Arun Pai, Monk’s Hill Ventures
Arun Pai, Monk's Hill Ventures

18 May 2023
Money and Me: Buffet is bullish on Japan, should you be too?
Legendary value investor Warren Buffet is bullish on Japan, why? What are hedge fund investors studying about China's education and chip sector?
We take a close look at the picks that emerged from a famous investor conference held recently in Hong Kong. Why are regional banks in the US rallying and could they be winners worth looking at?
Arun Pai from the investment team at Monk's HIll shares his views with Michelle Martin.
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Listen to his previous podcasts:
20 April 2023
Money and Me: Apple’s high yield savings account, Netflix’s password crackdown, Pain trade, Venture Capital & Metaverse
Will Apple’s new high yield savings account prove good competition for banks? Will Netflix’s password crackdown hurt the company moving forward? What is the pain trade? And are VCs still interested in the metaverse? Michelle Martin asks Arun Pai, Investments Team, Monks Hill Ventures.
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6 April 2023
Money and Me: Since it's parent company is private, how can you invest in the excitement around ChatGPT? How is the banking crisis leaving investors divided? Why are short-sellers targeting Toronto Dominion?
With interest still relatively high and possibly going higher, what is the best way for retail investors to think through bond purchases? How do we invest in the excitement surrounding ChatGPT? And is the spiralling banking crisis finally over? Join Michelle Martin on this episode of Money and Me as she speaks with Arun Pai, Investments Team, Monks Hill Ventures to find out.
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9 March 2023
Money and Me: Fed Powell spook markets, China Capital Outflow headache, China’s whole nation strategy analysis
Why did US Federal Reserve Jerome Powell spook markets with his hawkish interest rate policy stance this week? How might Mark Mobius' capital outflow headache with China cast a shadow on Beijing’s efforts to woo foreign investors? And what does China's whole nation strategy to beat the US mean for the Sino-US tech war? Michelle Martin finds out the answers with Arun Pai, Investments Team, Monks Hill Ventures.
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23 February 2023
Money and Me: Ways to play the AI a wave, ChatGPT and how it’s changing businesses, Asian Stock Market outlook
On this episode of Money and Me, Michelle Martin asks Arun Pai, Investments Team, Monks Hill Ventures if the monthly subscription revenue model is likely to bring cheer to long-term investors, how companies are incorporating ChatGPT in their businesses, and his outlook on the Asian Stock Market for the rest of this year.
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2 February 2023
Money and Me: What a dovish Fed means for stocks and is Bitcoin less volatile than the SNP 500 and Tesla?
In a widely anticipated move, the Federal Reserve lifted their target for its benchmark rate overnight by a quarter percentage point to a range of 4.5% to 4.75%. What does this latest decision mean for stocks and currencies going forward? And could the Adani saga be the biggest con in corporate history compared to Lehman and Madoff? Michelle Martin finds out with Arun Pai, Investments Team, Monks Hill Ventures.
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26 January 2023
Money and Me: On tankers and other less than obvious plays to cash in on macro trends for 2023
Wondering what the NYSE glitch means for retail investors? Banks, REITS and high quality bonds seem to be what analysts favor, what are your options beyond Singapore? Arun Pai, Investments Team, Monks Hill Ventures weighs in, in conversation with Michelle Martin.
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22 December 2022
Money and Me: How will China's 'hasty' reopening affect the region?
On today’s episode of Money and Me, Zia-ul Raushan dives into headlines regarding Elon Musk and China’s economy after its opening.
Arun Pai, Investments Team, Monks Hill Ventures weighs in to share more about how such a hasty opening may affect the region’s economic activity.
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17 November 2022
Money and Me: What FTX's collapse mean for the future of crypto, has inflation peaked and what a downsized tech industry mean for the economy
It comes as no surprise that the biggest news making headlines this week is the dramatic collapse of cryptocurrency exchange FTX. Coupling this with the sharp fall in the price of Bitcoin to the crash of Luna earlier this year, what does the future of crypto look like?
Meanwhile, with big US Tech giants like Amazon, Meta and Twitter commencing their layoffs, what picture does this paint for the broader economy? And does this confirm that a global recession is just around the corner? Zia-ul Raushan and Dan Koh get the answers from Arun Pai, Investments Team, Monks Hill Ventures.
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22 September 2022
Money and Me: Overview of US Fed rate hike, SPACs bleak future and all you need to know about Quadruple witching hour
Michelle Martin and Arun Pai, Investments Team, Monks Hill Ventures break down the unusual market reaction to the US's Fed rate hike of 75 basis points and if they are on track to meeting its 2% inflation target. They also discuss if the thriving days of SPACs are finally over and how quadruple witching affects the stock markets?
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9 September 2022
Money and Me: Banks have been hiking savings and fixed deposit rates; why?
Why are local banks hiking their interest rates for savings accounts now? And what does the latest escalation of the EU's energy crisis mean for investors and companies in Europe? Michelle Martin asks Arun Pai, Investments Team, Monks Hill Ventures.
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25 August 2022
Money and Me: The best strategy to stay on course with investments during an inflation
From a Singaporean who recently became one of the biggest shareholders of Singpost after selling his flat, to China’s Pinduoduo taking its first international step in the US market, and what investors need to know about single-stock ETFs, we ask Arun Pai, Investments Team, Monks Hill Ventures to weigh in the market headlines.
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11 August 2022
Money and Me:
What are investors interested in the semiconductor space reading from the US Chips and Science act? Will it shake up the semiconductor industry. What key factors would indicate oil prices will fall further? Musk has sold a 6.9 billion dollar stake in Tesla in case he is forced to buy Twitter to circumvent an “emergency sale” of the EV stock should he have to buy Twitter. How are investors reacting? We also look at Airbnb which has bought 2 billion dollars worth of stock back, is this a sign that the stock is cheap? Michelle Martin and Arun Pai, Investments Team, Monks Hill Ventures get to the heart of the issues
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16 June 2022
Money and Me: What does the 75 interest rate point increase mean for Singaporeans and is crypto really in turmoil?
Michelle Martin in conversation with Arun Pai, Investments Team, Monk's Hill Ventures as they discuss why markets are rallying despite the approval of the largest interest rate increase since 1994 by the Federal Reserve. They also talk about the health of the crypto ecosystem and what this means for the crypto space moving forward.
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2 June 2022
Money and Me: How do carbon credits work as an asset class? How can we assess S-reits as inflation hedges? Are we underestimating the impact of quantitative tightening?
Michelle Martin asks Arun Pai ( Investments Team, Monk's Hill Ventures) for a primer on carbon credit trading, how to assess S-Reits as an inflation hedge and for a breakdown of what quantitative easing is and its possible impact on markets.
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19 May 2022
Money and Me: What is stagflation and should you be worried?
How has Elon Musk backfooting on Twitter impacted the way its shares are being traded? And as we take a look at the broader market, have we finally experienced the lows of the year? Michelle Martin gets an overview with Arun Pai, Investments Team, Monk's Hill Ventures.
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5 May 2022
Money & Me: The Fed’s rate hike and why markets cheered. The fate of China stocks and what do investors think of Musk's takeover of Twitter?
Michelle Martin speaks with Arun Pai about the Fed’s recent hike and if it’s soothed market jitters, whether he is positive on Chinese equities given the lockdowns and signals of China’s economy slowing. They also discuss what Musk running Twitter could mean for the company moving forward.
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24 March 2022
Money and Me: US recession? China’s tech companies share buyback spree - who could follow, and Berkshire’s latest acquisition
Michelle Martin gets thoughts from self-professed Warren Buffett fan Arun Pai, Chief Strategy Officer, FLOW on Berkshire Hathaway's latest acquisition of insurer Alleghany, plus insights on Carl Icahn's recession prediction and the share buyback trend among Chinese tech firms.
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17 March 2022
Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout
Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss the US Feds’ interest rate hike, the recent Chinese tech stock rout and thoughts on Forest Li’s letter to staff of Sea Ltd after its 75% wipeout.
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10 March 2022
Money and Me: Understanding the nickel surge, where Europe stands on Russian oil and China’s potential IPO revival in the US
Michelle Martin gets Arun Pai, Chief Strategy Officer, FLOW to help investors understand the impact of the recent nickel surge, where Europe stands on Russian oil and how we could see a potential IPO revival of Chinese firms in the US.
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3 March 2022
Money & Me: Defending against exposure to Russia and rising energy prices, and the fate of Hong Kong’s economy
Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW talk about how effective sanctions on Russia would be on the back of its invasion of Ukraine, and what investors can do to safeguard their portfolios that could be exposed to Russia, plus a look at Hong Kong's impending lockdown an the impact it will have on its economy.
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24 February 2022
Money & Me: Investor psychology and the Ukraine Crisis, companies to watch, sectors that are likely losers and a new narrative for safe haven assets?
Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss what the Ukraine crisis has investors mulling over versus acting on. They also discuss the potential future of wealth taxes in Singapore.
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17 February 2022
Money and Me: Sea’s $16 billion wipeout, what’s behind the skyrocketing price of oil and could this “primitive metaverse” still be a space to watch?
Sea Limited's $16 billion wipeout following a ban on one of its mobile apps by India puts investor focus ln geopolitical fault lines. Michelle Martin gets some advice from Arun Pai, Chief Strategy Officer, FLOW.
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10 February 2022
Money & Me: Navigating tech stock volatility and the case for value stocks versus growth stocks
How can we decipher the volatility in tech stocks? Are we seeing a revival of the dot-com burst? Is it time for investors to reevaluate their portfolios and look towards value stocks instead of growth stocks? Michelle Martin gets some answers from Arun Pai, Chief Strategy Officer, FLOW.
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3 February 2022
Money & Me: What Alphabet's split stock means for investors and the challenge facing Spotify
Alphabet announced a 20-to-1 split stock, which means shares of the Google parent company will soon be trading at a much cheaper price to attract retail investors. Will this translate to volatility and what can current investors look out for? Michelle Martin gets some insight from Arun Pai, Chief Strategy Officer, FLOW, plus a discussion on the impact of the Joe Rogan controversy on Spotify's business and its share price.
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27 January 2022
Money & Me: Reading between the lines of the US Feds' announcement for March
The Feds have spoken, and they're on track to raise interest rates to fight record inflation. US stocks gained as the news was released, but began to decline in after-hours trade as Chairman Jerome Powell stood hawkish during the press conference that followed. What can we decipher from the upcoming moves from the Feds in March? Michelle Martin gets an angle from Arun Pai, Chief Strategy Officer, FLOW, plus a discussion on the S&P 500 runway and the bond market as a safe haven.
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20 January 2022
Money & Me: Lessons from a phishing scam, China cutting rates, India’s LIC IPO, MAS’ new rules for the crypto space
What can we learn from the OCBC phishing scam? Is China doing the right thing by cutting rates to stabilise the yuan? Will India’s LIC IPO be a big win? And what do the new MAS rules mean for crypto advertising? Michelle Martin gets the lowdown from Arun Pai, Chief Strategy Officer, FLOW.
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6 January 2022
Money & Me: Rising energy prices, bond yields signal economic recovery, Tencent divests its stake in Sea
Michelle Martin taps the analytic brain of Arun Pai, Chief Strategy Officer, FLOW to understand why energy prices are rising, particularly in Singapore; what the bond yield markets are pointing towards and what that could mean for stocks. They also discuss Tencent's divestment in Singapore's Sea and where value is to be found with Chinese internet companies.
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16 December 2021
Money & Me: Should you change your investment approach because of the Fed’s moves? Would you buy a bond backed by music rights? AI headsets and Apple's potential upside.
The US Federal Reserve announces three rate hikes for 2022 and Singapore introduces property cooling measures — two headlines busying the markets today and top of the agenda with Arun Pai, Chief Strategy Officer, FLOW. He and Michelle Martin also discuss securitised music rights and Apple's foray into the metaverse.
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9 December 2021
Money & Me: Grab’s share price slide, the future of SPACs, tech stock selloff, Singapore’s recovery in 2022
Michelle Martin gets Arun Pai, Chief Strategy Officer, FLOW to share his views on Grab's share price slide on its Nasdaq debut and whether SPACs are a risky route for future IPOs. He also comments on the major tech selloff in the US and its parallels with the 2000 bubble, as well as a look ahead at Singapore’s possible recovery in 2022.
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2 December 2021
Money & Me: Impact of Omicron, Grab's Nasdaq debut and Jerome Powell's departure from "transitory"
On this edition of Money & Me, Michelle Martin speaks with Arun Pai, Chief Strategy Officer, FLOW about the economic impact of the new Omicron Covid-19 variant, expectations of Grab’s Nasdaq listing and Jerome Powell’s pivot to a hawkish stance for the first time in three years.
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25 November 2021
Money & Me: What Inflation means for you. Why is China tightening algorithmic trading? Jerome Powell's second term and lessons from Paytm
Arun Pai, Chief Strategy Officer, FLOW shares his thoughts with Michelle Martin on how inflation will affect the man on the street, plus China's stance on algorithmic trading, what we can expect from Jerome Powell's second term as Fed chair and if we could see recovery in Paytm's share price, following its dismal IPO launch.
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18 November 2021
Money & Me: What happens when a digital exchange exits? Mt Gox's repayment and the price of Bitcoin. China replacing US tech and new on the NFT bandwagon
Arun Pai, Chief Strategy Officer, FLOW shares his thoughts with Michelle Martin on what Huobi Global's existing investors can expect as it exits and transitions into Huobi Singapore, whether Japan's Mt Gox can repay $8.5 billion in bitcoin to its creditors it lost from a hack, and how much Chinese tech companies stand to gain as it secretly seeks to replace US tech.
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11 November 2021
Tencents third quarter and Chinas crackdown on big tech, Clean Hydrogen as an investment and GE breaks up
Michelle Martin and Arun Pai, Chief Strategy Officer, Flow discuss Tencent and Alibabas resilience amidst a wider crackdown on Chinese tech, investing in clean hydrogen and General Electrics break up.
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28 October 2021
Money and Me: Should we tighten our wallets? Are we seeing Hyperinflation or deflation? Trump's SPAC and Robinhoods earnings
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss contrasting views by investors on hyperinflation, the pullback in Trump's SPAC, Digital World Acquisition and Robinhoods earnings amidst a volatile crypto environment.
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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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