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?

See omnystudio.com/listener for privacy information.

Episoder(3754)

Money and Me: Good news from the inverted yield curve?

Money and Me: Good news from the inverted yield curve?

On June 13th interest rates flipped on U.S. Treasuries, with short-term bonds paying more than long-term bonds. What does history say about the unusual occurrence? Nirgunan Tiruchelvam, Head of Consum...

20 Jun 20229min

Market View Minutes: Wall Street analysts' current favorite stocks!

Market View Minutes: Wall Street analysts' current favorite stocks!

Today in Market View Minutes, we have 3 stocks for you that are on Analyst Buy Lists! Yes, the markets may be down, but remember the adage, ‘Buy Low, Sell High’. So, what companies do Wall Street’s to...

20 Jun 20223min

Market View: AEM Holdings and Grand Venture Technology share buyback, Wilmar, APAC Realty, SpaceX

Market View: AEM Holdings and Grand Venture Technology share buyback, Wilmar, APAC Realty, SpaceX

Does AEM Holdings and Grand Venture Technology's recent share buyback signal confidence in the semiconductor sector? And with food prices rising, is this a good time to buy agribusiness stocks? Michel...

20 Jun 202217min

Market View: US Market Overnight Sell-off, BOE raises interest rates, AEM, TikTok, Snap

Market View: US Market Overnight Sell-off, BOE raises interest rates, AEM, TikTok, Snap

What were the reasons for the overnight sell-off in the US market and how should investors position their portfolios in response? The Bank of England raises interest rates to the highest since 2009 an...

17 Jun 202218min

Money and Me: Prospects for Chinese Tech Stocks, Crypto & Environmental, Social, and Governance (ESG) Investing

Money and Me: Prospects for Chinese Tech Stocks, Crypto & Environmental, Social, and Governance (ESG) Investing

Chinese tech stocks- dark clouds ahead or bargains now? Tencent and Alibaba are discussed along with the crypto landscape and how investors can best navigate the ESG world. Michelle Martin discusses t...

17 Jun 202215min

Market View Minutes: Where Asian investors are looking for good returns

Market View Minutes: Where Asian investors are looking for good returns

With US stocks in a bear market, where can investors find good returns? Many Asian investors are looking closer to home. Michelle Martin shares more on exactly what markets they are investing in.See o...

17 Jun 20222min

Market View Minutes: Are airlines good investments?

Market View Minutes: Are airlines good investments?

What do SIA, AirAsia and Cathay Pacific have in common? They are all growing! But are airlines good investments? Michelle Martin has the answer. See omnystudio.com/listener for privacy information.

16 Jun 20222min

Read: The Voltage Effect

Read: The Voltage Effect

Is your business built to scale or built to fail? Michelle Martin dives into her book pick and discusses translating an idea for impact with noted economist, John A List, Author of The Voltage Effect....

16 Jun 202217min

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