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EPISODE · Feb 9, 2026 · 21 MIN

Is US exceptionalism truly dead?

from BT Correspondents · host The Business Times

Is US exceptionalism truly dead? With Big Tech valuations soaring and global tensions rising, investors must choose: stay US-focused or diversify. Discover why the American formula for growth may still have legs, and where the most rewarding opportunities lie next as Genevieve Cua and Capital Group's Andy Budden dissect the threats to the US edge—from debt sustainability to global governance reforms in Asia. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 02:02 Defining US exceptionalism 05:13 Three evolving threats to the US edge 08:40 Is AI a bubble? Not yet 13:45 The US-China AI dynamic 16:10 Asia's governance revolution --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) With Andy Budden, investment director, Capital Group Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp 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: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

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Is US exceptionalism truly dead?

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How long is this episode of BT Correspondents?

This episode is 21 minutes long.

When was this BT Correspondents episode published?

This episode was published on February 9, 2026.

What is this episode about?

Is US exceptionalism truly dead? With Big Tech valuations soaring and global tensions rising, investors must choose: stay US-focused or diversify. Discover why the American formula for growth may still have legs, and where the most rewarding...

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