Host Michelle Martin sits down with Christopher Tan, CEO of Providend, to find out if his April article challenging the most sacred rule of investing: "stay invested for the long run" still holds in his view.
In this eye-opening episode, discover if the popular TACO trade ("Trump Always Chickens Out") and trade war strategizing could be an optimist trap and how to identify when it's time to "reset" and realign your portfolio strategy.

Money and Me: The AI Capex Spend - who are the current winners?
25:30

Market View: Drone warfare - how AI and war are coming together? Oil Shockwaves & Big Tech’s Strategic Reset
23:51

Money and Me: Why Active ETFs Are Surging in 2026
21:35