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BT Market FocusAuthor: The Business Times
Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Produced by BT Podcasts, The Business Times, SPH Media. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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AI boom, oil's 'peace premium,' and the Fed's sticky inflation dilemma
Episode 41
Friday, 8 May, 2026
Is the AI rally a bubble or backed by real earnings? As oil prices spike and the Yen tumbles, we tackle inflation's sticky grip and the future of interest rates. Plus, are South Korea and Taiwan becoming the new undisputed tech leaders? Endowus CIO Hugh Chung joins Howie Lim for a compelling look at the markets' biggest questions this week. Highlights: 01:02 AI hype: rally or bubble? 02:36 Geopolitical "peace premium" in oil 08:00 Undisputed new global leaders in tech? 09:36 The gold paradox --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Hugh Chung, chief investment officer, Endowus Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
