Afleveringen
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Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape.
He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U.S. stocks 97% more expensive than historical averages.
Against this backdrop, how should investors assess their exposure to AI stocks as concerns grow over AI infrastructure spending?
Is AI optimism strong enough to offset uncertainty surrounding Trump’s tariffs?
This episode unpacks Nvidia’s $600 billion market wipeout, the risks to AI investments, and whether investors should rethink their AI strategies.
Plus, insights on Trump’s tariffs, their impact on inflation, and potential shifts in global supply chains.
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Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest major earnings reports.
Hosted by Michelle Martin with Ryan Huang, this episode breaks down Amazon’s AI-driven growth challenges, Peloton’s surprise earnings beat, and Yum Brands’ AI-powered fast-food expansion.
Discover how Tapestry, Roblox, Maersk, and Honeywell fared in their latest earnings, plus key insights on ST Engineering’s $4 billion contract wins.
Get the latest on the STI, currency moves, and trade tensions shaping the market.
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Zijn er afleveringen die ontbreken?
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Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole.
What do the moves mean for US interests?
Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia.
As AI shifts from training to inference, is a sector rotation from hardware to software underway?
Find out how investors can navigate the evolving AI landscape.
Guest: Arun Pai, Investments Team, Monk's Hill Ventures.
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Join Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street.
Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand China Trust, Ford, and Disney, examining their business outlooks.
LG CNS' IPO stumble in South Korea sparks debate over AI hype and market liquidity.
Qualcomm, Toyota, Novo Nordisk, GSK, SGX, and Microstrategy headline earnings in our UP or DOWN segment.
Plus, you hear a Super Bowl ad preview.
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Hosted by Michelle Martin, this episode explores the financial impact of Singapore’s Platform Workers Act with Elijah Lee, Senior Financial Services Manager at Phillip Securities.
How will mandatory CPF contributions reshape the financial security of gig workers?
With 62% citing rising costs as their primary worry, what are the trade-offs between immediate take-home pay and future financial security?
Plus, insights on how investment options make sense for gig workers with limited capital.
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Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street gains.
Hosted by Michelle Martin with Ryan Huang, the duo unpacks Alphabet’s and AMD’s earnings sell-offs, Keppel’s transition to asset management, and the latest on a potential Grab-GoTo merger.
They also assess Spotify’s outlook, Estee Lauder’s struggles, and Mattel’s holiday boost.
Plus, find out what Warren Buffett is buying and how Singapore’s Straits Times Index is faring this morning.
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Michelle Martin explores how businesses can thrive in the AI era with Professor Jason Davis, Associate Professor of Entrepreneurship and Family Enterprise at INSEAD.
Discover how businesses are leveraging AI using key strategies outlined in his book Event Horizon Strategy: Enhance Careers, Create Business Value, and Avoid Industry Disruption with Generative AI.
Learn why the intersection of AI and money is perhaps the most watched area for value creation.
Davis also shares insights on workforce adoption, ethical challenges, and how we can future-proof careers in an AI-driven world.
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Join Michelle Martin on her tour of markets! Asia-Pacific stocks rebound as US tariffs on Canada and Mexico are paused, but new levies on China loom.
Michelle and Ryan examine the impact on Stellantis and General Motors, and why volatility might favor traders.
REIT Watch highlights Keppel Pacific Oak US REIT, Lendlease Global Commercial REIT, and a potential Suntec REIT privatization.
Samsung, Palantir, SingPost, and mm2 Asia take the spotlight in "Up or Down," while Singapore’s blue chips face mixed fortunes.
Stay tuned for insights into market movers and local trading updates!
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Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment theme?
Michelle Martin speaks with Cheng Chye Hsern, Head of Investment, Providend and their conversation unpacks the impact on AI investments alongside surprises in S&P 500 earnings and recent Fed policy moves.
Both also explore how US property S-REITs are quietly feeling the effects of these sweeping changes.
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What's the power of presence?
How can you unlock your influence?
Michelle Martin shares her booklist for resources to help you manage your presence.
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Hosted by Michelle Martin, this episode dives into the ripple effects of new US tariffs on Canada, Mexico, and China, and how sectors like automakers (Ford, General Motors) and retailers (Boot Barn) are bracing for impact.
We explore potential winners like gold and the US dollar, while also examining market movements in Asia, including CK Hutchison, Metsera, CapitaLand Ascott Trust, and Sembcorp.
Plus, updates on Singapore’s stock market, earnings reports from giants like Alphabet and Amazon, and a spotlight on Rebecca Yarros’ record-breaking novel Onyx Storm.
Tune in for a comprehensive look at global markets and trends.
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Join Michelle Martin on Money and Me as she explores the rising threat of deepfake fraud with Bala Kumar, Chief Product and Technology Officer at Jumio.
With identity fraud surging in Singapore, the conversation delves into how AI is enabling scammers to create convincing fake videos and voices.
Bala shares insights on the role of deepfakes in identity verification and the challenges facing banks and consumers.
Discover Jumio's innovative solutions to combat deepfake fraud and the future of authentication technologies.
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Were you called a daydreamer in school?
Do you find you often regret your impulse buys?
Are you missing payments on your credit card?
Planning ahead and staying focused on a budget may be hard for the ADHD brain.
So what are some money strategies that could work for you?
Stop paying the" ADHD tax" and learn to work with the way your brain is wired in this first edition of Mind Matters.
Join Michelle Martin and her guest Gail Wong, a professional investor and coach. Check out Gail's work helping everyone thrive at livetrue.sg or, learn more about living with ADHD at https://www.unlockingadhd.com/
This episode of Mind Matters was publicly taped in the heart of the CBD.
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Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher, with Sydney up nearly 0.75% and Tokyo in the green.
Michelle discusses Apple's impressive earnings, despite challenges in China, and breaks down the latest from Microsoft, Meta, and Tesla. Las Vegas Sands faces a revenue dip, with Macau struggling, while Marina Bay Sands expands.
The AI race heats up with new competition from China's DeepSeek, and insights on Toyota's global dominance and Singapore Airlines' top ranking.
Hear Michelle Martin discuss the latest in markets with Ryan Huang.
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Michelle Martin, delves into the rise of Clapper, a social platform gaining traction as TikTok faces potential U.S. restrictions.
In his first podcast interview, Edison Chen, Founder and CEO of Clapper, discusses how the platform caters to millennials and is viewing the influx of #TikTok refugees.
The app's audience has spiked to over 10 million monthly users.
Discover Clapper’s ad-free, creator-first tools, and strategies for global growth.
Learn how creators are monetizing from day one and how Clapper plans to stand out in a competitive social media landscape.
Michelle also finds out when the US created app could make it to Singapore.
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Glimpse into how in five short years economies, careers and businesses could be redefined in this conversation between Michelle Martin and Theo Scherman, Chief Strategy Officer at Hitachi Asia and author of Infinite Futures: How Technology and Innovation Will Redefine Humanity by 2030.
Discover how AI, renewable energy, and digital connectivity will reshape economies, redefine GDP, and drive the rise of universal basic income.
Explore the implications of AI-driven deflation, shifts in business models, and the emergence of "premium careers."
Theo shares insights on preparing for these seismic changes and why the next five years are pivotal for humanity’s future.
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Michelle Martin zeroes in on Deepseek and the the dramatic $1 trillion sell-off it has sparked, including Nvidia’s historic $600 billion valuation drop. Jump in the conversation with Michelle and Ryan as they explore REIT earnings with insights on Keppel REIT, CapitaLand India Trust, and AIMS APAC REIT.
Learn about DBS’s strategic stake increase, Tata Steel’s unexpected performance, and Mapletree Investments' European expansion.
Finally, analyze the STI’s movement as Venture Corp leads tech sell-offs and ST Engineering shines.
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What is on this investor's high quality dividend stock list?
If your runway is short, will the dividend approach still offer deep value ?
How could you think of using SRS or CPF in relation to dividend investing ?
In the universe of REITS, are S-REITS still attractive in 2025?
Find out the answers to the episode where dividend investing in 2025 from a Singaporean perspective takes centrestage.
Join the conversation as Michelle Martin speaks with Willie Keng Founder of Dividend Titan.
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You can already smell and feel those crisp bank notes, now what should you do with the money?
Michelle Martin, explores why ang pows have become a tradition and what the meaning behind the tradition can teach us about giving and receiving today with her guest, Christopher Tan, CEO of Providend.
Tune in for actionable advice to start 2025 well and with your ang pow money working for you and your loved ones.
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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific REITs including Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, and Starhill Global REIT, analyzing their performance and distribution trends.
The duo discusses U.S. market highs, cryptocurrency strategies, and interest rate dynamics.
They also spotlight American Airlines' earnings slump, GE Aerospace's surprising gains, and SK Hynix’s record-breaking profits.
Finally, discover the latest on LVMH’s crumbling Olympic medals and what it means for the luxury giant's reputation.
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