Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

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 whether stock prices are rising because the economy is healing - or simply because the dollar is weakening.

With US market concentration at record highs, what does this mean for portfolios heavily exposed to American equities?

Michelle Martin speaks with Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, about whether this is resilience, illusion, or the start of a structural shift

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

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

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
utbytte
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-orjasater
lederpodden
livet-pa-veien-med-jan-erik-larssen
pengesnakk
morgenkaffen-med-finansavisen
lydartikler-fra-aftenposten
liberal-halvtime
rss-markedspuls-2