wei, Head of Research, Affin Hwang Investment Bank gives us his perspective whilst giving his top picks. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life. Im…

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How Might Elections Impact Goldilocks US Economy? 13:01

7d ago13:01

13:01

Investors are optimistic that US equities can continue to rally into 2025 buoyed by a healthy US economy. Could this projection be upended by the November elections? We discuss the economic trends with Carlos Casanova of UBP. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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The Bullrun Continues For US Markets 12:12

8d ago12:12

12:12

US elections will be held in two weeks leading to volatile markets but in the longer term will US equities outperform? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his answers whilst weighing in on the impact of Chinese banks cutting their benchmark lending rates on capital markets. Image Credit: Shutterstoc…

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Balanced Budget 2025 Neutral For Equities 9:22

9d ago9:22

9:22

How are investors digesting the provisions of Budget 2025 - will this be a net positive or negative for the FBM-KLCI? We discuss the market implications of the budget, as well as sectors that stand to gain most with Alex Chia of RHB Investment Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Reality Check For Tech In 2025? 12:54

9d ago12:54

12:54

Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results shape the appetite for tech stocks moving forward? We discuss the expectations and other global market trends with Kingsley Jones of Jevons Global. Image Credit: shutterstock.com See omnystudio.com/list…

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The Burst of the Gaming Bubble: An Industry in Flux 1:08:18

9d ago1:08:18

1:08:18

Welcome to the SITREP Podcast! Join host Bill and the full crew as they dive into the latest episode discussing the state of the gaming industry. With insightful commentary from Dawn, Martin, Oriskany Jim, and Chris, this episode delves into the notion that the golden age of gaming is over. The team explores the bursting bubble of the gaming indust…

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Inside Tesla’s Robotics Revolution: What AI and Autonomous Vehicles Mean for Construction 28:05

11d ago28:05

28:05

Send us a text In this episode of the Project Flux podcast, we discuss the latest advancements in AI and robotics, particularly focusing on Tesla's recent WeRobot event. We explore the implications of autonomous vehicles and humanoid robots in various industries, including construction. The conversation also delves into the limitations of current A…

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Massive AI Update From Adobe, Tech Companies Go Nuclear & ChatGPT Knows Too Much 44:06

12d ago44:06

44:06

Join our Patreon: https://www.patreon.com/AIForHumansShow AI News: Adobe’s Max 2024 showed off a ton of new AI tools like Generative Extend and Project Clean Machine, Amazon and Google are going nuclear (in a good way), rumors swirl around Claude Open 3.5, Nvidia has a great new LLM model that beats GPT-4o & Meta’s new Co-Tracker3 looks amazing. Pl…

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Singapore GDP Expected To Hit 3% 10:40

12d ago10:40

10:40

Singapore’s 3rd quarter GDP surprised markets with the economy growing 4.1% thanks to strong exports. What then does this mean for equity markets and who stands to benefit from this? Geoff Howie, Market Strategist, Singapore Exchange gives us his views whil we also ask if there are any winners from China’s stimulus measures. Image Credit: shutterst…

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Recalibrating The Fed Neutral Rate 9:35

12d ago9:35

9:35

US retail sales surprised on the upside, indicating the resilience of the consumer. How will this influence the Fed Fund rate direction? Tim Mulholland, President, TJM Limited gives us his perspective whilst we take a deep dive on US banking results. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Auto TIVs Losing Momentun 9:39

13d ago9:39

9:39

The TIV for the last nine months of 2024 is higher than 2023 but the momentum of sales has been slowing. We ask Daniel Wong, Analyst, Hong Leong Investment Bank for his outlook, his top picks and would there be any goodies for the sector in Budget 2025. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Politics Matter Less In Japan 12:36

13d ago12:36

12:36

Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank if that has any impact on the yen and the economy whilst also understanding the reason for the rate cut by the Bank of Thailand. Image Credit: shutterstock.com See omnystudi…

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All Will Be Revealed At China's MPC 12:37

14d ago12:37

12:37

Since September, the Chinese government has been annoucing a series of fiscal and monetary stimulus measures to revive the economy and resolve the long term structural issues. We ask Song Seng Wun, Economic Advisor, CGS International Securities as to whether these measures are sufficient and if not, what else we can expect. Image Credit: Shuttersto…

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FBMKLCI Waiting For A Second Wind 8:16

14d ago8:16

8:16

The return of the FBMKLCI on a year-to-date basis has surprised many investors, up 12% in Ringgit terms and more than 20% in US dollar terms. However, the index appears to be trading in a narrow range tilted to the downside. Kenny Yee, Head of Research at Rakuten Trade tells us what are the catalysts that might cause a rerating of the market and wh…

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Where Are Opportunities Amid Record Highs For Equities 12:23

15d ago12:23

12:23

As the US corporate earnings season gathers steam, stock markets have been chalking up gains and setting new records. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management, shares his insights into how investors can take advantage of market volatility to score some gains. Image Credit: shutterstock.com See omnystudio.com/li…

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Expect Good News For Contractors In Budget 2025 9:36

15d ago9:36

9:36

Typically Malaysian Budgets are full of goodies of the construction sector with a list of infrastructure projects. Will Budget 2025 be a repeat of this and which contractors stand to benefit? Adam Mohamed Rahim, Equity Research Analyst, RHB Research tells us. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Volatile US Markets Ahead Of Presidential Elections 13:04

16d ago13:04

13:04

With less than a month to go to US elections, how will markets trade? We ask Kelvin Wong, Senior Market Analyst, OANDA that question and his thoughts on the recent results from US Banks. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.Kirjoittanut BFM Media

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Nobel Prizes For AI Scientists, OpenAI's New Canvas Tool & Huge AI Video Updates 47:23

19d ago47:23

47:23

Join our Patreon: https://www.patreon.com/AIForHumansShow AI News: AI Scientists Geoffrey Hinton & Google DeepMind’s Demmis Hassabis each won Nobel Prizes this week for their AI work, OpenAI is kinda mad at Microsoft for not meeting demand for new servers and launched ChatGPT Canvas, Tesla’s We Robot event will unveil new Robotaxis, Meta MovieGen s…

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China Stimulus Watch: Rhetoric Over Action Expected 12:49

19d ago12:49

12:49

China's Minister of Finance is scheduled to deliver a press briefing on Saturday. Could markets get good news on fiscal stimulus? Yeap Jun Rong of IG International weighs in on what to expect for Chinese equities and also discusses the outlook for the US economy following the latest CPI print. Image Credit: shutterstock.com See omnystudio.com/liste…

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More Upside For The Land Of The Rising Stocks? 9:19

19d ago9:19

9:19

Japan's Nikkei 225 Index has registered a gain of nearly 20% year-to-date in a 2024 that saw it swing more than 10,000 points in the space of a month between July and August. Andrew Jackson, Head of Japanese Equity Strategy at Ortus Advisors share his insights into the factors moving markets in Japan and what we might expect going forward. Image Cr…

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Beyond Geometry: Professor Sarah Davidson’s Take on BIM, AI, and Industry Transformation 58:28

19d ago58:28

58:28

Send us a text Summary In this episode of Project Flux, host James Garner interviews Professor Sarah Davidson, a leading expert in Building Information Modeling (BIM) and information management. They discuss Sarah's journey in the field, the evolution of BIM, and the integration of AI in enhancing information management processes. The conversation …

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Bumper Year For Palm Oil In 2025? 9:01

20d ago9:01

9:01

In the past month, crude palm oil (CPO) prices have appreciated about 10%, bringing it to 4289 ringgit per tonne. We will explore the outlook of the local palm oil sector with Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank whilst also looking at her top picks for the sector. Image Credit: shutterstock.com See omnystudio.com/listene…

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Markets Hoping For Growth Amid Stretched Valuations 12:17

20d ago12:17

12:17

Major banks will kick-off the third quarter earnings season this Friday. What are the trends to watch and are investors back to chasing Big Tech stocks? We get market insights from Tony Nash of Chief Intelligence. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.Kirjoittanut BFM Media

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Duration Matters For Fixed Income In Volatile Markets 9:56

21d ago9:56

9:56

With the U.S. presidential election looming in November, and another round of rate cuts by the Fed expected, how might these factors affect fixed income markets? Jesse Liew, Chief Investment Officer, Asean Fixed Income of Principal discusses these issues with us. This Market Outlook is brought to you by Principal. See omnystudio.com/listener for pr…

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Waking Up China With Stimulus 13:08

21d ago13:08

13:08

China’s national development and reform commission announced a series of fiscal measures but do they go far enough to resolve some of the structural issues the country faces? Carlos Casanova, Senior Economist at UBP give us his perspective whilst we also discuss the Yen which has been volatile of late. Image Credit: shutterstock.com See omnystudio.…

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ASEAN Equities: Who Is Leading The Way? 7:38

22d ago7:38

7:38

The FTSE ASEAN 40 index is up by over 11% YTD but the bloc have not performed uniformly well with Indonesia and Thailand the laggards while Philippines, Malaysia and Singapore were the outperformers. We ask Khoo Hsien Liang, Senior Portfolio Manager, AHAM Capital for which markets will continue to outperform and why. Image Credit: shutterstock.com …

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Buy If There Is A Pullback On China 12:22

22d ago12:22

12:22

Chinese equities markets reopen after the Golden Week Holiday. If the performance of the Hang Seng Index is an indicator of what is to come, will Chinese markets rally further? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective whilst we also ask what we can expect on the upcoming US result season.…

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Tailwind For FBMKLCI But Watch The Volatility 9:10

23d ago9:10

9:10

Until very recently, the best performing market in Asean was Malaysia till Philippines stole that title with the PSEi index up by 16% on a year to date basis compared to the FBMKLCI’s return of 12%. We check in with Imran Yusof, Head of Research, MIDF as to whether there is still upside to the Malaysian equity market, what investment strategy to ad…

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Hot US Job Reports Upends FOMC Trajectory 13:10

23d ago13:10

13:10

With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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Cracking the Code of Two-Player Starter Sets: A Deep Dive into Wargaming and Marketing 1:43:50

24d ago1:43:50

1:43:50

Welcome to the latest episode of the SITREP Podcast, your go-to source for all things related to historical wargaming. In this engaging episode, our lively hosts, Chris, Oriskany Jim, Dawn, and Bill, come together to unravel the secrets behind what makes a great two-player starter set. With a focus on the marketing genius of Games Workshop, they de…

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OpenAI Is Worth $150B Now, NotebookLM Takes Over & More AI News 40:44

26d ago40:44

40:44

Join our Patreon: https://www.patreon.com/AIForHumansShow AI News: OpenAI’s got 6 BILLION dollars in new funding and showed off a bunch of AI tools for builders at DemoDay and even teased AI agents, Microsoft’s Copilot launched Voice, Vision & Think Deeper, Pika Labs’ new 1.5 model lets you melt, squish and inflate yourself, a big AI safety bill wa…

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More Upside To Japan Equities Despite Uncertainty 12:55

26d ago12:55

12:55

The Yen fell sharply this week after newly appointed Prime Minister Shigeru Ishiba said Japan is not ready for additional rate hikes. Should investors rethink Japanese markets in light of political and policy uncertainty? Tim Mulholland of TJM Limited gives his views on why he's still optimistic on Japanese equities and other trends in global marke…

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Can The FBMKLCI Maintain Momentum In Q42024? 8:25

26d ago8:25

8:25

The FBMKLCI and even the Ringgit have done rather well this year, but can this momentum be sustained into the final quarter of 2024? We speak to Jeremy Goh, Head of Research at Hong Leong Investment Bank for his outlook for Malaysian equities in Q4. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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Super Intelligence Will Be Here in a Few Thousand Days 54:46

26d ago54:46

54:46

Send us a text “Super intelligence will be here in a few thousand days.” These huge words from Sam Altman mixed with Zuckerberg’s impressive Connect 2024 showcase have once again brought the world of advanced tech to the fore. In this weeks episode, we were joined by mixed reality enthusiast and management consultant specialist Ryan Clarke to focus…

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What Does The New Prime Minister Mean For The BOJ? 12:29

27d ago12:29

12:29

Shigeru Ishiba was sworn in as Japan's new Prime Minister this week. What are his likely economic priorities and how will this factor into the Bank of Japan's monetary policy direction? We discuss this and other forces moving markets with Vishnu Varathan of Mizuho Bank. Image Credit: さかおり / Wikimedia commons See omnystudio.com/listener for privacy …

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Legs To China's Rally? 7:14

28d ago7:14

7:14

The Chinese equity market has been on a tear with the CSI 300 Index soaring about 8.5% in a single day, driven by a significant stimulus package from the People's Bank of China. Yu Junqiang, Acting Head of Equities, Hong Leong Asset Management tells us what investment strategy to adopt and what sectors to pay attention to in light of this. Image Cr…

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Reassessing Portfolio Allocations Amid Geopolitical Tensions 12:37

28d ago12:37

12:37

Developments overnight saw Iran launching missiles into Israel, increasing the temperature of what is happening in an already tense Middle East. China is off for the week for the Golden Week Holidays. Laurent Lequeu, an independent market analyst and writer at the Macro Butler Newsletter, shares his views on what he expects markets to look like and…

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Markets Continue To Defy Expectations 12:39

29d ago12:39

12:39

September is typically a bad month for markets but this proved otherwise this year. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management as to why and what this means for markets for the rest of 2024. We also ask if China is still the place to invest after the recent rally. Image Credit: shutterstock.com See omnystudi…

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Will Glove Stocks Still Feel The Love? 9:00

30d ago9:00

9:00

Malaysia’s Big Four glove stocks surged as much as 30% in a single trading day on September 17th, after the US announced increased tariffs on Chinese gloves. Oong Chun Sung, Equity Research Analyst at RHB Research shares his insights into the long-term prospects of this sector and the headwinds to look out for. Image Credit: shutterstock.com See om…

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Market Strategies Going Into Q4 2024 12:59

1M ago12:59

12:59

Last week, we saw US data indicating slowing inflation, China announcing a stimulus package which has sent the Shanghai and Hong Kong stock markets rallying, and the Reserve Bank of Australia keeping interest rates unchanged. Tim Waterer, Chief Market Analyst at KCM Trade, takes stock of these developments and how they might dictate market directio…

1
Next Gen AI Is Here: Meta Connect, OpenAI Advanced Voice & More 49:33

1M ago49:33

49:33

Join our Patreon: https://www.patreon.com/AIForHumansShow AI News: Meta unveiled Orion, its new AR headset, along with a multimodal Llama 3.2, updates to it’s AI Raybans and a bunch of AI tools at Meta Connect 2024, OpenAI’s Advanced Voice is here for everyone, a new version of Sora is in training, Sam Altman says we’re only a few thousand days awa…

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What's Driving India's IPO Boom? 8:32

1M ago8:32

8:32

September 2024 is poised to be the busiest month for IPOs in India in 14 years. The Reserve Bank of India attributes this surge in activity to heightened interest in SME IPOs, with oversubscriptions reaching record levels. Pramod Amthe, Head of Institutional Equity Research at InCred Capital, joins us to unpack the IPO boom in one of the world’s mo…

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