Money and Me: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies

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 should be aware of as the market stabilizes. Arun shares insights into the potential impact of the US election on the strength of the US dollar and the global FX market. We also examine the effects of stricter immigration policies on economic growth. Lastly, we dive into strategies for positioning in fixed income during volatile markets.

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Episoder(3754)

Money and Me: Where is smart investor money going?

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where i...

27 Feb 21min

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, w...

27 Feb 24min

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Feb 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Feb 21min

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Feb 29min

Market View: Banks, Planes & Political Signals

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...

25 Feb 23min

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken 

From a pop-up in London to a 10-brand international group - how do you scale in F&B without losing soul? In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality G...

24 Feb 21min

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns? In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing...

24 Feb 19min

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