Yah Lah But

#779 ft. Selena Ling - Chief Economist on How To Think Clearly In Uncertain Times

Feb 13, 2026
Guest
Selena Ling
Selena Ling, Chief Economist at OCBC, a macro and markets expert who advises on investment and geopolitical risk. She unpacks market volatility, why gold is regaining relevance, Singapore’s neutrality as a safe hub, and how to cut through information overload to think clearly in uncertain times.
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INSIGHT

Geopolitics Drives Market Reactions

  • Geopolitical shocks change market expectations and trigger wide follow-on effects on growth and central bank policy.
  • Selena Ling links tariffs and trade moves directly to ECB decisions and global trade flows.
INSIGHT

Market Positioning Often Trumps Fundamentals

  • Market positioning and psychology often matter more than macro fundamentals in the short run.
  • Selena Ling notes markets shoot first and real economies adjust later.
INSIGHT

Gold Reemerges As Tangible Safe Asset

  • Gold gains relevance as investors seek tangible assets amid policy unpredictability and worries over fiat currency access.
  • The Russia reserves episode prompted central banks to diversify into gold to avoid counterparty and access risk.
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