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)

Money and Me: The tool you need to navigate through inflation and grow your wealth

Money and Me: The tool you need to navigate through inflation and grow your wealth

Inflation has been at the top of many people’s minds in recent years. After all, with food and energy prices going up, the issue of rising cost of living further exacerbates Singapore’s position as one of the most expensive cities in the world! So you might be wondering, while national inflation might be at 3-4%, why are we finding ourselves paying 30-50% more for our meals at your go to hawker centre? And why is personal inflation a term that everyone of us should be keeping in mind today? Join Dan Koh as he invites Benjamin Goh, co-founder, Mybasket.sg to discuss the importance of understanding personal inflation when managing our spending patterns and finances, and how his latest innovation tool is empowering people to take charge of their finances while navigating the effects of inflation.  See omnystudio.com/listener for privacy information.

15 Nov 202420min

Market View: US October CPI data, AMD layoffs, Best performing US stocks of 2024, Tencent earnings, Cisco, Robinhood, Exxon Mobil, China’s Housing Market, Thai Baht

Market View: US October CPI data, AMD layoffs, Best performing US stocks of 2024, Tencent earnings, Cisco, Robinhood, Exxon Mobil, China’s Housing Market, Thai Baht

What does the latest CPI data suggest about the US Fed’s fight against inflation? What are economists saying about the trajectory of the future monetary policy path? What are some stocks that have surged more than 200% this year? And how did Tencent perform in its latest quarter earnings? Find out with Dan Koh and Ryan Huang as they breakdown these latest financial news and walk you through an action pack tour of markets.  See omnystudio.com/listener for privacy information.

14 Nov 202421min

Money and Me: How Revolut is helping you to save big on your next holiday

Money and Me: How Revolut is helping you to save big on your next holiday

When travelling, currency exchange rates can be a killer—especially with hidden fees at banks or exchange booths. In fact, according to key insights from Revolut and YouGov’s recent Survey, almost 50% of Singaporeans pay unnecessary FX fees when travelling abroad! So as the holiday season looms large, what are some cost-saving strategies and tricks to incorporate to make your next trip a lot more affordable? Learn to get the best bang for your buck with Dan Koh as he speaks to Charlie Short, Head of Growth for APAC, at Revolut about actionable financial habits that you can start today to save more on your next holiday and what Revolut is doing to address the financial distresses we face when travelling.  See omnystudio.com/listener for privacy information.

14 Nov 202422min

Market View: US treasury yields rise, Spotify earnings report, Sea surges more than 10%, Apple new product category, Spirit Airlines, Volkswagen and Rivian, Amazon, Instacart

Market View: US treasury yields rise, Spotify earnings report, Sea surges more than 10%, Apple new product category, Spirit Airlines, Volkswagen and Rivian, Amazon, Instacart

Why are US Treasury yields and the greenback climbing on Wall Street? Is the rally in the US market finally stalling? How did Spotify perform in its latest earnings results? And what’s contributing to Sea’s more than 10% jump in share price? Join Dan Koh and Ryan Huang as they take you on a whirlwind tour of markets!See omnystudio.com/listener for privacy information.

14 Nov 202424min

Money and Me: Learn to live richly with ‘Financial Gymnastics’ today! 

Money and Me: Learn to live richly with ‘Financial Gymnastics’ today! 

Being financially rich takes more than just racking in a large sum of salary every month. According to Mastercard’s latest study, Inside the Wealthy’s Playbook: How the Affluent are Mastering Their Money with Financial Gymnastics, ‘Financial Gymnastics’ is a key formula to reaching your financial goals. Dan Koh invites Ben Gilbey, Senior Vice President, Digital Consumer Solutions, Asia Pacific, Mastercard to discuss how exactly the affluent approach money management and payments, what goes behind the making of the ‘perfect wallet’, and what you can do to start maximising your rewards to live richly today.   See omnystudio.com/listener for privacy information.

12 Nov 202415min

Market View: US Markets unstoppable bull run, Grab surges 15%, Bitcoin breaks $89,000 mark, Tesla, MicroStrategy, Nestle, Procter & Gamble, Japanese chips and AI, Food Empire 

Market View: US Markets unstoppable bull run, Grab surges 15%, Bitcoin breaks $89,000 mark, Tesla, MicroStrategy, Nestle, Procter & Gamble, Japanese chips and AI, Food Empire 

Last night marked the 5th straight session that US stocks have been rising, with almost every session breaking record highs! Why do JP Morgan and Morgan Stanley think the market still has room to run? Meanwhile, iconic riding hailing app Grab saw its shares surged 15% overnight - what’s driving optimism into the stock? And with Bitcoin officially taking over Silver’s market cap as the 8th world’s largest asset, what does this mean for the future of cryptocurrencies and can it continue its absurd run? Dan Koh and Ryan Huang dissect the details and investigate the latest market movements.  See omnystudio.com/listener for privacy information.

12 Nov 202421min

Market View: DBS, UOB, OCBC, SIA Engineering, ST Technologies, Heeton Holdings, Seatrium, Singapore Airlines, Sea Ltd, Stamford Land, Genting Singapore, Frasers Logistics & Commercial Trust

Market View: DBS, UOB, OCBC, SIA Engineering, ST Technologies, Heeton Holdings, Seatrium, Singapore Airlines, Sea Ltd, Stamford Land, Genting Singapore, Frasers Logistics & Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers key movements and strategies from Singapore’s major banks—DBS, UOB, and OCBC—each with different shareholder approaches. Dive into buybacks at SIA Engineering and ST Technologies and a property move from Heeton Holdings. Michelle and Ryan also discuss the ups and downs for Seatrium, Singapore Airlines, Sea Ltd, and Stamford Land. Finally, they wrap up with local market movers and a look at the world’s largest rooster-shaped hotel.See omnystudio.com/listener for privacy information.

11 Nov 202422min

  Market View: US Fed cuts 25 bp, Airbnb, UOB, OCBC, Booking.com, Expedia, Ringgit, Japanese Yen, AppLovin, Block, Trump’s influence on Feds

Market View: US Fed cuts 25 bp, Airbnb, UOB, OCBC, Booking.com, Expedia, Ringgit, Japanese Yen, AppLovin, Block, Trump’s influence on Feds

All 3 major US indexes extended their gains in the wake of President-elect Donald Trump’s victory, fuelled further by news of the latest Federal Reserve decision to cut interest rates by a widely expected quarter-point. But what are the highlights coming out of the latest meeting? Also, with stocks hitting fresh all-time highs, what might be the best performing tech stock of the year? And closer to home, what do you need to know about UOB and OCBC’s latest earnings results? Join Dan Koh and Ryan Huang in this action pack breakdown of markets as they digest and crunch in the numbers you need to know today.  See omnystudio.com/listener for privacy information.

8 Nov 202425min

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