Is US’ reign overpriced or overhyped?
For over a decade, “US exceptionalism”, the idea that Wall Street will always outshine the rest, has been gospel for global investors. But with stretched valuations, rising global competition, and AI innovation no longer solely an American story, the crown is looking a little shaky.
In this episode of Money Hacks, a podcast from The Business Times hosted by Howie Lim, Mahesh Sethuraman, CEO of Saxo Singapore, and Rahul Ghosh, portfolio specialist for global equity at T. Rowe Price, debate whether the US is still worth its premium. They explore what’s behind the market’s dominance, why it’s being questioned, and where the smart money might go next.
From China’s undervalued giants to Europe’s AI infrastructure leaders, Japan’s robotics champions, and India’s fast-growing economy, they outline why the next decade’s winners may not all carry US tickers and why diversification is no longer just a textbook cliché.
Why listen?
Spot the cracks in America’s market armour
Learn why US exceptionalism isn’t unshakeable, and what’s changing the game.
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Money Hacks is the flagship personal finance podcast from The Business Times, hosted by Howie Lim. Catch past episodes from AI investing to long-term portfolio strategy on Spotify, Apple Podcasts, or at bt.sg/podcasts. Feedback or ideas? Email btpodcasts@sph.com.sg.
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Mahesh Sethuraman, CEO, Saxo Singapore and Rahul Ghosh, portfolio specialist for global equity, T. Rowe Price
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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