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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(3995)

Market View: Wall Street's Big Week: Earnings, Jobs and the Next Market Test

Market View: Wall Street's Big Week: Earnings, Jobs and the Next Market Test

Markets are entering a pivotal week as investors brace for another wave of corporate earnings and a closely watched US jobs report that could shape expectations for Federal Reserve policy. Michelle Ma...

3 Aug 10min

Money and Me: 1 in 4 of us will have chronic kidney disease by 2036, here is why we need to start thinking about treatment options

Money and Me: 1 in 4 of us will have chronic kidney disease by 2036, here is why we need to start thinking about treatment options

Beyond dialysis there is still kidney care! When chronic kidney disease reaches an advanced stage, many patients assume dialysis is the only option. But it may not always be the best choice. Singapore...

3 Aug 17min

Market View : Apple Stumbles, Amazon Surges: Two Very Different AI Earnings Stories

Market View : Apple Stumbles, Amazon Surges: Two Very Different AI Earnings Stories

Big Tech earnings take centre stage as Apple and Amazon deliver sharply contrasting messages to investors. Michelle Martin examines why Apple’s strong sales weren’t enough to reassure markets, while A...

31 Juli 10min

What's next for Wakuda - How John Kunkel views the future of hospitality in an age of AI

What's next for Wakuda - How John Kunkel views the future of hospitality in an age of AI

Coming soon - Wakuda at MBS will be transformed. You'll also be able to experience Wakuda elsewhere in Asia. Michelle Martin speaks with John Kunkel, Founder and CEO of 50 Eggs Hospitality Group, who...

31 Juli 25min

Money and Me: What Singapore Traders Are Buying to Profit off Market Volatility

Money and Me: What Singapore Traders Are Buying to Profit off Market Volatility

How are retail traders responding to a year dominated by geopolitical tensions, volatile oil prices and shifting market sentiment? Michelle Martin speaks with Dani Magner, Chief Growth Officer at Plus...

31 Juli 12min

What Really Drives Your Personality?

What Really Drives Your Personality?

Michelle Martin gets up close with a personality typology system that can help explain why people react so differently to the very same situation. In the first episode of a new Live Well with Michelle...

30 Juli 27min

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

Market View: Keppel's Transformation, Fed Divisions & the AI Spending Boom

Markets weighed a flurry of corporate earnings alongside an unusually divided Federal Reserve, leaving investors with fresh questions about where opportunities lie. Michelle Martin unpacks Keppel's sh...

30 Juli 7min

Money and Me: Singapore's Market Makeover - Where Are the Real Opportunities?  

Money and Me: Singapore's Market Makeover - Where Are the Real Opportunities?  

Singapore's stock market is evolving - what do investors need to know about the upcoming changes? As Singapore launches sweeping reforms - including the Equity Market Development Programme and the upc...

30 Juli 21min

Populärt inom Business & ekonomi

badfluence
framgangspodden
dynastin
varvet
svd-tech-brief
uppgang-och-fall
avanzapodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-borslunch
rss-kort-lang-analyspodden-fran-di
montrosepodden
market-makers
rss-dagen-med-di
borslunch-2
bathina-en-podcast
rss-veckans-trade
rss-borssurr-med-mitelman-och-mellqvist