Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess.

We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors.

Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch.

Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook.

Hosted by Michelle Martin, with insights investors need as volatility returns.

See omnystudio.com/listener for privacy information.

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-vass-knepp-show
morgenkaffen-med-finansavisen
finansredaksjonen
okonomiamatorene
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
lederpodden
okrimpodden
arcticpodden