Julia Wong
North Asia Chief Investment Officer at Nomura International Wealth Management, offering macro and market strategy commentary for the region.
Best podcasts with Julia Wong
Ranked by the Snipd community
7 snips
Feb 13, 2026 • 21min
AI Concerns Resurface, US-Taiwan Trade Pact
Julia Wong, North Asia CIO at Nomura Wealth Management, offers macro and market strategy for the region. She discusses investor worries that AI may both disrupt sectors too fast and monetize slowly. She contrasts China’s steadier AI rollout with industrial gains and highlights Japan’s pro-growth stance, policy divergence across central banks, and FX/rates as diversification tools.
7 snips
Jan 19, 2026 • 21min
Trump Tariffs Over Greenland, Fed Chair Pick Chatter
Julia Wong, North Asia Chief Investment Officer at Nomura, delves into the impact of geopolitical tensions, such as Trump's tariffs targeting Europe over Greenland, stressing the importance of hedges and diversification in investments. She discusses the fast monetization of AI in Chinese tech and highlights opportunities within AI supply chains across Asia. Bill Campbell, Global Bond Portfolio Manager at DoubleLine, examines the implications of Fed leadership changes and investor confidence issues stemming from legal probes into Jerome Powell's leadership.
