David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management shares his insights on AI monetisation trends, whether small caps will catch up in 2H, what the US economy looks like now, and if worries over a drop in confidence in where the stock market is headed is warranted.

David also dives into his current stock picks - United Parcel (UPS) and Bristol Myers (BMY).

Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 
Graphics credits: pixabay & its talented community of contributors