Podcast appearances and mentions of ryan huang

Big earnings shocks and tariff twists keep markets on edge. DBS and UOB headline today as Q3 earnings diverge, with UOB hit by a 72% plunge while DBS holds up better than expected. In the U.S., tariff-linked stocks like Lululemon, Macy’s, and Mattel rallied as the Supreme Court heard challenges to Trump-era import duties. We also play Up/Down with McDonald’s, Pinterest, Snap, Apple, Google, HKEX, PropNex, and Yangzijiang Shipbuilding. Yangzijiang sinks after a major BlackRock selldown, while Singtel finds a bid. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

From a packed rental market, 90-plus percent occupancy, and to a fresh SGX listing, Coliwoo is taking Singapore’s co-living story public. Dan Koh and Ryan Huang break down the IPO, the demand drivers keeping beds full, and the milestones that will make or break the stock.See omnystudio.com/listener for privacy information.

Let's say you're all ready to enjoy a wonderful stay at your Airbnb. And you walk in to find some cracks in the walls. Or halfway through your stay, you mistakenly spill some red wine on the owner's plush white carpets. Whether it's pre-existing or unintentional damage, accidents do happen. So the question is, how can you handle them in the best way possible? Emaad, Ryan and Audrey share some expert tips that can help you navigate this process without (hopefully) too many headaches! Presented by Emaad Akhtar, Ryan Huang and Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Big brands, bold bets, and billion-dollar questions. Michelle Martin and Ryan Huang unpack Yum Brands’ plan to potentially sell Pizza Hut after a strong quarter led by Taco Bell and KFC. Plus, a check-in on Aramco, Pfizer, Spotify, and SIA Engineering’s earnings - who’s up, who’s down? Then, a look at Singapore’s new $1 billion wellness attraction, the Khoon Group sanctions fallout, and why Norway’s wealth fund is saying no to Elon Musk’s trillion-dollar pay deal. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

K-pop might be getting its biggest encore yet. Seoul and Beijing’s new content-exchange deal has investors tuning in again, and SM Entertainment is centre stage. Dan Koh and Ryan Huang dive into why SM is the market’s purest China-sensitivity play, how its Tencent link could open mainland doors, and why backstage drama, from EXO’s CBX dispute to the Kakao saga, might still steal the spotlight.See omnystudio.com/listener for privacy information.

We’ve talked about a lot of different workplace trends going on lately, like “quiet quitting” or “rage applying”. But now, we’re talking about a new trend called “The Big Stay", which means... people don't want to leave their jobs! According to a new survey by Robert Walters Singapore, 81% of professionals here say fears around job security are stopping them from moving jobs, even if the grass looks greener elsewhere. Audrey, Emaad and Ryan chat about why it’s not just about the salary anymore — it’s about stability. Presented by Audrey Siek, Ryan Huang and Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Big Oil meets Big Tech - as ExxonMobil and Chevron beat Wall Street expectations while pivoting toward powering AI’s next frontier. Join the market ride from ExxonMobil and Chevron’s earnings to the AI-fueled spending surge at Alphabet, Meta, Microsoft, and Amazon. Michelle and Ryan unpack whether an AI bubble could be forming, what’s fueling U.S. markets, and what to watch this week - from Palantir and Pfizer to McDonald’s, Warner Bros Discovery, and YZJ Maritime. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

As the world looks for cleaner baseload power, a small U.S. company wants to shrink the nuclear reactor. Dan Koh and Ryan Huang explore the story of NuScale Power, the world’s first certified small modular reactor designer, its latest billion-dollar partnerships, and how its technology could shape Singapore’s long-term energy future.See omnystudio.com/listener for privacy information.

Smartphones made it famous, but servers may define its future. Qualcomm is stepping into the AI-chip arena with its new AI200 and AI250 accelerators, designed to challenge NVIDIA’s dominance with smarter, more efficient designs. Dan Koh and Ryan Huang explore what makes these chips different, what’s at stake for investors, and whether Qualcomm’s AI pivot can truly pay off.See omnystudio.com/listener for privacy information.

AI might grab the headlines, but the real story lies underground, in the cables and fibre that carry the data. Join Dan Koh and Ryan Huang as they uncover how Fujikura, a 140-year-old Japanese company, became one of 2025’s top stock performers by supplying the backbone of AI data-centres.See omnystudio.com/listener for privacy information.

When AWS went dark, the internet blinked. A single network glitch took out apps, games, and entire websites, all powered by Amazon Web Services. Dan Koh and Ryan Huang find out what caused Amazon’s biggest outage in years, how it’s shaking investor confidence, and what it means for the trillion-dollar cloud race.See omnystudio.com/listener for privacy information.

The world’s biggest retailer just entered the chat. Walmart’s partnership with OpenAI could change how we shop, talk, and buy, all in one conversation. Find out with Dan Koh and Ryan Huang as they find out what this means for margins, competition, and the future of retail.See omnystudio.com/listener for privacy information.

As tensions between the US and China spill beyond chips and tariffs, shipyards are now caught in the crossfire. Hanwha Ocean, one of South Korea’s biggest maritime players, has found itself at the center of fresh sanctions targeting its US-linked subsidiaries, sending its shares tumbling and investors scrambling to gauge the impact. Dan Koh and Ryan Huang find out what this means for the company’s margins and defense ambitions, how Seoul is navigating the diplomatic fallout, and whether Hanwha’s expansion into American shipbuilding can weather a storm that’s no longer just political.See omnystudio.com/listener for privacy information.

A record-breaking IPO, a 50 percent jump, and a market cap that just overtook its parent. Join Dan Koh and Ryan Huang as they take a spin to learn what this listing says about India’s consumer boom, and whether LG India can keep the momentum.See omnystudio.com/listener for privacy information.

After years of roaring demand and luxury-brand valuations, Ferrari has shifted gears, issuing cautious long-term guidance and trimming its electric ambitions just as rivals accelerate. Join Dan Koh and Ryan Huang as they find out what spooked investors, how the Elettrica fits into a slower EV roadmap, and if discipline or hesitation is driving Maranello’s next decade.See omnystudio.com/listener for privacy information.

Tata Capital’s blockbuster IPO marks Tata Group’s bold entry into India’s fast-growing NBFC space and one of 2025’s biggest listings. Find out with Dan Koh and Ryan Huang as they unpack its retail and SME focus, and how it stacks up against Bajaj and Shriram as investors hunt for the next compounding financial stock.See omnystudio.com/listener for privacy information.

Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “debasement trade” as commodities soar. Michelle Martin and Ryan Huang unpack what’s behind gold at US$4,000, silver at US$50, and Asia’s shifting sentiment. Plus: quick takes on PepsiCo, TSMC, Delta, Ferrari, Top Glove, and Fast Retailing. From matcha trends to market turns - this is your morning market intelligence, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

HSBC is making its boldest move in years, offering to fully acquire Hang Seng Bank for HK$106 billion.The bank calls it a strategic reinvestment; markets call it a risky bet. Join Dan Koh and Ryan Huang as they look at the numbers behind the HK$155-per-share offer, why markets reacted cautiously, and what this says about HSBC’s long-term confidence in Hong Kong’s banking future.See omnystudio.com/listener for privacy information.

Are you using technology to complete multiple tasks simultaneously? If the answer is yes, it may be (but not necessarily so) the reason you're so fatigued. This continuous wave of interruptions between thought patterns and tech platforms is known as digital switching, and it's likely doing you more harm than good. Emaad, Ryan and Audrey share an expert's take on the different kinds of "switches" we should be aware of. Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo & music credit: Pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.

It’s a record-breaking moment for gold as prices cross US$4,000 an ounce, driven by safe-haven demand amid a US shutdown, weaker dollar, and mounting central-bank buying. But is this the start of a long-term run, or the peak of investor euphoria? Join Dan Koh and Ryan Huang as they unpack why gold’s rally has gained unstoppable momentum, and whether it’s still worth buying at these levels.See omnystudio.com/listener for privacy information.

It’s time for The Breakfast Show’s monthly stock face-off. Four picks, three bull cases each, and one clear winner by month-end. Dan Koh’s betting on Alibaba, banking on its AI-and-chips transformation. Emaad Akhtar’s countering with Pfizer, and its promising pharma pipeline. Ryan Huang’s going with Genus, turning bull genetics into a billion-dollar business. And Audrey Siek’s pick? Pop Mart, riding Asia’s collectible craze. From tech to pharma, agriculture to pop culture, they break down the catalysts that could send these stocks higher, and find out whose pick takes the crown when the dust settles.See omnystudio.com/listener for privacy information.

Singapore takes the spotlight as IPOs surge and CICT overtakes Hong Kong’s Link Reit. Hosted by Michelle Martin with Ryan Huang, this episode unpacks the big shifts across Singapore’s markets. We look at CICT, Link Reit, LHN, DBS, UOB, OCBC, and Nintendo, and what these moves mean for investors. From dividend growth to co-living IPOs, and from stablecoins like XSGD to Buffett’s next big bet—what signals should you watch? Will Singapore cement its position as Asia’s IPO hub, or is this momentum fragile? And as US shutdown risks loom, how might markets price in uncertainty? See omnystudio.com/listener for privacy information.

October 2nd is designated as World Peace Day by the Soka Gakkai, a global Buddhist movement. The day serves as a wonderful reminder to promote harmonious relationships between friends, loved ones, and nation-states. One of the most effective ways cultures and traditions have depicted peace is through universally recognized symbols, such as the olive branch, dove, V-hand signal and rainbow. But do you know the origins of these peace symbols? Listen in to this edition of Breakfast Bites to find out! Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

With revenue steady but net income falling sharply, Nike’s results raise a big question: is consumer demand holding up, or starting to crack? Find out with Dan Koh and Ryan Huang as they explore the bullish case for a brand-led recovery and the bearish view of fading consumer power.See omnystudio.com/listener for privacy information.

"If at first you don't succeed, try again." "Winners never quit and quitters never win." We have a lot to say about quitting something... that it’s like a failure, that you didn’t stick it out, and you didn’t try hard enough. But maybe there is a right time to drop something. Audrey, Ryan and Emaad talk about the power of knowing when to walk away, and the signs psychologists say to watch out for. Presented by Audrey Siek, Ryan Huang and Emaad Akhtar Produced by Audrey Siek Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Palm oil scandal, pharma tariffs, market jitters - what’s next for global investors? Hosted by Michelle Martin with Ryan Huang, we unpack Wilmar International’s corruption fallout, Donald Trump’s 100% pharma tariffs, and Chugai Pharmaceutical and Novo Nordisk’s market reaction. We explore the Buffett Indicator’s warning on U.S. equities, Nike’s upcoming earnings, and local market movers like Centurion Accommodation REIT, CapitaLand India Trust, and Jardine Matheson. Plus, our daily UP or DOWN verdict on Lululemon, Microsoft, and more. A fast-moving episode on scandals, stocks, and strategy.See omnystudio.com/listener for privacy information.

Can the viral power of Baby Shark turn into long-term investor value? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Pinkfong’s Seoul IPO ambitions and whether Korea’s cultural IP is set for another global wave. Micron’s upbeat earnings forecast also has Wall Street buzzing - what does it mean for the semiconductor cycle? In our Up or Down segment, we put Malaysia’s Gamuda, Indonesia’s Merdeka Gold, Zijin Gold, and Heineken under the spotlight. Plus, a check-in on the Straits Times Index, with Seatrium and Singtel making notable moves. And finally, our Last Word takes us inside the quirky retail empire of Don Don Donki, as succession looms for its Gen Z heir.See omnystudio.com/listener for privacy information.

Gold at record highs, silver at a 14-year peak - are we in a new commodities supercycle? Hosted by Michelle Martin with Ryan Huang, we break down what’s driving the surge in gold, silver, and even copper prices. We also dissect insider selling at high-flying companies like Nvidia, Macy’s, Motorola Solutions, Oklo, and NetApp amid Wall Street’s rally. Plus, we debate UP or DOWN calls on Netflix, Adani Power, Pfizer, Nvidia, Oracle, and Mapletree Investments. How did the Straits Times Index perform after testing support at the 4,300 level? And for our Last Word: Fat Bear Week 2025 in Alaska - why investors and bears alike are bulking up.See omnystudio.com/listener for privacy information.

Buffett cashes out, markets rally, and anime slays Hollywood! Asia-Pacific markets surge as Berkshire Hathaway ends its legendary 17-year run with BYD. SGX launches two mid-cap indices spotlighting names like CapitaLand Ascott Trust, ComfortDelGro, and Sheng Siong. In the U.S., Seagate and Micron ride the AI wave as “boring tech” takes center stage. RTX battles cyberattacks, Singtel’s Optus faces scrutiny, and Demon Slayer conquers the box office. Hosted by Michelle Martin with Ryan Huang, uncover the week’s market movers and money-making trends shaping global portfolios.See omnystudio.com/listener for privacy information.

Nvidia’s $5B bet on Intel has Wall Street buzzing. Hosted by Michelle Martin with Ryan Huang, this episode unpacks what the deal means for the chip industry, markets, and investors. We explore the small-cap rally, IPO action with Netskope and Zijin Gold, and the latest moves from CrowdStrike, FedEx, ComfortDelGro, and Hong Kong Land. Discover why tech giants are teaming up and what it signals for AI and data centers. Plus, we break down market highs, sector trends, and Singapore’s STI outlook. Get insights into what’s driving momentum - and where risks remain.See omnystudio.com/listener for privacy information.

Fed cuts rates - but what does it mean for investors? Markets are reacting to the first rate cut of the year, with retail investors watching closely. Hosted by Michelle Martin with Ryan Huang, this episode dives into sector winners and losers as the Fed balances unemployment and inflation. Companies in focus include PayPal, Alphabet, Nvidia, Netskope, Jardine Matheson, and Hong Kong Land. We explore how tech stocks, property counters, and blue chips are shifting amid mixed market signals. Plus, we play our daily game of UP or DOWN on Palantir, Puma, Gucci, Baidu, and more.See omnystudio.com/listener for privacy information.

A big deal for Disney and Webtoon sparks excitement across digital comics. US President Donald Trump says TikTok finally has a U.S. buyer lined up. Global IPO fever heats up with Hesai, Chery Automobile, MMC Ports, and StubHub making moves. Hollywood giants including Disney, Universal, and Warner Bros sue AI startup MiniMax. Local counters in focus include ComfortDelGro, Metro, CapitaLand Investment, Keppel DC REIT, and DFI Retail. Don’t miss the STI check-in and today’s Up or Down calls—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Who’s buying, who’s selling, and what can investors learn from director deals? Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into insider moves at Kingsmen Creatives, Nam Cheong, and TOTM Technologies. The team also explores the SPAC revival on Wall Street and fresh IPO buzz. From Armani’s surprising succession twist to market movers like SK Hynix, Pfizer, Moderna, and SingPost, the episode connects global and local threads. Plus, an STI check-in with winners and laggards like UOL Group, UOB, Thai Bev, and SingTel. Don’t miss the ‘Last Word’ on the Emmy Awards and CBS’s high-stakes gamble. See omnystudio.com/listener for privacy information.

China’s EV market is on fire – but can Nio survive the heat of “involution”? Nio’s sales surge, but mounting losses raise questions about the sustainability of China’s EV frenzy, where rivals like BYD, Geely, and Xiaomi fight for dominance. Meanwhile, Morgan Stanley sees long-term winners despite Beijing’s call to tame competition. Across the Pacific, AI dominates earnings with Salesforce, Figma, and Hewlett-Packard Enterprise all under investor scrutiny. Plus, we size up UP or DOWN moves in Campbell’s, Macy’s, CNMC, and Keppel DC REIT. Hosted by Michelle Martin with Ryan Huang, bringing you insights on Nio, BYD, Salesforce, HPE, Figma, and more. See omnystudio.com/listener for privacy information.

Google avoids the breakup of Chrome but must share its search data with rivals like Bing and DuckDuckGo according to a federal judge in the US. Alphabet shares rally while Apple also ticks higher. Kraft Heinz, once a Warren Buffett favorite, is splitting up after years of sagging value. We track Buffett’s disappointment and whether a breakup could unlock hidden worth. Singapore’s STI edges past 4,300 before settling at 4,298, powered by Genting Singapore and SingTel milestones. And in the UK, pubs pull their last pint under cost pressures. All this plus the treadmill cinema screening of Stephen King’s The Long Walk - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Singapore’s streets are shifting - Prive is no more, taxis consolidate, and chips are getting their Catalist moment. ComfortDelGro snaps up the rest of CityCab as investors cheer and ST Engineering slips, raising questions on fares and competition. F&B and cinema pain deepens with Prive’s shutdown and Cathay Cineplex’s exit - are costs or consumer fatigue to blame? A homegrown bright spot: MetaOptics eyes a listing with meta-lenses made on semiconductor lines, but profits remain a work in progress. UP or DOWN rolls through Alibaba, Xpeng, Sembcorp, Yangzijiang Shipbuilding and Gold for the market’s telltale themes. All this and the latest STI movers - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Which directors are buying, and what does it mean for the market? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into insider moves and broker calls. We spotlight iFast, Intraco, Q&M Dental, Info-Tech Systems, and OCBC’s bullish call. US markets are shut for Labor Day, but September’s volatility looms large. Locally, Jardine Matheson and Keppel surged while Genting Singapore and ST Engineering lagged. And for our “Last Word,” Spielberg’s Jaws still has bite, 50 years on. See omnystudio.com/listener for privacy information.

Warren Buffett’s Berkshire Hathaway is doubling down on Japan’s trading houses — but what does the Oracle of Omaha see that others might miss? Tech stocks continue to power Wall Street, lifting indices to fresh highs. It’s our daily game of UP or DOWN: Meituan, Didi, Tesla vs BYD, Geo Energy, GuocoLand, and Pop Mart. Plus, a check on the Straits Times Index, with Thai Bev leading and Genting Singapore dragging.And for our Last Word: Cadillac speeds into Formula 1 with Sergio Pérez and Valtteri Bottas at the wheel. All this and more, hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

A billion-dollar REIT and Nvidia’s market riddle, — markets are firing on all cylinders. Hosted by Michelle Martin with Ryan Huang, this episode unpacks JD.com’s consortium-led listing in Singapore, Nvidia’s blockbuster earnings, and what US retail headlines reveal about the American consumer. Companies featured include JD.com, CapitaLand Ascendas REIT, NTT DC REIT, Nvidia, CrowdStrike, Kohl’s, Abercrombie & Fitch, American Eagle, Krispy Kreme, MonAmi, Genting Singapore, Jardine Matheson. Is investor optimism keeping pace with the numbers, or are cracks beginning to show? We dive deep into AI, retail, and real estate. Plus, our UP or DOWN segment brings sharp calls on market movers from Krispy Kreme to Abercrombie. See omnystudio.com/listener for privacy information.

Who holds the crown as Singapore’s most valuable company — DBS or Sea Limited? Hosted by Michelle Martin with Ryan Huang, we dive into the rivalry between banking and e-commerce giants. We unpack the Trump administration’s bold move with Intel and what it could mean for defense players like Lockheed Martin, Boeing, RTX, and Northrop Grumman. The Fed, tax moves, and tech giants also come under fire as Trump reshapes market dynamics. In our Up or Down segment, we size up Keppel, Seatrium, Haidilao, Maybank, and Signet Jewelers. Plus, the STI’s movers like SGX and SingTel, and our Last Word on Cadillac’s Formula 1 debut.See omnystudio.com/listener for privacy information.

Big deals are shaking up the beverage and sports worlds! Keurig Dr Pepper takes on JDE Peet in an $18 billion reset, while Puma might be changing owners. Intel gets caught up in a political tug-of-war as President Trump’s stake sparks sovereign wealth fund chatter. Meanwhile, investors weigh in on Thomson Medical, Marco Polo Marine, SingPost, and Nio. The Straits Times Index opens flat, with REITs and banks in focus. All this and more, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Who’s buying, who’s selling — and what do the deals reveal? Hosted by Michelle Martin with Ryan Huang, we break down Keppel’s bold share buybacks, Metro Holdings’ director trades, and Q&M Dental’s unusual mix of buying and selling. Then, the US government shocks markets with a 10% stake in Intel — one of the biggest state interventions since 2008. We size up Wall Street’s mixed week, preview earnings from Nvidia, Snowflake, Dell, Crowdstrike, and Li Auto, and play Up or Down with Google, Nio, SingPost, and Creative Technology. Plus, we check in on the Straits Times Index, Mapletree Logistics Trust, SingTel, and DFI Retail. And for the Last Word: Netflix’s KPop Demon Hunters storms cinemas with singalong screenings, cosplay fans, and Billboard-topping anthems.See omnystudio.com/listener for privacy information.

Wall Street’s losing streak deepens as Walmart posts a rare profit miss. Hosted by Michelle Martin with Ryan Huang, this episode dives into Walmart’s sales resilience, India’s luxury beauty boom, and corporate shake-ups. Global giants like L’Oréal, Shiseido, Estee Lauder, and Amorepacific are zeroing in on India’s rising consumers.We break down the UP or DOWN calls on Johnson & Johnson, Baidu, Great Eastern, Thomson Medical, and Coliwoo. Plus, a spotlight on the Straits Times Index movers SATS and DFI Retail. Catch the latest insights and signals shaping markets today.See omnystudio.com/listener for privacy information.

Wall Street’s AI stars, US retail giants, and a surprising food inflation play — what’s driving markets today? Hosted by Michelle Martin with Ryan Huang, this episode spotlights Albertsons, Nvidia, Palantir, Target, TJX, Lowe’s, SATS, Beng Kuang, Grab, Hongkong Land, and Jardine Matheson. Discover why JP Morgan is bullish on Albertsons as inflation lingers. Hear how Nvidia and Palantir helped steady Wall Street amid tariff worries. Dive into the retail split as Target falters, TJX thrives, and Lowe’s doubles down with an $8.8 billion buyout. Plus, local highlights with SATS, Grab, and the STI check-in. See omnystudio.com/listener for privacy information.

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global footprint. Wall Street holds near record highs as bulls and bears clash ahead of Jerome Powell’s Jackson Hole speech. We play UP or DOWN with Novo Nordisk, Palo Alto Networks, Yangzijiang Financial, and CapitaLand Ascendas REIT. The Straits Times Index slips under 4,200, with ST Engineering, Sembcorp, and Keppel dragging while Frasers Logistics shines. And our Last Word spotlights Judy Faulkner, who built Epic Systems into a health-tech empire from her basement. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Wells Fargo names its top stock picks, but are they really set to sprint ahead? Hosted by Michelle Martin with Ryan Huang, this episode dives into the investment bank’s spotlight on Spotify, Sunrun, Nextracker, RealReal, and Williams Companies. We explore why some of these names are soaring over 60% this year while others stumble. Then, we zoom out to a broader market rally led by small-caps and rising rate cut expectations. Retail heavyweights like Walmart, Home Depot, and Target take center stage as earnings season winds down. Plus, we play UP or DOWN with UnitedHealth, GuocoLand, Dezign Format, Frasers Hospitality Trust, Golden Agri, and CNMC Goldmine. Finally, in our Last Word, halibut Olympia makes a surprise cameo in high-stakes US-Russia diplomacy. See omnystudio.com/listener for privacy information.

Big names are making bold moves, and markets are reacting. Hosted by Michelle Martin with Ryan Huang, today’s episode breaks down Berkshire Hathaway’s latest portfolio addition — UnitedHealth Group — and why Michael Burry’s joining the party. We dive into the fierce e-commerce battle between JD.com, Alibaba, and Meituan, plus CK Hutchison’s profit drop and Jollibee’s surprising growth. Intel’s shares jump on talk of a potential U.S. government stake, while a new listing hits Singapore’s Catalist Board. We wrap with how inflation pressures in the U.S. could shape the Fed’s next move. Companies mentioned: Berkshire Hathaway, UnitedHealth Group, JD.com, Alibaba, Meituan, CK Hutchison, Jollibee, Intel, Dezign See omnystudio.com/listener for privacy information.

Earnings season heats up in Asia as Tencent posts double-digit profit growth, fuelled by its AI-powered advertising, gaming, and Weixin upgrades, while GoTo marks its fourth straight profitable quarter thanks to a TikTok tie-up. In Singapore, we run an UP or DOWN check on CapitaLand Investment, AEM, Food Empire, and EC World REIT to see how results match market moves. The Straits Times Index pushes into record territory led by City Developments and Singtel, while Taylor Swift makes podcast history and announces her new album. Hosted by Michelle Martin with Ryan Huang, this episode tracks the market movers across Asia and ends with a pop-culture twist.See omnystudio.com/listener for privacy information.

Sea Limited stuns with a 400% earnings surge — is Shopee’s dominance and Monee’s rapid growth setting up more gains ahead? Hosted by Michelle Martin with Ryan Huang, this episode unpacks the drivers behind Sea’s blowout quarter and Yangzijiang Financial’s move to sell its maritime investment arm. We explore StarHub’s pivot into broadband via MyRepublic, and what it signals for Singapore’s telco race. Over in the US, inflation surprises and the Trump Tariffs stir fresh Fed speculation — plus, Trump threatens a lawsuit against Jerome Powell. In UP or DOWN, we size up On, Elon Musk v Apple, PropNex, and Valuemax. We also check in on the STI’s morning moves.See omnystudio.com/listener for privacy information.

A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer. Hosted by Michelle Martin with Ryan Huang, this episode unpacks the impact on rivals StarHub, SingTel, and Simba, and whether market share shifts are coming. In the US, Intel’s CEO Lip-Bu Tan goes from “conflicted” to “success” overnight after meeting President Trump, sending shares up. We also discuss analyst downgrades for Sembcorp Industries and UOB, Ford’s EV push, lithium stock spikes from CATL’s mine halt, Paramount’s billion-dollar UFC rights deal, and Straco’s profit plunge. Plus, a check on the Straits Times Index movers, from Venture Corp to Sembcorp.See omnystudio.com/listener for privacy information.