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(3716)

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode explores China’s latest stimulus measures and their impact on companies like Bank of China, Cate...

27 Sep 202420min

Money and Me: The next big thing when investing overseas?

Money and Me: The next big thing when investing overseas?

Owner of 16 properties, with 13 in one particular part of the world, Germaine Chow, Co-founder, I Quadrant shares with Michelle Martin where she would look to and why she would not invest in what appe...

26 Sep 202423min

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's discussion covers Micron Technology's surprise earnings and Meta's AR glasses prototype. We also explore...

26 Sep 202423min

Money and Me: Zoom, Hybrid models and the Future of Work

Money and Me: Zoom, Hybrid models and the Future of Work

You can send your AI digital companion to your meeting to take notes, provide summaries and even share the emotional tone of the meeting. Leading organisations are recognising greater flexibility cust...

25 Sep 202419min

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trend higher as China’s rate cuts lift stocks in Hong Kong and the Golden Dragon Index surges 9%. Sun Hung Kai Properties leads gains ...

25 Sep 202421min

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher following gains on Wall Street. Michelle and Ryan dive into analyst downgrades for Microsoft, Hugo Boss, and Suntec...

24 Sep 202421min

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

This investor needs more convincing that China's stimulus efforts will reignite growth. On the morning of the high-level rare Chinese PBOC briefing, Michelle Martin and Swapnil Mishra, Founder of Weal...

24 Sep 202415min

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Michelle Martin dives into real estate debt investing with BigFundr. Michelle is joined by Quah Kay Beng, CEO and Founder of BigFundr and they discuss the risks, benefits, and key considerations of re...

23 Sep 202415min

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