Your Money with Michelle Martin

READ : Epic Disruptions

Great disruptions don’t arrive with a bang - they begin quietly, on the margins. From the iPhone to Pampers, history shows that world-changing innovations rarely look revolutionary at first. In this episode, we explore Epic Disruptions with its author Scott D. Anthony, Clinical Professor of Strategy at the Tuck School of Business at Dartmouth. The conversation spans AI, creativity, governance, capital markets, and the unintended social consequences of disruption. How can investors and leaders best scan for or enable disruption? Find out with Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Do markets still have room to rally - and where should investors really be positioned for 2026? After a strong run for equities in 2025, global wealth manager Lombard Odier lays out how investors should think about the next phase. We unpack the CIO Office Viewpoint with Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier. The conversation explores why Lombard Odier is underweight the US, overweight emerging markets, and tactically cautious on Japan. We dig into standout opportunities in South Korea, healthcare, materials - and the risks markets may still be underpricing. A practical discussion on portfolio positioning, sector-level alpha and what investors should do next, hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Is This Micron’s Nvidia Moment?

Micron just delivered a blowout quarter - and investors are asking whether this is the next Nvidia-style AI trade. Micron Technology posts blockbuster earnings as AI-driven demand for high-bandwidth memory outstrips global supply, sending shares soaring. With only three major suppliers - Micron, Samsung and SK Hynix - tight capacity is reshaping how investors value memory makers. We also unpack fresh developments in TikTok’s long-running US divestment saga and whether a sale can finally quiet Washington’s concerns. Plus, a closer look at US inflation data that looks benign on the surface - but raises deeper questions beneath the headline number. From PDD and BP to Nike and OCBC, it’s UP or DOWN on the day’s biggest corporate movers. All that and more, hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye on for 2026? The episode explores standout S-REIT sectors, the key metrics that matter most in a falling-rate world, and how income investors can position portfolios today. We also unpack what Hong Kong Land’s move into private funds means for listed REITs like Keppel REIT - and whether dilution risks are rising. Joining the conversation is Kenny Loh, REIT Specialist and Wealth Advisory Director, hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: From Bubble Tea to Blue Chips - Who’s Thriving as Singapore Hits 4,600?

Singapore’s food scene is shrinking, Wall Street may never sleep, and the STI just brushed a historic high - but not everyone is celebrating. Market View cuts through the noise as Michelle Martin and Ryan Huang examine why some F&B names like Chagee and Mixue are still expanding even as eateries shutter across the island. They debate whether food-and-beverage stocks remain investable in a high-cost, cut-throat market — and what falling share prices may be signalling. The conversation shifts to the US, where Nasdaq’s plan for near-24-hour trading sparks fresh questions about liquidity, volatility, and trader burnout. In UP or DOWN, Ford’s EV retreat, China chipmaker MetaX’s red-hot IPO debut, and big property moves from CapitaLand, UOL and Suntec REIT take centre stage. The episode wraps with a pulse check on Singapore stocks after the STI briefly crosses 4,600, hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.