As AI investment accelerates, we explore how retail investors can capitalise on capital flowing away from software toward the infrastructure powering the revolution.

Arun Pai, Partner at Monk's Hill Ventures, shares his investment guiding stars and weighs in on whether retail investors are already late to the AI semiconductor trade.

Michelle and Arun also examine SpaceX's blockbuster IPO, unprecedented investor demand, and whether Starlink could ultimately become more valuable than the rocket business itself.

Plus, could Alibaba become the contrarian AI trade of the next decade?

As AI investment accelerates, we explore how retail investors can capitalise on capital flowing away from software toward the infrastructure powering the revolution.
Arun Pai, Partner at Monk's Hill Ventures, shares his investment guiding stars and weighs in on whether retail investors are already late to the AI semiconductor trade.
Michelle and Arun also examine SpaceX's blockbuster IPO, unprecedented investor demand, and whether Starlink could ultimately become more valuable than the rocket business itself.
Plus, could Alibaba become the contrarian AI trade of the next decade?

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.