Your Money with Michelle Martin

MIchelle Martin breaks down Gaga-nomics. Will Lady Gaga's visit to Singapore in 13 years come  May 18th give Singapore's economy another boost?See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin, this episode dives into the biggest market-moving forces shaping investor sentiment. With geopolitical tensions rising, a fresh wave of U.S. tariffs hitting global trade, and the surprise announcement of a U.S. sovereign wealth fund, are markets at a tipping point? Simon Ree, Founder of Tao of Trading, shares insights on a slow topping process and signs of the approach of a sharp correction. He breaks down the explosive growth of 0DTE options trading, its impact on market volatility, and how retail traders can capitalize on intraday price swings. Discover the signals that traders should be watching, strategies to hedge risk while maintaining upside exposure, and why now might be the time to rethink traditional safe-haven assets.  See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest market swings, from Nvidia and Hewlett Packard’s struggles to the record-breaking highs of McDonald's and Yum! Brands. Retail investors are watching insider moves at Centurion, Olam, and UOB - who’s buying and who’s losing? Tesla continues its slide, while Meta stands alone among the Magnificent Seven. Plus, what’s behind ST Engineering’s surge and Hongkong Land’s sharp decline? Stay tuned for the latest market insights!See omnystudio.com/listener for privacy information.

Masterplan 2025 will soon be unveiled and Budget 2025 is behind us; Michelle Martin features voice of influence Eugene Lim, Key Executive Officer at ERA to help us understand the key forces shaping the property market With HDB resale prices rising faster than private homes and more upgraders making the leap to private housing, what trends should you watch in 2025? Eugene  shares insights on upcoming private home and EC launches, affordability concerns, and how buyers preferences and future plans could shape the market.  Understand how Singapore’s property landscape is evolving and where the hot areas of current and future demand could be.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading lower following Wall Street’s decline, with Tokyo leading losses. Hosted by Michelle Martin with Ryan Huang, the discussion covers JD.com’s strong revenue growth, Alibaba’s AI advancements, and contrasting trends in US and Chinese markets. Tech stocks remain in focus as Marvell Technology tumbles, while Broadcom jumps on strong earnings. Plus, corporate news from SiTime, Logitech, WalgreensBootsAlliance, and Seven & I, and a look at Singapore’s market movers.See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin, this International Women’s Day special is all about getting more women to invest with confidence! Daphne Tan, Director of Business Development at CMC Markets Singapore, shares her personal money journey and why investing isn’t as intimidating as it seems. Here how $5000 can become over $300k! Whether you’re in your 20s or 50s, there’s no better time to start than now. Get simple, practical tips to grow your wealth, break money myths, and build financial confidence—one step at a time. Share this episode with a girl friend as the first step to a better financial future!See omnystudio.com/listener for privacy information.

As CDL’s leadership battle and stock plunge unsettle investors, we explore potential merger outcomes and what they could mean for minority shareholders. Meanwhile, global markets react to Trump’s escalating foreign policy shifts, sparking fears of rising U.S. isolationism. Could this reshape trade, investment flows, and financial stability? Plus, Bitcoin’s 20% surge following its inclusion in the U.S. strategic reserve - what does this signal for institutional adoption and crypto markets? Rainman David Sacks gets a mention in this conversation between Michelle Martin and guest Arun Pai from the investments team at Monk’s Hill Ventures.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Foot Locker’s earnings and its implications for Nike, the latest U.S. job market data, and the impact of Trump’s new tariffs. We also discuss Mandarin Oriental’s mixed earnings, the latest AI stock sell-off at Marvell Technology, and Disney’s job cuts. Plus, Apple’s product refresh ( an ipad that's smarter and cheaper), Seven & i’s potential supermarket sale, and both check-in on the Straits Times Index.See omnystudio.com/listener for privacy information.

Are paper notebooks still relevant in world where screens are the interface between our thoughts and the world? Michelle Martin puts the question to Christophe Archaimbault, CEO, Moleskine.See omnystudio.com/listener for privacy information.

Will Singaporeans increasingly look to Johor Bahru for property investments? Michelle explores the impact of the RTS Link and Johor’s Special Economic Zone (JS-SEZ) on housing demand, property prices, and investor sentiment with guest Daniel Sim, Founder of Golden Goose Properties. Can these developments reshape Singapore’s real estate market? What property segments stand to gain the most? Daniel shares insights on risks, opportunities, and strategies for investors navigating the evolving landscape.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets trade mixed as investors react to U.S. tariffs on Canada, Mexico, and China. CK Hutchison sells its port business to BlackRock, while City Developments faces a family power struggle. SEA Limited reports strong earnings, but CrowdStrike disappoints. Investors weigh opportunities in Hong Kong-listed stocks and Singapore’s shifting property landscape.See omnystudio.com/listener for privacy information.

US stocks have been swan diving in the run up to new US tariffs on Canada, Mexico, and China. Set to take effect this afternoon (Singapore time), what could the tariffs mean for  global stock markets? Nvidia has tumbled 7% year to date despite strong earnings and guidance - what’s behind the drop? We also analyze shifting Fed rate expectations and the impact on investors. Singapore’s 6-month T-bill yield has hit its lowest since 2022 - what’s driving the decline, and are there better cash alternatives? inally, we discuss China’s tech stocks following President Xi’s meeting with Jack Ma. Join Michelle Martin as she chats with Cheng Chye Hsern, Head of Investment at Providend. See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Asia-Pacific markets have taken a hit as Wall Street reels from fears of a North American trade war. Join Michelle Martin as she chats with Ryan Huang, about Mixue’s blockbuster IPO, Tata Capital’s potential record listing, and BYD’s billion-dollar fundraising. Discover the latest twist in the Kwek family feud is shaking up City Developments - how could the cousins in the family shift alliances? Also, hear about UOL’s market position. Plus, insights on Nvidia’s sharp drop, TSMC’s $100 billion investment, and analyst upgrades for ST Engineering and First Resources.See omnystudio.com/listener for privacy information.

Michelle Martin meets Gareth Lloyd, international entrepreneur and founder of Truly Nuts. Discover how he transitioned from DJing to building businesses worth over $250 million. Learn how Truly Nuts pioneered the world's first savory Brazil nut, overcoming industry skepticism. Gareth shares insights into innovative funding methods, including profit-participating notes and equity deals. Hear about Truly Nuts' expansion strategy and its commitment to sustainability, allocating 25% of profits to global causes. Plus, what’s next for the brand disrupting the healthy snack market?See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Asia-Pacific stocks are rallying after a strong Wall Street session. Hosted by Michelle Martin with Ryan Huang, this episode dives into director deals at Wilmar, Hong Leong Asia, and SingTel. Hear about the turmoil at City Developments, Genting’s leadership change, and Xiaomi’s latest product launch. Plus, insights on US tariffs, the crypto market reaction to Trump’s policy, and what’s ahead for the STI. Don’t miss the corporate winners and losers in today’s market wrap!See omnystudio.com/listener for privacy information.

It's challenging to think about flourishing when one is battling discrimination of any kind. From a young age, the message that she wasn't good enough simply because she was a "daughter" and not a "son" was telegraphed her way.  Michelle Martin invites author of "Fearless:: A Guide to Freedom and Fulfilling Your Fullest Potential,” Sylvia Yu Friedman to share how she found her way to freedom and insights on thriving amidst challenging environments that we can all use.See omnystudio.com/listener for privacy information.

Join Michelle Martin as she invites Christopher Forbes, Head of Asia at CMC, to unpack the financial playbook for anyone choosing to live or work abroad. Learn how to navigate currency risks, taxation, and financial systems when investing globally. Discover strategies for asset allocation, hedging against volatility, and leveraging ETFs. Explore why Singapore is a prime destination for expat investors and which industries offer the most promise for long-term growth. When would an S-REIT or Bali villa make sense within a global citizen's portfolio?  And if you were not planning on a short-stint but to retire, what would make sense in the financial calculations for how to manage your wealth? Find out in this episode.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! It’s red across the screen as Asia-Pacific markets tumble following a Wall Street sell-off. Listen in as Michelle Martin with Ryan Huang, dive into Rolls-Royce’s soaring stock, the Kwek family saga shaking City Developments. Hear about Nvidia’s sharp drop from the $3 trillion club. Plus, Dell’s $9 billion backlog, WPP’s advertising struggles, and a look at Yangzijiang Shipbuilding, UOL, Jardine Cycle & Carriage, and APAC Realty. Finally, local markets move as CapitaLand Investment and ST Engineering rally.See omnystudio.com/listener for privacy information.

How has life shaped the enigmatic CDL Group Executive Chairman, Mr Kwek Leng Beng? How does he describe his relationship with his father, what are his views on employee-employer relationships? Michelle Martin dives into the billionaire's biography "Strictly Business" with author Peh Shing Huei.See omnystudio.com/listener for privacy information.

Join Michelle Martin as she explores the AI trade. Hosted by Michelle Martin with Thomas Rupf, Co-Head Singapore & CIO Asia, VP Bank, the discussion covers DeepSeek’s AI breakthrough and its impact on Singapore-listed tech and semiconductor firms. Should Singaporean investors increase exposure to Chinese tech, or does US regulation pose risks? The conversation then shifts to Trump’s tariffs - how might they affect ASEAN banks, Singapore’s economy, and global trade? Plus, a view on gold and industrial metals and China's stock market momentum.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Michelle Martin and Ryan Huang, unpacks the family feud shaking City Developments and its empire. Sherman Kwek and Kwek Leng Beng are in the centre of allegations of a "power grab"and the possible circumvention of corporate governance. The crisis at CDL, and the succession battle of a family empire that spans 18 billion dollars worth of property development, is examined. Then, Nvidia’s blockbuster earnings take center stage - has the AI-chipmaker quelled investor concerns? Local giants CapitaLand, Sembcorp, and ST Engineering report solid numbers - what’s fueling their growth? Plus, corporate movers: GM vs. Stellantis, a bubbly IPO from Mixue, and property plays Centurion and Ho Bee Land. All this and a check-in on the Straits Times Index - can it break its losing streak?See omnystudio.com/listener for privacy information.

Just last week, major cryptocurrency exchange Bybit's cold wallet of etherium was compromised triggering a rush of withdrawals from users fearing potential insolvency. Here in Singapore in late 2024, Singapore’s regulator unveiled new measures meant to ring-fence Singapore customers’ assets to avoid the huge losses that can occur when cryptocurrency firms went bust - among them requiring customers assets from those of the digital asset firm's own assets. Against this backdrop of increasing complexity and opportunity in digital finance, what do start-up founders in this space need to understand about how digital custody infrastructure is evolving? Michelle Martin finds out in conversion with Arthit Sriumporn, Founder & CEO, Rakkar Digital. See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into OCBC's record 2024 profits and its first special dividend in 20 years, while comparing it to DBS and UOB. Explore how US-China trade tensions hit Yangzijiang Shipbuilding and why City Developments saw profits drop 33%. Michelle and Ryan also analyze Tesla's European sales plunge, Krispy Kreme’s 20% stock tumble, and Home Depot’s surprise earnings beat. Plus, they spotlight Singapore counters like First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, and UOL.See omnystudio.com/listener for privacy information.

If you are surrounded by bad bosses, narcissists and idiots, Thomas Erikson's books speak to your experience. In his 7th book, Erikson looks at the universal experience of having been lied to or lying. Can you spot a liar? What can you do if the liar in your life is someone at the office? Is technology making the lie harder to catch? Michelle Martin speaks with author Thomas Erikson to find out. See omnystudio.com/listener for privacy information.

What role does self-deception play in lying? What do leaders and organisations need to understand about liars? Michelle Martin speaks with author Thomas Erikson to fInd out.See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin, this episode explores the emerging role of AI in wealth management. According to the white paper, "Alpha Intelligence: The Investment Fund of the Future," 18% of funds are already utilizing AI to drive operational efficiencies and enhance portfolio value. We examine the intersection of AI and wealth management  with guest Christopher Tan, CEO of Providend. See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Explore Asia-Pacific downturns and US market rebounds in today’s episode. Dive into Buffett’s strategic investments and unpack key director deals, earnings highlights, and breakthrough tech - from share buybacks to the largest shock at China's annual "Chunwan" gala concert 2025.See omnystudio.com/listener for privacy information.

No ADB on her second property, areas that are coming into "regeneration" and interest-only mortgages are part of the reason this investor has gone from 1 - 15 properties in the UK. While she first bought her first UK property six years ago, what are interest rates for bank loans  like in 2025? How much cash would you need to put down for a loan as a Singaporean? How can one identify current areas where demand is outstripping supply for rental properties?  Is student accommodation a challenging or lucrative sector? With the Bank of England's quarter point rate cut providing some consumer confidence in a challenging economy, is now a good time to think about investing in the UK? Find out with Michelle Martin and her guest Germaine Chow, Co-founder, I Quadrant.See omnystudio.com/listener for privacy information.

Michelle Martin shares how she avoided being scammed over the phone.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into Singapore Airlines’ record revenues and Genting Singapore’s profit slump. Discover Alibaba’s impressive rebound and Ant Group’s massive profit surge. Hear how Walmart, Rivian, and Shake Shack are faring in the US markets. Plus, Michelle and Ryan unpack local market movers, including Seatrium’s return to profitability and Far East Hospitality Trust’s new hotel acquisition in Japan. Stay tuned for all the key market insights!See omnystudio.com/listener for privacy information.

How much do you really need to be able to spend with ease when you retire? $600 thousand or $1 million dollars?  What if the answer was much less? Michelle Martin speaks with Invest Editor at the Straits Times Tan Ooi Boon to find out more about the reality of achievable retirement and how to think your way to that monthly spend for a happy retirement.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, as both break down Asia-Pacific markets, which have been trading lower amid US tariff concerns. Dive into REIT Watch with a focus on Prime US REIT, Manulife US REIT, United Hampshire US REIT, and Sasseur REIT. Explore tech headlines from Microsoft’s quantum chip to Apple’s new ( and cheaper) iPhone 16e.  Get updates on Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, and Wilmar International. Plus, discover Singapore’s Straits Times Index performance and end with a taste of Bon Broth by Chef Andre Chiang.See omnystudio.com/listener for privacy information.

As markets hit record highs, should investors buy now or wait for a pullback? What do the historical numbers say about the probability of pullbacks? Are there ETF's that do well when markets reach ATH's? Meanwhile, Samyang Foods’ spicy noodles are heating up, but South Korea’s stock market is struggling. What lessons can investors learn from this divergence? Plus, strategies for investing at all-time highs and overcoming market fear. Hosted by Michelle Martin with her guest, Tim Phillips, Founder of TimTalksMoney. See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Asia-Pacific indices are trading mixed as investors react to the RBA’s first rate cut in four years. Hosted by Michelle Martin with Ryan Huang, this episode unpacks UOB’s record-breaking earnings, its $2 billion share buyback, and Singapore’s 2025 budget. Intel jumps on takeover rumors, while Nike soars on a partnership with Kim Kardashian’s SKIMS. Plus, STI hits an all-time high - what’s driving the rally?  And finally, a look at Captain America: Brave New World’s box office debut.See omnystudio.com/listener for privacy information.

Has your CPF account closed already because you turned 55 this year? Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55. Should you keep your money in the 2.5% earning OA or move what you can to the RA for long-term 4%? What are the pros and cons of investing with your OA after age 55 either through CPF or in the open market? If liquidity of your CPF funds are your primary concern, what are your choices and what are the risks associated with each choice? Join Michelle and her guest Kenny Loh, Independent Financial Advisor to understand what happens when you turn 55 with your CPF and discover strategies and options to turning your hard earned CPF monies into income for the long-term. How can you use your monies to purchase T-bills, dividend stocks, and annuities? What interest could you get with different asset classes based on today's market. Plus, get smart insights into tax considerations, liquidity needs, and long-term retirement planning strategies.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, dive into Singapore’s record-breaking STI performance led by Hongkong Land and Genting Singapore. Explore BHP’s earnings dip, Delta Airlines’ icy runway accident, and Oiltek’s move to the mainboard. Get insights on China’s tech revival with Alibaba, Baidu, and JD.com, plus the market’s reaction to US defense spending cuts affecting Lockheed Martin and RTX. Discover why European defense giants like Saab and Rheinmetall are surging, and what lies ahead for MBS, SingPost, and ComfortDelGro.See omnystudio.com/listener for privacy information.

What happens when the world's most powerful economy is run by people staffed by loyalty vs competence? Are markets complacent because of the "predictable, unpredictability" of the Trump administration and what does this all mean for investors? Five former Treasury secretaries warned that recent actions by the Trump administration and Elon Musk’s DOGE team at the Treasury Department raise “substantial cause for concern” that the United States’ financial commitments are being “unlawfully” undermined. Potential Treasury defaults and new reciprocal tariffs are discussed by Michelle Martin with guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious.  Both look closer at trade tensions with the EU, Japan, and South Korea, and the possible ripple effects on global markets. Discover which sectors could be most affected and how investors can position their portfolios for resilience.  See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin with Ryan Huang, this episode explores Warren Buffett's latest moves at Berkshire Hathaway, including trades in Bank of America, Citigroup, Capital One, Constellation Brands, and DaVita. Discover local insights with ESR REIT, Marco Polo Marine, Casa Holdings, and Seatrium's surge after closing a deal with BP. Plus, get updates on Dell Technologies' AI server deal, Apple's Siri delays, Airbnb's earnings pop, SIA Engineering's profit surge, and the latest moves by Yangzijiang Shipbuilding and SGX. Don’t miss the buzz around China’s Ne Zha 2 breaking records and the STI's latest performance!See omnystudio.com/listener for privacy information.

Why is there such a stark gender imbalance in economics, where only three women have ever won a Nobel Prize in the field? Prominent Irish economist Dr. Emma Howard discusses why diversity is essential - not just for women in the labor market, but for solving global economic challenges. She shares insights from her research on gender disparities in media representation, the barriers women face in the profession, how behavioural economics can change society and initiatives to foster inclusion.  Tune in for a thought-provoking discussion on the future of diversity in economics with host Michelle Martin.See omnystudio.com/listener for privacy information.

Hosted by Michelle Martin, this episode dives into the hotly watched sectors and businesses of APAC's IPO market with Bhavik Vashi, Managing Director, Carta, APAC & Middle East. What’s driving the region’s public listings? Beyond consumer and e-commerce, what are other secotrs poised for a surge? Why is India an interesting contender in the field? Which subsector of Chinese tech is likely to make a strong return? Explore the impact of geopolitical tensions, liquidity trends, and sectoral shifts in tech, green energy, and e-commerce. Plus, a look at Singapore, India, Indonesia, and Hong Kong’s IPO pipeline for 2025. Tune in for expert insights on the evolving APAC market with Michelle Martin.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks Singapore’s strongest economic performance in three years, with GDP growth of 4.4%. Seatrium surges on a major BP deal, while Crocs and Wendy’s post impressive earnings. Unilever's planned ice cream spin-off, Sony’s gaming boost, and Elon Musk’s dig at Iron Mountain also make headlines. Plus, Thai Bev’s rising beer sales and HPL’s latest moves. Tune in for the latest market insights and corporate updates!See omnystudio.com/listener for privacy information.

How are ESG considerations transforming real estate investing? Join Michelle Martin as she explores the growing impact of sustainability on property investments. With ESG-linked loans dominating global lending and investors seeing stronger yields, the shift is undeniable. Keith Ong, co-founder and CEO of RealVantage, unpacks the numbers, risks, and opportunities in ESG-driven real estate. How do green-certified buildings translate to financial gains? Discover how sustainability is shaping property markets and the strategies to capitalize on this evolution. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Asia-Pacific investors shrug off US concerns as buying sentiment lifts regional indices. Thomson Medical tumbles into the red despite rising revenue - what’s behind the losses? Alibaba surges on AI optimism and a partnership with Apple. SGX faces headwinds but outperforms. Plus, Ryan Huang weighs in on Restaurant Brands, Cisco, Intel, and Occidental Petroleum in our UP or DOWN segment. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Less than 500 square feet in size, over 80% of the new apartments were snapped up on their first day of sale. Why? Host Michelle Martin and Daniel Sim, Founder of Golden Goose Properties discuss when buying a newly built condo could fit your needs and when different strategies could work better. Capital appreciation, the mathematics behind considering if rental yield makes sense, most valuable player districts, and the opportunity costs involved in decision-making with property buys make it to this conversation on whether a newly built condo in Singapore today is worth your money.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin as she unpacks Coca-Cola’s strong earnings, WK Kellogg’s mixed results, and the privatization offer for Paragon REIT. Discover how First REIT and Far East Hospitality Trust are navigating economic pressures, and why CATL’s IPO is making headlines. Plus, a look at BYD’s AI-driven growth, Tesla’s latest challenges, and key movements in the Straits Times Index.See omnystudio.com/listener for privacy information.

Ever wished every time you spent, you were also investing? Host Michelle Martin explores a new robo-advisor with guest Kelvin Liew, Head of Wealth & Trading at Revolut. If you have no time for research or are new to investing, could an automated portfolio be the answer? Revolut, known for money transfers and multi-currency spending, has launched a Robo-Advisor in Singapore, offering a fully automated investing experience. How does it compare to competitors? What assets does it prioritize, and how does its 0.75% fee stack up? Discover how AI-driven investing is evolving and what investors should consider before signing up.See omnystudio.com/listener for privacy information.

Join Michelle Martin on her tour of markets! Michelle looks closer at the Straits Times Index which hit a record high. What was driving it's gains before profit-taking set in? McDonald's defies expectations with strong same-store sales, while Coca-Cola bets $7 billion on milk. Starbucks tweaks mobile orders to ease barista strain - will it boost in-store traffic? Plus, ThaiBev, PropNex, GuocoLand, and China’s latest policy shift that could send gold prices soaring.See omnystudio.com/listener for privacy information.

Singapore is expanding its list of recognized foreign medical schools, giving aspiring medical students more options to study abroad. Hosted by Michelle Martin, this episode features Dr. Dexter Sim, Medical Doctor with the UK’s NHS and Senior Medical School Admissions Consultant at Crimson Education. He breaks down the newly recognized institutions, the competitiveness of local versus overseas admissions, and the key differences in application processes. Learn how to ace entrance exams like the UCAT and BMAT, and hear real-world success stories from Singaporean students pursuing their medical dreams overseas.See omnystudio.com/listener for privacy information.

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.

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.