Phan Vee Leung, TrackRecord

Phan Vee Leung, TrackRecord

3 September 2021
Bigger Picture: Navigating China's crackdown and taper talk
Phan Vee Leung, CIO, Trackrecord Asia, shares his views on battered down Chinese stocks and what tapering by the Fed and ECB will eventually mean for investors.

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Listen to his previous podcasts:

8 June 2021
Bigger Picture: Global minimum tax rates, inflation & analysis paralysis
Phan Vee Leung, CIO, Trackrecord, discusses how investors can figure out how to navigate the noise and headlines as markets struggle for direction.

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3 May 2021
Bigger Picture: Takeaways from Berkshire Hathaway’s Annual Shareholder Meeting
Phan Vee Leung, CIO, TrackRecord Asia, talks about takeaways stood out for him from Berkshire Hathaway’s annual shareholder meeting where we saw Warren Buffett and Charlie Munger reunited.

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9 April 2021
Bigger Picture: Short USD, long technology
Phan Vee Leung, CIO, TrackRecord, discusses why despite risks of rising bond yields he's still recommending to go short on the greenback, and why he's long NASDAQ futures despite the wider narrative around sector rotation from growth to cyclical.

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9 March 2021
Bigger Picture: USD hits highest levels in over 3 months
Phan Vee Leung, CIO, Trackrecord discusses why the USD has gained 2.7% year to date despite wider expectations of a weakening greenback heading into 2021, and why investors should also get out of cash ASAP to avoid value erosion.

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28 December 2020
Bigger Picture: Bitcoin buzz, USD under pressure, Sterling to fizzle
Phan Vee Leung, CIO, TrackRecord Training Academy discusses why investors should move out of cash which is likely to underperform again in 2021.

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18 September 2020
Bigger Picture: BOE explores negative interest rates
Phan Vee Leung, CIO, TrackRecord Asia, talks about the upside ahead for technology stocks, and his outlook for the British Pound and US Dollar.

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