Your Money with Michelle Martin

Money and Me: Paring risk as the Straits of Hormuz remains closed

Wall Street explodes higher as hopes of a U.S.-Iran de-escalation sparked a powerful relief rally across global markets. But with the Strait of Hormuz still constrained, energy supply risks remain dangerously real beneath the surface. What's behind the rally? Are markets transitioning into a new, more volatile regime. And is it getting harder to figure out interest rate direction.  What does a “trapped Fed” mean when inflation stays high but growth weakens? Michelle Martin explores what this means for your portfolio with Simon Ree, Founder, Tao of Trading. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments. Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations. Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy. Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning. In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics. Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: $1,900 psf & the Safe-Haven SG Surge. Where is a smart bet in SG property today?

Michelle Martin chats with the Chairman of real estate agency Crestbrick for insights into today's valuable property and prospects for future gains. A sold-out launch in Tampines and rising global uncertainty are reshaping how investors view property. Rivelle Tampines’ rapid sales at nearly $1,900 psf raise questions about affordability, demand, and the evolving upgrader market. Geopolitical tensions in the Middle East are driving relocation interest into Singapore, reinforcing its appeal as a safe-haven destination. We explore what could trigger temporary renters to become long-term property investors - and what that means for yields. The AI revolution is quietly transforming demand for office, residential, and industrial space, with winners and losers emerging. And with Singapore’s aging population, the very definition of “prime property” may be shifting in ways investors can’t ignore. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: REIT Resets, AI Angst & A Contrarian Buy Signa

A property trust is selling, and a millionaire is buying more of his own company. What signals are markets sending today?  Markets are navigating a complex mix of asset sales, geopolitical tension, and tech sector volatility, find out how in the show hosted by Michelle Martin with Ryan Huang.  Manulife US REIT and OUE REIT both move to divest assets, but for very different strategic reasons. In the US, stocks wobble as the Iran conflict weighs, even as the Fed signals no urgency to hike rates. Tech names like Nvidia and Micron slide sharply, raising fresh questions about AI demand durability. Meanwhile, insider buying at Palo Alto Networks hints at confidence beneath the surface. Back home, the STI struggles to hold key levels, but there is a bright spot shining amid broader weakness. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: War’s Ripple Effects -What Investors Need to Remember

When geopolitical shocks ripple through supply chains and markets, what should investors hold onto? The war’s ripple effects are spreading - from energy disruptions hitting everyday businesses to growing stress across global markets. Michelle Martin speaks with Swapnil Mishra, Author of Investing for the Clueless, Reckless and Overly Cautious, on how investors are navigating this uncertainty. We unpack why the US dollar is surging as a safe haven while gold behaves unexpectedly. Energy and defence stocks are in focus - but are investors chasing momentum too late? And where can you still find resilience and opportunity in a market defined by volatility, hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.