Your Money with Michelle Martin

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning? Simon Ree, Founder of Tao of Trading, shares his base case for 2026. We unpack what the options market is signaling about an imminent Fed rate cut, and why interest rates still matter for risk assets. From the AI investment boom and earnings resilience to megacap dominance, Simon explains what’s structural versus what’s becoming a crowded trade. We also drill into key risks - from stretched valuations and weak market breadth to capex-heavy Big Tech and tariff shocks. A clear 2026 playbook for everyday investors - hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

A $72 billion streaming shockwave just jolted Hollywood, Washington and global markets. Netflix moves to acquire Warner Bros. Discovery, swallowing DC, Harry Potter, Lord of the Rings, Game of Thrones and Looney Tunes in the biggest deal of its history.  We unpack what this means for consumers, bundling, cinema releases, and why regulators under the Trump administration are circling the deal. Apple faces its biggest leadership shake-up in decades - AI, design, legal and chip talent all in play—raising fresh questions about its innovation engine. Markets grind higher as attention turns to Jerome Powell, U.S. rates, S-REIT momentum, and the latest UP or DOWN calls on Moore Threads, Meta, Carvana and UltraGreen.ai. All this, plus a Gen-Z box-office shocker from Five Nights at Freddy’s - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine? Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line.  In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs. We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their  growth drivers, and exposure risks. Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets. We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability. Whether you’re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Big Tech Pullbacks, Big Media Bidding Wars

The metaverse dream is shrinking. Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight. Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang. Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it’s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros.  Discovery’s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China’s push to dethrone Nvidia. Plus, markets hover just shy of S&P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle. And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Are you making the most of your cash?

It's the episode for us all to learn about how to make the most of the first tier of financial security - your stash of cash. Hosted by Michelle Martin, this episode features Walter de Oude, founder of Chocolate Finance and the former CEO of Singlife. We break down whether this platform can do more for you with your “idle money”. Walter explains how Chocolate Finance blends flexibility, yield and miles - offering 2% on the first S$20K and up to 1.8% beyond. We explore how Singaporeans should balance liquidity vs investing amid volatile flows, rising living costs and shifting rate expectations. Plus: growth milestones for Chocolate including expanding to the  Hong Kong market, the March withdrawals episode and how this founder approaches AI. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.