Podcast•Feb 11, 2026•0 min
PETER LEWIS'MONEY TALK - Wednesday 11 February 2026
In this episode, Peter Lewis discusses Japan’s post‑election economic challenge: reviving growth without reigniting inflation that has already driven staple prices, like rice, to double. He is joined by Richard Harris of Port Shelter Investment Management and Tony Nash of Complete Intelligence, who analyze the risks to Japanese equities and bond markets, while ADB economist John Beirne offers a macro view on regional growth prospects and policy options. The guests highlight the delicate balance between fiscal stimulus, monetary tightening, and structural reforms needed to restore consumer purchasing power. They also explore investment strategies that can hedge against inflation while capturing any upside from a potential policy shift.
By Peter Lewis’ Money Talk
Podcast•Feb 9, 2026•9 min
Nikkei Hits Record After Takaichi Victory
The episode examines the surge of Japan's Nikkei index past 57,000 points after Prime Minister Sanae Takaovich's decisive election win, analyzing its implications for the Japanese economy. Host Andrew Peach also discusses Indian farmers' worries about a new interim trade...
By BBC World Service – World Business Report
Podcast•Feb 9, 2026•18 min
Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal
The episode examines the resurgence of Singapore REITs (S-REITs), highlighted by the iEdge S-REIT Leaders Index posting a 16.3% gain in 2025—the strongest performance since 2019. Host Michelle Martin and REIT specialist Kenny Loh discuss which property sectors are leading...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Feb 2, 2026•15 min
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 16, 2026•21 min
Market View: Is the AI Trade Back On?
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 14, 2026•26 min
Could a Cap on Credit-Card Rates Really Hurt Consumers?
The episode examines President Trump's proposal to impose a temporary 10% cap on credit‑card interest rates, exploring the arguments from big banks that such a limit could restrict credit availability and disproportionately affect vulnerable borrowers. It also touches on soaring...
By BBC World Service – World Business Report
Podcast•Jan 14, 2026•22 min
Market View: Profits, Premium Seats & a Check-In Button
In this episode, Michelle Martin and Ryan Huang dissect the paradox of strong earnings reports—JPMorgan Chase’s higher revenue but lower profit and Delta Air Lines’ premium‑travel‑driven profit surge—yet both stocks fell as market expectations outpaced results. They also examine notable...
By Your Money with Michelle Martin (MONEY FM 89.3)