Market View: Trillion Dollar Moves and Streaming Shocks
TSMC enters the trillion-dollar club, Netflix profits jump, but is the stock overhyped? Hosted by Michelle Martin with Ryan Huang, this episode dives into blockbuster earnings from Taiwan Semiconductor Manufacturing Company and Netflix. We unpack why TSMC's profits surged 60% and explore its potential headwinds, including currency risk. Netflix posts a 50% jump in profit—but is investor excitement waning? Plus, we play “Up or Down” with PepsiCo, GE Aerospace, Starbucks, Wilmar, and WeRide. Catch the STI movers including SingTel and DFI Retail, and end with a nostalgic turn to Sega’s comeback strategy.See omnystudio.com/listener for privacy information.
18 Heinä 202527min
Money and Me: Why “Debt” Doesn’t Have to Be a Dirty Word
What do you associate with “debt”? A chance at profit or visceral panic? Hosted by Michelle Martin, this episode explores how bonds and private credit are transforming from taboo to treasure. Aman Pujara of Syfe breaks down the growing opportunity in fixed income—from high-quality bonds to private credit options - and options for retail and accredited investors. Learn how Singaporeans can unlock access to premier institutions, discover how debt can diversify your portfolio and boost yield—if you know how to play it.See omnystudio.com/listener for privacy information.
17 Heinä 202519min
Market View: Trump vs Powell, Wall Street Winners & STI Movers
How much of a mess would it be if Powell was fired by the US President? And who might take Powell's place? Hosted by Michelle Martin with Ryan Huang, this episode dives into speculation over Jerome Powell's job, the historic trading win at Goldman Sachs, and market reactions to earnings from Bank of America, Morgan Stanley, and Johnson & Johnson. Find out if Nvidia is riding high or falling flat, and why City Developments surged in Singapore. Companies mentioned: Goldman Sachs, Nvidia, Johnson & Johnson, Morgan Stanley, Bank of America, CapitaLand, City Developments, Jardine Matheson.See omnystudio.com/listener for privacy information.
17 Heinä 202521min
Money and Me: Stay Invested for the Long Run?
Host Michelle Martin sits down with Christopher Tan, CEO of Providend, to find out if his April article challenging the most sacred rule of investing: "stay invested for the long run" still holds in his view. In this eye-opening episode, discover if the popular TACO trade ("Trump Always Chickens Out") and trade war strategizing could be an optimist trap and how to identify when it's time to "reset" and realign your portfolio strategy.See omnystudio.com/listener for privacy information.
16 Heinä 202518min
Market View: Banking Bonanza Meets Big Tech Breakthrough as Markets Hit New Highs
When three major banks crush earnings expectations while Nvidia rockets to all-time highs on China news, you know something big is happening in the markets. Hosted by Michelle Martin with Ryan Huang, this episode breaks down the explosive earnings from JPMorgan Chase, Wells Fargo, and Citigroup, plus Nvidia's game-changing announcement about resuming AI chip sales to China. The duo explores how banking leaders are staying cautious despite strong profits, while tech stocks surge on renewed US-China trade optimism. Plus, they analyze the latest inflation data and what it means for your portfolio as the Straits Times Index ventures into record territory.See omnystudio.com/listener for privacy information.
16 Heinä 202528min
Money and Me: What is the Real Cost of an ILP?
How much are you really paying in fees when you buy an ILP? Michelle Martin and Tim Phillips from timtalksmoney.com dive into the high-stakes world of investment-linked policies. Learn when ILPs fees quietly eat into your returns, and what the data says about their real costs. LIA says ILP sales in Singapore surged 41% in 2024 to $2.3 billion — this conversation is more relevant than ever. Are Singaporeans walking into a fee trap? Tim also breaks down why keeping insurance and investment separate could save you thousands in the long run. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
15 Heinä 202526min
Market View: Spin-Off Buzz, REIT Moves and a Rising Sing Dollar
A potential $1.8 billion REIT listing is creating waves — is Centurion’s spin-off a game-changer? NTT DC REIT’s debut draws 10x oversubscription, but did it deliver post-listing? Michelle unpacks earnings momentum in the US: Netflix, JPMorgan, Wells Fargo, Seagate, and Progressive. What does a stronger Sing dollar mean for your wallet? Plus, STI hits a new high with movers like DFI Retail, UOL, and Venture Corp. Hosted by Michelle Martin Companies Mentioned Include: Centurion, NTT DC REIT, Netflix, Seagate Technology, Progressive, DFI Retail & Wilmar International.See omnystudio.com/listener for privacy information.
15 Heinä 20257min
Money and Me: The Private Property Pause
Private home sales plunge, prices stagnate—yet one new launch has had a warm reception. Singapore’s property market cools in Q2 2025, with private home sales down over 66%. HDB resale price growth slows while new supply looms from MND. Yet CapitaLand’s LyndenWoods defies the downturn with a near sell-out launch. Ivan Cai, CEO of Crestbrick, joins Michelle Martin to decode what it all means for investors. Will interest rates, new stamp duties, and cooling measures shake up the second half of 2025? Hosted by Michelle Martin, this episode uncovers key strategies for buyers, sellers, and landlords.See omnystudio.com/listener for privacy information.
14 Heinä 202517min
