Market View: Tencent’s AI Push, GoTo’s Turnaround, and Singapore Earnings in Focus

Wells Fargo names its top stock picks, but are they really set to sprint ahead? Hosted by Michelle Martin with Ryan Huang, this episode dives into the investment bank’s spotlight on Spotify, Sunrun, Nextracker, RealReal, and Williams Companies. We explore why some of these names are soaring over 60% this year while others stumble. Then, we zoom out to a broader market rally led by small-caps and rising rate cut expectations. Retail heavyweights like Walmart, Home Depot, and Target take center stage as earnings season winds down. Plus, we play UP or DOWN with UnitedHealth, GuocoLand, Dezign Format, Frasers Hospitality Trust, Golden Agri, and CNMC Goldmine. Finally, in our Last Word, halibut Olympia makes a surprise cameo in high-stakes US-Russia diplomacy. See omnystudio.com/listener for privacy information.

18 Aug 11min

Are your early life experiences shaping how you relate to money? Are you avoiding facing the reasons behind why you find yourself in the same money messes repeatedly? Hosted by Michelle Martin, this episode explores how our emotional state influences every financial decision we make. Guest Douglas Lynam shares his extraordinary journey from growing up watching his parents split, to becoming a Benedictine monk, U.S. Marine, educator, and now a financial advisor. Hear how his book Taming Your Money Monster reveals the deep psychology behind money habits. Learn how you can uncover your money motivators and blocks and how striving to do good in the world could help you on your money journey..See omnystudio.com/listener for privacy information.

15 Aug 19min

Big names are making bold moves, and markets are reacting. Hosted by Michelle Martin with Ryan Huang, today’s episode breaks down Berkshire Hathaway’s latest portfolio addition — UnitedHealth Group — and why Michael Burry’s joining the party. We dive into the fierce e-commerce battle between JD.com, Alibaba, and Meituan, plus CK Hutchison’s profit drop and Jollibee’s surprising growth. Intel’s shares jump on talk of a potential U.S. government stake, while a new listing hits Singapore’s Catalist Board. We wrap with how inflation pressures in the U.S. could shape the Fed’s next move. Companies mentioned: Berkshire Hathaway, UnitedHealth Group, JD.com, Alibaba, Meituan, CK Hutchison, Jollibee, Intel, Dezign See omnystudio.com/listener for privacy information.

15 Aug 23min

Lump sum cash or a drip approach to your CPF funds? After you pass, have you decided how you would like your CPF funds disbursed? Michelle Martin walks you through the myths, strategies and considerations to make the most of Singapore’s CPF system. There is a new free resource to help you get the most out of it—The CPF Playbook by Pang Zhe Liang. Hear Christopher Tan, CEO of Providend, tackle whether your savings are ‘locked-in’ to what happens to your CPF after you pass on. Chris shares strategies to grow your retirement nest egg, key considerations before investing your CPF, and how to decide whether to use it for your mortgage. We also dive into CPF LIFE, the 1M65 strategy, and lesser-known ways to maximise your CPF for a secure future.See omnystudio.com/listener for privacy information.

14 Aug 22min

S-REITs are on a winning streak — how early in the cycle are we? Is the run sustainable? Hosted by Michelle Martin, this episode features Kenny Loh, Wealth Advisory Director and one of Singapore’s leading REIT specialists, to unpack July’s standout performers and the key drivers behind their double-digit returns. We dive into why the S-REIT Index hit record highs in early July, and whether the ambitious 12-month target of 1,159 points is realistic. Could rate cuts, yield spread changes, and macro shifts open the door for investors to rotate out of local banks and into REITs? Kenny weighs the pros and cons of such a move, and outlines allocation strategies for income seekers. We also explore the REIT sub-sectors that may prove most resilient in H2 2025. Recorded ahead of Kenny’s 2H 2025 S-REIT Market Outlook session at SGX, this is your insider’s guide to the evolving REIT landscape.See omnystudio.com/listener for privacy information.

13 Aug 19min

Sea Limited stuns with a 400% earnings surge — is Shopee’s dominance and Monee’s rapid growth setting up more gains ahead? Hosted by Michelle Martin with Ryan Huang, this episode unpacks the drivers behind Sea’s blowout quarter and Yangzijiang Financial’s move to sell its maritime investment arm. We explore StarHub’s pivot into broadband via MyRepublic, and what it signals for Singapore’s telco race. Over in the US, inflation surprises and the Trump Tariffs stir fresh Fed speculation — plus, Trump threatens a lawsuit against Jerome Powell. In UP or DOWN, we size up On, Elon Musk v Apple, PropNex, and Valuemax. We also check in on the STI’s morning moves.See omnystudio.com/listener for privacy information.

13 Aug 27min

Three banks, three sets of earnings — but only one clear standout. DBS defied expectations with stronger Q2 profits, while UOB and OCBC faced headwinds. Hosted by Michelle Martin, this episode with Tim Phillips, Founder of TimTalksMoney, unpacks what drove each bank’s performance, from shifting interest income to tariff impacts. We explore how leadership changes could redefine strategic priorities for the next decade. Plus, we switch gears to dissect position sizing and country diversification through ETFs, and how investors can balance concentration with broad exposure. The conversation closes with when to let winners run, when to take profits, and how to ensure your portfolio is truly diversified. See omnystudio.com/listener for privacy information.

12 Aug 26min