Market View: Buffett, BYD, and the Bulls

What risks may be hiding behind the “democratisation of PE” narrative? Tim Phillips of TimTalksMoney breaks down liquidity traps, private-credit ETFs, and the red flags every investor should spot. Then we shift to the big retail question: Can you build your entire retirement plan using ETFs alone? We compare ETF-only strategies for a 35-year-old with $50K versus a 55-year-old with $500K. All this and more, in Money and Me hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

18 Marras 25min

We start with a blockbuster IPO. Pinkfong’s Baby Shark empire makes waves with it's debut, stirring questions about Korea’s content boom. U.S. markets wobble as Nvidia, Tesla, and crypto-linked stocks drag investor sentiment lower. Michelle Martin runs a rapid “Up or Down” lightning round across tech, aviation, regional plays, and Singapore blue chips. Then a check in on local markets with Jardine Matheson and Venture Corp in focus. Plus: how Indonesian instant noodles have became a global premium trend. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

18 Marras 17min

The global automotive industry is undergoing its greatest transformation in a century - electrification, digital ownership and self-driving technology. In this episode, we explore how Borneo Motors Singapore - a brand that has grown with the nation since 1925 - is reinventing itself for a new era. Magdalene Tan, Marketing Director of Borneo Motors Singapore, joins Michelle Martin to unpack strategy, heritage and the next chapter of automotive evolution.See omnystudio.com/listener for privacy information.

17 Marras 21min

Industrial REITs are steady, yields are juicy, and rates are falling - so is now the moment to move? Hosted by Michelle Martin, this episode breaks down why industrial S-REITs have held firm with strong occupancy and rental reversions. We explore how the wider S-REIT universe has staged a 2025 rebound on easing debt costs and a friendlier rate outlook. With T-bills slipping near 1.37 - 1.4%, Kenny Loh weighs in on whether REIT yields of 5 - 6% still offer real value. Is this rally just a “rates are going down” trade - or the early innings of a broader re-rating? Kenny also shares clear strategies for conservative investors navigating income, risk and timing.See omnystudio.com/listener for privacy information.

17 Marras 16min

The Oracle of Omaha makes a surprise tech bet - what does Warren Buffett know that the rest of the market doesn’t? Hosted by Michelle Martin with Ryan Huang, we break down the Berkshire Hathaway portfolio twist. What earnings in the week ahead are being watched closely? We dive into a mixed week for US indices and the shifting narratives driving investor positioning. Luxury markets heat up as Bernard Arnault shops Chinese brands in Shanghai. UP or DOWN features Pop Mart’s Labubu, Frasers Property and more. Plus, how the STI is trading today - and your “Last Word” from the global box office.See omnystudio.com/listener for privacy information.

17 Marras 22min

SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals, we ask whether a new multi-decade commodities supercycle is forming - or whether geopolitics is simply inflating another hype cycle. Michael Burry is also sounding alarms, accusing hyperscalers like Amazon, Alphabet, and Microsoft of chasing an AI dream without a proven business model. We unpack SoftBank’s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate. What’s real, what’s noise, and what’s actually investable right now? All this and more - hosted by Michelle Martin with insights from Arun Pai of Monk’s Hill VenturesSee omnystudio.com/listener for privacy information.

13 Marras 23min

Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster guidance upgrades and renewed AI optimism. We break down what’s driving the surge in On’s sales, the key soundbites from AMD’s Lisa Su, and Cisco’s profit engine. Plus -UP or DOWN verdicts across Singapore corporates as the STI hits fresh records led by Jardine Matheson and Hongkong Land. And in the “Last Word,” a mall becomes a theme park as Netflix launches “Netflix House.” All that and more - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

13 Marras 22min

Inclusion is under siege. As companies scale back DEI amid political backlash, can Asia offer a new lens for belonging - one rooted in empathy and economics? Lyn R. Lee, former Global Chief DEI Officer at Shell and author of Tiny Rice Grains (Penguin Random House SEA), joins Michelle Martin to explore the future of diversity in a politically divided world. She discusses how small acts of inclusion ripple into systemic change, and how Asian perspectives can redefine leadership courage and care. Discover how to move beyond compliance, make psychological safety real, and build workplaces where every “tiny grain” counts. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

12 Marras 19min