Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March?

As US-Israel strikes on Iran and retaliation across the Gulf rattle markets, we examine how a potential Strait of Hormuz disruption could drive energy prices higher and reignite inflation fears globally — including in Singapore.

Then we turn to AI turmoil: Anthropic’s Claude has been labelled a national security risk, while OpenAI swiftly secured a Pentagon deal.

Are we entering an era where political alignment determines corporate survival - and how do investors price that risk?

Add in Jack Dorsey’s Block cutting nearly half its workforce for agentic AI and fresh layoff data, what does that mean for global economic growth?

Simon Ree, Founder of Tao of Trading, joins us to break down safe havens, and how to position portfolios for volatility ahead - hosted by Michelle Martin.

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Episoder(4063)

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

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Is one of the market’s biggest investment narratives starting to shift? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about calls to slow frontier AI development, the surge in cyber...

16 Sep 26min

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears o...

16 Sep 16min

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle...

15 Sep 26min

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