Money and Me: In the pause for Powell are we bullish or bearish? How to indirectly get in on Ant’s IPO and who will the Dow shakeup benefit?

Money and Me: In the pause for Powell are we bullish or bearish? How to indirectly get in on Ant’s IPO and who will the Dow shakeup benefit?

Michelle Martin speaks to Arun Pai, Chief Strategy Officer, Flow, who shares more about his expectations from the Fed, if inflation is a pandemic era tool to combat economic blows, the Dow shakeup, interest in junk ETFs and how to spot value traps.

See omnystudio.com/listener for privacy information.

Episoder(3787)

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between t...

2 Feb 24min

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 long...

30 Jan 24min

Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Apple and Marina Bay Sands just delivered blowout results - but not all markets are celebrating. Apple posts its best iPhone quarter in years as China demand rebounds and services face pressure. Marin...

30 Jan 20min

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Big Tech earnings are splitting the market right down the middle - Meta soars, Microsoft stumbles, and investors are asking whether AI spending is starting to bite. Big Tech earnings dominate today’s ...

29 Jan 23min

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again? The so-called Magnificent Seven now dominate both US and global indices, quietly shaping re...

29 Jan 21min

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Bad news is piling up, yet markets keep climbing - so which signal should investors trust? Gold surges past US$5,000 an ounce as investors hedge against trade wars, political risk and warnings of a lo...

28 Jan 24min

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

Market View: Boeing’s Comeback, India’s Trade Breakthrough and Big Tech’s Next Test

From aircraft crises to AI cables and a surprise trade pact, markets are being pulled in very different directions at once. Boeing’s earnings revive hopes of a turnaround as deliveries improve after y...

28 Jan 24min

Money and Me: Is Cash Quietly Making You Poorer?

Money and Me: Is Cash Quietly Making You Poorer?

Michelle Martin asks if falling interest rates are changing the maths for Singapore’s savers who love hoarding cash. With billions still parked in T-Bills and money-market funds, investors now face a ...

27 Jan 18min

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