S1E59: Is US exceptionalism truly dead?

S1E59: Is US exceptionalism truly dead?

From WealthBT by The Business Times

February 9, 2026 · 22 min · Season 1 · Episode 59

About this episode

The episode discusses the state of US exceptionalism in light of rising global tensions and investment opportunities.

Is US exceptionalism truly dead? With Big Tech valuations soaring and global tensions rising, investors must choose: stay US-focused or diversify. Discover why the American formula for growth may still have legs, and where the most rewarding opportunities lie next as Genevieve Cua and Capital Group's Andy Budden dissect the threats to the US edge—from debt sustainability to global governance reforms in Asia. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 02:02 Defining US exceptionalism 05:13 Three evolving threats to the US edge 08:40 Is AI a bubble? Not yet 13:45 The US-China AI dynamic 16:10 Asia's governance revolution --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg .  --- Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Andy Budden, investment director, Capital Group Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times , SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt…

People in this episode

Host: Genevieve Cua

Guest: Andy Budden

Topics covered

  • US exceptionalism
  • Big Tech valuations
  • global tensions
  • investment strategies
  • AI dynamics
  • governance reforms

Keywords

  • US exceptionalism
  • Big Tech
  • investment
  • AI
  • China
  • Asia
  • global governance

Mentioned in this episode

Organizations: Capital Group, The Business Times

Places: US, Asia, China

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