Your Money with Michelle Martin

Money and Me: Property on the Blockchain in SG?

What if you could own a slice of a prime building in Singapore for the price of a holiday - and trade it like a stock? In this episode, hosted by Michelle Martin, we unpack whether real estate tokenisation is a breakthrough or just a buzzword. What do you actually own? How does tokenised property differ from a REIT? How as an investor can you tell  whether liquidity is real or theoretical? Does Singapore’s strong REIT market make tokenisation redundant - or is there a genuine access advantage? To what extent is tokenisation of property an opportunity in Singapore - or still a wait-and-see experiment? Michelle Martin speaks with Keith Ong, CEO, RealVantage for his view on the issues. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Amazon vs Walmart, Genting’s Bet & The STI at 5,000

Can you really call yourself the world’s biggest retailer if your edge comes from the cloud? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack how Amazon dethroned Walmart in 2025 revenue - but only thanks to AWS. Strip out cloud, and the retail crown looks very different. We examine Walmart’s softer profit print, its quiet online gains, and why its stock is beating Amazon year-to-date. In Singapore, DBS upgrades Genting Singapore amid strong cash reserves and a constructive gaming environment. Plus: Sea Ltd & Google’s AI tie-up, Nestlé’s ice cream exit, New Balance vs Nike, OUE REIT & UOB’s One Raffles Place sale, and the STI’s charge past 5,000. Hear about: Amazon | Walmart | AWS | DBS | Genting Singapore | Sea Ltd | Google | Nestlé | New Balance | Nike | OUE REIT | UOB | Yangzijiang Shipbuilding | Mapletree Logistics Trust See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: AI shockwave and SAAS & India’s Early Equity Moment

If AI can replace junior lawyers overnight, what does that mean for your portfolio tomorrow? In this episode, hosted by Michelle Martin, with guest Arun Pai, Associate Partner, Monk’s Hill Ventures  we unpack how an AI model from Anthropic is unsettling legal firms and deepening the AI scare trade across tech markets. Why did billions evaporate in a single session - was it panic, or a recognition that business models are being rewritten? We explore whether value now lies in proprietary data, ecosystem dominance, or AI infrastructure control. In Asia, Indian billionaire Mukesh Ambani and Larry Fink of BlackRock are urging Indians to pivot from gold into domestic equities - could this fuel a 1990s-style retail boom? We assess India’s growth outlook and whether capital rotation signals explosive expansion ahead. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Buffett’s Final Bets, Streaming Showdown & AI’s Power Play

One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names. Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations? In media, Warner Bros Discovery’s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield? Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom’s edge. In UP or DOWN, we size up Palo Alto Networks’ profit miss, Moderna’s FDA review reversal, and Yangzijiang Maritime’s proposed buyback. Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse? Hear about  Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino’s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Centurion expands, corporate earnings catalysts & how AI is reshaping sentiment

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark. In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf. US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks. Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic. Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI. Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger. Hear about: Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.