Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting
What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns? In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing...
24 Helmi 19min
Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality
Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting...
24 Helmi 18min
Money and Me: Singapore’s Market Renaissance - Structural Shift or Late-Cycle Euphoria?
Is Singapore witnessing a durable capital markets revival - or the final act of a liquidity-driven surge? In this episode, hosted by Michelle Martin, we examine whether the STI’s charge past 5,000 mar...
23 Helmi 16min
Market View: US Tariff whiplash, Data Centre Power Plays, and Earnings in Focus
Markets are anything but sleepy this morning as we come to grips with US global tariff hikes to 15%. US President Donald Trump is reimposing temporary 15% tariffs after a Supreme Court setback - Mich...
23 Helmi 19min
Money and Me: Property on the Blockchain in SG?
What if you could own a slice of a prime building in Singapore for the price of a holiday - and trade it like a stock? In this episode, hosted by Michelle Martin, we unpack whether real estate tokenis...
20 Helmi 17min
Market View: Amazon vs Walmart, Genting’s Bet & The STI at 5,000
Can you really call yourself the world’s biggest retailer if your edge comes from the cloud? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack how Amazon dethroned Walmart in 2025 ...
20 Helmi 23min
Money and Me: AI shockwave and SAAS & India’s Early Equity Moment
If AI can replace junior lawyers overnight, what does that mean for your portfolio tomorrow? In this episode, hosted by Michelle Martin, with guest Arun Pai, Associate Partner, Monk’s Hill Ventures w...
19 Helmi 23min
Market View: Buffett’s Final Bets, Streaming Showdown & AI’s Power Play
One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s la...
19 Helmi 17min
