Money and Me: Shutdowns, AI, and Safe-Haven Surges

Money and Me: Shutdowns, AI, and Safe-Haven Surges

Markets are brushing off a U.S. government shutdown - but how long can they ignore the risks?

OpenAI’s $500 billion valuation, record gold prices, and Bitcoin at $120K all raise new questions about bubbles, belief, and safe havens.

Michelle Martin and Simon Ree unpack whether this is Dot-Com 2.0 or durable growth.

They explore George Soros’ bubble logic, the Fed’s data blackout, and how investors can spot real earnings in the AI frenzy.

Expect talk of OpenAI, Tesla, JPMorgan, Goldman Sachs, Delta, and Bitcoin as Q3 earnings season kicks off.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Episoder(3667)

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

A takeover battle, a surging underdog, and China stepping onto the pitch — this story has everything. In today’s episode, Michelle and Ryan unpack Puma’s sudden leap into acquisition headlines, with potential buyers including Anta, Li Ning, and Asics — alongside sector giants Nike and Adidas. We also break down CNBC’s list of US stocks that are outperforming and still look cheap, plus a packed UP or DOWN lineup featuring Alibaba, Digital Realty Trust, OCBC and MetaOptics.Hosted by Michelle Martin with Ryan Huang. The Straits Times Index, DFI Retail, Mapletree Industrial Trust and UOL also make an appearance as we wrap the local market picture. A fast, fiery six-line sprint through the biggest global and Singapore market movers today.See omnystudio.com/listener for privacy information.

28 Nov 19min

Market View: China’s Vanke Shock & KIT’s Big Buy Call

Market View: China’s Vanke Shock & KIT’s Big Buy Call

A major tremor hits China’s property market — and investors didn’t see it coming. China Vanke’s sudden bond-payment delay rattles confidence in a sector already stretched thin.We break down if the stress could spill over to its peers. RHB issues a bullish call on Keppel Infrastructure Trust, as we examine its diverse assets across energy, environment and distribution. Plus, an STI check-in with movers like Seatrium, City Developments, Genting Singapore and Keppel DC REIT. And Hollywood is entering the culture wars, as Trump reportedly nudges Skydance and Paramount to revive Rush Hour 4. What on earth for? Find out. Market View — hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

27 Nov 20min

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

The AI chip cold war has officially gone hot — and markets are moving fast. In today’s episode, hosted by Michelle Martin with Ryan Huang, we unpack why Meta’s talks with Google’s AI chips have shaken Nvidia’s dominance and sent shockwaves through tech stocks. We break down what Meta, Google and Nvidia each stand to gain — or lose — as hyperscalers race to control more of the silicon stack. Plus we run through the UP-or-DOWN moves across global names such as Alibaba, Nvidia, Google, Meta, Xiaomi, HP, Best Buy, Nio, Apple, Samsung, ThaiBev. We also check in on the Straits Times Index as Hongkong Land, Jardine Matheson and Genting Singapore steer the morning’s action.See omnystudio.com/listener for privacy information.

26 Nov 16min

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Singapore’s markets are transforming faster than at any time in the past decade. In today’s episode, hosted by Michelle Martin, we unpack MAS and SGX’s sweeping reforms and take a closer look at the Fullerton Singapore Value-Up (FSGV), the first retail fund under the Equity Market Development Programme (EQDP), Fullerton’s Shawn Ang joins us to discuss what you'd be investing in with this fund and what benchmark it aims to beat. We explore overlooked mid- and small-cap opportunities in Singapore and how markets have reacted so far. See omnystudio.com/listener for privacy information.

26 Nov 15min

Money and Me: Singapore’s New Sub-Sale Era

Money and Me: Singapore’s New Sub-Sale Era

Record profits, record losses — the sub-sale market can seem extreme. In today’s episode of Money and Me, we dive into what changes in the sub-sale market reveals about the new property-flipping landscape. We break down whether property flippers are rising or disappearing, and how the HDB-to-OCR migration wave is reshaping demand. You’ll hear insights into the rental hotspots for 2026, the health of the EC market, and how sub-sale rules like those impacting the Sellers Stamp Duty, affect investor strategy. We also unpack CCR luxury dynamics, where 171 big-ticket deals closed. All this and more, hosted by Michelle Martin, with her guest Ivan Cai, CEO, Crestbrick . Both dive into featured themes which include: The Avenir, CCR luxury, OCR resale condos, ECs, SSD, sub-sale risks, 2026 outlook.See omnystudio.com/listener for privacy information.

25 Nov 20min

Market View: The Trillion-Dollar Drug War & The AI Christmas Rush

Market View: The Trillion-Dollar Drug War & The AI Christmas Rush

A trillion-dollar shocker and a pharma plunge — what does it mean for markets? In today’s episode of Market View, we break down Eli Lilly’s historic surge into the trillion-dollar club and Novo Nordisk’s dramatic slide after a failed Alzheimer’s trial. We also unpack why analysts are calling this year an “AI Christmas,” and what might make you the best gift giver this year. Our Up/Down lineup covers Zoom, Sandisk, Symbotic, and Marco Polo Marine.Plus, movement across the STI with Jardine Matheson, Hongkong Land, and SGX in the spotlight. All this and more, hosted by Michelle Martin with Ryan Huang, including a quick list of featured names: Eli Lilly, Novo Nordisk, Zoom, Sandisk, Symbotic, Jardine Matheson, Hongkong Land, SGX, Marco Polo Marine.See omnystudio.com/listener for privacy information.

25 Nov 20min

Money and Me: Ringgit’s Rise, Nvidia’s Reality Check & Singapore’s First Crypto Perps

Money and Me: Ringgit’s Rise, Nvidia’s Reality Check & Singapore’s First Crypto Perps

The ringgit just hit its strongest level in three years — here’s why it matters for your wallet.In this episode of Money and Me, hosted by Michelle Martin, we unpack why the Malaysian ringgit is surging and whether the rally can last through 2025. We break down Nvidia’s latest earnings and what they signal about the next phase of the AI trade.Plus: if Bitcoin is “digital gold,” why is it trailing both bonds and gold this year?We also demystify Singapore’s newest market milestone: SGX’s launch of Bitcoin and Ethereum perpetual futures — what they are, why they matter, and who will be using them. Joining the conversation is Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious.See omnystudio.com/listener for privacy information.

24 Nov 24min

Market View: Palm Oil Shockwaves, KOSPI’s Ascent & Wall Street’s Shaky Week

Market View: Palm Oil Shockwaves, KOSPI’s Ascent & Wall Street’s Shaky Week

Wilmar faces fraud fallout while Asia’s hottest market defies gravity. In today’s episode, we break down Wilmar’s China fraud case and what it means for the palm-oil giant’s future. We look at Korea’s astonishing 60% KOSPI surge, fuelled by AI optimism and government-backed market reforms. U.S. markets wobble despite a Friday rebound, with investors rotating into small caps like the Russell 200. We run an Up or Down round across BHP, Anglo American, CK Hutchison, Venture Corp, Jardine Matheson and more. Hosted by Michelle Martin with Ryan Huang. Also, how good or bad is the Wicked sequel?See omnystudio.com/listener for privacy information.

24 Nov 25min

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