Podcast appearances and mentions of ryan huang

Singapore’s capital markets could be entering a new phase. Hosted by Michelle Martin with Ryan Huang, this episode examines the planned SGX-Nasdaq dual-listing bridge expected to launch by mid-2026, allowing eligible companies to access both Singapore and US investors through a streamlined listing process. We explore whether the initiative can help revive SGX liquidity, attract regional tech unicorns and strengthen Singapore’s position in global capital markets. The discussion also looks at the role of the Equity Market Development Programme and whether Singapore is taking a more active approach to supporting IPO activity and market depth. Plus: can SGX avoid becoming merely a secondary trading venue if valuation premiums and liquidity remain concentrated on Nasdaq - and what would success actually look like for Singapore’s market ecosystem?See omnystudio.com/listener for privacy information.

What if the biggest winners in tech today are the ones spending the most - despite the risks? Big Tech earnings surprise to the upside, but markets pick clear favourites as Alphabet surges while Meta slips on AI spending fears. Microsoft doubles down with a staggering US$190 billion capex plan, while Amazon’s cloud engine keeps delivering strong growth. In Singapore, DBS signals conviction in the AI future with a US$20 billion data centre push, even as profits edge higher. Meanwhile, Wall Street stays cautious - oil prices rise, the Fed shows rare division, and leadership uncertainty clouds policy direction. From Wilmar to Mapletree Industrial Trust, corporate Singapore reveals a mixed earnings landscape - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Coffee is hot, soda is fizzing - but is the global consumer stronger than we think? Strong earnings from Starbucks and Coca-Cola suggest demand is holding firm - even as inflation lingers. From affordable indulgences to premium beverages, spending patterns are splitting across income groups. Meanwhile, the OPEC shake-up as the United Arab Emirates signals a potential reset in oil power dynamics. Markets pause as AI stocks retreat, while names like Spotify stumble despite strong earnings. In Asia, CapitaLand Investment and GoTo highlight resilience and turnaround stories - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Match Group has invested $100 million into Sniffies, signaling a shift in the online dating landscape. As traditional swipe-based apps face user fatigue, the company is exploring new formats and communities while leaning into artificial intelligence to reshape user experience. Dan Koh, Ryan Huang and Audrey Siek find out what this move means for the future of dating and digital platforms.See omnystudio.com/listener for privacy information.

What if the biggest threat to AI isn’t competition - but geopolitics? China blocks Meta Platforms’s AI ambitions, reshaping the rules of global tech investment overnight. Meanwhile, OpenAI and Microsoft loosen ties, signalling a new era of AI independence and rivalry. Markets edge higher even as oil surges past US$100, with Middle East tensions back in focus. Corporate movers from BP to ST Engineering highlight how geopolitics is driving winners and losers. All this and more as investors navigate a market where power, not just profits, is the real currency - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Avis Budget Group has experienced one of the most extreme stock moves in recent market history, with shares surging more than 600% before plunging nearly 70% in just days. The dramatic move was driven by a massive short squeeze, high short interest, and limited share supply rather than fundamental improvements in the business. Dan Koh and Ryan Huang break down what triggered the rally, why the stock reversed so quickly, and what investors should watch next.See omnystudio.com/listener for privacy information.

Are markets rallying on strength - or simply ignoring the risks building beneath the surface? Big Tech splits into two camps: AI heavyweights like Alphabet, Amazon, Meta and Microsoft pour billions into the future, while Apple doubles down on massive buybacks. Intel shocks markets with its best day in decades, while Nvidia pushes past a staggering $5 trillion valuation milestone. Meanwhile, Morgan Stanley flags conviction picks ahead of earnings, even as expectations climb dangerously high. With the Federal Reserve leadership in flux and oil prices surging, investors face a complex mix of growth optimism and macro uncertainty. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Intel surges, oil spikes, and investors are left asking - is this a turning point or a warning sign? Markets swing between optimism and uncertainty, hosted by Michelle Martin with Ryan Huang. From Intel’s blockbuster earnings and triple-digit momentum to Texas Instruments riding the AI wave, semiconductors are back in focus. Oil prices surge past US$100 amid Iran tensions, injecting fresh volatility into global equities and tempering risk appetite. In Singapore, Sheng Siong faces scrutiny over director pay while DBS, OCBC and UOB signal structural shifts with job cuts. Meanwhile, Amex shows resilient premium spending and iFast delivers strong profit growth, highlighting pockets of strength in financials.See omnystudio.com/listener for privacy information.

What if the biggest risk in markets today is not thinking big enough? US markets surge to record highs even as oil spikes past $100, signalling a fragile balance between growth and geopolitical risk. Tesla grabs headlines with a massive $25 billion spending push into AI, robotaxis, and humanoid robotics - despite mixed earnings. Meanwhile, corporate movers from Broadcom to Boeing and Alphabet highlight an economy still driven by innovation and scale. In Asia, CATL’s sodium-ion breakthrough could challenge lithium’s dominance and reshape the EV supply chain. All this as Singapore markets hold key levels, with names like DFI Retail Group and Singtel reflecting mixed local sentiment - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Victory Giant has made a strong debut in Hong Kong, raising over HK$20 billion and seeing its shares surge on the first day of trading. The company manufactures printed circuit boards used in AI servers and data centers, placing it at the center of the growing AI infrastructure boom. Dan Koh and Ryan Huang analyze Victory Giant’s business, what’s driving investor demand, and the risks behind the rally.See omnystudio.com/listener for privacy information.

Earnings are booming, what does this signal about market sentiment? Michelle Martin and Ryan Huang unpack a split global picture: DFI Retail surges on resilient consumer demand while United Airlines warns of turbulence ahead. REITs like OUE REIT and Keppel REIT show steady income growth, even as investors question sustainability. In the US, Kevin Warsh’s push for a Federal Reserve “regime change” could reshape how markets interpret interest rates. Meanwhile, corporate headlines - from Adobe’s massive buyback to CATL’s ultra-fast EV battery - signal where innovation and capital are flowing. From Singapore’s STI movers like CapitaLand Integrated Commercial Trust to global names like Nvidia-linked Victory Giant and Sanrio - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Apple has announced that CEO Tim Cook will step down in September 2026, with longtime executive John Ternus set to take over. The leadership transition marks the end of a remarkable era that saw Apple grow into one of the most valuable companies in the world. In this episode of Companies to Watch, Dan Koh and Ryan Huang break down Tim Cook’s legacy, how Apple’s business and stock performed under his leadership, and what investors need to know about John Ternus.See omnystudio.com/listener for privacy information.

Leadership changes, asset reshuffles and geopolitical tremors - markets are recalibrating in real time. Apple begins a new chapter as Tim Cook hands over to John Ternus, raising big questions about innovation in the AI era. In Singapore, CapitaLand Integrated Commercial Trust pivots from Asia Square Tower 1 to Paragon, doubling down on scarce Orchard Road assets. Oil spikes on US-Iran tensions while Wall Street slips - reminding investors that macro risk is far from over. Corporate movers include Apple, CICT, OCBC, Sea Ltd, Eli Lilly, UOL Group, City Developments and Seatrium. From psychedelics to tokenised gold, innovation is accelerating - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

AEVEX has recently gone public, raising $320 million as investors look to gain exposure to the rapidly growing defense technology sector. The company focuses on drones, autonomous systems, and intelligence platforms, areas seeing increased demand amid evolving global conflicts. Join Dan Koh and Ryan Huang as they investigate AEVEX’s IPO, its business model, and if this defense play is more than just hype.See omnystudio.com/listener for privacy information.

War risks flare, markets rally - and a Singapore tycoon takes on global banks in a $1 billion courtroom clash. We unpack the high-stakes lawsuit involving Oxley Holdings, Societe Generale, Credit Suisse, Standard Chartered - and why confidence can make or break billion-dollar ventures. HSBC’s top stock picks spotlight AI, cloud, and pricing power, as investors hunt for the next outperformers this earnings season. Markets surge with the S&P 500 above 7100, but oil volatility tied to Strait of Hormuz tensions keeps risk alive. Earnings spotlight turns to Tesla, Boeing, Blackstone, Lockheed Martin, United Airlines, American Airlines, and Singapore REITs including Keppel REIT, OUE REIT, Digital Core REIT, Frasers Centrepoint Trust. From Apple’s China rebound to Disney’s IMAX rival and Coliwoo’s expansion, it’s all in play—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Markets are hitting record highs - but beneath the surface, investors are getting far more selective. Netflix beats earnings but sinks as leadership changes raise deeper questions about growth.Pepsi surprises to the upside - signaling a shift from pricing power to consumer sensitivity. TSMC’s blockbuster results confirm AI demand is translating into real profits across the supply chain. Meanwhile, markets push higher despite geopolitical risks, as investors rotate between growth, yield, and resilience. Also in the spotlight: Netflix, PepsiCo, TSMC, Sigenergy, Keppel DC REIT, SBS Transit, Frasers Logistics & Commercial Trust, Mapletree Logistics Trust. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Wall Street rallies toward all-time highs as blockbuster earnings from major banks fuel optimism -hosted by Michelle Martin with Ryan Huang. Citigroup and Goldman Sachs lead a trading-driven surge, while JPMorgan and Wells Fargo reflect resilience across lending and dealmaking. Energy markets flash caution: BP rides “exceptional” oil trading gains as geopolitical tensions tighten supply. Tech and innovation accelerate - Amazon’s satellite ambitions, Novo Nordisk’s AI drug push, and Alibaba’s leap into robotics signal a new frontier. In Singapore, the STI breaks past 5,000, led by Mapletree Logistics Trust, while DFI Retail drags—highlighting uneven market strength. See omnystudio.com/listener for privacy information.

We start in Singapore where the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster earnings, powered by AI-driven trading and a resurgence in dealmaking - but investors still hit the sell button. Global markets rebound on Iran ceasefire hopes, while oil volatility continues to signal underlying geopolitical risk. In corporate news, luxury giant LVMH disappoints, CATL eyes a massive capital raise, and Keppel flags second-order shocks. Closer to home, the STI slips, with Hongkong Land dragging while Sembcorp Industries provides a bright spot. We digest market news in this conversation with Michelle Martin and Ryan Huang.See omnystudio.com/listener for privacy information.

Markets are rallying - but what does oil flashing over $100 indicate? Geopolitics takes centrestage as Strait of Hormuz tensions escalate, with oil prices surging past US$100 and raising questions about whether this is strategy or shock. We unpack the counterintuitive idea that higher oil prices could be a geopolitical tool - and what that means for China, inflation, and markets. In stock focus, Amkor Technology rides the AI boom with ties to Apple and TSMC, while Wee Hur draws bullish calls from DBS. Earnings season kicks off with Goldman Sachs, JPMorgan Chase, BlackRock and Netflix all in focus. Corporate movers include Hermès, GSK and Olam, while the STI sees gains led by Singapore Exchange - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Markets are rallying on peace hopes - but oil is telling a very different story. We unpack Amazon’s bold move against Nvidia and what it means for the future of AI economics. From GLP-1 weight loss drugs reshaping retail demand to a tiny shipping ETF becoming a real-time war gauge, second-order effects are driving markets. China’s EV exports surge as oil shocks accelerate the energy transition narrative. In corporate news, Samsung faces selling pressure while Meta doubles down on AI ambition. All eyes on the STI as global tensions ripple through local markets - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Breached ceasefire? As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded. We unpack the market whiplash as Brent crude plunges then spikes, and what it signals about geopolitical risk. In corporate news, leadership drama at Paramount Skydance raises fresh questions over its US$81B Warner Bros. Discovery bid. Meta rolls out a new AI model, Grab doubles down on AI-led growth, while Delta and Constellation Brands signal consumer and cost pressures. Closer to home, the STI climbs with SATS and Hongkong Land leading gains, even as DFI Retail lags. From oil to AI to media consolidation - what’s noise and what’s signal? Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

The Straits of Hormuz is set to reopen for two week. What does that mean for markets? A fragile US-Iran ceasefire reopens the Strait of Hormuz, sending oil prices sharply lower and easing global supply fears. Singapore rolls out a S$1 billion support package to cushion households and businesses from energy-driven inflation shocks. Meanwhile, investors are already positioning for what could be history’s biggest IPO - SpaceX - fueling inflows into niche space ETFs. In corporate action, AWS scrambles to maintain resilience, Levi Strauss leans into direct-to-consumer growth, Universal Music attracts takeover interest, and OCBC doubles down on sustainability financing. Markets digest volatility and opportunity - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loom. Meanwhile, private credit shows signs of strain, with Blue Owl hit by withdrawals as Goldman Sachs circles opportunity. Wall Street edges higher cautiously ahead of escalating tensions involving Iran, with markets watching Trump’s next move. In corporate action, Broadcom deepens AI partnerships while Seagate emerges as an overlooked AI play. All eyes now on whether this rally has legs - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Markets are climbing - but under the surface, pressure is building fast. Oil surges past US$110 as geopolitical risks collide with resilient US jobs data. Starbucks’ turnaround efforts fall flat with investors, while Bank of America refreshes its top picks for a choppy Q2. Tesla and Lucid signal cracks in the EV story, even as AI talent wars heat up with UBTech’s aggressive hiring. In Singapore, Sembcorp leads gains while Keppel drags, with the STI holding firm for the week. From earnings to economic signals, we unpack what matters next - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

AI, war tensions and a potential trillion-dollar IPO - markets are juggling momentum and risk. Asia-Pacific markets trade higher as investors bet on easing geopolitical tensions and AI-led growth. Intel surges on signs of a manufacturing-led turnaround, while Visa rolls out AI tools to reshape payments disputes. Microsoft doubles down on Singapore with a US$5.5 billion AI investment, underscoring regional tech ambition. Meanwhile, Elon Musk’s SpaceX IPO could rewrite valuation records even as Iran tensions cast a shadow over tech. In corporate news, OCBC hits a S$100 billion milestone and ST Engineering secures major contracts - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

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 for privacy information.

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 for privacy information.

When CEOs are buying, markets are falling, and butter chicken disappears off menus - what is the market trying to tell us? Asia-Pacific markets tumble as Iran war fears deepen, while Wall Street logs its longest losing streak in nearly four years. Michelle Martin and Ryan Huang unpack insider buying at Palo Alto Networks, Pop Mart and ABR - even as institutional investors pull back. We explore how geopolitical shocks are rippling through everyday life - from fuel shortages in the Philippines to supply chain disruptions in India. Meanwhile, more than half of S&P 500 sectors are in correction territory - raising the question: is a broader downturn inevitable? In corporate focus: BYD, Gap, Berkshire Hathaway and DBS, alongside weakness in Singapore REITs like Keppel DC REIT and Mapletree Logistics Trust. Plus, what to watch this week as earnings from Nike and Conagra Brands take centrestage, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Markets turned volatile as a Google AI efficiency breakthrough rattled memory chip makers like Samsung Electronics and SK Hynix, raising questions about future demand. Meanwhile, Jefferies flags a coming humanoid robot wave, spotlighting players like Analog Devices and NXP Semiconductors. Wall Street saw its sharpest drop since the Iran conflict began, with oil volatility and inflation fears weighing on sentiment. In corporate news, earnings disappoint at Concord New Energy and Shangri-La Asia signal cracks in recovery narratives. Plus, Singapore markets weaken as Hongkong Land and Jardine Matheson Holdings drag the STI lower - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Social media giants face a legal reckoning, Keppel races toward a $200 billion ambition, and AI stocks are back on fire - what does it all mean for investors? Markets are navigating a collision of regulation, reinvention and rally, hosted by Michelle Martin with Ryan Huang. A landmark ruling puts pressure on platforms like Meta, Instagram and YouTube, raising new risks for Big Tech. Meanwhile, Keppel pivots hard into an asset-light future, chasing scale in infrastructure, energy transition and digital assets. In the US, names like Super Micro, Dell and HPE surge as AI demand fuels a fresh wave of optimism.Plus, UP or DOWN on Microsoft, On Holding, Banyan Group and Japanese IPOs - while Apple teases its next AI leap.See omnystudio.com/listener for privacy information.

A $375M verdict, oil profits on steroids, and AI winners splitting from losers - markets are sending sharp signals. Asia-Pacific markets take their cue from Wall Street’s wobble as geopolitics and valuations collide, hosted by Michelle Martin with Ryan Huang. From Meta’s landmark legal setback to TotalEnergies flagging unprecedented refining margins, policy and profit cycles are colliding. In tech, Arm Holdings surges on AI optimism while Micron Technology slides despite strong earnings - a divergence investors can’t ignore. Meanwhile, governance questions deepen at Grab Holdings, even as U.S. equities start to look “cheap” again. Singapore’s Straits Times Index edges higher, with DFI Retail Group and Jardine Matheson leading, while Wilmar International lags. And in the Last Word - Apple bets big on an AI-powered Siri reboot.See omnystudio.com/listener for privacy information.

A single post moves markets, oil swings wildly, and one founder widens his grip - are investors missing the bigger risks? Markets whipsawed overnight as geopolitics, governance and energy shocks collided in real time, hosted by Michelle Martin with Ryan Huang. Grab’s proposal to boost founder voting power raises fresh questions about control versus accountability - even as it expands into fintech and M&A. Oil plunged more than 10% after signals of easing tensions, but underlying damage to Middle East energy infrastructure may keep prices volatile. Unusual pre-announcement trading activity is sparking debate about market efficiency and information asymmetry. Meanwhile, corporate moves from Sony, Tokio Marine, Lumentum and Hybe highlight divergent sector momentum. Closer to home, the STI remains under pressure, with broad-based declines signalling cautious investor sentiment. See omnystudio.com/listener for privacy information.

What if the biggest threat to food companies… isn’t inflation but your shrinking appetite? GLP-1 drugs like Ozempic are reshaping consumer behavior, forcing food giants to rethink portions, pricing, and product strategy. Meanwhile, US markets wobble as the Russell 2000 slips into correction territory, raising questions about the durability of the rally. Asian tech earnings from Xiaomi, PDD, Meituan and BYD are now in focus as investors hunt for growth signals. Corporate headlines add to the volatility - from Super Micro’s sharp selloff to Sinopec’s profit drop and Elon Musk’s legal battles. And in tech, Amazon explores a bold return to smartphones, joining Apple, Google, Meta and OpenAI in the race to redefine AI hardware. Hosted by Michelle Martin with Ryan Huang. Companies in focus: Amazon, Apple, Google, Meta, OpenAI, Xiaomi, PDD Holdings (Pinduoduo), Meituan, BYD, Coca-Cola Andina, Super Micro, Sinopec, Singtel, Sembcorp Industries, Hongkong Land.See omnystudio.com/listener for privacy information.

A silent gas is shaking global markets - and most investors didn’t see it coming. Michelle Martin breaks down how a supply shock tied to Middle East tensions is rippling through semiconductors, healthcare and aerospace. The conversation tuns to s logistics giant FedEx posts blockbuster earnings. Hosted by Michelle Martin with Ryan Huang, both explore how industrial gas leaders like Linde and Air Products could benefit while chipmakers face rising cost pressures. We also unpack Novo Nordisk’s next obesity drug breakthrough, Xiaomi’s massive AI spending push, and strategic moves in Suntec REIT and Hongkong Land. Plus, what’s driving weakness in Singapore’s STI and whether select names like Sembcorp Industries can hold up amid broader declines. From invisible commodities to visible winners - this is a market driven by forces most investors overlook.See omnystudio.com/listener for privacy information.

AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stock slips on heightened expectations. They explore whether the AI supply chain - from Nvidia-driven demand to chipmakers - is entering a new phase of volatility. Back home, a bullish broker call on Nam Cheong highlights how oil-linked plays are riding geopolitical tensions and offshore activity recovery. The Fed signals no rush to cut rates, sending markets lower - while Tencent, Disney, and Manulife US REIT reflect diverging global corporate momentum. Plus: Singapore’s STI reclaims 5,000 - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI. Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robotics are capturing market imagination despite thin revenues, signalling a shift where real-world deployment matters more than profits. Hosted by Michelle Martin with Ryan Huang, the conversation explores how rising oil prices are rippling across industries - from airlines raising guidance to ComfortDelGro passing on fuel costs to commuters. We examine why US markets are rebounding even as geopolitical tensions simmer, and what easing oil prices could mean for risk sentiment. In corporate news, Meta pulls back on its metaverse ambitions, Nvidia restarts China-linked production, and Singtel faces fresh scrutiny after service disruptions. On the local front, the STI surges with Singtel leading gains, highlighting resilience in Singapore equities.See omnystudio.com/listener for privacy information.

AI demand is exploding - but can Nvidia really deliver a trillion-dollar future? Michelle Martin and Ryan Huang unpack Nvidia’s bold $1 trillion AI forecast driven by Blackwell chips, Vera Rubin systems and the rise of agentic AI that can act, not just respond. Hosted by Michelle Martin with Ryan Huang, the conversation explores whether Nvidia can maintain dominance as rivals circle and energy constraints loom. We also revisit Berkshire Hathaway’s $2 billion Iran oil windfall - a reminder of Buffett’s enduring edge in geopolitics and commodities. In corporate news, Dollar Tree surprises on pricing power while Peloton pivots to gyms, Sert expands logistics assets in Europe, and SATS rides cargo growth optimism. Back home, the STI climbs with Singapore Exchange, Singtel and Wilmar leading gains even as UOL lags. And in today’s Last Word, Pop Mart faces life after Labubu mania - can it reinvent its toy empire?See omnystudio.com/listener for privacy information.

Oil above $100, war in the Middle East, and AI spending from Big Tech are colliding to reshape the global market outlook. On this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack how the Iran conflict and disruption in the Strait of Hormuz are pushing oil prices sharply higher and unsettling investors worldwide. Brent crude’s surge toward US$103 is raising fresh inflation fears just as the U.S. Federal Reserve prepares for a key rate decision. Closer to home, the ripple effects could hit Singapore’s REIT sector, which faces pressure from rising financing costs and property valuation risks. Meanwhile, corporate headlines span Meta’s AI-driven layoffs, Berkshire Hathaway’s buyback signals, and Singtel’s ambitious US$250 million AI investment fund. We also check in on the STI movers, with Wilmar International surging while ST Engineering and Yangzijiang Shipbuilding face selling pressure.See omnystudio.com/listener for privacy information.

Oil markets are on edge as Middle East conflict threatens one-fifth of the world’s oil supply moving through the Strait of Hormuz. Michelle Martin and Ryan Huang unpack the ripple effects across energy markets, global equities and insurance. Hosted by Michelle Martin with Ryan Huang, the show explores why oil prices are rising even after the International Energy Agency released a record 400 million barrels of emergency reserves. We also examine why defense stocks are suddenly being treated as safe havens by investors. In corporate news, Netflix is making a massive AI bet, while Indonesia’s GoTo surprises markets with stronger earnings guidance. Closer to home, DFI Retail surges on investor optimism while UI Boustead REIT’s public offer draws strong demand.See omnystudio.com/listener for privacy information.

A 200-year-old trading empire is looking good. Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead. Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow’s risk. On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it’s time to overweight equities again. Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by Meta, tax provisions at Mapletree Logistics Trust, and profitability at EV maker Nio. Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang. Companies mentioned:Jardine Matheson • Oracle • Salesforce • Meta • Mapletree Logistics Trust • Nio • Yangzijiang ShipbuildingSee omnystudio.com/listener for privacy information.

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack how mixed signals from U.S. President Donald Trump on the Iran conflict are rattling investors and pushing Brent crude toward the US$100 mark. We explore what 50 years of oil shocks teach us about the two signals markets really watch during geopolitical crises. Strategist Ed Yardeni warns the odds of a U.S. market meltdown could rise to 35% if the Iran conflict escalates - but is that too pessimistic? Meanwhile, the AI infrastructure race intensifies as Oracle builds massive data centers financed by heavy borrowing. We also play UP or DOWN with HPE, Hims & Hers, YouTube and Suntec REIT, and check in on the Straits Times Index, Hongkong Land, UOL and Wilmar International as Singapore markets try to stabilize. Companies mentioned: Oracle, Hewlett Packard Enterprise (HPE), Hims & Hers, YouTube, Suntec REIT, Hongkong Land, UOL, Wilmar InternationalSee omnystudio.com/listener for privacy information.

Oil shocks, gold surges and a familiar tech giant's stumble - markets are suddenly on edge. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack the forces shaking global markets - from Sea Ltd’s earnings surprise and share price plunge to Singapore’s growing ambitions as a physical gold hub. Gold prices are surging past historic levels as wealthy investors pile into safe havens and policymakers position Singapore as a regional bullion trading center. Meanwhile, a widening Middle East conflict and the Strait of Hormuz blockade threaten global energy flows, pushing Brent crude above $81 and disrupting LNG supplies. We also run through earnings movers including Target, Best Buy, Swiss sneaker maker On, DFI Retail Group and Wilmar International. Plus: the next computing revolution may not be in your phone - tech giants like Qualcomm, Meta, Google and Apple are racing to build AI-powered wearables that blend seamlessly into everyday life. Companies mentioned: Sea Ltd., Target, Best Buy, On Holding, DFI Retail Group, Wilmar International, ST Engineering, Keppel, CapitaLand Integrated Commercial Trust, Qualcomm, Meta, Google, Samsung, Apple, OpenAI.See omnystudio.com/listener for privacy information.

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack how OPEC may respond - and what higher energy costs mean for inflation and equities. Then, in our “Invest Like Buffett” segment, we assess Berkshire Hathaway’s final quarter under Warren Buffett and the market’s early verdict on Greg Abel. We also break down why UBS is turning cautious on U.S. stocks and preview earnings from cruise lines to chipmakers. Plus, UP or DOWN on Anthropic, the Yangzijiang names, and the Straits Times Index - hosted by Michelle Martin with Ryan Huang. Companies in focus: Berkshire Hathaway, Warren Buffett, Greg Abel, UBS, Anthropic, Apple, Yangzijiang Financial, Yangzijiang Maritime, Yangzijiang Shipbuilding, Genting Singapore, OPECSee omnystudio.com/listener for privacy information.

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Netflix’s decision to walk away from acquiring Warner Bros. Discovery after a superior cash bid from Paramount, and what that means for streaming economics and consumers. We track CNMC Goldmine’s near-400% profit surge as gold prices power earnings - and ask whether momentum can last after a 500% share price run. Our UP or DOWN segment ranks Singapore earnings from Soilbuild’s 84% jump to Centurion’s 82% slide - separating operating strength from one-off gains. In the US, Nvidia drops despite strong results, dragging the NASDAQ lower, while the STI slips below 5,000 with UOL and City Developments leading losses. We close with market breadth, leadership shifts, and what this rotation tells long-term investors. Plus: a quick cultural pivot with the Rock & Roll Hall of Fame nominees - because markets, like music, are about timing.See omnystudio.com/listener for privacy information.

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen Huang’s bold pushback against fears of an AI threat to software firms. We examine why Salesforce is leaning on a US$50 billion buyback as shares slide - and what that signals about SaaS sentiment. Closer to home, we explore how OCBC is prioritising special dividends over buybacks as Singapore payouts surge to multi-year highs. In UP or DOWN, we look at diverging fortunes across Air New Zealand, Qantas, Axon Enterprise and Lynas Rare Earths. We also check in on the Straits Times Index after Genting Singapore’s sharp drop. Finally, Malaysia’s durian-fuelled tourism push rounds out today’s Last Word.See omnystudio.com/listener for privacy information.

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 billion and what its special dividend signals about capital strength. We compare performance across Singapore’s banking trio - OCBC, DBS, and UOB - and examine why OCBC shares are outperforming. Then we turn to Singapore Airlines, where record operating revenue contrasts sharply with a steep drop in net earnings after last year’s Vistara one-off gain. From there, we assess what investors will be listening for as U.S. President Donald Trump delivers his State of the Union - tariffs, cost-of-living pressures, and election risk in focus. In UP or DOWN, we track deal tension around Warner Bros. Discovery, Paramount, Stripe, PayPal, JPMorgan Chase, and Genting Singapore, before checking whether the STI is clawing back losses.See omnystudio.com/listener for privacy information.

Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment. FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks. IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses. Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix. We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat. Companies in focus: UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | NetflixSee omnystudio.com/listener for privacy information.

Can you really call yourself the world’s biggest retailer if your edge comes from the cloud? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack how Amazon dethroned Walmart in 2025 revenue - but only thanks to AWS. Strip out cloud, and the retail crown looks very different. We examine Walmart’s softer profit print, its quiet online gains, and why its stock is beating Amazon year-to-date. In Singapore, DBS upgrades Genting Singapore amid strong cash reserves and a constructive gaming environment. Plus: Sea Ltd & Google’s AI tie-up, Nestlé’s ice cream exit, New Balance vs Nike, OUE REIT & UOB’s One Raffles Place sale, and the STI’s charge past 5,000. Hear about: Amazon | Walmart | AWS | DBS | Genting Singapore | Sea Ltd | Google | Nestlé | New Balance | Nike | OUE REIT | UOB | Yangzijiang Shipbuilding | Mapletree Logistics TrustSee omnystudio.com/listener for privacy information.

One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names. Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations? In media, Warner Bros Discovery’s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield? Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom’s edge. In UP or DOWN, we size up Palo Alto Networks’ profit miss, Moderna’s FDA review reversal, and Yangzijiang Maritime’s proposed buyback. Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse? Hear about Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino’s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land.See omnystudio.com/listener for privacy information.

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark. In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf. US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks. Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic. Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI.Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger. Hear about:Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.See omnystudio.com/listener for privacy information.