Money and Me: The Fed Blinks - What the Rate Cut Means for Your Portfolio in 2026

Money and Me: The Fed Blinks - What the Rate Cut Means for Your Portfolio in 2026

The Fed has cut rates again - but the real story is the deep divide into what that means for your money next!

Hosted by Michelle Martin, this episode breaks down one of the most divided FOMC meetings in years.

So how should investors read this pause - and what does it mean as we look toward 2026? We examine the potential impact on different types of equities, from cyclicals to defensives, and whether falling rates really support risk assets.

Is the AI trade still the engine of market returns, or are cracks beginning to show beneath the surface?

Joining the conversation is Cheng Chye Hsern, Head of Investment at Providend, with practical insights on how investors should position their portfolios for the next phase of the cycle.

See omnystudio.com/listener for privacy information.

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Market View: Oil Shock, LNG Squeeze & Defense Rally — Who Wins the Middle East War Trade?

Market View: Oil Shock, LNG Squeeze & Defense Rally — Who Wins the Middle East War Trade?

Oil is surging, LNG flows are threatened, and defense stocks are flying - but are markets underestimating the inflation shock? In this episode of Market View, hosted by Michelle Martin , we unpack how...

3 Maalis 20min

As War Spreads Across the Middle East, are there possible SEA stock winners?

As War Spreads Across the Middle East, are there possible SEA stock winners?

When oil spikes and planes are grounded, markets move fast - and so should you. As Middle Eastern airport hubs shut and global airlines reroute, we unpack what escalating Iran-US-Israel tensions mean ...

2 Maalis 6min

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March? As US-Israel strikes on Iran and retaliation across the Gulf ...

2 Maalis 16min

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack h...

2 Maalis 22min

Money and Me: Where is smart investor money going?

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where i...

27 Helmi 21min

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, w...

27 Helmi 24min

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Helmi 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

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