Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

A brutal US winter storm knocks out power, freezes gas production and sends energy prices - and energy stocks - sharply higher.

Gold smashes through US$5,000 an ounce as the US dollar weakens, pushing investors toward precious metals and currency hedges.

Unexpected winners emerge on the SGX, with pawnshop operator MoneyMax riding the gold rally.

In corporate news, Nvidia edges closer to overtaking Apple as TSMC’s top customer, while CoreWeave surges on fresh AI investment.

Back home, Singapore banks weigh on the STI as Wilmar shines, highlighting sector rotation in local markets.

Market View unpacks what extreme weather, soaring commodities and shifting tech leadership mean for investors - hosted by Michelle Martin with Ryan Huang.

Hear about : Nvidia · Apple · CoreWeave · Cheniere Energy · Excelerate Energy · Quanta Services · MoneyMax Financial Services · Mapletree Logistics Trust · OUE REIT · UOB · DBS · OCBC · Wilmar International

See omnystudio.com/listener for privacy information.

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Episoder(4066)

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

The Fed has raised rates, but markets are rallying as oil prices and bond yields ease. Could the rate hike also provide a much-needed boost to Singapore banks — and why might UOB emerge as a bigger be...

18 Sep 13min

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Human beings can split the atom, engineer artificial intelligence and peer billions of years into the history of the cosmos. But has our wisdom kept pace with our capabilities? In Eleven Seconds Befor...

18 Sep 23min

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

A polished presentation, an impressive property and the promise of an 8%, 10% or even 15% return — but do you actually know what you're buying and where those returns are coming from? Recent investmen...

18 Sep 25min

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

S-REITs have raised at least S$4.5 billion in equity funding this year, while average distribution yields of around 6.2% continue to tempt income investors. But after years of weak capital performance...

17 Sep 20min

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in f...

17 Sep 11min

Caregiver Burnout: They need more than permission torest

Caregiver Burnout: They need more than permission torest

More than nine in ten respondents to the Caregiving Welfare Association’s ongoing survey have experienced—or expect to experience—caregiver overwhelm. Yet guilt, family expectations and the fear that ...

17 Sep 20min

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Grab makes a US$1.5 billion bet on Atome, while Nvidia’s Jensen Huang pushes back against calls to slow AI development. Michelle Martin unpacks what it means for investors, plus the pressure from US$1...

16 Sep 12min

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Healthcare decisions are made for patients — but how often are they made with them? Michelle Martin speaks with Ann Single, CEO of the Patient Voice Initiative and President of HTAi, about what meanin...

16 Sep 16min

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