In the final episode of 2025, Market Focus Weekly zooms out on a year that felt nonstop. AI pushed valuations to the edge. Tariffs made a comeback. Rate cuts sparked rallies, and nerves.

Host Emily Liu is joined by Yujun Lin, CEO of Interactive Brokers Singapore, to break down what really moved markets this year, and what we can expect in 2026.

Highlights:

02:24 Unpacking the AI story

08:00 US tariff volatility

11:00 To cut or not to cut rates?

13:27 Gold vs. Bitcoin

16:14 Bright spots in Asia

20:21 Investing for 2026

---

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

---

Written and hosted by: Emily Liu (emilyliu@sph.com.sg)

With Yujun Lin, CEO, Interactive Brokers Singapore

Edited by: Chai Pei Chieh & Claressa Monteiro

Produced by: Emily Liu & Chai Pei Chieh

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

---

Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

Amazon: bt.sg/mfam

Apple Podcasts: bt.sg/mfap

Spotify: bt.sg/mfsp

YouTube Music: bt.sg/mfyt

Website: bt.sg/mktfocus

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Podcasts at: bt.sg/podcasts

BT Lens On: bt.sg/btlenson

See omnystudio.com/listener for privacy information.

What 2025 taught markets, and what comes next

BT Market Focus

What 2025 taught markets, and what comes next