Hedging bets on US tech – Sound Economies with Mel & Peter, 8 October 2026
Several global pension funds are reducing their exposures to US tech stocks amid fears of a looming correction, which we discuss in this episode. We also talk about the shutdown of over 600 banks in China, and suggestions from the IMF and World Bank on government deficits.
Timestamp:
(00:00) – Episode rundown
(00:21) – Intro
(00:49) – Quick updates
(02:31) – China shuts down over 600 banks in 2025
(07:28) – Health public finance advice from IMF and World Bank
(18:08) – Global pension funds wind down US tech stock holdings
(23:14) – Our global outlook
(25:58) – Lundgreen’s Invest – High-Tech Defence Fund secures quadruple exit
(26:28) – Lundgreen’s Capital – Next big step: IPO in 2 years
“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.
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