Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns?

In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing returns and where capital could rotate next.

Guest Raisah Rasid, Vice President, Global Market Strategist, JP Morgan Asset Management, maps out under-owned sectors quietly integrating AI for margin expansion.

We examine how traditionally low-margin industries could see profitability leap as automation scales.

With Trump’s global tariff rate rising from 10% to 15%, we unpack what Asia’s calm reaction - including the STI’s resilience - is signaling.

We also look at how investors can diversify away from mega-cap concentration without losing AI exposure.

Finally, we ask what contrarian AI view could define the rest of 2026.

See omnystudio.com/listener for privacy information.

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Episoder(4039)

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27 Aug 22min

Money and Me: Why Bonds Are Hated, When to Sell a Stock, and Is McDonald’s a Buy?

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27 Aug 23min

Market View: Ooshies Win the Grocery Wars, China Warning Signs & Remembering Dolly Parton

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Can a tiny Disney toy change where an entire family buys its groceries? Woolworths’ wildly popular Ooshies promotion has pulled shoppers away from rival Coles, offering a striking lesson in the power ...

26 Aug 18min

How to be the leader people trust in an age of AI

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Only 56% of employees surveyed by Qualtrics believe their leaders would choose people’s wellbeing over immediate profit. So what makes us trust a boss - and what happens when that trust disappears? Dr...

26 Aug 18min

Money and Me: Can You Build Wealth on Your Lunch Break?

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Michelle thinks this is going to be a huge bestseller in Singapore and around the world, and it is a book any investor should pick up. Thomas Chua achieved financial independence at 31 and argues that...

26 Aug 27min

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24 Aug 12min

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A charity drive, a donation, a day spent volunteering - doing good can feel good. But how do we know whether your company actually changed anything? Michelle Martin speaks with Lyn Sia Rosmarin, Found...

24 Aug 22min

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