Episodios

  • Money and Me: Shutdowns, AI, and Safe-Haven Surges
    Oct 6 2025

    Markets are brushing off a U.S. government shutdown - but how long can they ignore the risks?

    OpenAI’s $500 billion valuation, record gold prices, and Bitcoin at $120K all raise new questions about bubbles, belief, and safe havens.

    Michelle Martin and Simon Ree unpack whether this is Dot-Com 2.0 or durable growth.

    They explore George Soros’ bubble logic, the Fed’s data blackout, and how investors can spot real earnings in the AI frenzy.

    Expect talk of OpenAI, Tesla, JPMorgan, Goldman Sachs, Delta, and Bitcoin as Q3 earnings season kicks off.

    Hosted by Michelle Martin.

    See omnystudio.com/listener for privacy information.

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    20 m
  • Money and Me: Is CPF Life Enough for a Comfortable Retirement?
    Oct 3 2025

    How far can $1,350 a month really take you in retirement?

    Hosted by Michelle Martin, this episode explores CPF Life and whether the Standard or Escalating Plan is better suited for your golden years.

    Daniel Sim, Founder of Golden Goose Properties, joins the conversation to unpack the trade-offs of starting payouts at 65 versus delaying till 70.

    They also discuss strategies to supplement CPF with rental income, downsizing, or non-property investments.

    If your retirement target is $2,500–$4,500 a month, where will the extra cash flow come from?

    Tune in to learn how to think of property as a secondary “CPF Life” and what other income streams can bridge the retirement gap.

    See omnystudio.com/listener for privacy information.

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    29 m
  • Money and Me: How to Retire Several Times over a Lifetime
    Oct 2 2025

    Are more in Singapore rewriting the rules of work and retirement?

    Hosted by Michelle Martin with guest Ashmita Acharya, Head of International Wealth and Premier Banking, HSBC Singapore, this episode explores how Singaporeans are trading the “work till 65” model for intentional career pauses.

    We unpack HSBC findings that show 40% of Singaporeans planning mini-retirements aim to keep costs under $100K - signaling a shift from privilege to mainstream.

    From burnout relief to pursuing passion projects, mini-retirements are reshaping financial and life planning.

    How are they being funded - CPF, dividends, disciplined savings? And what are the non-financial hurdles that trip people up?

    Discover practical tips for anyone inspired to design a career with breaks built in, without sacrificing long-term security.

    See omnystudio.com/listener for privacy information.

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    19 m
  • Money and Me: Singapore’s IPO Renaissance
    Sep 30 2025

    Singapore’s IPO market is on fire - and it’s the strongest in over a decade!

    Hosted by Michelle Martin, this episode dives into the surge fueled by MAS’s S$5B liquidity fund, tax rebates, and record-breaking listings like Centurion Accommodation REIT and AvePoint’s dual debut.

    Malcolm Koo, CEO of CGS International Singapore, shares insights on sector shifts to AI, renewables, and healthcare.

    We explore investor sentiment trends across institutional and global funds.

    Plus, what reforms are still needed to keep the momentum going?

    And how should investors rethink portfolios to seize these new opportunities?

    See omnystudio.com/listener for privacy information.

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    22 m
  • Money and Me: Drugs Deal a Bad Hand
    Sep 29 2025

    Pharma stocks plunge as Trump’s 100% tariffs send shockwaves across Asia.

    Hosted by Michelle Martin, we break down the impact on Singapore’s $4 billion pharma exports, Sumitomo Pharma, CSL, and more. Are these tariffs a short-term blow or a long-term reset for Asian healthcare investments?

    Plus, we spotlight Mapletree’s three Singapore REITs - Logistics, Industrial, and Pan-Asia Commercial - amid expected rate cuts.

    Which one offers the best dividend yield and growth potential?

    Dividend Titan’s Willie Keng shares his strategy for navigating healthcare risks and REIT opportunities.

    See omnystudio.com/listener for privacy information.

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    30 m
  • Money and Me: Is Luxury Senior Housing Singapore’s Next Big Trend?
    Sep 24 2025

    Singapore is on track to hit super-aged status next year, and the housing market is bracing for change.

    Hosted by Michelle Martin, today’s show dives into the launch of Perennial Living’s private luxury assisted living project in Kovan, with monthly fees from $8,900 to $17,000.

    Will this premium model succeed alongside government-led Community Care Apartments, or remain a niche for the ultra-wealthy?

    We explore the demand, risks, and investor opportunities in this emerging sector.

    Plus, Michelle and Ivan Cai, CEO, Crestbrick discuss whether more private developers could follow, and what the government’s role should be.

    Finally, the conversation shifts to Kampong Bugis, a 4,000-home waterfront precinct in the URA’s Draft Master Plan 2025, and why this new approach to development could reshape investor strategies.

    See omnystudio.com/listener for privacy information.

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    19 m
  • Money and Me: SREITs in the Spotlight — Rate Cuts, New Indices, and the Next Wave of Growth
    Sep 23 2025

    How could the new iEdge Singapore Next 50 Indices reshape valuations, visibility, and investor opportunities.

    Hosted by Michelle Martin, this episode dives into how the Next 50 indices could unlock liquidity, ETF flows, and future growth for S-REITs within a context of falling rates.

    REIT specialist and Wealth Advisory Director, Kenny Loh breaks down the impact of falling borrowing costs and where income-focused investors should be looking now.

    From Centurion Accommodation REIT’s IPO to data centres, retail, and healthcare REITs - find out which sub-sectors are set to shine.

    See omnystudio.com/listener for privacy information.

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    22 m
  • Money and Me: Fed rate cuts and portfolio implications
    Sep 22 2025

    Are there moves you should make now with your portfolio?

    The US central bank slashes rates by 25 basis points to 4 - 4.25%, with cautious guidance pointing to only a handful of cuts ahead.

    Standard Chartered’s Global Market Outlook calls this a “delicate balancing act,” with investors urged to rotate from US to Asia ex-Japan equities.

    EM local currency bonds and locking in yields on high-quality debt emerge as key strategies.

    Audrey Goh, Head of Asset Allocation at Standard Chartered Bank’s Wealth Solutions Chief Investment Office, joins us to map out opportunities amid volatility.

    Hosted by Michelle Martin, this episode unpacks the Fed’s move and its global portfolio implications.

    See omnystudio.com/listener for privacy information.

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    14 m