Listen to the latest podcasts of Arun Pai here

Listen to his previous podcasts:

17 December 2020
Money and Me: Where are small caps heading? An Index Fund that’s reached record highs and where is Bitcoin going?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss a potential stock market bubble, investor interest in small cap stocks, Big Tech companies, the Vanguard total stock market index fund passes 1 trillion USD and Bitcoin's above 20,000 for the first time.

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10 December 2020
Money and Me: The US dollar, Ray Dalio's theory about money, China's face overhang, Airbnb's IPO and retail REITS
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the US dollar in 2021, US equity markets boosting demand for the greenback, Ray Dalio's theory about a flood of money and credit, China's stocks face overhang as share lockups end, Airbnb's hybrid auction and retail REITS in Singapore.

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3 December 2020
Money and Me: Sabana-ESR merger one-proxy rule, Sectors to focus on, US-China's wrestle for power and keeping your cash locked
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the voting rules for a merger carried out by a trust as in the case of ESR and Sabana REIT, sectors in a post-vaccine world, an energy expert says the US-China locked in a wrestle for power and a timeline for keeping your cash till the end of 2020.

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26 November 2020
Money and Me: What the Dow hitting 30k means, Bitcoin's three year high and Gold's bull run
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Bitcoin's long-term prospects and Goldman and Citi's projection for Gold in 2021.

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19 November 2020
Money and Me: Late stage vaccine candidates and pharmaceutical stocks, Hathaway's investment in large drugmakers, understanding Ackman's latest big bet, Son selling investments for cash
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss pharmaceuticals stocks, late stage vaccine candidates, Berkshire Hathaway's investments in large drugmakers, Ackman's bet on corporate defaults, Masayoshi Son selling Softbank investments for cash and sectors to look out for.

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12 November 2020
Money and Me: Equities, the rise of bank stocks, Positioning your portfolio for a Biden presidency, Chinese tech stocks wiped out 280 billion USD in value and Alibaba and Tencent
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the potential for the S&P 500's rise, short term implications for equities, KBW Bank index, value stocks, a Biden basket of stocks, Chinese technology shares wiping out more than US$280 billion of value and Alibaba and Tencent singled out on the back of potentially monopolistic behaviour.

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5 November 2020
Money and Me: Market reactions to the US election, the ANT Group IPO suspended and local banks in Singapore report Q3 earnings
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss market reactions to the ongoing US presidential election, predictions for the short run and long term pricing in both a Trump and Biden win, the suspension of Ant Group's IPO and bank earnings from OCBC, DBS and UOB in the third quarter.

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29 October 2020
Money and Me: Getting in on ANT Group's historic dual listing, Mr DIY's IPO and Morgan Stanley's read on Palantir
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss instruments to get in on ANT Group's historic dual listing, Mr DIY's IPO, Morgan Stanley's overweight reading for Palantir and DBS' potentially launching a digital currency exchange.

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22 October 2020
Money and Me: Tesla earnings, Morgan Stanley's outlook on a blue wave bringing out FED rate hikes, Netflix's earnings, Brazil potentially blocking Huawei and SEC Chair's advise to investors
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to break down Tesla's, earnings report, Morgan Stanley's thesis about a blue wave bringing out FED rate hikes, Netflix's earnings and prospects, the implications of a stimulus deal in the US for markets, the US looking to Brazil to block Huawei from next generation 5G networks and his take on SEC Chair Jay Clayton's statement that regular investors should stay away from high leverage and embedded option contracts.

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15 October 2020
Money and Me: Big Hit Entertainment IPOs, China's investment in Japanese Government Bonds and Howard Marks ideas about investing in a high risk environment
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Big Hit's Entertainment 4 billion dollar IPO in South Korea, entertainment stocks in South Korea, China's tripling holdings of Japanese government bonds, Howard Mark's views on looking at a high risk environment with energy, retail and commercial real estate and whether traditional energy is 'uninvestable.'

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1 October 2020
Money and Me: Market reaction to US debates, ZTO Express, NTT delisting Docomo in Japan and changes in Apple suppliers interest in India and Harley leaving
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the first presidential debate, ZTO Express' market debut, NTT planning to de-list Docomo in Japan and Apple's suppliers' interest in India and Harley Davidson leaving India.

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17 September 2020
NIVIDIA's acquistion, claims against Nikola, Battery Day for Tesla and ASEAN banks outlook
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss one of the world’s fastest growing chipmakers, NIVIDIA acquiring Arm Holdings from Softbank for 40 billion US dollars, claims against Nikola in a short seller's report, Battery Day for Tesla coming up soon and a report on the sectoral outlook of ASEAN banks.

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10 September 2020
Money and Me: Why is copper on a tear? Tech leads the market comeback, where do we put our money now?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Blockchain beating Gold and Bitcoin during this pandemic, Tesla's valuation, China's first potential digital currency and Goldman Sach's favourite commodity; copper.

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3 September 2020
Money and Me: Buffet buys 5 trading companies, how that fits into his buy and hold strategy, SGX and new cryptocurrency exchanges, and going long or short on Tesla?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Warren Buffet's 5% stake in each of the top Japanese conglomerates, the SGX's collaboration with Cryptocompare, the first digital bond issuance with Olam, Tesla's instrument and the HKEX's plans to surpass the NASDAQ.

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27 August 2020
Money and Me: In the pause for Powell are we bullish or bearish? How to indirectly get in on Ant’s IPO and who will the Dow shakeup benefit?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer, Flow, who shares more about his expectations from the Fed, if inflation is a pandemic era tool to combat economic blows, the Dow shakeup, interest in junk ETFs and how to spot value traps.

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20 August 2020
Money and Me: How would LIBOR switching to SORA would affect you?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer, Flow who shares more about how Singapore replacing the globally used London Interbank Offered Rate (LIBOR) and using the Singapore Overnight Rate Average (SORA) would affect investors.

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13 August 2020
Money and Me: Bitcoin's momentous rise and Tesla's stock split
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Bitcoin's momentous rise, Warren Buffet and Berkshire Hathaway stocks, Putin's COVID-19 vaccine, Tesla's stock split and iFast shares on the rise.

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6 August 2020
Money and Me: What's a REIT future? Could a policy the Fed is exploring have important implications for investors? An investors take on Hong Kong's Sun Hung Kai holdings
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss SGX’s international REIT futures, the FED’s new policy to deal with inflation, gold hitting a historic high of 2,000 USD, Sun Hung Kai Holdings and stocks to watch out for.

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21 July 2020
Money and Me: Where is the momentum in NPL markets ?
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the non performing loans market, ethical driven data intelligence and addressing debt recovery.

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16 July 2020
Money and Me: Wells Fargo beat expectations, SPACs, UK mobile providers banned from Huawei, Netflix's downgrade and other stocks to watch
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss earnings releases by Wells Fargo, Citigroup and JP Morgan, Special Purpose Acquisition Companies, Huawei's new 5G equipment banning UK mobile providers, Netflix and iFast sales and stocks to watch.

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2 July 2020
Money and Me: If FOMO is driving markets should you take risk on or off the table?
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss FOMO driving markets, why 59 Chinese social media apps like WeChat have no future in India and what could that means for social media companies valuations.

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25 June 2020
Money and Me: E-Mini Futures, Wirecard, Singapore on the rebound?
What are e mini futures? Does the buildup of short positions indicate a sell off is near? What can investors make of the big Wirecard loss of euros? Morgan Stanley says equity valuations have bottomed out. Is risk on is a good idea? Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss E-Mini Futures, Wirecards debacle, Singapore stocks on the rebound and Mapletree Industrial Trust's recent moves.

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18 June 2020
Money and Me: Re-opening and stock upsides, Zombie Markets, JD.coms secondary listing
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow about the delicate balance between policies, identifying trends in the labour market to utilise labour effectively, Zombie markets and JD.com's listing

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11 June 2020
Money and Me: Dissecting Powell's news conference remarks, shorting the Hong Kong US peg, Aviation
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss FED Chair, Jerome Powell's reasoning for keeping interest rates steady, Kyle Bass bet against the HK-US peg and the implications for his investors, Cathay Pacific’s bailout package and the future of regional aviation.

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4 June 2020
Money and Me: Singapore's SSF's, SGX, Neteast and Zoom's Boom
Michelle Martin and Arun Pai, Chief Strategy Officer at Flow discuss pro-democracy protests in Hong Kong marking the anniversary of Tiananmen Square despite restrictions by China and the impact of this on the market, NetEase planning a secondary listing on the Hong Kong Exchange and Zoom's earning results and will it continue.

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28 May 2020
Money and Me: Singtel's fourth quarter profits, SGX and the MSCI equity index, silver and Singapore investment plays
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss the breakdown of Singtel's fourth quarter , Mike Pompei's statement that Hong Kong is "no longer autonomous", the SGX's relationship with the MSCI equity index futures and options contracts and the 33 billion SGD Fortitude Budget.

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21 May 2020
Money and Me: Bytedance valuation, investors figuring out PPS with gov intervention in financial markets and stocks to watch.
With Moderna rallying on hopes that a vaccine is successful, market conditions remain volatile. Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to make sense of news that matters to investors.

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14 May 2020
Money and Me: Negative interest rates? Capitaland Retail China Trust and office space
US Federal Reserve chair Jerome Powell is warning that the current economic downturn could turn into a deep and prolonged recession. Can we expect equities to slip and bonds to rise in this context? Trump wants negative interest rates, the Fed doesn’t -what do negative rates mean for traders? KGI is bullish on Capitaland Retail China trust, is China’s retail sector recovering? Yesterday we talked about the semiconductor industry, today an investor shares his survey of opportunities and risks there.

Michelle Martin puts these questions and more to Arun Pai, Chief Strategy Officer at Flow.

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8 May 2020
Money and Me: China US trade tensions, Disney Earnings, Airline stocks and Great Eastern Holdings
As markets grapple with the shocks of COVID-19, US-China trade tensions and dismal earnings results, investors have a lot to sieve through. Michelle Martin speaks with Arun Pai, Chief Strategy Officer at AsiaCollect to review these market movements and updates.

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30 April 2020
Money and Me: DBS Earnings, USO WTI contracts, earnings season and the tech war
We digest key earnings results and ask if tech investors can diversify risk. Also where is oil possibly heading? Michelle Martin is joined by Arun Pai, Chief Strategy Officer at AsiaCollect to sieve all this news and make sense of it for the investor.

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23 April 2020
Money and Me: The volatile oil market, MAGA tech stocks, SGX's performance, Healthcare stocks
With the historic crash in oil futures on Monday evening that has sustained itself through the week, the virus ravaging energy markets, volatility is a word that best describes this week. The MAGA Tech Giants have shed more than 1 trillion US Dollars in market value since February, showcasing that even the biggest companies are suffering from the pandemic. SGX stocks has come up as the top performance on the SGX. How are healthcare stocks faring this week? We discuss all this and more with Arun Pai, Chief Strategy Officer at AsiaCollect today.

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16 April 2020
Money and Me: Increased demand for oil storage? Singapore Banking Stocks, S-Reits and profits in market turmoil
Is a decline in oil likely to boost demand for storage and transport? Are any of the banks in Singapore in better shape than the others? Singapore REITS  -  what is their outlook for the year? And which investors have been profiting and which hit hardest by the market turmoil? Michelle Martin puts these questions to Arun Pai, Chief Strategy Officer at AsiaCollect.

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9 April 2020
Money and Me: Companies and fundraising during COVID-19, Softbank vs Wework, what's to come? China's recovery.
We make sense of what investors are talking about in layman terms! Funding may be drying up for many but not for some companies like Airbnb and Slack; why is that? What do investors now think of the start-up space? What does it take to raise money in a pandemic? Michelle Martin and Arun Pai,  Chief Strategy Officer at AsiaCollect also discuss holding value in the US dollar and China getting back on its feet economically.

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2 April 2020
Money and Me: AMAZON, MICROSOFT and local BANK SHARES ; how are they holding up?
More people are ordering online and video-confering from home so which companies' share prices are holding up? How are local bank counters doing in the context of calls to defer payments for businesses and homeowners? Arun Pai, Chief Strategy Officer at Asia Collect shares his thoughts

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26 March 2020
What to make of Bank Shares, SIA's trading halt and the Olympics being postponed
What does a veteren investor see when he looks out over the market today? Shares of local banks are trading below their book values right now, does this mean they are good buys?  SIA requested a halt in the trading of its shares this morning. What are some doing to keep their airlines afloat?

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19 March 2020
Money and Me: Market commentary with Arun Pai
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at AsiaCollect to discuss the impact of these world events on the local economy, the continining strains on the current financial situation and market sentiment.

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12 March 2020
Money and Me: Is Cash King Now?
Should you keep a portion of your assets in cash? What does the rational investor need to understand about Trump's travel ban, the fluctuations in oil prices, the STI dropping through the support level of 28-hundred? Michelle Martin breaks down the major market moves with Arun Pai, Chief Strategy Officer at AsiaCollect.

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5 March 2020
Money and Me: Effect of interest rate cut on US economy
Michelle Martin speaks to Arun Pai, Chief Strategy Officer at AsiaCollect about how the Federal Reserve’s cut on interest rate would provide a meaningful boost to the US economy and who will benefit the most from it.

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27 February 2020
Money and Me: Weekly developments with Arun Pai
Stocks fell sharply this week as the number of coronavirus cases outside China surged, stoking fears of a prolonged global economic slowdown from the virus spreading. To add on, gold prices also fell more than 2% on Tuesday in Asia and is set to record their first decline in five days. Michelle Martin speaks to Arun Pai, Chief Kristals Officer at Kristal.AI to find out more.

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20 February 2020
Money and Me: Weekly developments with Arun Pai
Arun Pai, Chief Kristals Officer at Kristal.AI weighs in on some of the key highlights of Budget 2020, such as the delay in the GST hike to 9% and the support the government will provide for the five sectors most affected by Covid-19.

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13 February 2020
Money and Me: Weekly developments with Arun Pai
The COVID 19 Coronavirus Disease 2019 outbreak has now killed more than 1,350 people and infected over 45,000 people worldwide. Arun Pai, Chief Kristals Officer at Kristal.AI shares the impact the virus has on businesses and oil forecasts. He also weighs in on SoftBank results and the earnings reports for major US tech companies such as Apple, Facebook, Microsoft and Alphabet (Google).

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30 January 2020
Money and Me: Weekly developments with Arun Pai
The total number of confirmed deaths from the Wuhan coronavirus in China has now risen to 170. According to the China’s National Health Commission, the number of confirmed cases have increased to more than 7,700, with over an additional 12,000 suspected cases. Arun Pai, Chief Kristals Officer at Kristal.AI discusses the impacts of the Wuhan virus, Apple's latest earnings, UK’s decision to allow Chinese telecom giant Huawei to help create Britain’s 5G network, and how the grounding of Boeing’s 737 Max jets have hurt its earnings.

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23 January 2020
Money and Me: Weekly developments with Arun Pai
Arun Pai, Chief Kristals Officer at Kristal.AI lends his thoughts on major news that has markets talking today. Travel to and from Wuhan, the epicentre of the coronavirus has halted with a quarantine beginning today. A day before millions travel to celebrate the Lunar New Year, we look at the outbreak's potential market impact on China and particularly, Hong Kong. Back home, we ask what CapitaLand Integrated Commercial Trust - the third largest real estate investment trust in Asia and the biggest in Singapore - says about the REIT segment. And will the Tesla bull party continue and what are the highlights from the World Economic Forum in Davos so far?

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16 January 2020
Money and Me: Weekly developments with Arun Pai.
What are the key things to understand about the Phase 1 US-China trade deal? What's the prize for the digital banking race? And is 2020 the year or Bitcoin? Arun Pai, Chief Kristals Officer at Kristal.AI weighs in.

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19 December 2019
Money and Me: Investment Outlook 2020
What caused the biggest financial headwinds in 2019 and what can we expect in terms of investment outlook for 2020? From signals of inflation, to the clash of superpowers, here is a seasoned investors outlook for 2020 set within the context of the most important business stories of 2019. Arun Pai, Chief Crystals Officer at Krystal.AI weighs in.

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