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Peter Lewis' Money Talk

Peter Lewis' Money Talk
China
Donald Trump
Japan
United States
Federal Reserve
Hong Kong
Tariffs
Artificial Intelligence
India
Taiwan
Gold
Oil Prices
Inflation
Us-China Relations
Oil
Nvidia
Semiconductors
Bitcoin
Stock Market
Interest Rates

I talk about business, finance, economic, trade and political issues ahead of the financial markets open in Hong Kong with a focus on Asia and emerging markets. peterlewismoneytalk.substack.com

PublishesDailyEpisodes742Founded3 years ago
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Artwork for Peter Lewis' Money Talk

Latest Episodes

On Monday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Alex Wong, director at Alex KY Wong Asset Management, and David Friedland, Managing Director of Asia Pacific at Interactive Brokers. In the second part of the show, I talk with Robert Allen... more

On Friday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Francis Lun, the CEO of Venture Smart Asia, and John Schofield, Managing Director of Tempus Investment. We also get an update on Asia’s frontier markets with Ruchir Desai of Asia Frontier C... more

YouTube

On Thursday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Andrew Freris, the CEO of Ecognosis Advisory and Sam Faveur, CEO at Mandarin Capital.

The podcast is also available on Apple Podcasts, YouTube Studio and Spotify.

Spotify

YouTube Stu... more

YouTube

On Tuesday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, Will Denyer, US Economist at Gavekal, and in Washington D.C., our US Economics Correspondent, writer & broadcaster, Barry Wood. more

YouTube

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Recent Guests

Brock Silver
CIO at Kaian Capital
Kaian Capital
Episode: PETER LEWIS' MONEY TALK - Thursday 18 June 2026
Hal Hong
Managing Partner and CIO
Lotus Asset Management
Episode: PETER LEWIS' MONEY TALK - Wednesday 17 June 2026
Mark Toh
Managing Director of Asset Management at the Wing Fund Financial Group
Wing Fund Financial Group
Episode: PETER LEWIS' MONEY TALK - Friday 12 June 2026
Andy Scherr
Shanghai-based Independent Economist
Independent
Episode: PETER LEWIS' MONEY TALK - Friday 12 June 2026
William Marr
Chief Investment Officer at Grow Investment Group
Episode: PETER LEWIS' MONEY TALK - Wednesday 10 June 2026
Marc Franklin
Managing Director and Senior Portfolio Manager, Multi-Asset Solutions
Manulife Investment Management
Episode: PETER LEWIS' MONEY TALK - Wednesday 3 June 2026
Sunil Kashyap
Director of Finmet
Finmet
Episode: PETER LEWIS' MONEY TALK - Wednesday 13 May 2026
Alex Rue Macmillan
Asia columnist
Street.com
Episode: PETER LEWIS' MONEY TALK - Wednesday 6 May 2026
Andrew Ferris
CEO
Econosis Advisory
Episode: PETER LEWIS' MONEY TALK - Wednesday 6 May 2026

Host

Peter Lewis
Host of Peter Lewis' Money Talk

Reviews

4.7 out of 5 stars from 23 ratings
  • Peter Lewis Money Talk is a favourite of mine. I originally started listening while in Hing Kong, and have continued since returning to Canada.

    Top notch analysis, and the guests are amazing - giving you perspectives you will NOT find in North America!

    Podcast Addict
    5
    Hamish McDuck
    2 years ago

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

PETER LEWIS' MONEY TALK - Wednesday 17 June 2026
Q: But what are your feelings? Do you think now that finally this war is coming to an end?
Richard Harris suggests that while there is a sense of a stalemate on the battlefield, the specifics are still sketchy and markets will stay cautious until more concrete details emerge, with a potential for price volatility until clarity increases.
PETER LEWIS' MONEY TALK - Thursday 18 June 2026
Q: Andrew, what are your thoughts on the Fed's decision to drop the bias toward easing and the new dot plot outlook?
The panel notes a meaningful shift in expectations, with more officials signaling rate hikes by year-end, which could feed into higher yields and a repricing of risk, though the absence of explicit forward guidance may leave markets more sensitive to data surprises.
PETERLEWIS'MONEY TALK - Tuesday 23 June 2026
Q: Are people in the US, are they questioning this deal and is it worth it given the oil-finance dynamics?
Barry and others suggest that there is scrutiny in the US, with concerns about long-term credibility and the broader geopolitical costs, though immediate oil-price effects may be favorable for now.
PETERLEWIS'MONEY TALK - Tuesday 23 June 2026
Q: What do you think David? You've been following this closely for a while now. Is progress being made? Do you see signs of progress? And is this a good deal?
David argues that while there are some short-term oil-flow benefits and political leverage, the deal ultimately may be detrimental in the long run, potentially strengthening Iran and destabilizing the region, with broader implications for US credibility.
PETER LEWIS' MONEY TALK - Friday 12 June 2026
Q: What could derail the favorable view on oil prices and inflation in the near term?
A lack of a Middle East settlement could keep oil elevated, feed inflation expectations, and force central banks to maintain a hawkish stance, worsening market volatility and dampening growth.

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Frequently Asked Questions About Peter Lewis' Money Talk

What is Peter Lewis' Money Talk about and what kind of topics does it cover?

The show centers on macro finance, markets, and geopolitics with a clear focus on Asia-Pacific and emerging markets. Episodes weave together global macro themes, AI-inflation dynamics, energy flows, and geopolitical risks (notably Middle East, US-China relations) with practical takeaways for investors and corporate strategists. Guests regularly provide on-the-ground perspectives from Asia, plus regional economists and market strategists who illuminate how policy, subsidies, and tech cycles shape asset prices and growth. A standout trait is the mix of high-level macro debate with concrete positioning tips across equities, currencies, and energy, often tied to current events and policy signals in Asia and beyond. This combination makes the sh... more

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Which podcasts are similar to Peter Lewis' Money Talk?

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1. Bloomberg Daybreak: Asia Edition
2. Odd Lots
3. Economist Podcasts
4. Forward Guidance
5. Macro Voices

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Peter Lewis' Money Talk launched 3 years ago and published 742 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Peter Lewis' Money Talk?

Recent guests on Peter Lewis' Money Talk include:

1. Brock Silver
2. Hal Hong
3. Mark Toh
4. Andy Scherr
5. William Marr
6. Marc Franklin
7. Sunil Kashyap
8. Alex Rue Macmillan

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