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Peter Lewis' Money Talk

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

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

PublishesDailyEpisodes728Founded3 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 Asian Investment Strategist, Kenny Wen. With a view from Australia, is Toby Lawson, the former CEO at Statton Partners.

The podcast is also ... more

On Thursday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Andrew Freris, the CEO of Ecognosis Advisory, and William Ma, Chief Investment Officer at GROW Investment Group. With a view from Taiwan is Ross Feingold, Director of Research, Caerus Con... more

On Wednesday’s “Peter Lewis’ Money Talk” podcast, I’m joined by David Roche, President & Global Strategist at Quantum Strategy, and Nitin Dialdas, Chief Investment Officer at Mandarin Capital. With a view from Japan is Dan Kerrigan of Ohara Capital P... more

YouTube

On Tuesday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Christopher Lee, partner at Farron, Augustine & Alexander Investments, Tokyo based journalist and author, William Pesek and in Washington D.C., our US Economics Correspondent, Writer & Bro... more

YouTube

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Recent Guests

Alex Rue Macmillan
Asia columnist
Street.com
Episode: PETER LEWIS' MONEY TALK - Wednesday 6 May 2026
Yen-En Wu
Chairman and CEO
Surfin Group
Episode: PETER LEWIS' MONEY TALK - Wednesday 6 May 2026
Michael McGoy
Head of Research
Fusion Wealth Management
Episode: PETER LEWIS' MONEY TALK - Friday 10 April 2026
John Quelch
Executive Vice Chancellor at Duke Kunshan University
Duke Kunshan University
Episode: PETER LEWIS' MONEY TALK - Friday 27 March 2026
Paul Cavey
Founder of East Asia Econ
East Asia Econ
Episode: PETER LEWIS' MONEY TALK - Thursday 26 March 2026
Graham Rhodes
Founder of Longriver Investment Partners
Longriver Investment Partners
Episode: PETER LEWIS' MONEY TALK - Friday 20 March 2026
Sunil Kashap
Director at Finmet
Finmet
Episode: PETER LEWIS' MONEY TALK - Friday 20 March 2026
Andrew Ferris
CEO of Econosis Advisory
Econosis Advisory
Episode: PETER LEWIS'MONEY TALK - Wednesday 11 February 2026
Patrick Bennett
Hong Kong based macro strategist
Episode: PETER LEWIS'MONEY TALK - Wednesday 11 February 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
#50
Singapore/Business/Investing
Apple Podcasts
#64
Hong Kong/Business/Investing
Apple Podcasts
#121
Singapore/Business
Apple Podcasts
#206
Hong Kong/Business
Apple Podcasts
#214
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

PETER LEWIS' MONEY TALK - Tuesday 2 June 2026
Q: What impact could OECD's China subsidy report have on policy and global trade dynamics?
There is skepticism about the breadth of subsidies; while it could fuel protectionist sentiment, it may also prompt negotiations and targeted reforms rather than broad sanctions.
PETER LEWIS' MONEY TALK - Tuesday 2 June 2026
Q: What is your read on the Fed's credibility given Powell's warnings and the political climate surrounding the Fed?
The panel agrees that independence is crucial for credibility; any perception of political interference could undermine confidence and complicate future policy signaling.
PETER LEWIS' MONEY TALK - Wednesday 20 May 2026
Q: What could potentially avert a sharper correction in equities in this context?
Continued strong earnings, particularly from AI-related and tech-adjacent sectors, alongside measured policy responses and selective fiscal support that avoids overheating inflation, could help late-cycle resilience. A notable factor is the behavior of retail investors and the cash on the sidelines, which might fuel or dampen volatility depending on how risk sentiment evolves.
PETER LEWIS' MONEY TALK - Wednesday 20 May 2026
Q: Where do you see the biggest risks manifesting first for investors given the current energy and yield environment?
The consensus is that higher yields and energy prices threaten equities, especially tech and growth stocks, while also putting pressure on leveraged positions. Japan and Korea are highlighted as potential early movers due to yield dynamics and concentration in a few large tech names, with China seen as relatively more stable but not immune to spillovers.
PETER LEWIS' MONEY TALK - Monday 20 April 2026
Q: What is your read on the oil market and its impact on the broader markets this week?
The oil market is reacting to geopolitical headlines and is likely to stay volatile in the near term, but longer-term expectations depend on political risk and potential supply disruptions; while oil remains elevated, investors are watching for a resolution that could ease price pressures.

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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Which podcasts are similar to Peter Lewis' Money Talk?

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1. The Bid
2. Bloomberg Daybreak: Asia Edition
3. RiskReversal Pod
4. Odd Lots
5. FT News Briefing

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Peter Lewis' Money Talk launched 3 years ago and published 728 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. Alex Rue Macmillan
2. Yen-En Wu
3. Michael McGoy
4. John Quelch
5. Paul Cavey
6. Graham Rhodes
7. Sunil Kashap
8. Andrew Ferris

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