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.

Episoder(3798)

Money and Me: The Right Time to Start Investing

Money and Me: The Right Time to Start Investing

Join Michelle Martin, as she speaks to Kenneth Lou, CEO of Seedly and Junus Eu, a top 10 contributor at Seedly and Venture Capitalist about knowing when it would be the best time to start investing an...

25 Sep 201922min

Money and Me: EndowUs Now With Low Rates for CPFIS

Money and Me: EndowUs Now With Low Rates for CPFIS

Join Michelle Martin, as she speaks to Samuel Rhee, Founding Partner and Chief Investment Officer, EndowUs about his operation's new portfolio service for savings in the CPF Investment Scheme and how ...

24 Sep 201923min

Influence: Why you should open multiple accounts if you use robo advisors

Influence: Why you should open multiple accounts if you use robo advisors

Robo advisors have been getting more popular these days as more of us turn to the ease and convenience of investing online, and is usually a cheaper alternative. One such platform is Smartly - a Singa...

24 Sep 201912min

Money and Me (The Property Edition): 99-year leasehold vs freehold. East vs Central. Which is better?

Money and Me (The Property Edition): 99-year leasehold vs freehold. East vs Central. Which is better?

Should you go for 99-year leasehold or freehold? What are the prices differences, which will depreciate more, and what are the factors that will affect a property’s value other than the lease period? ...

23 Sep 201917min

Influence: How activity tracker Fitbit can help improve your sleep

Influence: How activity tracker Fitbit can help improve your sleep

Singaporeans have an average nightly sleep of 7 hours and 5 minutes, making them the third most sleep-deprived after Japanese and Indians, this according to activity tracker Fitbit. Singaporeans also ...

23 Sep 201912min

Influence: How LaLiga & GCOX are transforming the football fan experience with tokenisation

Influence: How LaLiga & GCOX are transforming the football fan experience with tokenisation

Top professional Spanish football league LaLiga and GCOX are bringing you closer to your favourite football superstars through tokenisation. Ivan Codina, Managing Director for LaLiga Southeast Asia, S...

20 Sep 201911min

Money and Me: Safeguarding Your Digital Assets

Money and Me: Safeguarding Your Digital Assets

Join Michelle Martin, as she speaks to Vincent Chok, Group CEO, Legacy Trust Company about the importance of seeking custody for digital assets in this day and age, where trading is starting to take o...

20 Sep 201910min

Money and Me: Investing at a Time of Economic Recession

Money and Me: Investing at a Time of Economic Recession

Join Michelle Martin, as she speaks to Jonathan Ang and Kelvin Seetoh, 10x Capital, Co-Authors of ‘Value Investing: Expand Your Circle of Competence’ about what you should and should absolutely not do...

19 Sep 201923min

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