Money and Me: Are Some Older Properties Golden Opportunities?

Join Michelle Martin on her tour of markets! DBS posts record earnings and announces new dividends - what does this mean for investors? CapitaLand Ascott Trust, CapitaLand India Trust, and Mapletree Logistics Trust see director buy-ins, while Suntec REIT’s takeover bid fails. In global markets, activist investor Elliott builds a stake in BP, while BYD surges on smart-driving tech. Apple faces UK government scrutiny, and Bank of America sees Warren Buffett’s possible exit. Plus, a preview of earnings from McDonald’s, Coca-Cola, and more.See omnystudio.com/listener for privacy information.

10 Feb 202515min

Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape. He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U.S. stocks 97% more expensive than historical averages. Against this backdrop, how should investors assess their exposure to AI stocks as concerns grow over AI infrastructure spending? Is AI optimism strong enough to offset uncertainty surrounding Trump’s tariffs? This episode unpacks Nvidia’s $600 billion market wipeout, the risks to AI investments, and whether investors should rethink their AI strategies. Plus, insights on Trump’s tariffs, their impact on inflation, and potential shifts in global supply chains. See omnystudio.com/listener for privacy information.

7 Feb 202519min

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest major earnings reports. Hosted by Michelle Martin with Ryan Huang, this episode breaks down Amazon’s AI-driven growth challenges, Peloton’s surprise earnings beat, and Yum Brands’ AI-powered fast-food expansion. Discover how Tapestry, Roblox, Maersk, and Honeywell fared in their latest earnings, plus key insights on ST Engineering’s $4 billion contract wins. Get the latest on the STI, currency moves, and trade tensions shaping the market.See omnystudio.com/listener for privacy information.

7 Feb 202525min

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 202523min

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 202521min

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 202524min

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 202520min

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 202523min