Market View: Buffett, BYD, and the Bulls

Spinoffs are heating up Singapore markets! Hosted by Michelle Martin. Hear more about Centurion and LHN shares jumping. In the US, JPMorgan spotlights Krispy Kreme, Opendoor, Rocket Mortgage, and Kohl’s as the latest meme stock darlings. We play UP or DOWN with Gemini, Adobe, Oracle, and Low Keng Huat. The STI closes higher, led by UOL and Jardine Matheson, while Thai Bev lags. And Kodak’s retro camera proves nostalgia still sells.See omnystudio.com/listener for privacy information.

12 Syys 17min

The Johor–Singapore Special Economic Zone is shaping up to be one of the region’s most exciting growth stories. Could this cross-border initiative accelerate Johor’s economy beyond Malaysia’s average - and what does it mean for Singaporean investors? Michelle Martin dives into the industries set to benefit most, from manufacturing and logistics to the digital economy and services. She explores property plays and REIT exposure, infrastructure upgrades, and opportunities for Singapore corporates. The conversation also looks at incentives, risks, and how to hedge against currency volatility. Hosted by Michelle Martin with guest Winshern Ho, Wealth Manager, PhillipCapital.See omnystudio.com/listener for privacy information.

11 Syys 15min

Oracle stuns Wall Street with a historic surge, shaking up the tech landscape and even billionaire rankings. US inflation data cools, boosting hopes for Fed rate cuts as equities inch to new highs. Michelle Martin takes you through Klarna’s red-hot IPO, Chipotle’s Asian expansion, Del Monte’s turnaround, and UOL’s property play. Can CNMC Goldmine’s shine last in a shifting rate environment? Plus, Singapore’s Straits Times Index powers to fresh records, with JP Morgan eyeing 5,000 by year-end. And in the Last Word—OpenAI sets its sights on making an AI movie that isn’t slop. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

11 Syys 16min

Burnout culture isn’t just a buzzword - it’s a crisis with real workplace consequences. Singapore ranks as the third most burnt-out city in the world, with sobering statistics on youth suicide and overwhelmed managers. Hosted by Michelle Martin, this episode explores what sustainable performance really looks like in high-pressure environments. Tim MacCartney, Senior Vice President, Asia-Pacific at EZRA Coaching, shares insights on shifting from relentless output to resilience-driven teams. Discover why managers are especially vulnerable to burnout and what support systems they need most. Plus, hear how coaching is evolving to equip leaders and sustain high-performing cultures.See omnystudio.com/listener for privacy information.

10 Syys 20min

Are selected older properties hidden gems in today’s market? Hosted by Michelle Martin with Daniel from Golden Goose, this episode dives into the dynamics of investing in aging real estate. Learn how older units can make strategic sense and when they fall short. We unpack key factors like location resilience, capital appreciation, and maintenance considerations. Daniel shares his expert take on when an older property is worth a second look and what investors should watch out for. If you’re weighing new versus old in your portfolio, this is the conversation you won’t want to miss.See omnystudio.com/listener for privacy information.

10 Syys 23min

Wall Street climbs to fresh record highs as investors cheer tech and retail momentum. Alibaba slashes its stake in SingPost by more than half, losing its status as a substantial shareholder -what does this mean for the local mail giant? Oracle shares rocket 27%, marking their best day since 1999, as cloud projections overshadow an earnings miss. Apple unveils the iPhone 17 Air, AirPods Pro 3, and Apple Watch Series 11 - are these incremental upgrades or game-changers for its ecosystem? Plus, a quick look at the STI as it slips below the 4,300 mark, dragged by Jardine Matheson. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

10 Syys 3min

Is traditional marketing facing an uphill swim? How much money have you lost in marketing that doesn’t work? Join Michelle Martin as she dives into Swimming Downstream by Judd Labarthe, a strategist who’s guided brands like Volkswagen, Mastercard, Nestlé, and Leica. Discover why he believes marketing is “broken,” driven by myth, opinion, and herd mentality - and how businesses can stop wasting money on tactics that don’t drive growth. Explore the evidence-based principles of winning new customers, building brand fame, and measuring true success. Judd also shares why CEOs - not just CMOs - must be part of the marketing conversation, and how AI could help or hurt the industry’s future. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

9 Syys 23min

Singapore’s small- and mid-cap IPO market is roaring back, powered by MAS liquidity measures and a wave of fresh listings. Join us as Vincent Toe, Co-founder and MD of ICH Group, shares how anchor investors are reshaping IPO confidence and attracting cross-border capital. We explore Singapore’s growing role as a listing hub amid global shifts, the readiness of deep tech and AI for IPOs, and lessons from success stories like Lum Chang Creations and Info-Tech. Plus, insights for retail investors eager to ride this new growth wave. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

9 Syys 15min