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(3702)

Market View: Jackson Hole, Mastercard, Binance, TAKA Jewellery, Gap

Market View: Jackson Hole, Mastercard, Binance, TAKA Jewellery, Gap

What can we expect from Jerome Powell’s speech at the Jackson Hole Symposium? Why is TAKA Jewellery not making more profit? What are the reasons behind Mastercard and Binance ending their four crypto card programmes in Argentina, Brazil, Colombia and Bahrain? Adrian Abraham speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

25 Aug 202317min

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

What are the factors contributing to Nvidia’s record results? Why has Grab brought forward its profitability target? Why is Shell considering a sale of its Singapore refining and petrochemical plants? Adrian Abraham and Ryan Huang find out more.See omnystudio.com/listener for privacy information.

24 Aug 202314min

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Why is Nike’s stock on its biggest losing streak since the apparel giant’s IPO in 1980? What’s caught the eye of investors as they assess private business activity reports from Australia and Japan? Adrian Abraham and Ryan Huang find out more.See omnystudio.com/listener for privacy information.

23 Aug 202311min

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Why do investors remain super skeptical about the pace of China’s consumer rebound? What can we expect from Arm’s US initial public offering? What’s driving Zoom’s better than expected fiscal second-quarter results? Adrian Abraham and Ryan Huang find out more.See omnystudio.com/listener for privacy information.

22 Aug 202314min

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

Market View: Nvidia, Jackson Hole, Singtel, SBS Transit, HDB, Creative Technology

What are the main factors contributing to Singtel’s first-quarter net profit decline? What can we expect from the Jackson Hole Symposium? Will the AI trade face its first major test with the upcoming Nvidia earnings? Adrian Abraham and Ryan Huang find out more.See omnystudio.com/listener for privacy information.

21 Aug 202310min

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

Money and Me: Should you use leverage when investing today? Can AI minimise risk?

How should an investor think about trading on leverage? Can algorithms today help you minimise your risk? Michelle Martin discusses using leverage in today's market with Swapnil Mishra, Founder, WealthZen & Adjunct Mentor, Singapore Management University.See omnystudio.com/listener for privacy information.

18 Aug 202322min

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Market View: Walmart raises full-year earnings forecast, Cisco rebounds, Tapestry weak profit outlook, Apple, CapitaLand Ascendas Reit, Marco Polo Marine, Singapore’s Laundering Scandal

Even after a disappointing annual revenue forecast, why are investors still positive on Cisco? Which banks may be involved in the Anti-money laundering bust that seized S$1 billion and what implications might this have on their status? Michelle Martin and Ryan Huang find out. See omnystudio.com/listener for privacy information.

18 Aug 202321min

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust  Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Market View: VinFast, SGX, HKEX, Sembcorp Marine, Tencent, JD.com, Target, Zhongrong International Trust Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.

Why is there so much enthusiasm around VinFast? How are the SGX and HKEX making their money? Could there be more rate hikes in the US? How is Sembcorp Marine dealing with a corruption scandal? Michelle Martin and Ryan Huang unravel these questions and more.See omnystudio.com/listener for privacy information.

17 Aug 202319min

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