Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital.

Wall Street rallies as energy stocks surge after US action in Venezuela, putting companies with deep roots - like Chevron - back in the spotlight.

We unpack why Halliburton’s Singapore-linked legacy and Chevron’s decades-long patience may now pay off in one of the world’s biggest energy rebuilds.

From Caracas to CES 2026, we track how AI demand is moving from hype to factory floors, with Nvidia-linked supply chains firing up.

In UP or DOWN, we assess what boardroom shifts, airport traffic records, data-centre leases and new SGX listings signal for investors.

Hosted by Michelle Martin with Ryan Huang, Market View connects oil, technology and global capital flows - revealing why timing, scale and staying power matter more than headlines.

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Episoder(4066)

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

Market View: Fed Hikes: Are Singapore Banks and US Stocks Back in Play?

The Fed has raised rates, but markets are rallying as oil prices and bond yields ease. Could the rate hike also provide a much-needed boost to Singapore banks — and why might UOB emerge as a bigger be...

18 Sep 13min

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Eleven Seconds Before Midnight: Can Humanity Become Wise Enough to Survive?

Human beings can split the atom, engineer artificial intelligence and peer billions of years into the history of the cosmos. But has our wisdom kept pace with our capabilities? In Eleven Seconds Befor...

18 Sep 23min

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

Money and Me: Property Traps - The 5 Questions to Ask Before You Invest

A polished presentation, an impressive property and the promise of an 8%, 10% or even 15% return — but do you actually know what you're buying and where those returns are coming from? Recent investmen...

18 Sep 25min

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

S-REITs have raised at least S$4.5 billion in equity funding this year, while average distribution yields of around 6.2% continue to tempt income investors. But after years of weak capital performance...

17 Sep 20min

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in f...

17 Sep 11min

Caregiver Burnout: They need more than permission torest

Caregiver Burnout: They need more than permission torest

More than nine in ten respondents to the Caregiving Welfare Association’s ongoing survey have experienced—or expect to experience—caregiver overwhelm. Yet guilt, family expectations and the fear that ...

17 Sep 20min

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Grab makes a US$1.5 billion bet on Atome, while Nvidia’s Jensen Huang pushes back against calls to slow AI development. Michelle Martin unpacks what it means for investors, plus the pressure from US$1...

16 Sep 12min

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Healthcare decisions are made for patients — but how often are they made with them? Michelle Martin speaks with Ann Single, CEO of the Patient Voice Initiative and President of HTAi, about what meanin...

16 Sep 16min

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