
The Macro Brief - Gold's rollercoaster ride
Sep 15, 2026 - 13:58
Radio and PodcastLive Radio & Podcasts
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for A...