Your Money with Michelle Martin

Money and Me: The transformations ahead for Agentic AI and real estate

AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and what AI commoditisation could shift power towards - platforms, data, or distribution? Then we look closely at China’s rapid AI deployment and ask if it gives them a lasting edge, or if the US still dominates the core technology stack. Arun Pai, Associate Partner of Monk’s Hill Ventures shares his views See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Intel’s Comeback, Visa’s AI Play & SpaceX’s Trillion-Dollar Orbit

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Intel surges on signs of a manufacturing-led turnaround, while Visa rolls out AI tools to reshape payments disputes. Microsoft doubles down on Singapore with a US$5.5 billion AI investment, underscoring regional tech ambition. Meanwhile, Elon Musk’s SpaceX IPO could rewrite valuation records even as Iran tensions cast a shadow over tech. In corporate news, OCBC hits a S$100 billion milestone and ST Engineering secures major contracts - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Paring risk as the Straits of Hormuz remains closed

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dangerously real beneath the surface. Are markets transitioning into a new, more volatile regime? Also, it is getting harder to figure out interest rate direction.  What does a “trapped Fed” mean when inflation stays high but growth weakens? Michelle Martin explores what this means for your portfolio with Simon Ree, Founder, Tao of Trading. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations. Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy. Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning. In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics. Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global uncertainty are reshaping how investors view property. Rivelle Tampines’ rapid sales at nearly $1,900 psf raise questions about affordability, demand, and the evolving upgrader market. Geopolitical tensions in the Middle East are driving relocation interest into Singapore, reinforcing its appeal as a safe-haven destination. We explore what could trigger temporary renters to become long-term property investors - and what that means for yields. The AI revolution is quietly transforming demand for office, residential, and industrial space, with winners and losers emerging. And with Singapore’s aging population, the very definition of “prime property” may be shifting in ways investors can’t ignore. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.