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  • Money and Me: Higher Rates and Investors Positioning
    2026/09/01

    For much of 2026, investors have been waiting for US interest rates to fall.

    After Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole debut, should they be preparing for another hike instead?

    Michelle Martin speaks with Simon Ree, Founder of Tao of Trading, about what Warsh’s inflation-first message could mean for the Fed’s next move, why Christopher Waller could provide the next important signal, and where a renewed higher-rate environment could hit Treasuries, the US dollar, equities and the Singapore dollar.

    Plus, why does Simon like the Health Care Select Sector SPDR Fund (XLV), what are the risks, and why might Singapore investors consider the Ireland-domiciled IUHC instead?

    See omnystudio.com/listener for privacy information.

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    20 分
  • Money and Me: Into the Moneyverse we go
    2026/08/31

    Enter the moneyverse with Michelle and her guest who explains that there are invisible rules to the systems that generate and perpetuate wealth and economies we all need to understand.

    Why can you know how to budget, save and invest - and still struggle to get ahead?

    Michelle Martin speaks with Lionel Lee, author of Into the Moneyverse: The Real World of Money and Why Financial Literacy Alone Won’t Save You, about the difference between financial literacy and “money literacy”.

    Plus, how can you move from being a passive player in the "moneyverse" to Active Player 1?

    See omnystudio.com/listener for privacy information.

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    22 分
  • Money and Me: Beyond AI - Are Healthcare and Electrification the Next Big Investment Opportunities?
    2026/08/28

    AI has dominated markets, but could some of the more interesting long-term opportunities now lie elsewhere?

    Michelle Martin looks at two structural themes: healthcare innovation and the infrastructure required for global electrification with four names in focus.

    We also examine what separates a genuine megatrend from a compelling investment story, the risks of paying too much for long-term growth, and how investors can gain thematic exposure without simply replacing one concentrated trade with another.

    MIchelle speaks with Shanon Tang, Investment Specialist at PhillipCapital.

    See omnystudio.com/listener for privacy information.

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    19 分
  • Money and Me: Why Bonds Are Hated, When to Sell a Stock, and Is McDonald’s a Buy?
    2026/08/27

    Bonds are supposed to bring stability to a portfolio, so why have so many investors fallen out of love with them - and could that make them more interesting today?

    Michelle Martin speaks with Willie Keng, Founder of Dividend Titan (www.dividendtitan.com), about where bonds fit alongside dividend stocks.

    They also tackle one of investing’s hardest decisions: when to sell.

    How can you tell the difference between a temporarily beaten-down stock and a genuinely broken investment thesis?

    Then Willie puts his framework to work on McDonald’s.

    With its powerful franchise and property model, global expansion and long dividend history, could pressure on the consumer be creating an opportunity for long-term investors - or is the stock still too expensive?

    See omnystudio.com/listener for privacy information.

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    24 分
  • Money and Me: Can You Build Wealth on Your Lunch Break?
    2026/08/26

    Michelle thinks this is going to be a huge bestseller in Singapore and around the world, and it is a book any investor should pick up.

    Thomas Chua achieved financial independence at 31 and argues that ordinary investors can build long-term wealth with a focused process that takes as little as an hour a day.

    Michelle Martin speaks with Thomas Chua, author of The Lunch Break Investor and founder and investor at Steady Compounding, about how to find companies capable of compounding wealth for years.

    What are the six economic moats that can give a business lasting competitive advantage? How can you tell if a stock is too expensive? Thomas explains his six-step “Lunch Break Valuation”, puts companies through his deceptively simple “Crayon Test”, and reveals the three circumstances that could persuade a long-term investor to finally sell.

    See omnystudio.com/listener for privacy information.

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    27 分
  • Money and Me: Can You Afford the Retirement You Actually Want?
    2026/08/24

    More Singaporeans are hitting their CPF retirement targets, but is having enough to retire the same as having enough for the retirement you actually want?

    Two very different visions of ageing are emerging in Singapore.

    Private assisted living can cost upwards of $8,000 a month, while demand for more affordable Community Care Apartments has been lacklustre.

    Michelle Martin speaks with Elijah Lee, Senior Financial Services Manager at Phillip Securities, about how to identify the gaps between CPF LIFE and the income you want, when planning for long-term care.

    They also examine a question many of us may be avoiding: where do you actually want to live as you age - and have you worked out what that life will cost?

    See omnystudio.com/listener for privacy information.

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    22 分
  • Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio
    2026/08/21

    Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend, about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centres and infrastructure behind the AI boom. What risks should investors be watching?

    They also examine why long-term bond yields are rising in the US and Singapore, what higher yields mean for bond investors.

    Plus, with DBS, OCBC and UOB all reporting higher second-quarter profits, what do their latest results reveal - and after the strong run in Singapore bank shares, is there still value for investors?

    See omnystudio.com/listener for privacy information.

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    19 分
  • Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips
    2026/08/20

    CPF helps pay for some of life's biggest needs - from housing and healthcare to retirement. But could using too much CPF for your home today leave you with less tomorrow?

    Michelle Martin speaks with Brent Seah, Assistant Director, Outreach & Partnerships at CPF Board, about how to assess whether your retirement savings are on track, make better use of CPF throughout your working years, and balance home ownership with retirement adequacy.

    See omnystudio.com/listener for privacy information.

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    20 分