The "AI Trade" demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude's new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar's safe-haven supremacy, the Kospi as a global tech bellwether, and the structural debt risks shaking G7 bonds with José Torres, senior economist at Interactive Brokers.

Highlights:

01:09 AI trade: post-euphoria phase?

04:41 Brent Crude above US$100

07:07 Fed openness to rate hikes

10:40 Kospi as a global tech barometer

12:53 Dollar dominance unchallenged

16:16 The future of bond yields

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With José Torres, senior economist at Interactive Brokers

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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The war is three months old, stocks are at record highs and the Fed is talking hikes

BT Market Focus

The war is three months old, stocks are at record highs and the Fed is talking hikes