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2025 Opportunities in the US stock market. What changed? [Chills 209 ft Thomas Chua, Chin Hui Leong]

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We're pulling back the curtain on some of the more critical trends shaping investments in 2025. Join us as we welcome two seasoned investment experts, Chin Hui Leong, Co-founder, The Smart Investor, and Thomas Chua, Founder of Steady Compounding, who are about to unpack:

  • The surprising AI revolution transforming tech giants
  • Why some brands are winning – and others are struggling
  • The truth behind the market's long-term growth potential

Is the legendary 8-10% annual return still intact? Are American brands losing their global edge? And what role will artificial intelligence play in reshaping entire industries? From Meta's AI strategies to the battle between tech titans, this episode promises insights you won't hear anywhere else. We're diving deep into advertising ecosystems, digital transformation, and the critical shifts happening right now.

One hint: Not all industries are created equal, and the winners might surprise you.

What We Discuss:

  • 03:24 Will the US stock market sustain long-term growth, and where should investors focus beyond tech?
  • 05:28 How will AI reshape industries, and which sectors offer the best investment opportunities?
  • 13:05 How will AI and automation impact total addressable markets (TAMs) and industry growth?
  • 15:30 Can AI-driven advertising sustain growth for Meta and Google amid evolving user behavior?
  • 20:21 How will SaaS firms adapt to AI integration and competition from emerging players like Lark?
  • 26:25 Can Oracle and SAP maintain dominance despite slow innovation and high switching costs?
  • 30:45 What drives the success or failure of US brands expanding into competitive markets like China?
  • 35:34 Should investors prioritise high growth sectors like AI or take a diversified approach?

Episode Resources:


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