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.

Avsnitt(3748)

Money and Me: What Budget 2026 could help Singaporeans with.

Money and Me: What Budget 2026 could help Singaporeans with.

What if Budget 2026 could change the way you use your SRS , own your first home and teach your children about money? Ahead of Prime Minister Lawrence Wong’s statement, we unpack ideas that could meani...

11 Feb 22min

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Hasbro soars, Mattel stumbles - and the gap between winners and losers has never looked wider. From a tale of two toymakers to sharp earnings surprises across global giants, today’s Market View unpack...

11 Feb 23min

Money and Me : When Gold is So High, Should you Buy?

Money and Me : When Gold is So High, Should you Buy?

Hosted by Michelle Martin, this is the show that keeps your peace of mind at the heart of the wealth chase. When everything feels chaotic - wars, inflation, de-dollarisation fears and gold is rising -...

10 Feb 19min

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors. Microsoft splits Wall Street - one broker waves the red flag, another doub...

10 Feb 22min

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

After years in the penalty box, S-REITs are staging their strongest comeback since before COVID - but the real question is: who’s thriving, and who’s just surviving? The iEdge S-REIT Leaders Index del...

9 Feb 18min

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors? DBS’ Q4 earnings remind investors that even best-in-cla...

9 Feb 25min

Where is Gold and Silver Going? From Record Highs to Violent Reversals

Where is Gold and Silver Going? From Record Highs to Violent Reversals

Gold and silver just gave investors a brutal reminder: safe havens can still whipsaw. After blistering rallies into early 2026, both metals have plunged as a stronger U.S. dollar, ETF unwinds and crow...

6 Feb 7min

Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

What if the real risk in buying a home isn’t interest rates - but your job? In early 2026, AI disruption, shifting HDB policies and volatile careers are forcing buyers to rethink what “affordable” rea...

6 Feb 17min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
fill-or-kill
bathina-en-podcast
dynastin
rss-inga-dumma-fragor-om-pengar
svd-tech-brief
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
rss-den-nya-ekonomin
24fragor
market-makers