Live Well with Michelle

Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek

11 min · 12. Juni 2026
Episode Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek Cover

Beschreibung

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Kommentare

0

Sei die erste Person, die kommentiert

Melde dich jetzt an und werde Teil der Live Well with Michelle-Community!

Loslegen

2 Monate für 1 €

Dann 4,99 € / Monat · Jederzeit kündbar.

  • Podcasts nur bei Podimo
  • 20 Stunden Hörbücher / Monat
  • Alle kostenlosen Podcasts

Alle Folgen

300 Folgen

Episode LIVE WELL WITH MICHELLE: Beyond Willpower, The New Science of Weight Loss Cover

LIVE WELL WITH MICHELLE: Beyond Willpower, The New Science of Weight Loss

Michelle speaks with the first Gastroenterologist in Singapore to be recognised as a National Fellow by World Obesity Federation, to find out about advances in weight control. As science transforms our understanding of obesity, experts now recognise it as a chronic disease shaped by biology, hormones and the brain - not just lifestyle choices. Hosted by Michelle Martin in conversation with Dr Ravishankar Asok-kumar, Senior Consultant, Gastroenterologist and Advanced Therapeutic Endoscopist at Singapore General Hospital, this episode explores why weight regain is so common, where GLP-1 medications and new minimally invasive treatments fit, and why personalised obesity care could change not just our weight, but our long-term health, confidence and quality of life.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

13. Juli 202624 min