Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

Episoder(3692)

Money and Me: What the risk-averse are looking to

Money and Me: What the risk-averse are looking to

Dive into the world of investment options with Michelle Martin and her guest, Tim Phillips, Founder of TimTalksMoney, as he navigates through the landscape of fixed deposits, T-Bills, SSBs, money market funds. Explore the appeal of government bonds and money market funds. Gain insights into the recent surge in gold prices and the potential benefits of including gold in your portfolio. Learn about UCITS ETFs and strategies for wealth growth in today's uncertain economic climate.See omnystudio.com/listener for privacy information.

13 Mai 202425min

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand, and Mapletree Logistics Trust. Dive into global market insights, corporate updates from Novavax to SIA Engineering, and market movements of Singapore Airlines, Venture Corp, DFI Retail, and more. Also, hear comprehensive analysis and updates on Tesla's Elon Musk's charging network expansion plans.See omnystudio.com/listener for privacy information.

13 Mai 202416min

Money and Me: Will Gold continue to outperform in 2024?

Money and Me: Will Gold continue to outperform in 2024?

According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this trajectory to the end of 2024? And how can investors use gold as a portfolio diversifier and potential hedge against inflation? Michelle Martin in conversation with Robin Tsui, APAC Gold Strategist & SPDR Gold Sales Specialist, State Street Global Advisors SPDR to find out the answers. See omnystudio.com/listener for privacy information.

10 Mai 202415min

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle Martin and Ryan Huang as they unpack it all.See omnystudio.com/listener for privacy information.

10 Mai 202419min

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

In this episode of Money and Me, we delve into the insights gleaned from Berkshire Hathaway's annual meeting, famously known as the "Woodstock for Capitalists," with special guest Willie Keng, Founder of Dividend Titan, who traveled over 60 hours in total to attend the event. Willie and Michelle Martin discuss key takeaways from Warren Buffett's musings, including Berkshire's trimming of its Apple stake, the growing cash hoard, Buffett's views on artificial intelligence, and opportunities within the American economy. Listeners gain valuable insights into Buffett's investment philosophy during uncertain times and how it applies to navigating the stock market; Greg Abel, Buffett's potential successor, and a comprehensive overview of Berkshire Hathaway's future direction.See omnystudio.com/listener for privacy information.

9 Mai 202425min

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Join Michelle Martin and Ryan Huang, who dissect the day's market action. They start with a focus on two locally listed companies: Olam Group and DBS. Olam is engaged in a bidding war for an Australian cotton producer, while DBS grapples with digital outages and leadership changes. They also explore Alphabet's employee morale amidst stellar profits, corporate news including AstraZeneca's vaccine withdrawal and Arm's earnings report, as well as the performance of Reddit and cognac makers. Local market updates and a spotlight on Apple's controversial ad round out the episode.See omnystudio.com/listener for privacy information.

9 Mai 202421min

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Can Apple's latest iPad help pull it out of its severe slump? Which 2 companies is the US restricting the sale of semiconductors to Huawei Technologies? And how did UOB perform in its Q1 2024 earnings? Dan Koh and Ryan Huang break down the details. See omnystudio.com/listener for privacy information.

8 Mai 202421min

Read: Mind Your Manners by Sara Jane Ho

Read: Mind Your Manners by Sara Jane Ho

Why does Michelle Martin think every young person should read this book? How has Netflix star Sara Jane Ho been able to use etiquette as the cornerstone for her global business? Find out in this interview.See omnystudio.com/listener for privacy information.

8 Mai 202425min

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