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(3676)

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Power struggles, cloud disruptors, and political shocks are moving markets. Hosted by Michelle Martin in this solo edition of Market View, dive into Lachlan Murdoch’s takeover of the Fox and News Corp empire, JPMorgan’s bullish call on a fast-growing cloud stock, and market reactions to leadership shifts in Japan and Indonesia. Hear why Nebius and Xpeng are gaining traction, while Cosco, Orient Overseas, and mm2 face headwinds. Plus, a check on the Straits Times Index, where Yangzijiang Shipbuilding outshines while SingTel lags. Insight-packed, forward-looking, and focused on what matters for your money today.See omnystudio.com/listener for privacy information.

9 Sep 12min

Money and Me : Where is Crypto adoption accelerating?

Money and Me : Where is Crypto adoption accelerating?

The 2025 Chainalysis Global Crypto Adoption Index shows APAC grew 69% year-over-year, adding nearly US$1 trillion in transaction volume. India, Vietnam, and Pakistan are driving grassroots adoption, while Singapore jumps into the top 20 globally when adjusted for population. Stablecoins are exploding in use cases. Meanwhile, Bitcoin remains the top fiat on-ramp. We break down the findings, U.S. policy shifts, and Asia’s regulatory edge with Chengyi Ong, Head of Policy APAC at Chainalysis. Hosted by Michelle Martin, this episode explores the opportunities and risks shaping the next wave of global crypto adoption.See omnystudio.com/listener for privacy information.

8 Sep 20min

Market View: Invest Like Goldman Sachs – Stocks With Staying Power

Market View: Invest Like Goldman Sachs – Stocks With Staying Power

Want to know which companies Goldman Sachs says have real staying power? Hosted by Michelle Martin we break down Goldman’s picks: Walmart, Ollie’s Bargain Outlet, T-Mobile, Charles Schwab, and Porch Group. We also spotlight Singapore’s Fitness Champs IPO and what its U.S. debut means for Asian expansion. Plus, the Fed’s next move, Apple’s iPhone launch, earnings from Oracle, Adobe, and Kroger, and tariff decisions looming over tech stocks. In our UP or DOWN segment: Robinhood, Lululemon, Hyundai, and Tesla’s trillionaire ambitions all get the spotlightSee omnystudio.com/listener for privacy information.

8 Sep 17min

Influence:  Lucas Lu, Head of Asia, Zoom on future proofing with AI in the region

Influence:  Lucas Lu, Head of Asia, Zoom on future proofing with AI in the region

A new Zoom study shows that while Singapore’s 18–24-year-olds value AI speed and efficiency, 92% still want the option of escalating to a human agent. What does this paradox reveal about the limits of AI in customer and workplace experiences? We unpack how brands can avoid loyalty killers and design seamless journeys that balance tech and empathy. The findings also raise important questions for leaders planning tech investments and multi-generational workforce training. Hosted by Michelle Martin featuring Lucas Lu, Head of Asia at Zoom.See omnystudio.com/listener for privacy information.

4 Sep 25min

Market View: Electric Cars and AI Stars

Market View: Electric Cars and AI Stars

China’s EV market is on fire – but can Nio survive the heat of “involution”? Nio’s sales surge, but mounting losses raise questions about the sustainability of China’s EV frenzy, where rivals like BYD, Geely, and Xiaomi fight for dominance. Meanwhile, Morgan Stanley sees long-term winners despite Beijing’s call to tame competition. Across the Pacific, AI dominates earnings with Salesforce, Figma, and Hewlett-Packard Enterprise all under investor scrutiny. Plus, we size up UP or DOWN moves in Campbell’s, Macy’s, CNMC, and Keppel DC REIT. Hosted by Michelle Martin with Ryan Huang, bringing you insights on Nio, BYD, Salesforce, HPE, Figma, and more. See omnystudio.com/listener for privacy information.

4 Sep 23min

Money and Me : The Real Cost of Going Electric

Money and Me : The Real Cost of Going Electric

Will you save money buying an EV? What are the real running costs? What are the costs of insuring an EV? Is owning an EV in Singapore really a smart financial move? Join Michelle Martin as she digs into the dollars and sense of electric vehicle ownership. With Dhiren Amin from Income Insurance and Stanley Chan who bought his first EV a year ago. Hear first-hand what goes into insuring and driving an EV. From premiums to maintenance, charging costs to lifestyle changes, we separate hype from reality. Are Singaporean drivers ready for the switch, and will premiums ever come down? This is a grounded look at the EV revolution, putting your costs at the centre of the debate - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

3 Sep 21min

Market View: Google and Chrome are still together,  Kraft Heinz Split & STI Surge

Market View: Google and Chrome are still together,  Kraft Heinz Split & STI Surge

Google avoids the breakup of Chrome but must share its search data with rivals like Bing and DuckDuckGo according to a federal judge in the US. Alphabet shares rally while Apple also ticks higher. Kraft Heinz, once a Warren Buffett favorite, is splitting up after years of sagging value. We track Buffett’s disappointment and whether a breakup could unlock hidden worth. Singapore’s STI edges past 4,300 before settling at 4,298, powered by Genting Singapore and SingTel milestones. And in the UK, pubs pull their last pint under cost pressures. All this plus the treadmill cinema screening of Stephen King’s The Long Walk - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

3 Sep 24min

Money and Me:  Decoding the CareShield Life Math

Money and Me:  Decoding the CareShield Life Math

CareShield Life is changing - are you paying more or getting more value? Monthly benefits are stepping up 4% a year even as premiums rise for five years, so how should households plan cashflow? We unpack what the changes mean for you. We explore the hidden bills families don’t see coming and on the ground realities. When do private supplements make sense? What will help with inflation? All explained in plain money terms - hosted by Michelle Martin with guest Elijah Lee, Senior Financial Services Manager, Phillip Securities.See omnystudio.com/listener for privacy information.

2 Sep 21min

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