Join Michelle Martin on her tour of markets!
Hosted by Michelle Martin with Ryan Huang, this episode unpacks Goldman Sachs’ 2025 investment themes, including AI, deregulation, and consumer resiliency, spotlighting stocks like Nvidia, Snowflake, and Uber. Explore market movers from Hon Hai to Stellantis and learn why Nippon Steel's US ambitions hit a roadblock.
Ryan shares insights on local standouts like Seatrium and SingPost, while the Straits Times Index tests key levels.
Plus, Tokyo's tuna auction nets a jaw-dropping $1.3 million for one bluefin fish!

Money and Me: Why are markets still climbing if oil prices are rising?
23:15

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check
23:56

Money and Me: The AI Capex Spend - who are the current winners?
25:30