We have 3 small cap Singapore ideas to dissect and also take on Trump's U-turn on a proposed Hormuz shipping toll to the next phase of the AI boom.

We separate signal from noise in a market driven by geopolitics, earnings and investor psychology, looking at Wall Street's earnings season and what South Korea's sharp market sell-off teaches.

The heart of the discussion with Swapnil Mishra, Author of "Investing for the Clueless, Reckless and Overly Cautious"  unpacks what could be the next major investment opportunity, after NVIDIA.

Hosted by Michelle Martin.