Why is Wall Street sinking while Singapore soars past 5,000? Howie Lim and portfolio manager Gary Tan dissect the US job shock, the mystery of 'meme' gold, and the volatility of the AI-driven tech rout. Plus, uncover the finer details of Singapore's forward-looking Budget 2026 and what it means for your portfolio.

Highlights:

01:05 Dissecting US economic data so far

03:09 Gold trading like a ‘meme stock’?

06:12 The eternal question: Is the AI-driven tech rout really over?

09:01 Singapore Budget 2026: AI front and centre

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim

With Gary Tan, portfolio manager for the Intrinsic Emerging Markets Equity team, Allspring Global Investments

Edited by: Chai Pei Chieh

Produced by: Howie Lim and Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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