Money and Me: Would you stop buying a S&P 500 ETF?

Money and Me: Would you stop buying a S&P 500 ETF?

It used to be the good old reliable way to grow wealth, but is it time to look away from this old favourite?

As concentration risk hits record highs, one dividend investor says the S&P 500 is no longer the “safe default.”

Willie Keng of Dividend Titan explains why valuations look disconnected from reality - and what he uses instead to judge fair value.

We explore three unexpected alternatives: Hershey in the US, Lendlease REIT in Singapore, and Indonesian brewer Multi Bintang.

From cocoa prices to commercial property and emerging market dividends, this episode challenges passive investing assumptions.

All this and more, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Episoder(3784)

Money and Me: Where Smart Capital Is Heading in 2026

Money and Me: Where Smart Capital Is Heading in 2026

Global real estate is finally stabilising - but the opportunities and risks are not where most investors think. As 2025 closes, the real estate cycle is shifting: interest-rate steadiness, gradual pr...

20 Nov 202522min

Market View: Nvidia’s Moonshot & The Tech Tipping Point

Market View: Nvidia’s Moonshot & The Tech Tipping Point

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market se...

20 Nov 202522min

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors. ...

19 Nov 202518min

Market View: Is the AI trade unravelling? 

Market View: Is the AI trade unravelling? 

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as th...

19 Nov 202524min

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

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. The...

18 Nov 202525min

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

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...

18 Nov 202517min

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

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 Si...

17 Nov 202521min

Money and Me: Are S-REITs Still Worth the Climb?

Money and Me: Are S-REITs Still Worth the Climb?

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 stro...

17 Nov 202516min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik