Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole.

What do the moves mean for US interests?

Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia.

As AI shifts from training to inference, is a sector rotation from hardware to software underway?

Find out how investors can navigate the evolving AI landscape.

Guest: Arun Pai, Investments Team, Monk's Hill Ventures.

 

Hosted by Michelle Martin who&nbsp;invites Arun Pai to this episode to unpack Trump&rsquo;s 10% tariff on Chinese imports and the closure of the "de minimis" loophole.
What do the moves mean for US interests?
Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia.
As AI shifts from training to inference, is a sector rotation from hardware to software underway?
Find out how investors can navigate the evolving AI landscape.
Guest: Arun Pai, Investments Team, Monk's Hill Ventures.
&nbsp;

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.