Money and Me

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dom...

Markets are flashing warning lights - and investors are wondering if the rules have changed.

Gold and silver tumble after a near-vertical rally as politics collides with monetary policy.

We unpack why Microsoft fell despite beating earnings and whether its OpenAI bet is turning from moat into risk.

Japan’s bond yields surge to multi-decade highs, reviving fears of a yen carry trade unwind.

Simon Ree, Founder of Tao of Trading...

It used to be the good old reliable way to grow wealth, but is it time to look away from this old favourite? 

As concentration risk hits record highs, one dividend investor says the S&P 500 is no longer the “safe default.”

Willie Keng of Dividend Titan explains why valuations look disconnected from reality - and what he uses instead to judge fair value.

We explore three unexpected alternatives: Hershey in the U...

You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again?

The so-called Magnificent Seven now dominate both US and global indices, quietly shaping returns for anyone holding “broad” ETFs.

We examine whether global diversification is becoming important again as big institutional players like Vanguard cut back on UK exposure and also talk about the rise...

Bad news is piling up, yet markets keep climbing - so which signal should investors trust?

Gold surges past US$5,000 an ounce as investors hedge against trade wars, political risk and warnings of a looming “capital war” from Ray Dalio.

Elon Musk claims robots will outnumber humans and could make up most of Tesla’s long-term value, even as the car business faces slowing deliveries and rising competition.

We ask whe...

Michelle Martin asks if falling interest rates are changing the maths for Singapore’s savers who love hoarding cash.

With billions still parked in T-Bills and money-market funds, investors now face a new risk: opportunity cost.

Michelle speaks with Afdhal Rahman of OCBC about what could trigger a shift from cash into equities, bonds and gold.

They unpack why Asia ex-Japan may look more attractive than the US as the dollar wea...

Today Michelle picks up a thought-provoking book by a serial British entrepreneur Gary Ashworth.

The book unpacks a simple framework; what if becoming rich wasn’t about genius or luck - but about repeating one maths movement, ten times? 

Michelle Martin speaks with self-made multi-millionaire and author Gary Ashworth about his “Double Up” wealth framework.

The conversation explores responsible leverage, three...

Markets are rattled by geopolitics - but panic is rarely a strategy.

From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios.

We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested.

The Magnificent 7 start the year unevenly, raising the question of whether leadership...

Is leaving your CPF alone the safest option in 2026 or are there smarter moves for more than 2.5%  interest?

As Singapore’s retirement rules shift, what do you need to know about the moves that you can make for greater savings and smaller tax bills.

With new dollar-for-dollar government matching schemes, the roadmap to retirement offers new possibilities regardless of paycheck size.

We break down how the RSTU, MRSS and t...

The market looks strong - but only a handful of stocks are doing the lifting.

As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally starting to broaden?

With just 10% of the S&P 500 driving gains, valuation gaps are widening even as market breadth quietly improves.

We explore whether easing rates, broader earnings, and capital rotation are setting the stage for SMID-c...

Asia’s markets are flashing mixed signals - so how is a smart investor to think through where to really place money?

Michelle Martin unpacks Morningstar’s Q1 2026 Asia Investment Outlook with Lorraine Tan, cutting through the noise on growth, rates and risk.

From AI-driven earnings to valuation support - what’s real, what’s hype, and where the cracks could form.

We zoom in on fund flows, asset allocat...

Our company in focus list, zeroes in on companies we here know about in Singapore.

In 2026, it’s no longer about whether markets rise - it’s about which companies truly deliver.
Money and Me looks past daily noise to uncover businesses entering pivotal turning points across sectors..

Hosted by Michelle Martin, this episode features Vance Tan, Financial Services Manager, PhillipCapital, on spotting durable value beyon...

Singapore REITs may finally be turning the corner.

Singapore REITs enter 2026 at a pivotal moment say's Kenny Loh, as interest-rate cuts revive sentiment and valuations remain below historical averages.

After delivering a near-23% gain in 2025 - their best run since 2019 - analysts expect a two-year earnings upgrade cycle driven by falling borrowing costs and rising distributions.

We unpack which REITs face refinancing risks, how b...

When rates diverge, the real risk isn’t missing the bottom - it’s what you do once you’re there.

Singapore’s interest rates are nearing a projected floor, while the UK remains stubbornly higher - setting up a rare refinancing crossroads for homeowners.

Michelle Martin speaks with Daniel Sim, Founder of Golden Goose Properties, about whether this is the moment to lock in cash-flow relief or risk overleveragin...

A digital bank, a S$1.3 billion war chest - and a big question: can a newcomer really change how Singaporeans save, invest and bank.

Michelle speaks with Natalia Goh, CEO of MariBank, on how a digital-first model is reshaping everyday finance.

Backed by Sea Limited and licensed by the Monetary Authority of Singapore, MariBank has rapidly grown its investment offerings to over S$1.3 billion in AUM.

We unpack...

As 2026 begins, Money and Me takes a moment of introspection - looking not just at how much you made, but how you spent.

What did money add to your life in 2025 - and what quietly drained your peace, health, or joy?

Hosted by Michelle Martin, this episode features Christopher Tan, CEO of Providend, who introduces a powerful reframing: Return on Spending, not just Return on Investing.

From a $10,000 wedding anniversary to resisting ...

Defense stocks swing sharply as US President Donald Trump pivots from threatening dividends to floating a staggering US$1.5 trillion military budget.

Hosted by Michelle Martin, this episode unpacks why names like Lockheed Martin, L3Harris Technologies and AeroVironment surged - and what it says about policy-driven markets.

We also look to Europe, where defense stocks extend a four-day rally as geopolitical tensions reshape spending...

As the China growth narrative fades, attention is shifting from the New Economy to an overlooked source of income: high-dividend state-owned enterprises.

Raymond Cheng explains why China’s energy and infrastructure giants have delivered strong returns even as oil prices fell.

We explore how Beijing’s policy reset has effectively programmed state firms to return more cash to shareholders.

Why Hong Kong-listed H-shar...

When prices barely move after big news, that’s often the loudest signal of all.

Nvidia’s Vera Rubin chip debut at CES promises cheaper, faster, lower-power AI - yet the stock barely flinched, raising questions for both traders and long-term investors.

Michelle Martin unpacks what muted price action really means when expectations are crowded and positioning is full.

Geopolitical shock from Venezuela has sent gold and sil...