Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take on the greatest investing lessons from Charlie Munger. Then, Michelle and Arun discuss the outlook for US Fed cut interest rates in 2024 and which country's stock markets show reason to cheer in 2024?

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Episoder(3737)

Investment Bites: When should you cash out your profits on a stock?

Investment Bites: When should you cash out your profits on a stock?

Selling a stock to limit your losses is important. But what about cashing out on your profits? Under what circumstance does it justify selling a stock? Dan Koh asks Willie Keng, Founder, Dividend Tita...

9 Nov 202311min

SIEWCast: Temasek on its commitment and approach to Asia's energy transition

SIEWCast: Temasek on its commitment and approach to Asia's energy transition

How does Temasek, as a generational investor, view its role in Asia’s energy transition? Michelle Martin is in conversation with Kyung-Ah Park, Head of ESG Investment Management and MD of Sustainabili...

9 Nov 202319min

Market View: Disney sharp profits, Arm’s first post-initial public offering earnings, Snap, CapitaLand Investment, Singtel, Food Empire, IREIT Global, China Healthcare Stocks, Samsung Gauss

Market View: Disney sharp profits, Arm’s first post-initial public offering earnings, Snap, CapitaLand Investment, Singtel, Food Empire, IREIT Global, China Healthcare Stocks, Samsung Gauss

On this episode of Market View, Dan Koh and Willie Keng find out what’s driving Disney’s sharp profit growth, why aren’t investors happy with Arm’s first post-initial public offering earnings, and wha...

9 Nov 202321min

Money and Me: Finding bargains in the S-REITs sector today

Money and Me: Finding bargains in the S-REITs sector today

Who are the S-REITs winners and losers of this earnings season? What do the latest results suggest about the resiliency of S-REITs? What’s driving the strong double digit rebound in US office S-REITs?...

8 Nov 202319min

Investment Bites: Reading earnings results and making better investment decisions!

Investment Bites: Reading earnings results and making better investment decisions!

Earnings Season! It is an important financial event that presents investors with clues to spot new trading opportunities and manage risks on their investments. Knowing that consistent earnings are fun...

8 Nov 20239min

Market View: S&P 500 and Nasdaq longest winning streak since 2021, Microsoft reaches all-time high, Datadog, Uber, Robinhood, Watches of Switzerland, EC World REIT, IMF raises China's growth forecast

Market View: S&P 500 and Nasdaq longest winning streak since 2021, Microsoft reaches all-time high, Datadog, Uber, Robinhood, Watches of Switzerland, EC World REIT, IMF raises China's growth forecast

What's driving Microsoft's share price to an all-time high? What led to WeWork’s collapse into bankruptcy? And why did IMF raise its China growth forecast for 2023? Dan Koh and Willie Keng break down ...

8 Nov 202323min

Money and Me: Grok vs ChatGPT, How to invest during earnings season, Holiday quarter investment ideas

Money and Me: Grok vs ChatGPT, How to invest during earnings season, Holiday quarter investment ideas

Can Elon Musk’s ‘Grok’ AI chatbot stand against the likes of OpenAI’s ChatGPT and Google’s bard? What is a good earnings-season investment strategy to adopt during this period of volatility? And how s...

7 Nov 202322min

Market View: Google and Epic Games face off, Korean stocks biggest rally, Birkenstock, Suntory, Prudential, Manulife US REIT, Raffles Medical Q3 profit down, Sanrio, Ryanair, Philippines short-selling debut

Market View: Google and Epic Games face off, Korean stocks biggest rally, Birkenstock, Suntory, Prudential, Manulife US REIT, Raffles Medical Q3 profit down, Sanrio, Ryanair, Philippines short-selling debut

What implications would Epic Games and Google’s second antitrust trial have on the search engine company? What’s fueling the biggest rally in South Korean stocks since 202? And why has the Philippines...

7 Nov 202322min

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