What does investing like Warren Buffett look like now that the Oracle of Omaha has retired?

Michelle Martin follows the money at Berkshire Hathaway as the Greg Abel era takes shape, with fresh bets on US housing and a bigger position in Alphabet. What might Berkshire be seeing in a difficult housing market, and is its growing appetite for tech really such a departure from the Buffett playbook?

In China, Goldman Sachs is looking beyond the usual AI names to companies supplying the hardware behind the boom. Could printed circuit boards, data centres and robotics components offer another way into the AI trade - and how much should investors factor in geopolitics?

On Wall Street, Home Depot, Target, Lowe’s and Walmart put the American consumer under the microscope, while minutes from the Federal Reserve’s divided July meeting could offer clues on where rates go next.

Plus, Michelle goes Up or Down on Stripe’s US$7 billion OpenRouter deal, WuXi AppTec after its huge rally and Alibaba as Qwen passes three billion downloads.

And why are Chinese consumers more optimistic about AI than Americans? Where might Singapore sit? Finally, Spider-Man crosses US$2 billion as Hollywood rediscovers the power of the big-screen blockbuster.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

What deserves a place on your reading list?

Michelle Martin dives into the latest Straits Times bestseller list and picks out the books that caught her attention.

From ancient classics to Japanese fiction and big novels about family, identity and the choices that shape our lives, Michelle goes beyond the rankings to introduce her picks.

See omnystudio.com/listener for privacy information.

Singapore is proposing significant changes to its en bloc rules, potentially making it easier for some ageing developments to be sold collectively - even when a sizeable group of owners wants to stay.

Michelle Martin speaks with Daniel Sim, Founder of Golden Goose Properties, about what really drives a successful collective sale, how homeowners can judge whether an en bloc payout is enough to buy a suitable replacement home, and the protections for owners who oppose a sale.

With the new changes, how will you be able to tell if  an en bloc is a windfall or a disruption?

Here is what you need to know.

See omnystudio.com/listener for privacy information.

Wall Street hits another record as inflation cools and oil prices fall - but where are the real opportunities for investors?

Michelle Martin breaks down Reddit’s jump on joining the S&P 500, Workday’s takeover-fuelled surge, AMD’s multibillion-dollar debt raise and renewed interest in Chinese healthcare stocks.

In Singapore, why is Olam falling despite reporting S$1.9 billion in profit?

What does MSCI’s removal of Sembcorp mean for the stock, why is Genting Singapore under pressure, and what’s driving CDL’s earnings surge?

Plus, leadership turmoil at India’s Tata Group and the bullish case for the company behind  jeans.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Can a song do more than lift your mood?

Music therapy is increasingly being used alongside medical care to help people living with cancer manage pain, anxiety, nausea, sleep problems and difficult emotions.

Michelle Martin speaks with Germaine Yong, Music Therapist at 365 Cancer Prevention Society, about what happens in the brain and body when we hear music, what actually takes place in a music therapy session, and why music can sometimes reach us when words cannot.

They also explore how music may support caregivers and simple ways families can use it to create comfort and connection at home.

See omnystudio.com/listener for privacy information.

Singapore’s banks are delivering record results, but with wealth management increasingly driving growth, which of DBS, OCBC and UOB offers the strongest investment case?

Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about what the numbers reveal and where value may lie beyond the STI.

They examine  Singapore’s new and first mid-cap focused ETF, we also take a closer look at component stock CSE Global as data-centre demand drives revenue growth.

Plus, what can investors learn from the spectacular unravelling of Open AI researcher Leopold Aschenbrenner’s leveraged AI bets?

See omnystudio.com/listener for privacy information.

ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here?

Michelle Martin breaks down the numbers and what investors should be watching next.

Why did Cisco fall despite beating expectations?

What does Bank of America’s US$1.9 billion Jio Credit deal say about its ambitions in India?

Why are SK Hynix and Samsung in focus amid reports of Temasek investment plans?

And what does a US$12.5 billion Lakers valuation tell us about the value of elite sports franchises?

Plus, Digital Core REIT, NTT DC REIT and Food Empire enter the local spotlight; and Google’s latest Pixel phones raise a bigger question - is AI really enough to make us upgrade our smartphones?

See omnystudio.com/listener for privacy information.

What would make you put work and routine on hold, take your three young children out into the world, and spend a year travelling together?

Daniel Ng and Gina Cheong, co-founders of Aww Media, decided there might never be a better time. With a budget of around S$150,000, their family of five embarked on a year-long adventure around the world.

Michelle Martin catches up with them from Colombia to find out what the Instagram pictures don't show: illnesses and injuries, travelling with three children when plans fall apart, managing money for a year on the road, and what constant time together has revealed about their family.

Has the experience changed how they think about money, work, comfort and what makes a life well lived? And what do they hope their children will remember when the year is over?

See omnystudio.com/listener for privacy information.

Should S-REIT managers tell investors more about what lies ahead?

Michelle Martin speaks with Kenny Loh, REIT Specialist and Wealth Advisory Director, about the push for stronger forward guidance from Singapore REITs and whether greater transparency could lead to better investment decisions.

What would constitute meaningful guidance?

What are investors currently hearing  from investor-relations teams?

Could more guidance improve management accountability, or encourage short-term decision-making simply to hit a number?

And should REITs that communicate more transparently ultimately command higher valuations?

See omnystudio.com/listener for privacy information.

Sea Limited delivers another profitable quarter as Shopee hits new highs - but has its 40 percent share-price rally run too far?

Nvidia releases a new open AI model and mobilises US$500 billion to finance AI infrastructure, raising questions about risk and China.

CoreWeave shares surge as revenue doubles, while India’s L&T targets the rare-earth magnet market.

Why are global investors favouring Taiwanese stocks over their South Korean rivals?

Michelle Martin also examines Singapore Land’s 90 percent profit jump and million-dollar losses at Sentosa Cove.

Plus, the boy from “Baby Shark” prepares to make his debut as a singer.

See omnystudio.com/listener for privacy information.