Market View: Doughnuts, Cameras, and Cloud Kings — What’s Driving Tesla, Google, and the Meme Frenzy
Donuts, robotaxis, and AI cloud wars — what a week in markets! Alphabet smashes earnings expectations with YouTube and Cloud; Tesla falters as Musk talks robots over revenue. Retail traders go wild for GoPro and Krispy Kreme, pushing meme stocks back into the spotlight. SingPost plots a turnaround amid board changes and past scandal, while ST Engineering inks $4.7B in new deals. We check in on Mapletree Logistics Trust, DFI Retail, and the Straits Times Index’s record climb. Hosted by Michelle Martin with Ryan Huang, we bring you the stories behind the swings.See omnystudio.com/listener for privacy information.
24 Juli 24min
Influence: The Crisis of Meaning at the Top
Nancy Ho, a former strategist turned subconscious reprogramming expert, helps leaders move from burnout to alignment. She sits with Michelle Martin for a deep dive into how to decode early belief systems for the high-functioning elite. Hosted by Michelle Martin, this conversation explores leadership, congruence, and the paradox of success.See omnystudio.com/listener for privacy information.
23 Juli 35min
Money and Me: Are Frontier Markets the Next Big Thing?
Could your next best investment lie in a country you may have overlooked until today? Frontier markets—from Vietnam to Africa and beyond—are often overlooked, but are they poised for breakout growth? Michelle Martin sits down with Johannes Loefstrand, Portfolio Manager at T. Rowe Price, to explore how investors can spot real value in high-potential but volatile frontier economies. From Vietnam’s bold market reforms to Asia’s rising digital frontier, discover what’s changing, what’s worth watching, and how to manage risk when investing on the edge. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
23 Juli 16min
Market View: Tariffs, Tokyo & Sweet Surprises – Coke, GM, SIA Engineering, DFI Retail in Focus
Tokyo stocks surge nearly 2% after Trump’s “largest deal ever” with Japan shocks markets. Join Michelle Martin and Ryan Huang as they unpack new trade pacts with Japan, Indonesia, and the Philippines—while Singapore waits its turn. From Coca-Cola’s sugary switch to GM’s tariff hit, and Kohl’s meme-fueled rally to DFI Retail’s strong dividend story, we dive into a jam-packed day of corporate headlines. SIA Engineering impresses, SingPost sells off, and the STI’s top movers—from Jardine Matheson to Wilmar—are in focus. Hosted by Michelle Martin with Ryan Huang, this episode covers Coca-Cola, GM, Kohl’s, SIA Engineering, DFI Retail, SingPost, Jardine Matheson, Wilmar, SATS, UOL Group. Plus, the Last Word goes to Ozzy Osbourne—a rock icon whose echo still shakes the world.See omnystudio.com/listener for privacy information.
23 Juli 24min
Money and Me: Investing in the Final Frontier—Asia’s Ascent in the Space Economy
What if the next great investment opportunity lies not on Earth—but in orbit? Hosted by Michelle Martin, this episode explores how space is transforming into the next trillion-dollar economy. Dr. Kartik Sheth, Chairman of the Council of SST Think Tank and a former NASA scientist, discusses Singapore’s emerging role, why Asia is uniquely poised to lead, and which space economy sectors are attracting global capital. From space-based energy to the Mars economy, moonshot thinking and more, discover where your business and portfolio could boldly go next.See omnystudio.com/listener for privacy information.
22 Juli 27min
Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets
What do a Coldplay concert, a $50 billion Big Pharma pledge, and insider selling at Morgan Stanley have in common? They're all shaking up markets today. Hosted by Michelle Martin with Ryan Huang, this episode dives into AstraZeneca’s major U.S. expansion, Trump’s 200% pharma tariff threat, and Sharon Yeshaya’s share sale. We size up Block's S&P 500 rally, Sheng Siong’s momentum, and Lum Chang Creations' hot IPO. Plus, Singapore’s push to energize the STI—and Astronomer’s kiss-cam chaos.See omnystudio.com/listener for privacy information.
22 Juli 27min
Money and Me: Are S-REITs Still Worth the Risk in 2025?
Singapore’s REIT market is shifting—do you know where the real yields are? Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh. From the mixed debut of NTT DC REIT to Centurion’s upcoming Accommodation REIT, we assess IPO appetite and the rising appeal of niche sectors. What impact will looming U.S. tariffs have on industrial REITs? Are cold storage and warehouse assets under threat? And should investors rotate out or double down? Tune in for deep analysis and smart guidance on navigating macro headwinds in search of yield.See omnystudio.com/listener for privacy information.
18 Juli 22min
Market View: Trillion Dollar Moves and Streaming Shocks
TSMC enters the trillion-dollar club, Netflix profits jump, but is the stock overhyped? Hosted by Michelle Martin with Ryan Huang, this episode dives into blockbuster earnings from Taiwan Semiconductor Manufacturing Company and Netflix. We unpack why TSMC's profits surged 60% and explore its potential headwinds, including currency risk. Netflix posts a 50% jump in profit—but is investor excitement waning? Plus, we play “Up or Down” with PepsiCo, GE Aerospace, Starbucks, Wilmar, and WeRide. Catch the STI movers including SingTel and DFI Retail, and end with a nostalgic turn to Sega’s comeback strategy.See omnystudio.com/listener for privacy information.
18 Juli 27min
