Sound Economies with Mel & Peter
Lundgreen's Investor InsightsSound Economies with Mel & Peter is a weekly podcast show where our founding CEO Peter Lundgreen and Manila-based Chief Economist Mel Lopez discuss what's happening in economies around the world and their views of the global financial markets. To know more, visit lundgreensinvestorinsights.com.
| Publishes | Weekly | Episodes | 55 | Founded | 5 days ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
We are seeing a stock market correction with a steeper drop for tech and AI shares versus other industries. We recommend maintaining an overweight, well-considered risk position -- we explain how in this episode. We also tackle the Philippines' misse... more
The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn't cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in the face of fiscal i... more
What others see as a persistent dollar weakness, we attribute to emerging market currencies gaining momentum -- and we explain why. In this episode, we also talk about the ADB's tempered outlook towards Southeast Asia, China's week-long holiday spend... more
The US stock market is likely headed towards a correction soon. We think global investors should take this opportunity to review their portfolios as many remain underinvested in Asian assets. Our anniversary episode also looks at Thailand's new stimu... more
The US Fed has delivered its first rate cut for 2025 -- smaller than what we saw needed, but affirms our view that a tighter job market is now a bigger concern than inflation. We also look at lower credit scores for Americans, Mars' planned €1B inves... more
This episode, we dive into the strong rally of China stocks, review the French government's collapse, and explain our expectations for a jumbo rate cut from the US Fed. We also discuss megatrends concerning Europe and Asia as well as envision how maj... more
Political unrest has been pushing markets on edge globally. In this episode, we look at governance issues triggering protests in Indonesia and the Philippines, observe the changing of the guard in Thailand and France, and unpack warmer ties between I... more
France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the door for a September rate c... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #11 |  Philippines/Business/Investing |
Apple Podcasts | #96 | Philippines/Business |
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