Live Well with Michelle

Money and Me:  Where Are Smart Investors Looking Next?

24 min · 15 jul 2026
aflevering Money and Me:  Where Are Smart Investors Looking Next? artwork

Beschrijving

We have 3 small cap Singapore ideas to dissect and also take on Trump's U-turn on a proposed Hormuz shipping toll to the next phase of the AI boom. We separate signal from noise in a market driven by geopolitics, earnings and investor psychology, looking at Wall Street's earnings season and what South Korea's sharp market sell-off teaches. The heart of the discussion with Swapnil Mishra, Author of "Investing for the Clueless, Reckless and Overly Cautious"  unpacks what could be the next major investment opportunity, after NVIDIA. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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aflevering Market View: As semiconductors weaken, what's gaining ground? artwork

Market View: As semiconductors weaken, what's gaining ground?

After months of AI-fuelled gains, investors hit the brakes on semiconductor stocks, sending SanDisk, Micron, Western Digital, Marvell Technology and Oracle sharply lower this week as concerns grew over lofty valuations and massive AI spending. Yet money didn't leave tech entirely - it rotated into profitable software names. Which names have gained ground? We unpack what this shift says about the next phase of the AI boom, why JPMorgan Chase's strong earnings are reassuring investors about the health of the US economy, and what IBM's disappointing outlook reveals about rising expectations for AI. We also examine whether softer US inflation could give the Federal Reserve more room to cut rates, and why geopolitics may matter more than inflation in the days ahead. Plus, the stocks and sectors investors should keep firmly on their watchlist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

15 jul 202611 min