EPISODE · Apr 27, 2026 · 9 MIN
Bigger Pic: The Q2 Playbook - Anchoring Your Portfolio in Geopolitical Chaos
from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3
With oil prices rising again in the wake of canceled peace talks between the US and Iran, plus inflation fears reigniting, Brandon Ho, Head of Investment Advisory, Singapore, Arta Finance breaks down the Fed’s looming dilemma and the tech sector’s deepening valuation split. He explores the breakdown of traditional bonds as safe havens and where private credit fits into the equation amid concerns of stress in the sector. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
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Bigger Pic: The Q2 Playbook - Anchoring Your Portfolio in Geopolitical Chaos
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