Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Is Trump stoking the economic furnace ahead of the midterms—and what does that mean for your portfolio?

Hosted by Michelle Martin, this episode of Money and Me features veteran trader Simon Ree, founder of The Tao of Trading.

With U.S. job numbers weakening, earnings from the Magnificent 7 in full swing, and the traditionally bearish August-September season upon us, Simon shares how he’s trading through macro uncertainty.

rom the bond market’s heat signals to the dollar’s potential comeback, find out what setups to watch, what to avoid, and how to cut through the noise with precision and clarity.

See omnystudio.com/listener for privacy information.

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Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode explores China’s latest stimulus measures and their impact on companies like Bank of China, Caterpillar, and Las Vegas Sands. We also dive into tech developments from Google and Meta, and discuss Alphabet’s recent stock performance. The conversation moves to oil prices, market highs from the S&P 500, and Accenture’s AI expansion. Don’t miss our "Up or Down" segment featuring European banks, H&M, and SK Hynix.See omnystudio.com/listener for privacy information.

27 Syys 202420min

Money and Me: The next big thing when investing overseas?

Money and Me: The next big thing when investing overseas?

Owner of 16 properties, with 13 in one particular part of the world, Germaine Chow, Co-founder, I Quadrant shares with Michelle Martin where she would look to and why she would not invest in what appears to be the next big hot space of property.See omnystudio.com/listener for privacy information.

26 Syys 202423min

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's discussion covers Micron Technology's surprise earnings and Meta's AR glasses prototype. We also explore Goldman Sachs' bullish outlook on CATL and Gotion High Tech, along with developments in the battery-making sector. Plus, find out how Tesla, McDonald's, and Etihad are faring, and catch up on the latest movements in Singapore's Straits Times Index.See omnystudio.com/listener for privacy information.

26 Syys 202423min

Money and Me: Zoom, Hybrid models and the Future of Work

Money and Me: Zoom, Hybrid models and the Future of Work

You can send your AI digital companion to your meeting to take notes, provide summaries and even share the emotional tone of the meeting. Leading organisations are recognising greater flexibility customised for roles with hybrid models that work for business needs and employee engagement. Join Michelle Martin as she delves into the future of work with Ricky Kapur, Head of Asia Pacific at Zoom. Discover insights from Zoom's latest survey on how hybrid and remote work models are reshaping APAC organizations. What are the key challenges in maintaining employee engagement, and how is generative AI influencing workplace decisions? This episode explores the evolving role of technology and how leaders can navigate the shifting dynamics of hybrid work.See omnystudio.com/listener for privacy information.

25 Syys 202419min

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trend higher as China’s rate cuts lift stocks in Hong Kong and the Golden Dragon Index surges 9%. Sun Hung Kai Properties leads gains in real estate, while Constellation Energy and Bloom Energy power up in the US. The Commonwealth Bank of Australia rises despite lack of analyst love, and Amentum joins the S&P 500. Hosted by Michelle Martin with Ryan Huang, get insights on these moves and more!See omnystudio.com/listener for privacy information.

25 Syys 202421min

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher following gains on Wall Street. Michelle and Ryan dive into analyst downgrades for Microsoft, Hugo Boss, and Suntec REIT. Discover why Vistra Corp has knocked Nvidia off the top spot in the S&P 500 and how the Singapore Exchange is expanding into Dubai. Also, hear insights on Trump Media, Everton FC's new ownership, and Sunny Optical's smart glasses business.See omnystudio.com/listener for privacy information.

24 Syys 202421min

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

This investor needs more convincing that China's stimulus efforts will reignite growth. On the morning of the high-level rare Chinese PBOC briefing, Michelle Martin and Swapnil Mishra, Founder of WealthZen and Adjunct Mentor at Singapore Management University, discuss the potential impact of the newly unveiled stimulus measures. Explore how India's stock market has surpassed China in global benchmarks and what this dynamic shift means for investors. Discover insights into key sectors to watch in India and strategies for navigating China's evolving economy. They also analyze market valuations and potential investment opportunities for investors to keep at the front of mind.See omnystudio.com/listener for privacy information.

24 Syys 202415min

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Michelle Martin dives into real estate debt investing with BigFundr. Michelle is joined by Quah Kay Beng, CEO and Founder of BigFundr and they discuss the risks, benefits, and key considerations of real estate debt investments. Learn more about BigFundr’s global focus and pipeline plans.See omnystudio.com/listener for privacy information.

23 Syys 202415min

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