On this episode of the Odd Lots podcast, Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal to discuss how domestic and global growth impulse is driving a lot of the market moves that we’re seeing, from persistent inflation to rising global bond and US Treasury yields.
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Rebecca Babin, Senior Equity Trader at CIBC Private Wealth, discusses the current state of oil market dynamics. She says the market is overestimating the speed at which oil supply will return to pre-conflict levels. Babin expects oil prices to settle between $75 and $80 per barrel by the end of the year. She speaks on “Bloomberg Surveillance.”
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Jio got blessings from the entire country.” Mukesh Ambani became emotional as Anant Ambani reflected on the company’s journey and played on the meaning of “Jio,” or “live,” during the listing. The debut also made Reliance Group India’s most valuable conglomerate.
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“Insight with Haslinda Amin” is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:01 – Traders brace for Jio Platforms’ market debut
00:05:01 – Invesco’s Fiona Yang on shifting market spreads across Asia
00:10:20 – Asian stocks extend rebound after SK Hynix earnings beat
00:12:27 – Princeton Digital’s Rangu Salgame on debt financing for data center buildou
00:16:19 – Princeton Digital’s Rangu Salgame on targeting India, Japan, Indonesia and Malaysia for data center expansion
00:23:52 – RBNZ Governor Anna Breman on kiwi reaction to central bank’s rate decision
00:24:16 – RBNZ Governor Anna Breman on split decision to hold benchmark rate
00:44:22 – Adani’s $10B wipeout raises earnings stakes
00:46:30 – Jio’s listing ceremony kicks off
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OpenAI’s CEO Sam Altman said the company wants to navigate a period of heightened artificial intelligence safety concerns without the pressure of being a newly public company, and believes investors will be “patient” with its IPO planning

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