Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again?

The so-called Magnificent Seven now dominate both US and global indices, quietly shaping returns for anyone holding “broad” ETFs.

We examine whether global diversification is becoming important again as big institutional players like Vanguard cut back on UK exposure and also talk about the rise and rise of gold.

Has one of our best known commentators changed his long-standing tactical view on the metal?

Michelle Martin speaks with Arun Pai, Associate Partner at Monk’s Hill Ventures, about how to spot unintended exposure and what a smarter diversification strategy really looks like, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Money and Me: Is Headline DPU Hiding the Truth About Your REIT?

Are investors focusing too much on headline DPU when evaluating Singapore REITs? Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story. In this episode of ...

13 Maalis 23min

Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning

Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning

Are you “raising a lobster”? A new open-source AI agent called OpenClaw - created by an Austrian developer - is sparking a frenzied wave of experimentation across China. The AI agent can draft reports...

13 Maalis 19min

Money and Me: What you need to know about CPF’s 2028 new investment scheme today!

Money and Me: What you need to know about CPF’s 2028 new investment scheme today!

There will soon be a new way to grow your CPF savings, what do you need to know? In this episode of Ask CPF! Michelle Martin puts your questions to Wu Meei, Director of Investment Schemes at CPF Board...

12 Maalis 18min

Market View: Oil War Shockwaves - Why Insurance, Defense and AI Are Suddenly Market Movers

Market View: Oil War Shockwaves - Why Insurance, Defense and AI Are Suddenly Market Movers

Oil markets are on edge as Middle East conflict threatens one-fifth of the world’s oil supply moving through the Strait of Hormuz. Michelle Martin and Ryan Huang unpack the ripple effects across energ...

12 Maalis 20min

Money and Me: Expensive Mistakes When Market Shocks Hit 

Money and Me: Expensive Mistakes When Market Shocks Hit 

When markets shake, your instincts may tell you to run and turn your equities into cash - but history suggests, that action may be an expensive mistake. Michelle Martin speaks with Tim Phillips, Foun...

11 Maalis 25min

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

A 200-year-old trading empire is looking good. Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead. Meanwhile...

11 Maalis 21min

Money and Me: Who Really Wins When Money Is Printed?

Money and Me: Who Really Wins When Money Is Printed?

What if inflation isn’t an accident - but a feature of the system? In this episode of Money and Me, hosted by Michelle Martin, we dive beneath the headlines with Paul Musson, author of Capital Offence...

10 Maalis 24min

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack h...

10 Maalis 26min

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