Bring home the chips – Sound Economies with Mel & Peter, 12 November 2026
Anthropic’s USD 1.4-trillion IPO is just around the corner, with the Claude developer braving rough sailings with elevated inflation, rising interest rates, and an industry scandal that is furthering the tech sell-off. We see exciting times ahead: a US Fed governor opening talks for a jumbo rate hike, global oil prices dropping, and Philippine GDP stalling.
Timestamp:
(00:00) – Episode rundown
(00:20) – Intro
(00:48) – Quick updates
(02:27) – Philippines’ stagnant GDP growth
(08:28) – Oil prices move lower
(14:04) – Mega-listing of AI IPO in Wall Street
(20:25) – Assessing the US Fed’s path forward
(25:21) – Our global outlook
(28:25) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
“Sound Economies with Mel & Peter” is a weekly podcast where our founding CEO Peter Lundgreen and Manila-based Chief Economist for Southeast Asia and China Mel Lopez discuss what’s happening in economies around the world and their views of the global financial markets.
Tune in to this episode on Spotify, YouTube, and wherever you listen to podcasts.
