Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek
About
Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.
JUL 4, 2025
04/07/25 - Companies To Watch: Why U.S. retail stocks are in focus nowTrade tensions are back on center stage. Earlier this week, US President Trump just struck a high-stakes tariff deal with Vietnam—slashing proposed import tariffs while cracking down on transshipped goods, especially those with links to China. With the latest U.S.-Vietnam trade framework signaling major supply chain shifts and tariff dynamics, how will brands like Nike, Lululemon, Under Armor and Levi’s adapt?
From performance gear to premium yoga pants, join Dan Koh and Ryan Huang as they unpack how Vietnam’s new deal with the U.S. could reshape sourcing strategies, profit margins, and stock trajectories.
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09:11
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JUL 3, 2025
03/07/25 - Breakfast Bites: How do you pronounce the Scottish city of "Edinburgh" correctly?We're back with another "commonly mispronounced names" edition of Breakfast Bites and in the spotlight today...cities!
We wax lyrical about them, visit them, but in some cases, may not really know how to pronounce them correctly.
Listen in and see how you fare!
Presented by Emaad Akhtar, Ryan Huang & Audrey Siek
Produced by Emaad Akhtar
Edited by Trisha Yeong
Photo and music credit: Pixabay & its talented community of contributors
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05:41
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JUL 3, 2025
03/07/25 - Bigger Pic: TSMC, Yum China among top picks for Q3Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why his portfolio continues to hold onto chipmaker TSMC, and how the strengthening Taiwan Dollar affects the company. He also explains how Yum China is poised to benefit in the long run based on recent indicators around China's economy.
Produced/Presented: Ryan Huang
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08:06
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JUL 3, 2025
03/07/25 - US Markets Wrap: US-Vietnam deal pushes markets to new highsSteve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.
Produced/Presented: Ryan Huang
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09:16
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JUL 3, 2025
03/07/25 - Mind Your Business: How Levels Living is redefining Vhive for a new generationWhat happens when you're handed a legacy—and asked to reimagine it? That’s what Thomas Ding, Managing Director of Levels Living, was tasked to execute by his father-in-law—the founder of iconic furniture brand Vhive.
In this episode of Mind Your Business, the Breakfast Show invites Thomas to share how Levels Living grew from the roots of Vhive into a bold new startup redefining custom living—with support from the SMU Business Innovations Generator, where he honed his vision and scaled the venture.
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15:07
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JUL 3, 2025
03/07/25 - Companies To Watch: Wall Street’s new favorite betNot long ago, Penn Entertainment was seen as a traditional gaming company trying to find its place in a fast-evolving digital world. But that narrative is shifting — fast. In fact, that’s pushed a JPMorgan analyst to initiate an ‘overweight’ rating on PENN and a $24 price target, signaling a potential ~31% upside based on its then-current price.
Join Dan Koh and Ryan Huang as they explore the key reasons analysts are warming up to Penn, and find out if this a short-term reaction or a long-term opportunity.
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08:19
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JUL 2, 2025
02/07/25 - US Markets Wrap: US equities remain a good bet for investorsTodd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment.
Produced / Presented: Emaad Akhtar
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09:18
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JUL 2, 2025
02/07/25 - Breakfast Bites: Ever been ghosted by a job recruiter? Most of us have!Breakfast Bites today is a bit of a sore subject: getting ghosted. But we’re not talking about being ghosted on a dating app, but by a recruiter!
If that sounds familiar, you’re definitely not alone. A poll found a whopping 88% have said they’ve been ghosted while job hunting.
Should we expect a polite “thanks but no thanks"? What can we do if we find ourselves in that situation?
Presented by Audrey Siek, Ryan Huang & Emaad Akhtar
Produced by Audrey Siek
Edited by Trisha Yeong
Photo and music credit: Pixabay & its talented community of contributors
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07:25
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JUL 2, 2025
02/07/25 - Mind Your Business: The ROI of workplace wellbeingAs mental health challenges continue to rise across industries, many companies are still relying on generic wellness programs that don’t always meet the real needs of their people. From burnout to disengagement, the cost of neglecting mental wellbeing is becoming too big to ignore — not just for employees, but for business performance too.
So how can organisations move from ticking boxes to truly understanding and addressing workplace wellbeing in a meaningful way?
The Breakfast Show speaks to Dr. Oliver Suendermann, Vice President, Clinical at Intellect about how businesses can identify their unique stress points, design targeted mental health interventions, and foster a culture of genuine psychological safety and support.
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11:57
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JUL 2, 2025
02/07/25 - Companies To Watch: Is Oracle the next big AI stock?Once a dominant force in enterprise software, Oracle spent years trailing cloud giants like AWS, Microsoft Azure, and Google Cloud. At 48, the company has often been seen as a slow mover in a fast-paced tech landscape—until now.
With a staggering $30 billion-a-year cloud deal on the table and its stock hitting record highs, Oracle is signaling a bold new chapter. So what does this mean for investors? Is Oracle finally ready to lead the next wave of cloud transformation?
Join Dan Koh and Audrey Siek as they unpack Oracle’s big move, the market reaction, and what it all means for the future of tech and investing.
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09:16
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