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Peter Lewis' Money Talk

Peter Lewis' Money Talk
China
Japan
Donald Trump
United States
Artificial Intelligence
Federal Reserve
Hong Kong
India
Oil Prices
Taiwan
Gold
Oil
Tariffs
Semiconductors
Inflation
Us-China Relations
South Korea
Nvidia
Emerging Markets
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

PublishesDailyEpisodes765Founded3 years ago
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Artwork for Peter Lewis' Money Talk

Latest Episodes

On Friday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Francis Lun, the CEO of Venture Smart Asia, and Andrew Sullivan, Founder of Asian Market Sense. With a view from Sydney, is Australian Business and Economics Analyst, Toby Lawson.

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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. Providing a view from Mainland China is Hao Hong, Managing Partner and CIO at Lotus Asset Management.... more

YouTube

On Wednesday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Richard Harris, Chief Executive Officer at Port Shelter Investment Management, and Sunil Kashyap, director of Finmet. With a view from Japan is John Beirne, Principal Economist at the As... 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, Peter Kim, Head of Global Investment Strategy at KB Financial Group in Seoul, and in Washington D.C., our US Economics Correspon... more

YouTube

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Recent Guests

David Roche
President and Global Strategist at Quantum Strategy
Quantum Strategy
Episode: PETER LEWIS' MONEY TALK - Friday 7 August 2026
Francis Lun
CEO of Venture Smart Asia
Venture Smart Asia
Episode: PETER LEWIS' MONEY TALK - Friday 7 August 2026
Toby Lawson
Australian business and economics analyst (Sydney)
Independent/Media appearance based in Sydney
Episode: PETER LEWIS' MONEY TALK - Friday 7 August 2026
Nitin Dialdas
Chief Investment Officer at Mandarin Capital
Mandarin Capital
Episode: PETER LEWIS' MONEY TALK - Wednesday 5 August 2026
William Pesic
Tokyo-based journalist and author
Independent journalist/Author
Episode: PETER LEWIS' MONEY TALK - Tuesday 4 August 2026
Mitten De Alders
Chief Investment Officer at Mandarin Capital
Mandarin Capital
Episode: PETER LEWIS' MONEY TALK - Tuesday 4 August 2026
Tariq Dennison
Director at GFM Asset Management
GFM Asset Management
Episode: PETER LEWIS' MONEY TALK - Friday 10 July 2026
Yanem Wu
CEO of Surfin Group
Surfin Group
Episode: PETER LEWIS' MONEY TALK - Thursday 2 July 2026
Brock Silver
CIO at Kaian Capital
Kaian Capital
Episode: PETER LEWIS' MONEY TALK - Thursday 18 June 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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#73
Hong Kong/Business/Investing
Apple Podcasts
#131
Finland/Business/Investing
Apple Podcasts
#165
Singapore/Business/Investing
Apple Podcasts
#174
Norway/Business/Investing
Apple Podcasts
#181
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

PETER LEWIS'MONEY TALK - Friday 31 July 2026
Q: Francis, where do we go from here with the markets?
The markets appear divided with a Fed that has dissents in its dot plots, suggesting volatility may persist as investors price in uncertain guidance and potential rate moves. Emerging markets could benefit if capital starts to rotate toward more domestic, value-driven opportunities, but risks remain from policy shifts and geopolitical tensions.
PETER LEWIS' MONEY TALK - Wednesday 5 August 2026
Q: What does Washington's yen intervention mean for the short-term dollar-yen dynamics?
It suggests a stabilization effort in the currency, with a likely near-term bounce in the yen but a longer-term trajectory toward a weaker yen if rate differentials remain.
PETER LEWIS' MONEY TALK - Thursday 30 July 2026
Q: What additional clues did we hear about the conditions under which the Fed would act, if at all, and did the statements give us any clarity on those conditions?
The discussion highlights that the Fed's communications may be ambiguous, with emphasis on inflation trajectory and market signals rather than explicit policy thresholds, leaving investors to monitor data and market reactions for guidance.
PETER LEWIS' MONEY TALK - Thursday 30 July 2026
Q: The first thing is, why should we even bother then listening to these Fed press statements? Aren't they a bit of a waste of time?
The panel agrees that the Fed's communications are often less informative than markets, noting that markets increasingly price in expectations and that statements may not provide clear directional guidance.
PETER LEWIS' MONEY TALK - Thursday 30 July 2026
Q: So, Andrew, before we dig into the weeds of some of this, let me get your overall sort of thoughts on what the Fed has done or not done and also in particular the significance of this descent.
Andrew suggests there is little new beyond inflation staying above target; the dissenters favored a rate increase, yet the majority kept rates unchanged, signaling a wait-and-see stance with expectations that cuts are unlikely soon and that timing will depend on inflation signals.

Audience Metrics

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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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1. Economist Podcasts
2. FT News Briefing
3. Excess Returns
4. Newshour
5. Business Daily

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Peter Lewis' Money Talk launched 3 years ago and published 765 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. David Roche
2. Francis Lun
3. Toby Lawson
4. Nitin Dialdas
5. William Pesic
6. Mitten De Alders
7. Tariq Dennison
8. Yanem Wu

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