Your Money with Michelle Martin

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine? Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line.  In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs. We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their  growth drivers, and exposure risks. Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets. We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability. Whether you’re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Big Tech Pullbacks, Big Media Bidding Wars

The metaverse dream is shrinking. Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight. Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang. Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it’s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros.  Discovery’s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China’s push to dethrone Nvidia. Plus, markets hover just shy of S&P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle. And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Are you making the most of your cash?

It's the episode for us all to learn about how to make the most of the first tier of financial security - your stash of cash. Hosted by Michelle Martin, this episode features Walter de Oude, founder of Chocolate Finance and the former CEO of Singlife. We break down whether this platform can do more for you with your “idle money”. Walter explains how Chocolate Finance blends flexibility, yield and miles - offering 2% on the first S$20K and up to 1.8% beyond. We explore how Singaporeans should balance liquidity vs investing amid volatile flows, rising living costs and shifting rate expectations. Plus: growth milestones for Chocolate including expanding to the  Hong Kong market, the March withdrawals episode and how this founder approaches AI. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

A celebrity-fuelled denim war is reshaping retail - but what does it mean for markets? Hosted by Michelle Martin, this episode dives into how Levi’s, American Eagle, Gap, True Religion and more are battling for denim dominance. We track Anthropic’s race toward one of the largest AI IPOs ever alongside OpenAI and the broader AI investment boom. Singapore takes centre stage with UltraGreen.ai’s glowing SGX debut and Leong Guan’s Catalist-bound IPO. Plus: Wall Street edges toward record highs as rate-cut hopes rise and we play UP or DOWN with Salesforce, DFI Retail, and SGX. We wrap with Malaysia’s renewed search for MH370 - more than a decade on. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

Singapore’s “forgotten” mid-caps may be turning into the market’s next big battleground. Hosted by Michelle Martin. With liquidity returning and MAS’s S$5B EQDP funneling fresh capital, long-ignored SMID stocks are waking up. We break down Ultragreen’s 10% SGX debut, triple-digit gainers, and how 240 small- and mid-caps stack up against the STI. CGS International’s Jason Saw joins us to reveal where reforms meet real opportunity.  Plus: red flags, governance signals, and how retail investors can navigate a once-in-a-cycle window. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.