Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Will your favourite pharma players suffer greatly because of Trumps' proposed massive pharma tariffs?

Will embodied AI bring China ahead in the AI race vs the West?

Can Palantir's monster results continue or is the market already pricing in perfection with this company?

Michelle Martin and Arun Pai discuss geopolitics, innovation, and valuations.

From Trump’s jaw-dropping plan to slap 250% tariffs on pharmaceutical imports, to the growing rift in AI strategy with open vs closed models.

Michelle Martin and Arun Pai from Monk’s Hill Ventures connect the dots; Will Trump’s pharma gamble squeeze margins—or spark opportunity?

Is the AI Cold War creating investible divergence?

And is Palantir’s AI-fueled surge still worth chasing after a record-breaking quarter?

Plus, how Mark Cuban’s Cost Plus Drugs is rewriting the pharma playbook with radical price transparency.

See omnystudio.com/listener for privacy information.

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Episoder(4072)

Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted?

Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted?

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23 Sep 23min

Money and Me: Bond Yields Are Surging. Is It Time to Buy?

Money and Me: Bond Yields Are Surging. Is It Time to Buy?

Government bond yields are climbing, with the US 10-year Treasury recently crossing 5% — painful for existing bondholders, but potentially offering more attractive income for new investors. So are bon...

23 Sep 21min

Market View: Buffett Bows Out, BOJ Hikes & the Yen Falls, ST Engineering’s 30% Upside?

Market View: Buffett Bows Out, BOJ Hikes & the Yen Falls, ST Engineering’s 30% Upside?

The end of an era at Berkshire Hathaway: Warren Buffett steps down as chairman after more than six decades, with his son Howard taking the chair. But could one of Buffett’s favourite trades — Japan’s ...

21 Sep 15min

Fit But Is Your Heart Healthy? What Every Runner and Hyrox Athlete Should Know

Fit But Is Your Heart Healthy? What Every Runner and Hyrox Athlete Should Know

Events like Hyrox are drawing a new generation into high-intensity competition. But being able to run fast, lift heavy or boast an impressive VO₂ max doesn’t necessarily mean your heart is healthy. So...

21 Sep 22min

Money and Me: Treasuries at 5%: Time to Lock In? Plus Gold, AI Risk and the Yen Carry Trade

Money and Me: Treasuries at 5%: Time to Lock In? Plus Gold, AI Risk and the Yen Carry Trade

US Treasury yields have crossed 5% — so is this finally the moment to lock in attractive bond income, or could yields still climb from here? Michelle Martin speaks with Swapnil Mishra, author of Inves...

21 Sep 24min

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

The Fed has raised rates, but markets are rallying as oil prices and bond yields ease. Could the rate hike also provide a much-needed boost to Singapore banks — and why might UOB emerge as a bigger be...

18 Sep 13min

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

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Human beings can split the atom, engineer artificial intelligence and peer billions of years into the history of the cosmos. But has our wisdom kept pace with our capabilities? In Eleven Seconds Befor...

18 Sep 23min

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