Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess.

We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors.

Cheng Chye Hsern, Head of Investment, Providend breaks down hyperscalers’ rising debt-fuelled capex and the red flags to watch.

Singapore’s big three banks report sharply different earnings - we explore how NIM compression, fee income and credit costs are reshaping the sector’s outlook.

Hosted by Michelle Martin, with insights investors need as volatility returns.

See omnystudio.com/listener for privacy information.

Avsnitt(3714)

Money and Me: The Boring Maths Behind Extraordinary Wealth

Money and Me: The Boring Maths Behind Extraordinary Wealth

Today Michelle picks up a thought-provoking book by a serial British entrepreneur Gary Ashworth. The book unpacks a simple framework; what if becoming rich wasn’t about genius or luck - but about repe...

26 Jan 22min

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

Market View: Banks Bounce, Bears Circle, and Big Tech Braces for Earnings

United Overseas Bank has surged back into favour as investors reassess Singapore’s banking sector after months of caution. Michelle Martin and Ryan Huang unpack why UOB’s provisioning fears have eased...

26 Jan 24min

Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Markets are rattled by geopolitics - but panic is rarely a strategy. From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift...

23 Jan 19min

Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

Intel beats earnings - but supply bottlenecks spook markets. We unpack why Intel sold off despite stronger revenue, and what supply constraints signal for the chip cycle. From semiconductors to staple...

23 Jan 22min

Market View: Cancer Profits, Greenland Politics, Johnson & Johnson, L’Oréal, Lululemon, Ryanair, City Developments Limited, Hongkong Land, Singtel, Thai Beverage

Market View: Cancer Profits, Greenland Politics, Johnson & Johnson, L’Oréal, Lululemon, Ryanair, City Developments Limited, Hongkong Land, Singtel, Thai Beverage

A 140-year-old healthcare giant shows it can still grow, as Johnson & Johnson beats earnings expectations and doubles down on its ambition to lead the global fight against cancer. On geopolitics, mark...

22 Jan 21min

Money and Me: Million-Dollar CPF Moves in a New Retirement Era

Money and Me: Million-Dollar CPF Moves in a New Retirement Era

Is leaving your CPF alone the safest option in 2026 or are there smarter moves for more than 2.5% interest? As Singapore’s retirement rules shift, what do you need to know about the moves that you ca...

22 Jan 23min

Read: The Albatross File - Rethinking 1965

Read: The Albatross File - Rethinking 1965

A nation’s birth story, revisited through freshly released interviews. A major new book and permanent exhibition at the National Library reopens the story of Singapore’s separation from Malaysia in 19...

22 Jan 20min

Market View: Netflix, Bonds & Capital Wars - When Markets Blink

Market View: Netflix, Bonds & Capital Wars - When Markets Blink

From Netflix’s earnings pop to a bond-market shock out of Tokyo - markets are suddenly on edge. Netflix posts a near-30% jump in quarterly profits, but shares slide as investors digest higher content ...

21 Jan 22min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
borsmorgon
rss-kort-lang-analyspodden-fran-di
fill-or-kill
loungepodden
lastbilspodden
dynastin
tabberaset
kapitalet-en-podd-om-ekonomi
affarsvarlden
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet