You think you’re diversified… but what if you’re just betting on the same seven tech stocks again and again?

The so-called Magnificent Seven now dominate both US and global indices, quietly shaping returns for anyone holding “broad” ETFs.

We examine whether global diversification is becoming important again as big institutional players like Vanguard cut back on UK exposure and also talk about the rise and rise of gold.

Has one of our best known commentators changed his long-standing tactical view on the metal?

Michelle Martin speaks with Arun Pai, Associate Partner at Monk’s Hill Ventures, about how to spot unintended exposure and what a smarter diversification strategy really looks like, hosted by Michelle Martin.

You think you&rsquo;re diversified&hellip; but what if you&rsquo;re just betting on the same seven tech stocks again and again?
The so-called Magnificent Seven now dominate both US and global indices, quietly shaping returns for anyone holding &ldquo;broad&rdquo; ETFs.
We examine whether global diversification is becoming important again as big institutional players like Vanguard cut back on UK exposure and also talk about the rise and rise of gold.
Has one of our best known commentators changed his long-standing tactical view on the metal?
Michelle Martin speaks with Arun Pai, Associate Partner at Monk&rsquo;s Hill Ventures, about how to spot unintended exposure and what a smarter diversification strategy really looks like, hosted by Michelle Martin.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,  manage your expenses and start your smart money investment journey today. 

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,&nbsp; manage your expenses and start your smart money investment journey today.&nbsp;

Money and Me

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

If AI can replace junior lawyers overnight, what does that mean for your portfolio tomorrow?

In this episode, hosted by Michelle Martin, with guest Arun Pai, Associate Partner, Monk’s Hill Ventures  we unpack how an AI model from Anthropic is unsettling legal firms and deepening the AI scare trade across tech markets.

Why did billions evaporate in a single session - was it panic, or a recognition that business models are being rewritten?

We explore whether value now lies in proprietary data, ecosystem dominance, or AI infrastructure control.
In Asia, Indian billionaire Mukesh Ambani and Larry Fink of BlackRock are urging Indians to pivot from gold into domestic equities - could this fuel a 1990s-style retail boom?

We assess India’s growth outlook and whether capital rotation signals explosive expansion ahead.

If AI can replace junior lawyers overnight, what does that mean for your portfolio tomorrow?
In this episode,&nbsp;hosted by Michelle Martin, with guest&nbsp;Arun Pai, Associate Partner, Monk&rsquo;s Hill Ventures&nbsp;&nbsp;we unpack how an AI model from&nbsp;Anthropic&nbsp;is unsettling legal firms and deepening the AI scare trade across tech markets.
Why did billions evaporate in a single session - was it panic, or a recognition that business models are being rewritten?
We explore whether value now lies in proprietary data, ecosystem dominance, or AI infrastructure control. In Asia, Indian billionaire&nbsp;Mukesh Ambani&nbsp;and&nbsp;Larry Fink&nbsp;of&nbsp;BlackRock are urging Indians to pivot from gold into domestic equities - could this fuel a 1990s-style retail boom?
We assess India&rsquo;s growth outlook and whether capital rotation signals explosive expansion ahead.

Money and Me: AI shockwave and SAAS & India’s Early Equity Moment  

One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names.

Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations?

In media, Warner Bros Discovery’s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield?

Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom’s edge.

In UP or DOWN, we size up Palo Alto Networks’ profit miss, Moderna’s FDA review reversal, and Yangzijiang Maritime’s proposed buyback.

Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse?

Hear about  Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino’s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land.

One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now?
In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett&rsquo;s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names.
Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations?
In media, Warner Bros Discovery&rsquo;s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield?
Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom&rsquo;s edge.
In UP or DOWN, we size up Palo Alto Networks&rsquo; profit miss, Moderna&rsquo;s FDA review reversal, and Yangzijiang Maritime&rsquo;s proposed buyback.
Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse?
Hear about&nbsp;&nbsp;Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino&rsquo;s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land.

Market View: Buffett’s Final Bets, Streaming Showdown & AI’s Power Play

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark.

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf.

US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks.

Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic.

Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI.
Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger.

Hear about:
Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark.
In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion&rsquo;s &ldquo;baby steps&rdquo; into migrant housing demand across the Gulf.
US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks.
Corporate earnings from Walmart and DoorDash add to the week&rsquo;s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic.
Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI. Plus, in UP or DOWN, we size up GuocoLand&rsquo;s movies and whether Anthropic&rsquo;s marketing momentum signals something bigger.
Hear about: Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.

Money and Me: Are You Really Diversified - or Just buying the same 7 over and over?

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