Money and Me: Do Thai Consumer Stocks have room to run?
Could Thai consumer stocks - currently trading at more than two standard deviations from their 10 mean EV/EBITDA valuation - benefit from determined fiscal measures following the election of 37 year-o...
28 Aug 20248min
Market View: Nordstrom, Macy's, Bloomingdale's, Super Micro Computer, Seven & I, 7-Eleven, SpaceX, BYD, Huawei
Join Michelle Martin on her tour of markets! Join Michelle Martin with Ryan Huang; this episode dives into Nordstrom’s impressive earnings, Hindenburg’s latest target—Super Micro Computer, and the pot...
28 Aug 202423min
Money and Me: Crypto Money Laundering, Chainalysis Insights, and the Future of Regulation
Michelle Martin invites Chengyi Ong, Head of APAC Policy at Chainalysis to explore the evolving scale of crypto money laundering and the trends that investors and institutions need to watch in 2024. C...
27 Aug 202418min
Market View: Tokyo Metro, Kioxia, Pinduoduo, Temu, SpaceX, Boeing, SingTel, Telegram, SGX, Halcyon Agri
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Dive into Tokyo Metro and Kioxia’s IPOs, Pinduoduo’s $50 billion loss, and the latest developments in the US mar...
27 Aug 202422min
Money and Me: Red-Flag Macau Casino Stocks and an Update on the Miles Game!
Michelle Martin invites Tim Phillips, Founder of TimTalksMoney to explore the latest on Macau casino stocks and the impact of new regulations on the industry. Are these stocks still a good bet or a re...
23 Aug 202423min
Market View: Zoom, Peloton, McDonald's, Microsoft, Baidu, Snowflake, Urban Outfitters, Williams-Sonoma
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin in a special solo edition, dive into the latest market movements. Zoom and Peloton are back in the spotlight with significant gai...
23 Aug 20249min
Money and Me: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies
Hosted by Michelle Martin with guest Arun Pai, Investment team at Monks Hill Ventures. In this episode, we explore how to trade volatility using the Cboe Volatility Index (VIX) and what investors shou...
22 Aug 202421min
Market View: Xiaomi, Xpeng, Nio, Target, Macy's, TJX, Bluemercury, LVMH, Ola Electric, Didi Global
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, market strategist from IG. In this episode, we explore Xiaomi’s 30% sales surge, Nio’s ambitious battery infr...
22 Aug 202423min
