Qualis Global Fund’s Kelvin Goh - Market Selldown? Don’t Panic. Keep Calm.

Here’s a thought. What if playing it safe is the most dangerous thing you could be doing right now?

Kelvin Goh doesn’t pull any punches in this episode. He dives into why the typical fear-based investment strategies are falling flat, how to spot real resilience in a sea of uncertainty, and why blindly trusting AI or hoping for a China recovery might be wishful thinking at best.

He also talks about what his clients are actually worried about behind closed doors, and it’s not just market crashes. It's the fear of missing the next wave while staying too “safe.” 

 

Chapters
00:00 - Intro
01:03 - Kelvin’s Background & Market Shifts
01:36 - Reading Market Sentiment Today
01:28 - Trump, Trade Wars & Market Impact
02:56 - Global Reactions: China, ASEAN & Europe
03:50 - Cash, Strategy & Sector Rotation
03:30 - Safe Bets: Costco & MercadoLibre
04:23 - From Big Tech to Safer Plays
05:12 - Tesla’s Fall: Fear or Fundamentals?
07:47 - What Clients Are Asking
08:42 - Playing It Safe: Capital Preservation First
09:01 - Tech Watchlist for When Clarity Returns
09:21 - ASEAN Markets & The Gold Move
10:52 - Crypto & Bitcoin Reserves? Not So Fast
12:00 - Waiting for Value to Re-emerge
12:58 - AI’s Role in Investing: Helpful, Not Replacing
13:31 - Are We Near the Bottom?

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