Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

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Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

What does this latest US job data suggest about the Federal Reserve's interest rate trajectory? Can stock pickers with a high-risk strategy beat the market benchmark? And despite a widely expected win, will Prime Minister Narendra Modi's reduced mandate have a significant impact on India’s growth prospects? Dan Koh and Ryan Huang investigate. See omnystudio.com/listener for privacy information.

5 Kesä 202421min

Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Michelle Martin leads with news that may have made investors leap for joy before the cold realisation that they could not profit from a glitch. Hear Michelle and Ryan discuss the New York Stock Exchange and stunning drop in Warren Buffett’s Berkshire Hathaway stock price. Then we dive into the king of meme stocks, Roaring Kitty, and GameStop. Aso covered are major trades by CEOs of General Motors and Salesforce, and a world tour of market reactions to recent elections in India, Mexico, and South Africa. Finally, we look at local market trends, including a strong start to June for the Straits Times Index, led by DFI Retail.See omnystudio.com/listener for privacy information.

4 Kesä 202422min

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Now that the SEC has paved the way for applications from various exchanges to list eight different ether funds, what does this mean for Eth and the wider crypto market? Does this mark a change in sentiment from regulators? What is the relationship between Bitcoin and Eth? Now that we are a month in, what can we learn about how Bitcoin ETF's have impacted the last Bitcoin halving cycle? Michelle Martin finds out, in conversation with Lasanka Perera, founder and CEO of Independent Reserve.See omnystudio.com/listener for privacy information.

4 Kesä 202421min

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Hosted by Michelle Martin with Ryan Huang; we begin this Monday morning with the world of director deals and institutional trades. Discover the latest insider activities at Jardine Cycle & Carriage and the activist moves at Caesars Entertainment. Dive into the legal troubles surrounding Tesla’s Elon Musk and explore Nio's record-breaking delivery numbers. Plus, catch up on corporate news from Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, and DBS.See omnystudio.com/listener for privacy information.

3 Kesä 202421min

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Noted Sociologist Chua Beng Huat takes us beyond the pages of his latest book in this discussion on public housing, wealth transfer, changing aspirations and as a vehicle for social equity in this conversation with Michelle Martin. See omnystudio.com/listener for privacy information.

3 Kesä 202420min

Money and Me: This COO started investing at 22

Money and Me: This COO started investing at 22

Hosted by Michelle Martin with Jackson Ng, COO of Azimut Investment Management, this episode explores Jackson's personal investment journey and philosophy. Learn how to navigate the myriad of asset classes, identify investment opportunities, and recognize potential new trends. If you think you've missed the boat for NVIDIA, what can you do? Jackson offers practical advice for both novice and seasoned investors aiming to grow their wealth in today's economic climate.See omnystudio.com/listener for privacy information.

31 Touko 202426min

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Hosted by Michelle Martin with Ryan Huang, this episode explores the biggest themes impacting global markets, focusing on artificial intelligence and its demands on data centers. Discover Google's $2 billion investment in Malaysia and its implications for AI infrastructure. We also dive into retail earnings with insights on Foot Locker, Kohl's, The Gap, and Old Chang Kee. Additionally, we examine corporate shake-ups at AEM and Mapletree trusts, and round off with news on Moderna, Unusual Entertainment, GP Industries, and more. Join us for a comprehensive market overview. See omnystudio.com/listener for privacy information.

31 Touko 202423min

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Hosted by Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode explores Nvidia's recent stock split announcement and its implications for investors. They also delve into the "Hindenburg Omen" and debate its validity as a potential signal of a US market crash. The discussion shifts to the lackluster performance of Singapore's tech stocks amidst the global tech boom. Finally, they explain the new T+1 settlement rule and its impact on stock trading.See omnystudio.com/listener for privacy information.

30 Touko 202424min

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