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(3763)

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

The merger ESR Reit and ARA Logos is finally happening -- what went down in the shareholder EGM? Berkshire Hathaway boosts its insurance buys with Alleghany, the impact of Koufu delisting and the US F...

22 Mar 202225min

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss the US Feds’ interest rate hike, the recent Chinese tech stock rout and thoughts on Forest Li’s letter to staff of Sea Ltd after its ...

21 Mar 202225min

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

On St Patrick's Day, the Irish Ambassador to Singapore since 2018, H. E. Patrick Bourne shares his reflections of his time in Singapore, his thoughts on factors for keeping diplomacy alive in the mids...

21 Mar 202213min

Money and Me: How to weather a stormy market

Money and Me: How to weather a stormy market

Could the Ukrainian crisis speed up the decoupling between China and the US ? What could this and wider geopolitical uncertainty mean for long term investors?Are there beaten down growth stocks to buy...

21 Mar 202218min

Market View Minutes with Michelle: Stock for a gamer?

Market View Minutes with Michelle: Stock for a gamer?

If you are a gamer, you want to hear which company Michelle Martin has her sights on today.See omnystudio.com/listener for privacy information.

21 Mar 20222min

Market View: Pure play China S-REITS, Quartz weighs in on the MNACT, MCT Fray, REIT mergers and oversight, Metro, Koufu and Property Guru

Market View: Pure play China S-REITS, Quartz weighs in on the MNACT, MCT Fray, REIT mergers and oversight, Metro, Koufu and Property Guru

Michelle Martin and Ryan Huang blitz through the headlines -- from how China plays in the S-Reit market are doing, to divestments, purchases and mergers. The China market is also in focus with Xi refo...

21 Mar 202219min

Money and Me: Your Health Your Wealth – Is now the right time to review your Integrated Shield plan?

Money and Me: Your Health Your Wealth – Is now the right time to review your Integrated Shield plan?

Dr Isaac Liu, Paediatrician, Raffles Hospital shares the 4 lifetime milestones when reviewing an IP makes good personal and money sense in conversation with Michelle Martin.See omnystudio.com/listener...

18 Mar 202219min

Market View: Frencken Group, Golden Energy & Resources, Occidental Petroleum, Russia’s debt default, London Metal Exchange, DLCs on Chinese tech stocks on SGX, Wilmar International

Market View: Frencken Group, Golden Energy & Resources, Occidental Petroleum, Russia’s debt default, London Metal Exchange, DLCs on Chinese tech stocks on SGX, Wilmar International

Michelle Martin and Ryan Huang end the week's Market View with a look at bullish brokers' takes on Frencken Group and Golden Energy & Resources. Meanwhile, Warren Buffett buys even more Occidental Pet...

18 Mar 202219min

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