Is the AI rally a bubble or backed by real earnings? As oil prices spike and the Yen tumbles, we tackle inflation's sticky grip and the future of interest rates. Plus, are South Korea and Taiwan becoming the new undisputed tech leaders? Endowus CIO Hugh Chung joins Howie Lim for a compelling look at the markets' biggest questions this week.

Highlights:

01:02 AI hype: rally or bubble?

02:36 Geopolitical "peace premium" in oil

08:00 Undisputed new global leaders in tech?

09:36 The gold paradox

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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 Hugh Chung, chief investment officer, Endowus

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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AI boom, oil's 'peace premium,' and the Fed's sticky inflation dilemma

BT Market Focus

AI boom, oil's 'peace premium,' and the Fed's sticky inflation dilemma