Read with Michelle Martin : The delicious book that features 10 iconic family-owned restaurants

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 sentiment. Nvidia just delivered one of the most closely watched earnings results of the year - and the AI giant did not disappoint. Market View dives into Nvidia’s 65% profit surge and what it signals for the broader AI trade. We run through a tech-heavy Up or Down round featuring Palo Alto Networks and Block. Target cuts its profit outlook as US consumers tighten spending. Nokia, Xiaomi and SGX headline Round 2 as the AI infrastructure story accelerates. All this and a check-in on the STI - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

20 Nov 22min

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. Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch. Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook. Hosted by Michelle Martin, with insights investors need as volatility returns.See omnystudio.com/listener for privacy information.

19 Nov 18min

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 the Hong Kong-listed giant trades at a hefty premium. Who may hold? Why could others cash out. In the US, which of the Mag 7 are sliding? As the AI trade unravels, Apple is standing out as a relative outperformer. Meta scores a decisive win against the FTC, and Cloudflare, Baidu, PDD and Nio take the spotlight in our UP or DOWN segment. Listen as Michelle Martin with Ryan Huang, parse the mixed signals across tech and China names.See omnystudio.com/listener for privacy information.

19 Nov 24min

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 Nov 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 Nov 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 Nov 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 Nov 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 Nov 22min