Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital addresses recessionary fears and investors' confidence levels coming on the back of the latest US economic data including weekly jobless claims and Q2 GDP.

He also shares his insights on artificial intelligence darling, Nvidia - whether the surge in AI spending will drive free cash flow for the company, and if it's time for investors to rotate away from the tech sector to the laggards.

Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Nurphoto | Nurphoto | Getty Images