Live Well with Michelle

Market View: Samsung's 150% Surge, Is Korea the Market to Watch for H2? Plus UBS' Dividend Picks & Singapore's Biggest Winners

18 min · 6. heinä 2026
jakson Market View: Samsung's 150% Surge, Is Korea the Market to Watch for H2? Plus UBS' Dividend Picks & Singapore's Biggest Winners kansikuva

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Could South Korea be this year's hottest equity market? Hosted by Michelle Martin, this episode examines Samsung's stunning 150% rally and whether reports of an Anthropic partnership signal the next phase of the AI trade. We also unpack UBS' latest defensive dividend stock ideas as investors prepare for the second half of 2026. Plus, we review the year's biggest market winners - from the Russell 2000 to Singapore's STI - and reveal which Singapore stocks  have outperformed.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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jakson Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers kansikuva

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial intelligence. We explore Meta's move into AI coding, OpenAI's launch of its long-awaited AI "super app," and the growing legal battle over whether AI companies should compensate news publishers for the content that trains their models. We also check in on a steadier Wall Street as geopolitical tensions ease and examine what calmer markets mean for investors. Finally, we look at why the next stage of the AI revolution may be won not just by software developers- but by the companies building the chips, memory and infrastructure behind it. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10. heinä 202613 min
jakson Live Well with Michelle: The next era of intelligence - building living computers kansikuva

Live Well with Michelle: The next era of intelligence - building living computers

Artificial intelligence has transformed the way we work, but could the next computing revolution come from biology instead? Hosted by Michelle Martin, this episode explores the groundbreaking field of biological computing with Dr Chong Hon Weng, Founder and CEO of Cortical Labs. Discover how lab-grown human neurons are being fused with silicon chips to create computers that learn in fundamentally different ways from today's AI. We explore why Singapore is home to the country's first Biological Data Centre, how this technology could accelerate drug discovery for neurological diseases, dramatically reduce AI's energy consumption, and reshape robotics, cybersecurity and healthcare. Finally, Dr Chong tackles the ethical questions surrounding the use of living human brain cells and shares his vision for the future of intelligence itself. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10. heinä 202622 min
jakson Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next kansikuva

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking matter more than headline fees. We examine why institutional investors are pouring back into Singapore equities and whether record-high prices for DBS, OCBC and UOB still leave room for further gains. The conversation also tackles one of the year's biggest investor dilemmas: should you rebalance after a volatile first half of 2026, or stay the course? Beyond Singapore, we assess whether Hong Kong dividend stalwarts like CLP Holdings, BOC Hong Kong and MTR offer attractive diversification alongside local banks and REITs. Finally, we discuss where CapitaLand Integrated Commercial Trust and Frasers Centrepoint Trust fit into an income portfolio and the key market catalysts investors should watch through the rest of 2026. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10. heinä 202628 min
jakson Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter? kansikuva

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing?  Hosted by Michelle Martin, we unpack the Singapore investment giant's AI-driven strategy as its portfolio surpasses S$400 billion. We also examine how rising oil prices, Fed uncertainty and geopolitical tensions are rattling global markets, while more than two-thirds of technology stocks have slipped into correction territory. Plus, why Levi Strauss is outperforming expectations by reinventing denim for a new generation of consumers. In our Up or Down segment, we look at Broadcom, Apple, SpaceX, Luxshare, and South Korean equities to find out where momentum is building - and where investors are losing confidence. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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