Your Money with Michelle Martin

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where is smart money going? Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, explains what “rotation” really means beneath the headlines. We examine whether U.S. tech is simply expensive - or structurally peaking after years of dominance. Nvidia posts a record US$68.1 billion in revenue while defending AI’s long-term case, even as Salesforce slides on fears of AI-driven job disruption. Are markets pricing in consumer stress and white-collar layoffs or is that a myth? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Netflix’s decision to walk away from acquiring Warner Bros. Discovery after a superior cash bid from Paramount, and what that means for streaming economics and consumers. We track CNMC Goldmine’s near-400% profit surge as gold prices power earnings - and ask whether momentum can last after a 500% share price run. Our UP or DOWN segment ranks Singapore earnings from Soilbuild’s 84% jump to Centurion’s 82% slide - separating operating strength from one-off gains. In the US, Nvidia drops despite strong results, dragging the NASDAQ lower, while the STI slips below 5,000 with UOL and City Developments leading losses. We close with market breadth, leadership shifts, and what this rotation tells long-term investors. Plus: a quick cultural pivot with the Rock & Roll Hall of Fame nominees - because markets, like music, are about timing. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising policy uncertainty under President Trump. Guest Cheng Chye Hsern, Head of Investment at Providend, explains which sectors are taking the hardest hit - and where investors can pivot strategically. We examine whether today’s volatility risks echoing last year’s “Liberation Day” market tremors. Closer to home, Singapore’s big three banks post record profits even as margins soften late in the quarter. With a $1.5 billion boost to the Equity Market Development Programme, we ask whether it’s time to increase home bias toward local stocks. Finally, we explore how to balance blue-chip resilience with smaller, high-growth opportunities on the STI. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen Huang’s bold pushback against fears of an AI threat to software firms. We examine why Salesforce is leaning on a US$50 billion buyback as shares slide - and what that signals about SaaS sentiment. Closer to home, we explore how OCBC is prioritising special dividends over buybacks as Singapore payouts surge to multi-year highs. In UP or DOWN, we look at diverging fortunes across Air New Zealand, Qantas, Axon Enterprise and Lynas Rare Earths. We also check in on the Straits Times Index after Genting Singapore’s sharp drop. Finally, Malaysia’s durian-fuelled tourism push rounds out today’s Last Word. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Anti-involution China strategies for the dividend investor

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to structural dominance with Willie Keng, Founder of Dividend Titan (https://www.dividendtitan.com/ [https://www.dividendtitan.com/]). We explore four defining themes and why hyper-competitive sectors are being left behind. From China Tower’s near-97% telecom dominance to Tencent’s evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies. We also assess whether LVMH can maintain pricing power amid China’s luxury fatigue and the rise of local brands. Finally, in an easter egg  moment, our guest shares his view on the rush for gold from the value investor perspective. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.