Your Money with Michelle Martin

Money and Me: Anti-involution China strategies for the dividend investor

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to structural dominance with Willie Keng, Founder of Dividend Titan (https://www.dividendtitan.com/ [https://www.dividendtitan.com/]). We explore four defining themes and why hyper-competitive sectors are being left behind. From China Tower’s near-97% telecom dominance to Tencent’s evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies. We also assess whether LVMH can maintain pricing power amid China’s luxury fatigue and the rise of local brands. Finally, in an easter egg  moment, our guest shares his view on the rush for gold from the value investor perspective. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 billion and what its special dividend signals about capital strength. We compare performance across Singapore’s banking trio - OCBC, DBS, and UOB - and examine why OCBC shares are outperforming. Then we turn to Singapore Airlines, where record operating revenue contrasts sharply with a steep drop in net earnings after last year’s Vistara one-off gain. From there, we assess what investors will be listening for as U.S. President Donald Trump delivers his State of the Union - tariffs, cost-of-living pressures, and election risk in focus. In UP or DOWN, we track deal tension around Warner Bros. Discovery, Paramount, Stripe, PayPal, JPMorgan Chase, and Genting Singapore, before checking whether the STI is clawing back losses. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Influence: Burnt End's Dave Pynt on partnerships, scaling internationally and the secret  to Jerk Chicken

From a pop-up in London  to a 10-brand international group - how do you scale in F&B without losing soul? In this episode, hosted by Michelle Martin, Chef-Founder Dave Pynt of Burnt Ends Hospitality Group shares his journey from dishwashing to growing a culinary empire. Hard work, an attention to customer needs and smart pivots figure large, in his 13-year journey. We unpack the growth of the group from Michelin-starred Burnt Ends to Meatsmith and The Ledge in the Maldives and Bali. Dave reveals how new concepts are born while staying true to the group’s wood-fire ethos. We explore the operational realities of scaling talent, culture and consistency across borders. Finally, we ask what’s next - partnerships, new markets, or experiences diners haven’t imagined yet. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Beyond Big Tech - The AI Blind Spots Smart Money Is Hunting

What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns? In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing returns and where capital could rotate next. Guest Raisah Rasid, Vice President, Global Market Strategist, JP Morgan Asset Management, maps out under-owned sectors quietly integrating AI for margin expansion. We examine how traditionally low-margin industries could see profitability leap as automation scales. With Trump’s global tariff rate rising from 10% to 15%, we unpack what Asia’s calm reaction - including the STI’s resilience - is signaling. We also look at how investors can diversify away from mega-cap concentration without losing AI exposure. Finally, we ask what contrarian AI view could define the rest of 2026. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment. FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks. IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses. Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix. We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat. Companies in focus: UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | Netflix See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.