The Business Times Podcasts

The Business Times
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Mar 15, 2026 • 22min

S1E260: Tech alpha: why adoption and R&D matter more than P/E

Technology alpha: myth or opportunity? Can tech fortunes be found in adoption and R&D? Apparently, author Igor Pejic thinks so. Howie Lim gets him to decode Big Tech risk, spot the real game-changers from the hype, and navigate the volatile waves of AI, geopolitics, and regulation. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:22 Technology alpha and outsized tech-driven returns 05:53 Non-financial markers of good investments 08:16 Geopolitical and regulatory pressure 10:48 Why 'Tier 2' enabler tech 18:06 Anticipating the 'convergence' of tech --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Igor Pejic, author of Tech Money Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 13, 2026 • 17min

S2E35: Oil shock stalls stocks: Geopolitical risk trumps fundamentals

Oil shock stalls stocks—but is this market panic justified? As crude prices soar towards $100, the narrative of a massive sell-off should be challenged. Howie Lim speaks to Steve Sosnick from Interactive Brokers to discover why the historical context of Middle East conflicts suggests a quick rebound, what a closure of the Strait of Hormuz really models for crude and equities, and the hidden risks surfacing in private credit as the "tide goes out." Highlights: 01:01 Questioning the ‘shock’ narrative 06:27 What if oil hits $200? 08:36 The North Asian markets’ fake out 11:02 Second-order effects of the conflict --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Steve Sosnick, chief strategist, Interactive Brokers Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 13, 2026 • 4min

S2E186: Middle East Conflict Deepens as Oil Surges Past $100

Headline news for March 13, 2026: Nearly two weeks into the Middle East conflict, Iran vows to keep the Strait of Hormuz closed, oil climbs above $100, markets wobble and Singapore thanks regional partners for helping evacuate citizens. Synopsis: A round up of global headlines to start your day by The Business Times.  Written by: Claressa Monteiro (claremb@sph.com.sg)  Produced and edited by: Claressa Monteiro or Howie Lim  Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 12, 2026 • 17min

S1E2: Thailand’s next test: Stability is not enough

What should investors watch for in Thailand’s critical shift, as it moves beyond political stability to deep structural reform? From streamlining regulations and addressing household debt to diversifying agriculture and accelerating new high-value industries like EVs and biotech, Simon Tay speaks to the vice minister of Thailand's Ministry of Commerce, Dr Kirida Bhaopichitr in his Political Cafe. Synopsis: The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech. Highlights: 01:38 Geopolitics, neutrality and investor trust 04:16 New government reform agenda 06:24 Cutting red tape 11:52 Tourism and manufacturing shift 15:57 Why serve -- Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We’ll look into it for future episodes. --- Written and hosted by: Simon Tay  With Dr Kirida Bhaopichitr, vice minister, Thailand's Ministry of Commerce Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Podcasts: Channel: bt.sg/pcOM Apple Podcasts: bt.sg/pcAP Spotify: bt.sg/pcSP YouTube Music: bt.sg/giK9 Website: bt.sg/btpod Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 12, 2026 • 3min

S2E472: Oil ‘barrels’ past $100, shares slide, rates spike

Market news for March 12, 2026: Global shares fell as escalating Middle East conflict drove oil past $100, fuelling inflation fears and triggering a worldwide spike in borrowing costs despite a record IEA reserve release plan. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 12, 2026 • 4min

S2E185: US Trade Probe and Iran Tensions Add to Global Market Uncertainty

Headline news for March 12, 2026: The US opens a trade probe into major partners as tensions with Iran tighten energy markets, lifting oil prices, unsettling equities and adding fresh uncertainty for global trade and inflation. Synopsis: A round up of global headlines to start your day by The Business Times.  Written by: Claressa Monteiro (claremb@sph.com.sg)  Produced and edited by: Claressa Monteiro or Howie Lim  Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson  See omnystudio.com/listener for privacy information.
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Mar 11, 2026 • 3min

S2E471: Shares steady as oil dips, diesel soars

Market news for March 11, 2026: Shares stabilise as oil dips on IEA release proposal, but diesel's surge and Mideast conflict fuel inflation fears, complicating central bank rate paths. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 11, 2026 • 3min

S2E184: US Strikes Iranian Vessels as Markets Weigh Energy Risks

Headline news for March 11, 2026: US forces strike Iranian vessels near the Strait of Hormuz as markets weigh energy risks, Europe’s central bank steadies its stance on inflation and signs emerge of resilience in Singapore’s labour market. Synopsis: A round up of global headlines to start your day by The Business Times.  Written by: Claressa Monteiro (claremb@sph.com.sg)  Produced and edited by: Claressa Monteiro or Howie Lim  Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlenson  See omnystudio.com/listener for privacy information.
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Mar 10, 2026 • 3min

S2E470: Middle East conflict plunges oil, lifts safe-havens

Market news for March 10, 2026: Middle East war hopes whipsawed markets; stocks rallied on US comments before Iran's defiance pared gains. Oil plunged, while safe-haven gold held steady. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written by: Howie Lim (howielim@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
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Mar 10, 2026 • 4min

S2E183: Trump Warns Iran on Oil as Markets Rebound and Evacuations Begin

Headline news for March 10, 2026: Trump warns Iran over oil shipments, oil retreats from record highs, Asia stocks rebound, and Singapore sends military aircraft to evacuate citizens from the Middle East. Synopsis: A round up of global headlines to start your day by The Business Times.  Written by: Claressa Monteiro (claremb@sph.com.sg)  Produced and edited by: Claressa Monteiro or Howie Lim  Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

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