Phan Vee Leung, TrackRecord

Phan Vee Leung, TrackRecord

0806_MDT_835

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.

Download the podcast.

Listen to his previous podcasts:

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

Listen
Download SPH RADIO APP
Last Played
Last Played