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 18min
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 28min
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 26min
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 7min
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 17min
Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut
Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinoff, Grab takes a downgrade, and Creative warns of losses. Plus, how Trump’s tariff shockwaves may reshape global trade deals with Europe and Mexico. The STI flirts with the 4,100 mark—how are SingTel and Yangzijiang faring? Hosted by Michelle Martin Companies Mentioned include:OCBC, DBS, UOB, Great Eastern, NTT, BlackRock, Fidelity, FedEx, Mapletree Industrial Trust, JPMorgan, Citigroup, Bank of America, Goldman Sachs.See omnystudio.com/listener for privacy information.
14 Heinä 15min
Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle
Are retail investors outmaneuvering the pros in Trump’s trade war? Inflation expectations are cooling — but is it really a green light for markets? IBM lays off 8,000 with AI, yet is growing headcount. What gives? Michelle Martin dives deep into how AI is reshaping the workforce and what this means for investors. She also unpacks market reactions to Trump’s new tariffs with Arun Pai of Monk’s Hill Ventures.See omnystudio.com/listener for privacy information.
10 Heinä 25min
Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions
A record-breaking run for Temasek, copper prices soar on Trump’s tariffs, and Netflix bets big on anime. What does Temasek’s strategy tell us about smart investing? Will copper’s surge reshape global supply chains? And is NTT DC REIT Singapore’s next hot listing? Michelle Martin and Ryan Huang break it all down. Companies featured include Temasek, DBS, SingTel, Freeport-McMoRan, Southern Copper, NTT, GIC, BlackRock, Fidelity, Nvidia, Meta, Merck, IHH Healthcare, SGX, UOL, and Netflix.See omnystudio.com/listener for privacy information.
10 Heinä 25min
