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Gold's crash, AI's disruptive threat to software, and a pivotal week for Asia's markets: Japan's election and Indonesia's regulatory woes. Will Kevin Warsh shake up the Fed? Howie Lim and Raisah Rasid from JP Morgan Asset Management dissect the volatility, revealing where the smart money is moving now, geopolitical risk and high-tech hedges. Highlights: 00:57 Gold's volatile week and buying the dip 05:00 AI disruption roils software stocks 08:13 Warsh nomination: hawkish past, dovish turn 10:35 Japan election: policy uncertainty clouds outlook 12:47 Indonesia stock market’s regulatory uncertainty and long-term potential --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Raisah Rasid, global market strategist, JP Morgan Asset Management Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus (https://bt.sg/btmktfocus/) Amazon: bt.sg/mfam (https://bt.sg/mfam) Apple Podcasts: bt.sg/mfap (https://bt.sg/mfap/) Spotify: bt.sg/mfsp (https://bt.sg/mfsp/) YouTube Music: bt.sg/mfyt (https://bt.sg/mfyt) Website: bt.sg/mktfocus (https://bt.sg/mktfocus/) Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks (https://bt.sg/btmoneyhacks) BT Correspondents at: bt.sg/btcobt (https://bt.sg/btcobt) BT Podcasts at: bt.sg/podcasts (https://bt.sg/podcasts) BT Lens On: bt.sg/btlenson (https://bt.sg/btlenson) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.