Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole. What do the moves mean for US interests? Then the discussion shifts to whether DeepSeek can reshape semiconductor demand in Asia. As AI shifts from training to inference, is a sector rotation from hardware to software underway? Find out how investors can navigate the evolving AI landscape. Guest: Arun Pai, Investments Team, Monk's Hill Ventures. See omnystudio.com/listener for privacy information.

6 Feb 23min

Join Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street. Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand China Trust, Ford, and Disney, examining their business outlooks. LG CNS' IPO stumble in South Korea sparks debate over AI hype and market liquidity. Qualcomm, Toyota, Novo Nordisk, GSK, SGX, and Microstrategy headline earnings in our UP or DOWN segment. Plus, you hear a Super Bowl ad preview. See omnystudio.com/listener for privacy information.

6 Feb 21min

Hosted by Michelle Martin, this episode explores the financial impact of Singapore’s Platform Workers Act with Elijah Lee, Senior Financial Services Manager at Phillip Securities. How will mandatory CPF contributions reshape the financial security of gig workers? With 62% citing rising costs as their primary worry, what are the trade-offs between immediate take-home pay and future financial security? Plus, insights on how investment options make sense for gig workers with limited capital.See omnystudio.com/listener for privacy information.

5 Feb 24min

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street gains. Hosted by Michelle Martin with Ryan Huang, the duo unpacks Alphabet’s and AMD’s earnings sell-offs, Keppel’s transition to asset management, and the latest on a potential Grab-GoTo merger. They also assess Spotify’s outlook, Estee Lauder’s struggles, and Mattel’s holiday boost. Plus, find out what Warren Buffett is buying and how Singapore’s Straits Times Index is faring this morning.See omnystudio.com/listener for privacy information.

5 Feb 20min

Michelle Martin explores how businesses can thrive in the AI era with Professor Jason Davis, Associate Professor of Entrepreneurship and Family Enterprise at INSEAD. Discover how businesses are leveraging AI using key strategies outlined in his book Event Horizon Strategy: Enhance Careers, Create Business Value, and Avoid Industry Disruption with Generative AI. Learn why the intersection of AI and money is perhaps the most watched area for value creation. Davis also shares insights on workforce adoption, ethical challenges, and how we can future-proof careers in an AI-driven world.See omnystudio.com/listener for privacy information.

4 Feb 23min

Join Michelle Martin on her tour of markets! Asia-Pacific stocks rebound as US tariffs on Canada and Mexico are paused, but new levies on China loom. Michelle and Ryan examine the impact on Stellantis and General Motors, and why volatility might favor traders. REIT Watch highlights Keppel Pacific Oak US REIT, Lendlease Global Commercial REIT, and a potential Suntec REIT privatization. Samsung, Palantir, SingPost, and mm2 Asia take the spotlight in "Up or Down," while Singapore’s blue chips face mixed fortunes. Stay tuned for insights into market movers and local trading updates!See omnystudio.com/listener for privacy information.

4 Feb 20min

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment theme? Michelle Martin speaks with Cheng Chye Hsern, Head of Investment, Providend and their conversation unpacks the impact on AI investments alongside surprises in S&P 500 earnings and recent Fed policy moves. Both also explore how US property S-REITs are quietly feeling the effects of these sweeping changes. See omnystudio.com/listener for privacy information.

3 Feb 20min

What's the power of presence? How can you unlock your influence? Michelle Martin shares her booklist for resources to help you manage your presence.See omnystudio.com/listener for privacy information.

3 Feb 3min