Bigger Pic: How smart money is positioning between the Iran oil shock and the AI boom

Oil prices are surging, inflation risks are back in focus, and markets are rotating fast. But where is the smart money actually going? Dan Koh speaks to Billy Toh, Regional Head of Retail Research, CGS International Securities on how experts position portfolios, from energy and defense plays to AI leaders like NVIDIA and Microsoft, and what investors should watch next.See omnystudio.com/listener for privacy information.