READ : Beyond Belief by Nir Eyal
In this episode, bestselling author Nir Eyal discusses his new book *Beyond Belief*, which argues that our limiting beliefs—not resources or intelligence—are the primary barriers to achieving our goals, especially financial ones. He explains how to identify "the muck" where we’re stuck, replace limiting beliefs with liberating ones, and illustrates the power of belief through stories like a Swiss trader using self‑hypnosis for surgery and an entrepreneur who built a $100 million business. Eyal also explores the role of prayer and ritual across faiths as a practical tool for reshaping beliefs and enhancing resilience.
Money and Me: Investors and North Asia Edge
In this episode, host Michelle Martin talks with Vance Tan, Financial Services Manager at Phillip Capital, about why North Asia – Japan, South Korea, and Taiwan – is emerging as a new engine for global growth. Tan highlights Japan’s re‑rating...
Money and Me: The AI Capex Spend - Who Are the Current Winners?
In this episode, Michelle Martin and AI‑investment specialist Alvin Chow dissect the $700 billion AI infrastructure spend, highlighting the massive CapEx by hyperscalers like Amazon, Google, Microsoft, Meta and Oracle and the ripple effect across hardware, memory, storage and photonics suppliers....
Market View: Drone Warfare - How AI and War Are Coming Together? Oil Shockwaves & Big Tech’s Strategic Reset
The episode examines how AI is reshaping modern warfare, spotlighting startups like Swarmer, which offers AI‑driven drone swarm software, and Gecko Robotics, which supplies wall‑climbing robots for US Navy ship maintenance. It discusses the surge in defense investment amid global...
Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move
In this episode, Michelle Martin and Ryan Huang dissect Nvidia’s bold $1 trillion AI revenue forecast, highlighting the shift to agentic AI, the demand for next‑gen Blackwell and Vera Rubin chips, and even Nvidia’s space‑based data‑center ambitions. They then pivot to Warren...
Money and Me: Is Headline DPU Hiding the Truth About Your REIT?
In this episode, Michelle Martin talks with REIT specialist Kenny Lowe about why investors should look beyond the headline Distribution Per Unit (DPU) when evaluating Singapore REITs. Kenny explains how one‑off bonuses, sponsor rental support, lease incentives and financial engineering...
Market View: Oil at $100, China’s AI Lobster Craze & Adobe’s AI Reckoning
The episode covers three main stories: soaring oil prices above $100 a barrel driven by Middle East tensions, China’s rapid adoption of open‑source AI agents dubbed “raising lobsters” with the OpenClaw platform, and Adobe’s leadership shake‑up amid generative AI competition....
Market View: Is There a Real Path to De-Escalation for the Iran Conflict? Will the US Market Meltdown? AI’s Debt-Fueled Data...
In this episode, Michelle Martin and Ryan Huang dissect the market fallout from the Iran conflict, highlighting President Trump's mixed signals that have driven oil volatility and raised the odds of a U.S. market melt‑down to 35% according to strategist...
Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
Market View: Banks, Planes & Political Signals
The episode reviews recent market moves, highlighting OCBC's 3% profit rise driven by strong non‑interest income and a proposed special dividend, while noting net interest margin compression. Singapore Airlines showed robust revenue growth and higher passenger loads but saw net...
Money and Me: What Singapore Investors Need to Know About Budget 2026 and Brewing Billions in China's Market
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio
In this episode, Michelle Martin and co‑host Ryan Huang dissect the ripple effects of Algorhythm Holdings' new SemiCab logistics platform, labeling it an "AI scare trade" that is unsettling trucking and real‑estate service stocks. They then shift focus to Singapore’s...
Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
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...