The question every investor is asking: with the "AI Super-cycle" hitting overdrive and the Fed shifting gears, how do you rebuild a portfolio for the realities of 2026? Where is the hidden value in a market defined by record tech capex and a decoupling Gold market?
â° Date & Time: 11 May, 8:00 PM (Singapore Time)
đ Watch Live:
đ LIVE Stream Alert | Fed Policy, Gold Resilience & AI Scarcity: Rebuilding Your 2026 Portfolio
This session delivers a full-spectrum breakdown â from macro drivers to actionable sector plays:
[Navigating Fed Policy] The Warsh-led pivot and the easing vs. deregulation narrative: how to position for the 'dovish trade' while hedging against Q2 stagflation risks;
[Cross-Asset Logic] The Dollar vs. Gold standoff: unpacking why Gold refuses to bow despite a higher-for-longer Fed, and why energy supply constraints mean inflation isn't dead yet;
[AI Infrastructure Deep Dive] From HBM3e/HBM4 scarcity to the mass production of Co-Packaged Optics (CPO): identifying the real winners in the memory supply-demand imbalance;
[Big Tech Arms Race] Moving beyond earnings: a framework for evaluating ROI on AI investment spending across AMZN, GOOGL, META, and MSFT;
[Equity Roadmap] Index rhythms and the surge in upside convexity: why US EPS expectations are accelerating against seasonal trends and how to ride the momentum.
[Live Q&A] Bring your toughest portfolio questions on AI, Tech, and Macro â answered live.
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