Read: Holding the Heavy Stuff by Ben Sedley

Wall Street’s losing streak deepens as Walmart posts a rare profit miss. Hosted by Michelle Martin with Ryan Huang, this episode dives into Walmart’s sales resilience, India’s luxury beauty boom, and corporate shake-ups. Global giants like L’Oréal, Shiseido, Estee Lauder, and Amorepacific are zeroing in on India’s rising consumers.We break down the UP or DOWN calls on Johnson & Johnson, Baidu, Great Eastern, Thomson Medical, and Coliwoo. Plus, a spotlight on the Straits Times Index movers SATS and DFI Retail. Catch the latest insights and signals shaping markets today.See omnystudio.com/listener for privacy information.

22 Elo 15min

From fiery ramen to quirky toys, viral sensations are reshaping markets at lightning speed. Hosted by Michelle Martin, this episode dives into Samyang’s Buldak noodles — up 93% this year — and Pop Mart’s Labubu dolls, driving nearly 400% profit growth in six months. Are Millennials and Gen Z really spotting tomorrow’s winners first, or just creating the trends themselves? Arun Pai from Monk’s Hill Ventures joins Michelle to unpack the fine line between hype and fundamentals. Discover what investors should watch to know if viral growth is sustainable or fleeting. Companies mentioned: Samyang Foods, Pop Mart.See omnystudio.com/listener for privacy information.

21 Elo 23min

Wall Street’s AI stars, US retail giants, and a surprising food inflation play — what’s driving markets today? Hosted by Michelle Martin with Ryan Huang, this episode spotlights Albertsons, Nvidia, Palantir, Target, TJX, Lowe’s, SATS, Beng Kuang, Grab, Hongkong Land, and Jardine Matheson. Discover why JP Morgan is bullish on Albertsons as inflation lingers. Hear how Nvidia and Palantir helped steady Wall Street amid tariff worries. Dive into the retail split as Target falters, TJX thrives, and Lowe’s doubles down with an $8.8 billion buyout. Plus, local highlights with SATS, Grab, and the STI check-in. See omnystudio.com/listener for privacy information.

21 Elo 12min

Singapore’s GDP outlook has just been revised—what does this mean for your money and your next move? In this episode, we decode the implications of Singapore’s 2025 growth forecast and what it means for portfolios. From resilient sectors to alternative assets, discover where opportunities may lie even in a cautious climate. Simon Foo, Financial Services Associate Director at Phillip Capital, shares strategies for balancing short-term caution with long-term growth. We explore practical ways to generate income and preserve capital without excessive risk. Plus, how do you best tap into Singapore's economic growth? Hosted by Michelle Martin, this episode equips you to stay agile amid persistent global and geopolitical uncertainty. See omnystudio.com/listener for privacy information.

20 Elo 9min

UOL’s stock is on fire—up nearly 40% this year—can the rally last? Analysts from CGS International, Citi, and DBS say yes, pointing to smart land buys and blockbuster project launches. Meanwhile, Wall Street cools as AI heavyweights like Nvidia and Palantir stumble. In today’s UP or DOWN, we size up Home Depot, Viking Therapeutics, Xiaomi, and iFast. The Straits Times Index regains the 4,200 level with Jardine Matheson in the lead, while ST Engineering lags. From Singapore property giants to global market movers, we connect the dots for investors. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

20 Elo 14min

What if the smartest real estate play isn’t buying buildings, but financing them? In this episode, we dive into the rising world of real estate credit, an asset class delivering stable income in today’s shifting interest rate landscape. eith Ong, CEO of RealVantage, joins Michelle Martin to explain how credit compares with direct property and S-REITs. Discover how investors can gain exposure, what risks and returns to expect, and the vehicles that suit different risk and liquidity profiles. Hear real examples of how RealVantage structures investments in this space. A must-listen for those seeking income, diversification, and capital protection. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

19 Elo 18min

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global footprint. Wall Street holds near record highs as bulls and bears clash ahead of Jerome Powell’s Jackson Hole speech. We play UP or DOWN with Novo Nordisk, Palo Alto Networks, Yangzijiang Financial, and CapitaLand Ascendas REIT. The Straits Times Index slips under 4,200, with ST Engineering, Sembcorp, and Keppel dragging while Frasers Logistics shines. And our Last Word spotlights Judy Faulkner, who built Epic Systems into a health-tech empire from her basement. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

19 Elo 24min

Wall Street’s on fire — global indices are smashing records while Singapore’s STI breaks 4,200 for the first time. Hosted by Michelle Martin, this episode asks what’s fueling the rally: Fed rate cut hopes, AI productivity, or strong earnings. Cheng Chye Hsern, Head of Investment at Providend, shares his insights on whether Singapore banks can keep leading the charge. With T-bill yields sinking to 1.59%, we explore where investors can turn for income. From safe-haven options to riskier plays, which assets still look attractive? Plus, the impact of messy U.S. inflation and tariffs on Fed policy, and what to watch as we head into year-end. See omnystudio.com/listener for privacy information.

18 Elo 19min