Your Money with Michelle Martin

As War Spreads Across the Middle East, are there possible SEA stock winners?

When oil spikes and planes are grounded, markets move fast - and so should you. As Middle Eastern airport hubs shut and global airlines reroute, we unpack what escalating Iran-US-Israel tensions mean for rerouted travel to this region and for Singapore investors. How long can markets stomach disruption around the Strait of Hormuz? What might this all mean for gold momentum? Nirgunan Tiruchelvam of Alethea Capital joins the conversation to map the risks and opportunities — hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March? As US-Israel strikes on Iran and retaliation across the Gulf rattle markets, we examine how a potential Strait of Hormuz disruption could drive energy prices higher and reignite inflation fears globally — including in Singapore. Then we turn to AI turmoil: Anthropic’s Claude has been labelled a national security risk, while OpenAI swiftly secured a Pentagon deal. Are we entering an era where political alignment determines corporate survival - and how do investors price that risk? Add in Jack Dorsey’s Block cutting nearly half its workforce for agentic AI and fresh layoff data, what does that mean for global economic growth? Simon Ree, Founder of Tao of Trading, joins us to break down safe havens,  and how to position portfolios for volatility ahead - hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack how OPEC may respond - and what higher energy costs mean for inflation and equities. Then, in our “Invest Like Buffett” segment, we assess Berkshire Hathaway’s final quarter under Warren Buffett and the market’s early verdict on Greg Abel. We also break down why UBS is turning cautious on U.S. stocks and preview earnings from cruise lines to chipmakers. Plus, UP or DOWN on Anthropic, the Yangzijiang names, and the Straits Times Index - hosted by Michelle Martin with Ryan Huang. Companies in focus: Berkshire Hathaway, Warren Buffett, Greg Abel, UBS, Anthropic, Apple, Yangzijiang Financial, Yangzijiang Maritime, Yangzijiang Shipbuilding, Genting Singapore, OPEC See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where is smart money going? Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, explains what “rotation” really means beneath the headlines. We examine whether U.S. tech is simply expensive - or structurally peaking after years of dominance. Nvidia posts a record US$68.1 billion in revenue while defending AI’s long-term case, even as Salesforce slides on fears of AI-driven job disruption. Are markets pricing in consumer stress and white-collar layoffs or is that a myth? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Netflix’s decision to walk away from acquiring Warner Bros. Discovery after a superior cash bid from Paramount, and what that means for streaming economics and consumers. We track CNMC Goldmine’s near-400% profit surge as gold prices power earnings - and ask whether momentum can last after a 500% share price run. Our UP or DOWN segment ranks Singapore earnings from Soilbuild’s 84% jump to Centurion’s 82% slide - separating operating strength from one-off gains. In the US, Nvidia drops despite strong results, dragging the NASDAQ lower, while the STI slips below 5,000 with UOL and City Developments leading losses. We close with market breadth, leadership shifts, and what this rotation tells long-term investors. Plus: a quick cultural pivot with the Rock & Roll Hall of Fame nominees - because markets, like music, are about timing. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.