Arun Pai, Flow

Arun Pai, Flow

28 October 2021
Money and Me

Listen to his previous podcasts:

21 October 2021
Money and Me: Facebook bets on a multiverse, the collapse of Singapore's open market for electricity and WeWorks IPO
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discusses Facebook's new digital wallet for cryptocurrency and their plans to transition to a metaverse, Singapore's open market for electricity and a WeWorks SPAC.

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14 October 2021
Money and Me: Logistics ship traffic jams, stagflation and a possible Bitcoin futures ETF primer
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow to discuss cargo congestion in China and the US, stagflation as a market risk and a bitcoin futures ETF and the potential contango.

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7 October 2021
Money and Me: Why we should stay calm about the US China's COVID zero policy and it’s ramifications. Microsoft and Facebook.
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss whether investors should be concerned about US markets, China's COVID zero policy, Microsoft as a buying opportunity, Facebook's whistleblower scandal and what it means for big tech.

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30 September 2021
Money and Me: Markets on the back of Powell's inflationary warnings, China's power prices, the market for uranium and Bhutan's foray into digital currency
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss how investors can position themselves on the back of Powell's warnings about inflation and  China thinking about hiking industrial power prices, sectors that stand to benefit from the power crunch, the uranium industry, Bhutan to pilot a central bank digital currency and the future of physical currency.

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23 September 2021
Money and Me: China's Evergrande Group default explained after the HSI jumped 2 percent today, Hong Kong's real estate valuations and the FED signalling a shift away from pandemic era support
Is the default by China's Evergrande Group a similar situation to the subprime mortgage crisis after the bankruptcy of the Lehman Brothers in 2008? With the FED signalling a shift from pandemic era support, what will the impact be on the market?

Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss.

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16 September 2021
Money and Me: The Singapore and RMB Bond markets, how a reverse ETF works, SPACs in Singapore and you.
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the SGD and RMB Bond markets, break down the ETF ProShares Short Dow30 (DOG) and SPACs in Singapore.

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9 September 2021
Money and Me: Tightening COVID Measures and the impact on the STI, share buybacks, China to set up a third exchange and Bitcoin's drop
How Singapore markets are reacting to the new phase in the battle with Covid. What China’s NEEQ Select Layer, the third exchange expected in months means for investors and Chinese stocks. Lessons from bitcoin pullbacks.

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2 September 2021
Money and Me: The impact of Hurricane Ida on the Energy sector, consumer sentiment in the US, Zoom's earnings falling and a 12 year old that made 400,000 USD dollars creating an NFT
Michelle Martin and Arun Pai discuss the implications of Hurricane Ida on energy, buying opportunities with dampened consumer sentiment in the US, Zoom's earnings and what is fueling the NFT craze.

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19 August 2021
Money and Me: Burry and Cathie Wood's ARK Innovation ETF, PolyNetwork's heist, Palantir buying gold and China's regulation around Bytedance
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Michael Burry and Cathie Wood's ARK Innovation ETF, Burry's Scion Asset Management against the ETF, PolyNetwork's largest crypto heist and Palantir's gold bars.

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12 August 2021
Money and Me: Are funds trimming China's stock weightage?
On Money and Me, Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the easing of inflation rates in the US, if companies will be raising prices to offset the possible higher cost of labor, the relationship between China's move to clamp down on various sectors and its contribution to societal problems, and more.

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5 August 2021
Money and Me: Trio of local banks back to pre-pandemic dividends, China's clampdown on the video game sector, SGX' performance and listing activity in Singapore markets
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss DBS' report card vis a vis other local banks, China's clampdown on the video game industry and the impact on industry players such as Tencent and SGX's lackluster listings and second half earning results.

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29 July 2021
Money and Me: Reading the signals of the latest FOMC meet, what prioritizing retail over institutional means for Robinhood’s IPO and the rout in Chinese shares
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the FOMC decision to keep rates unchanged, Robinhood's IPO and Chinese shares at the crosshairs of Beijing's regulatory crackdown.

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22 July 2021
Money and Me: Economic impact of Phase 2, key factors moving markets, the US market sell off, Bitcoin extends gains and MSCI's new index
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the economic impact of a return to Phase 2 (Heightened Alert) in Singapore, the reasons behind the sell-off in the US markets that we saw earlier this week, Bitcoin's rebound and the MSCI working on an "ultimate index"  for investing : futile or worth sitting up for?

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15 July 2021
Money and Me: Apple's Buy Now Pay Later service, Cathie Woods warns of a valuation reset and Airbnb's buy rating
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss planning for the next generation, Apple's BNPL service, Ark Invest Cathie Wood's valuation reset in China, Alibaba and Tencent considering collaboration and Airbnb's buy rating.

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27 May 2021
Money and Me: Singapore's inflation, Dalio pivoting away to Bitcoin, Amazon buys MGM and Bitcoin's environmental impact
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Singapore's core inflation, Dalio pivoting away from bonds to Bitcoin, MGM and Amazon's deal,  Bitcoin mining and the environment.

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20 May 2021
Money and Me: Burry shorts Tesla, Bitcoin, SEA's prospects and GameStop and AMC
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Michael Burry's short on Tesla, Bitcoin's sell off and buyback, SEA's prospects and a potential short squeeze for GameStop and AMC.

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6 May 2021
Money and Me: What could Singapore's return to phase 2 means for Singapore stocks and consumer companies?
Rules on social gatherings will be tightened starting this Saturday, as Singapore takes stricter measures to stop the spread of Covid-19 in the wider community - what  could this mean for your local portfolio in the short-term? More broadly, what's behind the tech sell-off ( and is this a buying opportunity) and from a risk-reward perspective is the energy sector a buy? Michelle Martin finds out with Arun Pai, Chief Strategy Officer at Flow.

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29 April 2021
Money and Me: Evaluating an exchange, Microvision rallying in a short squeeze push, Microsoft's strong earnings and Starbucks sales jump in the first quarter
Michelle Martin and Arun Pai, Chief Stategy Officer at Flow discuss evaluating investing in an exchange and expectations for SGX with SEA and Grab potentially listing, Microvision rallying in a short squeeze push, Microsoft booking its largest revenue growth in 3 years and Starbucks prospects going forward.

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22 April 2021
Money and Me: Is Netflix overvalued? Is it time to Zoom out to the big picture on communication? Is it time to take profit on SIA and what can possibly explain the rise of Dogecoin?
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Netflix's earning results and the impact on its shares, optimism for Zoom, SIA shares skyrocket and Dogecoin's value.

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8 April 2021
Market Commentary: Cryptocurrency's boom, Coinbase's profits, Coupang's surge and the FED's easy money policy
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss cryptocurrency's recent boom, Minister Tharman Shanmugartnam's warning for crypto trading amongst retail investors, Coinbase's earnings, Coupang's surge in its trading debut and investors fears that rising prices could reverse the FED's easy money policy.

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1 April 2021
Money and Me: DBS looking to widen its presence in China and India, China’s boycott of H&M and Nike and the fall of Archegos Capital
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss DBS' strategy to grow its presence in China and India, China's boycott of H&M and Nike amongst other brands and the impact for foreign investors and the fall of Archegos Capital.

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25 March 2021
Money and Me:That 200,000 pound stuck ship in the Suez and impact on commodity and maritime markets, NFT’s, GameStop and ST engineering
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the market reaction to the ship in the Suez Canal, the NFT craze, the meme economy, moving value from crypto to NFTs and Gamestop.

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18 March 2021
Money and Me: Crackdown on tech by Beijing, asset bubbles in China, India to criminalise cryptocurrencies and NFTs
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Xi Jinping's crackdown on tech companies, if potential asset bubbles have been addressed in China, India to introduce a bill that criminalises cryptocurrency and the NFT craze.

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11 March 2021
Money and Me: Tamer inflation numbers - the possible implications for varying asset classes, tech stocks lagging and Jardine Matheson
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss tamer than expected CPI figures and inflationary fears, asset classes poised to benefit, why tech is lagging behind other equities and the Jardine Matheson deal.

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4 March 2021
Money and Me: Takeaways from Buffets letter to investors and Rocket’s share rally
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Warren Buffet's 2021 annual letter, Buffet's positive outlook for the US, the danger of stock buybacks and Rocket's share rally.

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25 February 2021
Money and Me: EV beneficiary plays, Michael Burry on inflation - is he right, again? Buffet doubling down on energy investments and where is silver going?
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow debate the payment for order flows model, what investors should be aware of when choosing their brokerages, the selling of Alibaba's American depository receipts, investors concern about rising bond yields and silver's hedge against inflation.

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18 February 2021
Money and Me: Government to issue green bonds, winners and losers from the Budget, Aviation support, Amazon air and oil production
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the government's issuance of green bonds as announced in the Singapore budget, winners and losers in the budget, consumption related stocks with the upcoming GST hike, SIA's prospects with support for aviation, Amazon Air to have growth spurt and the affected production of oil because of cold weather.

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11 February 2021
Money and Me: DBS' fourth quarter results, Asset managers capitalising on Ark ETF’s popularity with structured products, Tesla and Mastercard in Bitcoin and an outlook of inflation
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss what DBS fourth quarter results signal for the bank in the year ahead, the overall banking sector in Singapore, Asset managers capitalizing on Ark ETF’s popularity with structured products, Tesla and MasterCard's entry into Bitcoin and worries about possible inflation.

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4 February 2021
Money and Me: GameStop - lessons for hedge funds, small investors and trading platforms & shares of Oceanus popping; why?
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss lessons from the GameStop saga and market weakness, the role of the depository trust and clearing corporation, Musk and Robinhood, the growth potential of Oceanus and looking out for pump and dump schemes.

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28 January 2021
Money and Me: Sell off on Wall Street, Gamestop's rise and the PBOC withdrawing cash from the banking system
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss the sell off on Wall Street, Gamestop's rise and the People's Bank of China withdrawing cash from the banking system.

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21 January 2021
Money and Me: Markets and Biden, Inflation or deflation, outlook for oil and gold and what that commodity super cycle is all about
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow to discuss Biden's day one promises, China barring big name US politicians from visiting, Yellen's testimony on US policy towards China and stimulus relief, Seagulls' argument on inflation, an outlook for oil in 2021, gold prices and Goldman Sachs' theory on a commodity supercycle.

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14 January 2021
Money and Me: Markets and Trump's impeachment, Bond markets, small cap financials and consumers move to Signal
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss Trump's second impeachment, low rates have underpinned the markets rise to record levels, small cap financials and moves away from WhatsApp to Signal's messaging platform.

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7 January 2021
Money and Me: Protestors on Capitol Hill, Big Tech, NYSE delists 3 Chinese telco's and Bitcoin as a rival to gold?
Michelle Martin and Arun Pai, Chief Strategy Officer, Flow discuss the storming of Capitol Hill, Democrats and Big Tech, Trump's order on affected securities, trio of Chinese telecom companies loses market cap because of forced delisting by NYSE, increasing geopolitical tensions between the US and China and JP Morgan suggests Bitcoin could be a rival to Gold.

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