Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check
AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stoc...
19 Mar 23min
Money and Me: The AI Capex Spend - who are the current winners?
If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. Investors have been piling into semiconductors but what if you wanted to look beyon...
18 Mar 25min
Market View: Drone warfare - how AI and war are coming together? Oil Shockwaves & Big Tech’s Strategic Reset
From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI. Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robot...
18 Mar 23min
Money and Me: Why Active ETFs Are Surging in 2026
The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough? Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitativ...
17 Mar 21min
Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move
AI demand is exploding - but can Nvidia really deliver a trillion-dollar future? Michelle Martin and Ryan Huang unpack Nvidia’s bold $1 trillion AI forecast driven by Blackwell chips, Vera Rubin syste...
17 Mar 21min
Money and Me: The MOP Wave - Property Opportunity or Warning Sign?
Cheap mortgages, a flood of resale flats, and a widening condo price gap - is 2026 the year to buy, sell, or refinance your property? Michelle Martin explores Singapore’s unusual property moment and w...
16 Mar 23min
Market View: How oil shockwaves are spreading, potentially pressuring REITs, and who is taking a big move forward in Big Tech’s AI Spending Race?
Oil above $100, war in the Middle East, and AI spending from Big Tech are colliding to reshape the global market outlook. On this episode of Market View, hosted by Michelle Martin with Ryan Huang, we ...
16 Mar 25min
Money and Me: Is Headline DPU Hiding the Truth About Your REIT?
Are investors focusing too much on headline DPU when evaluating Singapore REITs? Michelle Martin examines why the familiar distribution-per-unit number may not tell the full story. In this episode of ...
13 Mar 23min
