Arun Pai, Flow

Arun Pai, Flow

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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Listen to his previous podcasts:

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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