Complete Intelligence

Category: Audio and Podcasts

Markets Watch US-Iran War and the Fed | BFM 89.9

Is the ‘Trump Pause’ in the Middle East a true market bottom or a bull trap? Tony Nash joins BFM to discuss why preliminary US-Iran talks are cooling oil prices, the hidden systemic risks surfacing in private credit, and why the Fed’s ‘higher for longer’ stance is now the base case for 2026.

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Strait of Hormuz Oil Price Shock and Stagflation: BFM Interview

In this latest interview with BFM 89.9 in Malaysia, Complete Intelligence CEO Tony Nash breaks down the “uncomfortable” reality of the 2026 economic landscape. With the Strait of Hormuz effectively closed and the U.S. labor market showing its first signs of contraction, Nash examines the thin line between a temporary market dip and a sustained stagflationary environment.

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Nvidia Restoring Faith In AI: Insights from BFM Malaysia

In this latest interview with BFM 89.9, Complete Intelligence CEO Tony Nash explains why Nvidia’s earnings may have restored confidence in artificial intelligence markets. As investors debate AI valuations, infrastructure spending, and sustainability of demand, Nash outlines what Nvidia’s results signal about the durability of the AI investment cycle.

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