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
Money and Me: Anti-involution China strategies for the dividend investor
In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...
25 Helmi 29min
Market View: Banks, Planes & Political Signals
Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...
25 Helmi 23min
Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret to Jerk Chicken
From a pop-up in London to a 10-brand international group - how do you scale in F&B without losing soul? In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality G...
24 Helmi 21min
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
