Market View: AI Power Plays, Oil Shock & the New Rules of Global Tech Companies in focus: Meta Platforms, Microsoft, OpenAI,  also hear about BP, ExxonMobil, ST Engineering, Yangzijiang Maritime, Ray-Ban

Money and Me: Inflation and Your REIT Investment

Inflation is squeezing wallets - but could it quietly boost your REIT returns? Michelle Martin sits down with Willie Keng, Founder of Dividend Titan (https://www.dividendtitan.com/ [https://www.dividendtitan.com/]), to unpack how rising costs could reshape the financing vehicles that REITS are. From CapitaLand Integrated Commercial Trust’s strategic pivot to Paragon, to CapitaLand Ascendas Trust’s resilient 6% yield, we explore what’s really driving performance. How can we determine when REITS are likely to find inflation more of a foe than a friend?  We also break down the three key areas new REIT investors may need to check in on every quarter. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI Power Plays, Oil Shock & the New Rules of Global Tech Companies in focus: Meta Platforms, Microsoft, OpenAI,  also hear about BP, ExxonMobil, ST Engineering, Yangzijiang Maritime, Ray-Ban

What if the biggest threat to AI isn’t competition - but geopolitics? China blocks Meta Platforms’s AI ambitions, reshaping the rules of global tech investment overnight. Meanwhile, OpenAI and Microsoft loosen ties, signalling a new era of AI independence and rivalry. Markets edge higher even as oil surges past US$100, with Middle East tensions back in focus. Corporate movers from BP to ST Engineering highlight how geopolitics is driving winners and losers. All this and more as investors navigate a market where power, not just profits, is the real currency - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: How might the Straits of Hormuz crisis  impact retail investors?

What if markets are rising not because risks are low - but because investors are underestimating them? Michelle Martin explores the medium-term fallout of a potential Strait of Hormuz disruption and why energy shocks may reshape Asia’s outlook. Despite geopolitical tensions and recession fears, global equities continue to climb—what’s driving this disconnect? We examine Singapore’s policy shift as the Monetary Authority of Singapore tightens for the first time since 2022 and what that signals. From inflation persistence to supply chain rewiring, the investment landscape may be shifting more than it appears. Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investment, Providend. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI Arms Race vs Apple’s Buyback Machine - Intel’s Surge & Markets on Edge

Are markets rallying on strength - or simply ignoring the risks building beneath the surface? Big Tech splits into two camps: AI heavyweights like Alphabet, Amazon, Meta and Microsoft pour billions into the future, while Apple doubles down on massive buybacks. Intel shocks markets with its best day in decades, while Nvidia pushes past a staggering $5 trillion valuation milestone. Meanwhile, Morgan Stanley flags conviction picks ahead of earnings, even as expectations climb dangerously high. With the Federal Reserve leadership in flux and oil prices surging, investors face a complex mix of growth optimism and macro uncertainty. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Oil Shock, Space Dreams & Apple’s Power Shift

What if one shipping lane, one IPO, and one CEO change could reshape your portfolio in a significant way? Michelle Martin unpacks three shifts that could redefine risk and opportunity,  From a potential Strait of Hormuz disruption to oil spikes, we explore how energy shocks ripple through inflation, equities and currencies. Then, SpaceX’s IPO buzz meets hard reality as the company flags deep risks in its Moon and Mars ambitions - what should investors really price in? And at Apple, a historic leadership transition signals a pivot from supply chain mastery to engineering-led innovation in an AI-driven era. With guest Swapnil Mishra, we connect geopolitics, tech ambition and leadership shifts to what matters most for your money. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.