The world feels chaotic right now, and your portfolio might be feeling it too. In this episode, we sit down with macro analyst Laurent Lequeu to cut through the noise and figure out where smart money should be going in 2026.

We talk about why gold and precious metals are having a moment, why real estate might not be the safe bet Singaporeans think it is, and how to think about energy producers vs. consumers in your stock picks. Laurent also breaks down a surprisingly simple framework using just two ratios to tell you exactly where we are in the business cycle, no Bloomberg terminal required.

"Investment is like having a roadmap. You know where you are, this is the business cycle. You know which asset you need to own."

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You can find out more about The Macro Butler:

https://themacrobutler.substack.com/

https://themacrobutler.com/

Connect with Laurent Lequen:

https://www.linkedin.com/in/laurent-lequeu-/

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Want to get in touch? You can reach out to us through the email podcasts@melisten.sg, or through Junus Eu's instagram @missfitfi.

The Building Financial Fitness Podcast is an original production from Mediacorp.

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