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.

Avsnitt(3743)

Market View Minutes with Michelle: A boost for agricultural stocks amid the Ukraine conflict

Market View Minutes with Michelle: A boost for agricultural stocks amid the Ukraine conflict

Michelle Martin shares some top stocks from the agricultural sector that investors can look at as prices of commodities like wheat are on the rise against the backdrop of the Ukraine war. See omnystud...

23 Mars 20222min

Money and Me: Navigating geopolitical risks to growth and long-term investments

Money and Me: Navigating geopolitical risks to growth and long-term investments

Michelle Martin discusses growth investing opportunities and where VP Bank’s convictions lie for 2022 with Thomas Rupf, CIO Asia & Head of Trading Execution, VP Bank Ltd Singapore Branch.See omnystudi...

23 Mars 20226min

Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Do you feel like you’re a slave to your job? What if you want to quit and have no savings? You might want to consider lighting a F.I.R.E., which stands for Financial Independence Retire Early. Michell...

22 Mars 202221min

Market View Minutes with Michelle: Why concrete, crypto and groceries are attracting investors

Market View Minutes with Michelle: Why concrete, crypto and groceries are attracting investors

Michelle Martin notes three companies in very different sectors that are appealing to investors.See omnystudio.com/listener for privacy information.

22 Mars 20222min

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

The merger ESR Reit and ARA Logos is finally happening -- what went down in the shareholder EGM? Berkshire Hathaway boosts its insurance buys with Alleghany, the impact of Koufu delisting and the US F...

22 Mars 202225min

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss the US Feds’ interest rate hike, the recent Chinese tech stock rout and thoughts on Forest Li’s letter to staff of Sea Ltd after its ...

21 Mars 202225min

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

On St Patrick's Day, the Irish Ambassador to Singapore since 2018, H. E. Patrick Bourne shares his reflections of his time in Singapore, his thoughts on factors for keeping diplomacy alive in the mids...

21 Mars 202213min

Money and Me: How to weather a stormy market

Money and Me: How to weather a stormy market

Could the Ukrainian crisis speed up the decoupling between China and the US ? What could this and wider geopolitical uncertainty mean for long term investors?Are there beaten down growth stocks to buy...

21 Mars 202218min

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