Live Well with Michelle

(UPDATE: FULL AUDIO FILE UPLOADED 3 JUN 2026) What do Berkshire Hathaway, Alphabet, Nvidia and DBS all have in common? They’re placing billion-dollar bets on where growth is headed next. Berkshire Hathaway’s first major post-Buffett moves reveal confidence in two powerful themes: housing and artificial intelligence. We unpack Berkshire’s acquisition of Taylor Morrison and its deeper investment in Alphabet as Google raises US$80 billion to fund AI ambitions. Wall Street shrugs off rising oil prices and geopolitical tensions, pushing to fresh record highs as investors focus on earnings and growth. Nvidia expands beyond data centres into AI-powered PCs, while Hewlett Packard Enterprise shows how AI spending is creating winners across the technology ecosystem. Back home, DBS signals the next phase of growth with an aggressive wealth-management expansion across Asia-Pacific, reinforcing a key trend for Singapore banks. Hosted by Michelle Martin, featuring insights on Berkshire Hathaway, Alphabet, Nvidia, Microsoft, Dell, HP, Hewlett Packard Enterprise, Broadcom, DBS, OCBC and UOB.

Would you buy SpaceX at a US$1.75 trillion valuation - or are retail investors about to become exit liquidity for the biggest IPO wave in history? Michelle Martin explores whether investors are looking at a generational opportunity or a valuation that already prices in decades of success with Simon Ree, Founder of Tao of Trading. Featuring SpaceX, OpenAI, Anthropic, Goldman Sachs, Nasdaq and the Federal Reserve.

What if the biggest AI winners aren't AI companies at all? Hosted by Michelle Martin, we unpack how Jardine Matheson is preparing its next chapter after a US$10 billion transformation spree, while BYD unveils China's most advanced EV chip in a push to dominate smart driving. Ford is also surprising investors as its energy-storage business emerges as an unexpected AI play, helping power a sharp rally in its shares. Meanwhile, Wall Street continues its march to record highs on strong corporate earnings, even as investors keep one eye on a fragile US-Iran truce and the risk of an oil price shock. In UP or DOWN, we track Brent crude, Dell's blockbuster AI-fuelled growth, Costco's record fuel sales, The Gap's stumble, plus Singapore-listed Valuetronics and OKP Holdings. Companies in focus: Jardine Matheson, BYD, Ford Motor, Dell, Costco, The Gap, Exxon, Valuetronics and OKP Holdings.

Michelle visited Yu He Tang Wen’s TCM Center over at Holland Village to see if Traditional Chinese Medicine could help her back. Was the pain worth it?  

Hosted by Michelle Martin, we unpack sweeping new Executive Condominium cooling measures meant to restore affordability for first-time buyers.  Are EC's more attractive to buyers? Would you likely sell your EC for  more or less if you must stay in it for at least 10 years before selling?  Then we examine the $880 million Loyang Valley en bloc deal - the largest collective sale of 2026 - is the en bloc dream still alive or are these deals likely to be rare? Finally, we wrap with a lesson from Automobile MegaMart, where owners raced against the clock to pay $68 million to extend a lease that was running down. What happens when a leasehold asset approaches zero?  And what is the takeaway today - what should you as an investor understand before buying leasehold property? Guest: Ivan Cai, Chairman, Crestbrick

What if the most important thing to protect during a divorce isn’t your assets - but your judgement, your children and your peace of mind? Hosted by Michelle Martin, this episode explores the hidden emotional toll of separation and why many marriages don’t collapse from one dramatic event, but from years of exhaustion, resentment, emotional disconnection and unspoken hurt. Michelle speaks with Ronald Yeo, Advocate & Solicitor at Yeo Marini Law Corporation, about how to about navigate a divorce without losing your humanity, your health or your future.

A will cannot distribute your CPF funds! So how can you ensure your hard earned CPF goes to exactly who you wish to benefit? Who can you distribute your CPF funds to? How many people can you nominate online?  Can you leave your CPF to your children if they are young and "minors"? What happens when no nomination is made at all? Hosted by Michelle Martin, this episode explores why CPF nominations are not just financial paperwork, but an act of care. Michelle speaks with Caster Teoh, Assistant Director, Nominations & Accounts Closure Department, CPF Board. You can check if you have made a nomination here https://www.cpf.gov.sg/viewnomdetails. You will need your Singpass.

AI chips are creating trillion-dollar winners - but are investors already chasing the next phase of the boom? Hosted by Michelle Martin , this episode explores SK Hynix’s rise into the US$1 trillion club alongside Samsung, Micron and Nvidia as demand for AI memory chips surges. Michelle also unpacks Salesforce’s latest earnings, why investors remain nervous about AI disruption, and what Snowflake’s massive rally says about cloud and data infrastructure demand. She also discusses Taiwan overtaking India as the world’s fifth-largest stock market, driven by TSMC and the semiconductor boom. Plus, Wall Street hits a rare trifecta of record closes while investors assess what comes next for markets. In corporate news: Eli Lilly pushes deeper into vaccines, Temu-owner PDD disappoints on revenue, and Lululemon settles its boardroom battle with founder Chip Wilson.

A billion-dollar telecom merger has collapsed, a data-centre REIT is rethinking its strategy, and one of Singapore’s transport giants is facing fresh doubts - what should income investors do now? Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, this episode examines the fallout from the failed Simba-M1 merger and what it could mean for Singapore’s telecom sector, Keppel and future industry consolidation. Michelle and Willie unpack why investors are reassessing Mapletree Industrial Trust after weaker earnings, pressure on distributions and concerns surrounding its North American data-centre portfolio. They also discuss why ComfortDelGro shares have come under pressure despite the company’s overseas expansion strategy. The conversation explores how regulators balance competition, infrastructure investment and consumer interests when evaluating major telecom transactions. Plus, what dividend investors should focus on beyond headline yields when assessing long-term income opportunities.

The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations? Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade. Investors also examine strong earnings from SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating Worldwide Flight Services into its expanding global network. Michelle unpacks why premium cinema operator IMAX continues outperforming in the streaming era, why Delivery Hero surged on fresh takeover speculation involving Uber, and how Boustead Singapore more than doubled profits through a mix of operational strength and value creation. Plus, Frasers Logistics & Commercial Trust expands deeper into Europe as management doubles down on the logistics infrastructure theme. The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners.