Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on President Donald Trump's reinstatement of his intention to implement 25% tariffs on goods imported from Canada and Mexico, and his thoughts on whether the US Federal Reserve is on Trump Watch.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: pixabay & its talented community of contributors

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Joseph Sroka, Chief Investment Officer & Co-Founder at NovaPoint Capital shares his insights on the latest investor reaction to DeepSeek and how President Donald Trump might approach this development. He also weighs in on whether it is surprising that Trump has yet to impose additional tariffs on China, whether investors should be parking their money on oil given Trump's interest in the sector, and expectations on upcoming Fed actions in the coming weeks.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: Greg Baker/AFP/Getty Images

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Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil and whether gold prices could retest all-time highs in the near future.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: pixabay & its talented community of contributors

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Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the level of promise that AI holds for investors, coming on the back of a huge AI push on the part of the likes of Open AI and Softbank, and if it's a signal for investors to get into the tech space in the year ahead. She also weighs in on the kind of commentary that's catching her eye lately, and how potential tariffs might be factored into her investment approach.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: pixabay & its talented community of contributors

See omnystudio.com/listener for privacy information.

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest market action over the last 24 hours after President Donald Trump took office at the White House, the positive momentum in the markets right now and whether Trump's intention to ramp up drilling will affect the EV sector.

He also weighs in on market action surrounding Netflix, Procter & Gamble, and what's on his radar ahead of WEF Davos.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: Shawn Thew Pool photo via AP

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Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on what investors are worrying about as major averages give up gains in recent weeks; Apple had fallen to third place in terms of smartphones sold in China in 2024, behind homegrown manufacturers Vivo and Huawei; how he would factor in Donald Trump's support for Elon Musk as a potential tailwind for Tesla; as well as how markets are pricing in Donald Trump's upcoming entrance to the White House for a second term.

Dave also shares his insights on what's expected of Trump's playbook compared to his first term, and implications of the resilient US economy on Trump's second term with regards to where markets are headed in the coming days.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: Brandon Bell/Getty Images

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Vincent Ee, Head of Investments, Asia at Schroders Wealth Management shares his insights on how the latest developments surrounding the Gaza ceasefire are set to uplift markets, a positive earnings season, opportunities outside of the Magnificent Seven, and whether AI will deliver on its promise. He also weighs in on what investors are keeping their eyes on as we near Trump's inauguration.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: Alex Brandon/AP; Getty Images; Alice Morgan / Investopedia

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Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the latest news surrounding the potential sale of TikTok in the US to Elon Musk and whether Meta's job cuts reflects what's happening in the broader tech sector. He also shares insights on whether we should be expecting a stronger greenback and how that might affect gold prices in the year ahead.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Muhammad Nazirul Asrar
Photo credits: Roberto Schmidt/AFP/Getty Images; NurPhoto via Getty Images; Allison Robbert/Reuters

See omnystudio.com/listener for privacy information.