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(3688)

Market View: Centurion, Straco, Ho Bee Land, UMS Holdings, Sinarmas Land, Daiwa Logistics Trust

Market View: Centurion, Straco, Ho Bee Land, UMS Holdings, Sinarmas Land, Daiwa Logistics Trust

Join Michelle Martin on her tour of markets! Today Michelle and Ryan Huang, kick off with a deep dive into earnings reports from Centurion, Straco, and Ho Bee Land, all showing strong profits. We then analyze the struggles of UMS Holdings, Sinarmas Land, and Daiwa Logistics Trust. The Walt Disney Company's new attractions and film successes, as well as market movements in Adani Group and Sea Limited, round out the discussion. Tune in for insights on what these results say about the broader economy.  See omnystudio.com/listener for privacy information.

13 Aug 202424min

Market View: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Market View: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Join Michelle Martin in her smart roundup of markets with Ryan Huang. This episode dives into the latest institutional trading moves, highlighting Singapore Airlines, Digital Core REIT, and SunMoon Food. Explore Big Tech's new strategies with Google, Microsoft, and Amazon, and the market performance of Eli Lilly, Meta, Walmart, and Home Depot. The discussion wraps up with insights on E.l.f. Beauty, Ola Electric, Restaurant Brands, Temu, and SGX, providing a comprehensive market overview for the week.See omnystudio.com/listener for privacy information.

12 Aug 202422min

Money and Me: Investing, Trading, or Gambling?

Money and Me: Investing, Trading, or Gambling?

Michelle Martin invites ex Citi and Goldman Sachs veteran Simon Ree, now founder of a platform empowering investors with tools and knowledge, the Tao of Trading. This episode explores the essential differences between investing, trading, and gambling. Learn why many who think they’re investors are actually traders, and the potential risks of this misconception. Simon discusses risk management, the role of emotions, and why trading should never be confused with gambling. Gain insights into the mindset of a successful trader and the importance of consistency in achieving trading success.See omnystudio.com/listener for privacy information.

12 Aug 202422min

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

What's the significance of Warren Buffett raising cash just before the US sell-off? How did the price of Bitcoin react to global sell-off? What could the Fed do next in the face of recessionary fears? Has the sell-off sunk tech? Is the worst of the sell-off behind Japan? Michelle Martin discusses the volatility rocked market with Arun Pai, Investments team, Monk’s Hill Ventures. See omnystudio.com/listener for privacy information.

8 Aug 202428min

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Michelle Martin tours markets in the morning with Ryan Huang. Both look at  DBS CEO Piyush Gupta stepping down and Tan Su Shan stepping in, updates on Disney, Sony, and Novo Nordisk's earnings. We also dive into Citi's Buy List, featuring big tech companies like Apple and Amazon. Finally, we play UP or DOWN with companies like Hilton, Softbank, and Boeing.See omnystudio.com/listener for privacy information.

8 Aug 202429min

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Join Michelle Martin's tour of markets. With Ryan Huang, Michelle explores Asia-Pacific markets; trading looks mixed at the morning start as Tokyo, Sydney, and Seoul show varied performances. Corporate earnings are back in focus with significant results from Dyna-Mac, Riverstone, Fraser and Neave, and more. We also delve into the latest from Yum Brands, Uber, and Kenvue. Lastly, the episode covers Elon Musk's legal battle with advertisers.See omnystudio.com/listener for privacy information.

7 Aug 202423min

Money and Me: Market meltdown and your portfolio

Money and Me: Market meltdown and your portfolio

Join Michelle Martin in conversation with her guest, Cheng Chye Hsern, Head of Investment, Providend. Global markets faced a severe downturn on Monday, with significant losses from New York to Tokyo. The VIX, Wall Street's "fear gauge," saw a historic spike, indicating heightened market volatility. Japan's Nikkei 225 suffered its biggest drop since 1987, exacerbated by fears of a US economic slowdown. Cheng Chye Hsern analyzes the factors behind these market movements, the implications of high P/E ratios, and potential portfolio strategies for investors amidst the chaos. See omnystudio.com/listener for privacy information.

7 Aug 202424min

Money and Me: The High Cost of High Cholesterol

Money and Me: The High Cost of High Cholesterol

Actor and former national rugby player Paul Foster was just 29 and in peak physical condition when he experienced sudden nausea and motion sickness, which prompted his first full health screening. That's when he discovered more about his family history of high cholesterol. Although he thought he was managing his cholesterol levels, he would need extra medical intervention at age 42. Now with stents in his arteries and injectable medication, Foster and his doctor, Dr. Michael MacDonald, Senior Consultant Cardiologist, Harley Street Heart Centre, share more about the high costs associated with being unaware of the silent dangers of one of the most prevalent risk factors contributing to heart disease in this show with Michelle Martin.See omnystudio.com/listener for privacy information.

6 Aug 202424min

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