Follow The Money Despite The Valuations

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

23-Sep-25 07:00

Pause
Embed

The S&P500 hit a new high recently despite the expensive valuations. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if there is still upside to this rally and if so, what are the sectors to overweight and underweight. We also ask him for his views on the recent moves by Nvidia on Intel and Open AI.

Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Shazana Mokhtar, Wong Shou Ning, Elaine Boey

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, economy, international

Tags: s&p500, record highs, valuations, gold, nvidia,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Erin Cook, Journalist for Southeast Asian Affairs discusses the people's protest in the Philippines.

7:45 AM

Morning Brief

Dr Geoffrey Williams discusses how the latest RON95 subsidy fits into the Madani government’s fiscal reform agenda.

8:00 AM

The Breakfast Grille

Yap Lip Seng, CEO of Riyaz Hotels, discusses the firm's partnership with Chinese hotel giant Jin Jiang Hotels.

8:30 AM

Morning Brief

Alliff Benjamin Suhaimi of Thomas Philip unpacks the dispute over the redevelopment of Kampung Sungai Baru.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, tells us where international markets are heading.

9:15 AM

Opening Bell

Hoe Lee Leng, Head of Regional Plantations at RHB Investment Bank on the outlook of plantation companies.

9:35 AM

People, Planet, Profit

Sustainable development lawyer Kiu Jia Yaw discusses the landmark ICJ advisory opinion on climate change.

10:05 AM

Open For Business

Feeza Faeiz and Nicol Ruhan, Co-Founders, Lin Chee King

11:00 AM

Marketing Mojo

Joel Minnick, Vice President of Product & Partner Marketing, Databricks

12:00 PM

Enterprise Explores

Alexander Wong and Amin Ashaari, Co-Founders, SoyaCincau

1:00 PM

The Breakfast Grille Repeat

Yap Lip Seng, CEO of Riyaz Hotels, discusses the firm's partnership with Chinese hotel giant Jin Jiang Hotels.

2:05 PM

Discovery Hour

3:05 PM

Beyond the Ballot Box

We unpack a new paper that explores the various factors that enable organisations – both progressive and conservative – to shape politics, policy and governance.

4:05 PM

Health & Living

Imagine being bullied and humiliated by your boss at work on a daily basis. We hear how one employee was finally able to step away from such toxic behaviour, putting her own mental health first.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service

This episode of The Food Chain looks at food trends across the world and how they go viral.

PROGRAMMES