The world feels chaotic right now, and your portfolio might be feeling it too. In this episode, we sit down with macro analyst Laurent Lequen 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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The world feels chaotic right now, and your portfolio might be feeling it too. In this episode, we sit down with macro analyst Laurent Lequen 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."
-
You can find out more about The Macro Butler:
<a href="https://themacrobutler.substack.com/">https://themacrobutler.substack.com/</a>
<a href="https://themacrobutler.com/">https://themacrobutler.com/</a>
Connect with Laurent Lequen:
<a href="https://www.linkedin.com/in/laurent-lequeu-/">https://www.linkedin.com/in/laurent-lequeu-/</a>
-
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.
-
&nbsp;

The Building Financial Fitness podcast is hosted by prolific finance blogger Junus Eu, aka MissFITFI. Over the course of the podcast, Junus brings on special guests to talk about topics ranging from gendered finance and the true cost of furthering education.

The views and opinions shared during this podcast series are those of the hosts and guests and do not necessarily reflect the views of Mediacorp Pte. Ltd. or its group of companies.

The Building Financial Fitness podcast is hosted by prolific finance blogger Junus Eu, aka MissFITFI. Over the course of the podcast, Junus brings on special guests to talk about topics ranging from gendered finance and the true cost of furthering education.
The views and opinions shared during this podcast series are those of the hosts and guests and do not necessarily reflect the views of Mediacorp Pte. Ltd. or its group of companies.

The Building Financial Fitness Podcast with Junus Eu

The BFF podcast with Junus Eu

Navigating 2026 as a Retail Investor, with Laurent Lequen (The Macro Butler)

https://api.omny.fm/orgs/7740012e-e1bd-4f85-81c4-a7f50047134a/clips/c628b23d-cae9-48a8-ac40-b40a00f4a379/transcript