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.
OCT 7, 2025
07/10/25 - Morning Shot: Trump’s Gaza Proposal, Two Years After October 7Two years after the October 7 attacks, the Gaza war shows glimmers of movement as President Donald Trump unveils a 20-point peace plan, accepted by Israel and partially acknowledged by Hamas. The proposal lays out an immediate ceasefire, hostage releases, and a transitional technocratic government for Gaza, but key disputes over disarmament and Israeli withdrawal remain. As talks begin in Cairo, Trump has urged all sides to “move fast,” warning that further delay could bring “massive bloodshed.”
Dr. Lincoln Mitchell, Professor at Columbia University’s School of International and Public Affairs, joins the Breakfast Show to unpack what’s at stake for Israel, Hamas, and Washington and whether this marks the start of a genuine path to peace or just another fragile pause in a long, grinding conflict.
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12:23
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OCT 7, 2025
07/10/25 - Companies To Watch: Samsung’s rising role in the AI supercycleSamsung isn’t just about Galaxy phones anymore. With its latest collaboration with OpenAI, the company is cementing its role as a global AI infrastructure leader. But can it balance innovation in consumer tech with the volatility of chips and fierce competition from rivals?
Join Dan Koh and Audrey Siek as they explore how this move could reshape its growth story, and whether the risks of cyclicality, smartphones, and global competition could limit its upside.
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10:05
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OCT 7, 2025
07/10/25 - US Markets Wrap: Why investors are ignoring the shutdown and buying everythingWall Street’s on a high even as Washington shuts down. The Russell 2000, Nasdaq 100, and gold all hit record levels to start the week, powered by fresh AI momentum and a wave of dealmaking. OpenAI’s multibillion-dollar partnership with AMD has reignited investor enthusiasm, while Fifth Third Bancorp’s takeover of Comerica signals new life in M&A.
Dan Koh speaks with José Torres, Senior Economist at Interactive Brokers to unpack what’s really driving the risk-on mood, the data gaps left by the government blackout, and how investors should read Japan’s sudden leadership change under Sanae Takaichi.
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10:57
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OCT 6, 2025
06/10/25 - Bigger Pic: Reading market signals from the PMI to the FedGlobal manufacturing is stabilising, but the recovery remains uneven across regions. Singapore’s factories are finding their footing again amid tariffs and soft demand, while markets worldwide brace for the next move from the U.S. Federal Reserve.
Dan Koh speaks with Pan Jingyi, Economics Associate Director at S&P Global Market Intelligence, to unpack what the latest PMIs and the upcoming Fed minutes reveal about the health of global trade, inflation pressures, and Asia’s growth outlook heading into the final quarter of 2025.
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11:08
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OCT 6, 2025
06/10/25 - Mind Your Business: Making AI work for SMEsAI is reshaping industries, but many SMEs struggle to adopt it meaningfully. Costs, skills, and strategy often stand in the way.
Join the Breakfast Show as they speak with Percy Hung, Co-Founder of Choco Up to find out how local businesses can approach AI adoption, avoid common pitfalls, and build the financial foundations to scale responsibly.
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11:28
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OCT 6, 2025
06/10/25 - Companies To Watch: Investing showdown - Alibaba, Genus, Pfizer, and Pop Mart compete for the crownIt’s time for The Breakfast Show’s monthly stock face-off. Four picks, three bull cases each, and one clear winner by month-end.
Dan Koh’s betting on Alibaba, banking on its AI-and-chips transformation. Emaad Akhtar’s countering with Pfizer, and its promising pharma pipeline. Ryan Huang’s going with Genus, turning bull genetics into a billion-dollar business. And Audrey Siek’s pick? Pop Mart, riding Asia’s collectible craze.
From tech to pharma, agriculture to pop culture, they break down the catalysts that could send these stocks higher, and find out whose pick takes the crown when the dust settles.
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12:13
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OCT 6, 2025
06/10/25 - Breakfast Bites: Every skyline tells a story - celebrate World Architecture Day!From the Eiffel Tower in Paris to Sydney’s Opera House, iconic structure define cities all around the world. But what about Singapore? From the iconic Marina Bay Sands to the lush Jewel Changi Airport, the city is packed with architectural gems.
Audrey and Emaad explore the stories behind these landmarks, the creativity that shaped them, and why even everyday buildings can be works of art.
Presented by Audrey Siek and Emaad Akhtar
Produced by Audrey Siek
Edited by Trisha Yeong
Photo and music credit: Pixabay & its talented community of contributors
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06:08
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OCT 3, 2025
03/10/25 - Breakfast Quiz: Step into the driver's seat and test your Formula 1 knowledge!Formula 1 is back in town for another edition of the Singapore Grand Prix!
And that means another quiz that is set to test your on-track (and off-track) knowledge!
Are you ready to rev your engines? It's lights out and away we go!
Presented by Emaad Akhtar & Audrey Siek
Produced by Emaad Akhtar
Edited by Trisha Yeong
Photo and music credit: Pixabay & its talented community of contributors
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06:14
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OCT 3, 2025
03/10/25 - Bigger Pic: From tariffs to tech, what’s next for global markets in Q4?Global equities recovered in 3Q 2025 after April’s tariff-triggered sell-off, with Asia leading the charge while Europe slipped behind. But as we head into the final quarter of the year, investors face fresh uncertainties, from a dovish Fed and stretched valuations to Trump-era policy risks and a U.S. government shutdown.
In this episode of The Bigger Picture, Dan Koh speaks with Sean Quek, Managing Director & Senior Portfolio Manager at Paragon Capital Management Singapore, to unpack the quarter’s key market drivers, assess the outlook for 4Q, and explore where opportunities and risks lie for investors.
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10:35
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OCT 3, 2025
03/10/25 - Mind Your Business: Is your business wasting ad dollars?Every year, more than US$100 billion is lost to wasted or fraudulent digital ads. In APAC, and especially Singapore, the problem is even more pronounced, with ad violations nearly double the global average.
In this episode of Mind Your Business, the Breakfast Show speaks to Mark Zagorski, CEO, DoubleVerify about why so much ad spend is being wasted, the risks beyond just money, how AI is reshaping the advertising landscape, and why businesses need to take action before the year-end shopping season.
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12:17
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