Live Well with Michelle

Money and Me: The Hidden Growth Giants the Market Still Doesn't Get

36 min · 17. juni 2026
episode Money and Me: The Hidden Growth Giants the Market Still Doesn't Get cover

Description

What if the biggest investing opportunities aren't hidden stocks - but companies everyone thinks they already understand? In this episode of Money and Me, hosted by Michelle Martin, Chin Hui Leong, Co-founder of The Smart Investor, reveals three growth stocks that may remain surprisingly underappreciated:  Chin shares lessons from nearly a decade of owning and following the companies offering a long-term investor's perspective on innovation, leadership and competitive advantage. The conversation uncovers why investors often focus too heavily on financial metrics while overlooking the cultural and organisational strengths that create enduring business success. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Market View: As semiconductors weaken, what's gaining ground? artwork

Market View: As semiconductors weaken, what's gaining ground?

After months of AI-fuelled gains, investors hit the brakes on semiconductor stocks, sending SanDisk, Micron, Western Digital, Marvell Technology and Oracle sharply lower this week as concerns grew over lofty valuations and massive AI spending. Yet money didn't leave tech entirely - it rotated into profitable software names. Which names have gained ground? We unpack what this shift says about the next phase of the AI boom, why JPMorgan Chase's strong earnings are reassuring investors about the health of the US economy, and what IBM's disappointing outlook reveals about rising expectations for AI. We also examine whether softer US inflation could give the Federal Reserve more room to cut rates, and why geopolitics may matter more than inflation in the days ahead. Plus, the stocks and sectors investors should keep firmly on their watchlist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

15. juli 202611 min