Nvidia smashes earnings with US$26 billion in revenue, but markets still sell the stock — what does that tell us about investor nerves around AI?

Hosted by Michelle Martin, this episode dives into Washington’s extraordinary 10% equity stake in Intel, what it signals for the future of strategic industries, and how subsidies and politics are reshaping valuations.

We also explore the global chip war — from U.S. subsidies to China’s AI push and Japan’s resurgence — and what it means for investors in Nvidia, AMD, Intel, and TSMC.

Then, we turn to consumer psychology, as Pop Mart’s Labubu blind box mania grips China even amid regulatory warnings. Are blind boxes a fad, a bubble, or a deep cultural trend?

Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, joins with sharp insights for investors navigating tech, politics, and pop culture.  

Nvidia smashes earnings with US$26 billion in revenue, but markets still sell the stock &mdash; what does that tell us about investor nerves around AI?
Hosted by Michelle Martin, this episode dives into Washington&rsquo;s extraordinary 10% equity stake in Intel, what it signals for the future of strategic industries, and how subsidies and politics are reshaping valuations.
We also explore the global chip war &mdash; from U.S. subsidies to China&rsquo;s AI push and Japan&rsquo;s resurgence &mdash; and what it means for investors in Nvidia, AMD, Intel, and TSMC.
Then, we turn to consumer psychology, as Pop Mart&rsquo;s Labubu blind box mania grips China even amid regulatory warnings. Are blind boxes a fad, a bubble, or a deep cultural trend?
Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, joins with sharp insights for investors navigating tech, politics, and pop culture.&nbsp;&nbsp;

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.