最佳Watch Market播客 (2024)

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Market Watch - Round 18 52:28

1d ago52:28

52:28

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. For the boys Horse Racing Tips this week go to @ReadingThePlay, @ThatJimmySmith & @TopSport_com_au on X. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Data Centres Powering Up Utility Companies 7:19

1d ago7:19

7:19

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at N…

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SMW Stories Episode 25 - Tina Williams-Koroma, CEO and Co-Founder - CyDeploy 20:14

10d ago20:14

20:14

Join us as Tina unpacks the challenges and triumphs of transitioning from a service-based to a product-based business. From navigating the complexities of venture capital to balancing technical oversight with strategic planning, Tina's experiences offer invaluable lessons for aspiring entrepreneurs. She highlights the critical importance of a stron…

1
Round 18 - Canberra Raiders vs Newcastle Knights 4:07

1d ago4:07

4:07

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Sydney Roosters vs St George Illawarra Dragons 4:46

1d ago4:46

4:46

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - North Queensland Cowboys vs Manly Sea Eagles 6:49

1d ago6:49

6:49

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Wests Tigers vs Melbourne Storm 4:43

1d ago4:43

4:43

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Canterbury Bulldogs vs NZ Warriors 5:45

1d ago5:45

5:45

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Brisbane Broncos vs Penrith Panthers 5:44

1d ago5:44

5:44

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Cronulla Sharks vs Gold Coast Titans 5:40

1d ago5:40

5:40

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 18 - Parramatta Eels vs South Sydney Rabbitohs 6:16

1d ago6:16

6:16

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 18 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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Tesla And Nvidia, Is there Still Upside? 13:12

1d ago13:12

13:12

Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for a relook? Tony Nash, CEO, Complete Intelligence gives us his perspective whilst we also try to interpret the Fed Minutes as to when a rate cut will happen. Image Credit: freepik.com See omnystudio.com…

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Ignore The Confusing Mixed Data 12:41

2d ago12:41

12:41

There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun, Economic Advisor, CGS International Securities, Singapore to help us to distill rumour from fact to have a better sense of where the global economy is heading. Image Credit: freepik.com See omnystudio…

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Bursa Malaysia, Time For Foreigners To Return 7:21

3d ago7:21

7:21

The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024. We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank if the markets can still rally even after a year-to-date return of 10% and what investment strategy to adopt. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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The Data Will Guide The Federal Reserve 13:03

3d ago13:03

13:03

There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if that means the Federal Reserve will raise rates sooner rather than later. We also ask what is the best asset allocation strateg…

1
2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech 12:10

4d ago12:10

12:10

The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory. Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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RHB Neutral On Auto Sector, Weaker TIV For 2H2024 8:20

4d ago8:20

8:20

The total industry volume (TIV) data for the first five months of 2024 indicate that the auto sector is on track to achieve its TIV projections of 740,000 vehicles this year. However with two years of record sales in Malaysia, the likelihood that petrol subsidies will be removed and rising cost of living pressure, could sales ultimately disappoint …

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Market Watch - Round 17 43:26

7d ago43:26

43:26

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season as well as reviewing State of Origin Game 2 and giving their best bets for the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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Weekend Racing Tips 4:33

7d ago4:33

4:33

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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Round 17 - Sydney Roosters vs Wests Tigers 3:13

7d ago3:13

3:13

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 17 - Penrith Panthers vs North Queensland Cowboys 3:10

7d ago3:10

3:10

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 17 - Melbourne Storm vs Canberra Raiders 5:52

7d ago5:52

5:52

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 17 - Newcastle Knights vs Parramatta Eels 3:50

7d ago3:50

3:50

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 17 - NZ Warriors vs Brisbane Broncos 5:06

7d ago5:06

5:06

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 17 - Canterbury Bulldogs vs Cronulla Sharks 4:10

7d ago4:10

4:10

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 17 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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FBMKLCI Starts On The Right Note, Can That Continue? 7:50

7d ago7:50

7:50

2024 started on the right note for the Malaysian equity market with a year-to-date gain of 9%. Only beaten by Vietnam but doing much better than other ASEAN markets like Singapore, Philippines, Thailand and Indonesia, Imran Yusof, Head of Research, MIDF gives us the outlook for the rest of the year and what stocks to pay attention to. Image Credit:…

1
US Elections Non-Event For Markets 12:58

7d ago12:58

12:58

Stock market sentiments have been somewhat mixed ahead of the release of May PCE data, the Fed's preferred inflation gauge. Why are investors being cautious and what's the best portfolio strategy ahead of US November elections? We discuss these trends with Tim Mulholland of TJM Limited. Image Credit: Shutterstock.com See omnystudio.com/listener for…

1
Yen Reaches New Low, Intervention Imminent? 12:31

8d ago12:31

12:31

Japanese Yen is under pressure due to US dollar strength, hitting a new low since 1996. Are we getting closer to a possible rate hike by the Bank of Japan? We discuss this and other trends with Vishnu Varathan of Mizuho Bank. Image Credit: wirestock/ freepik.com See omnystudio.com/listener for privacy information.…

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Will China's Third Plenum Excite Markets? 12:18

9d ago12:18

12:18

China’s 618 e-commerce festival saw sales fall by 7% on-year, down for the first time since 2016. Amid weak domestic consumption and an ongoing property slump, will China's upcoming third plenum provide positive impetus for the economy and markets? We discuss these trends and more with Jack Kouzi of VFS Group. Image Credit: Shutterstock.com See omn…

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Markets Won't Stay Sanguine On US Elections 11:34

10d ago11:34

11:34

This week, markets will be closely watching the Fed Reserve’s preferred inflation gauge, namely the Personal Consumption Expenditure (PCE) index for May, which will be out on Friday morning US time. How will the inflation data shape the Fed's next moves? We discuss this and more with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth…

1
STATE OF ORIGIN 2 SPECIAL - Market Watch 24:34

10d ago24:34

24:34

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview State of Origin - Game 2 at the MCG this Wednesday Night. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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A Turning Point For SREITS 9:18

11d ago9:18

9:18

On a year to date basis, Singapore Reits continue to underperform with a return of -14% versus the broader FBMKLCI gain of 1.7%. This as the spread between the average yield of SREITs and the risk-free rate has narrowed but is it time to bottom fish? Krishna Guha, Analyst, Maybank Securities tells us whilst giving us pointers on how to spot a quali…

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Is There Still Room for Upside with Nvidia? 12:57

11d ago12:57

12:57

AI darling Nvidia ended the previous trading week down 6.6%, losing its place as the world’s most valuable company to Microsoft. With sky-high valuations, should investors take money off the table or HODL? We discuss this and more with Kelvin Wong of OANDA. Image Credit: Freepik.com See omnystudio.com/listener for privacy information.…

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Gold, Remains The Safe Haven Asset 11:57

14d ago11:57

11:57

In a year with more than 80 elections due to take place, have markets priced in the political risk. Laurent Lequeue, Independent Market Analyst gives us his answer whilst we delve into when the Fed will start cutting rates considering the spate of weak US economic data. Image Credit: freepik.com See omnystudio.com/listener for privacy information.…

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A Correction is Healthy, Take Advantage of It 9:13

14d ago9:13

9:13

In the last month, the FBMKLCI has corrected by 2.1%. Is this just a healthy correction or the end of the rally we enjoyed since the beginning of the year. Sean Yap, CEO, M&A Value Partners Asset Management tells us what is the investment strategy to adopt and the sectors that we should pay attention. Image Credit: Shutterstock.com See omnystudio.c…

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Market Watch - Round 16 49:05

15d ago49:05

49:05

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season and give their thoughts on the two Origin sides named for Game 2 in Melbourne next week. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Weekend Racing Tips 4:54

15d ago4:54

4:54

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to give their best bets for the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 16 - Wests Tigers vs Canberra Raiders 5:50

15d ago5:50

5:50

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 16 - South Sydney Rabbitohs vs Manly Sea Eagles 7:02

15d ago7:02

7:02

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 16 - Sydney Roosters vs Canterbury Bulldogs 5:35

15d ago5:35

5:35

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 16 - Gold Coast Titans v NZ Warriors 7:37

15d ago7:37

7:37

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 16 - Dolphins vs Melbourne Storm 5:13

15d ago5:13

5:13

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 16 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
AI, The New Frontier For Markets 11:03

15d ago11:03

11:03

With Nvidia the most valuable company in the world, there are invariably comparisons to the dot com boom. We ask Tony Nash, CEO, Complete Intelligence if that is the case and it will all end in tears or are we living in very different times. Image Credit: Pixabay.com See omnystudio.com/listener for privacy information.…

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Time For China To Turn On The Monetary Taps 13:21

16d ago13:21

13:21

In China, macro data for May has been mixed with industrial output lagging expectations, but retail sales beat forecast. We ask Carlos Casanova, Senior Economist at UBP if relaxing their monetary policy is a viable option whilst finding out what to expect from the all-important Plenum session in July. Image Credit: shutterstock.com See omnystudio.c…

1
From Planter To LSS Player 9:38

17d ago9:38

9:38

As Malaysia marches towards its zero carbon goals by 2050, more opportunities have opened up in the renewable energy space. We speak to Ong Chee Ting, Regional Plantation Analyst, Maybank Investment Bank to find out whether RE will be a viable earnings opportunity for planters with their landbank which could be converted to large scale solar projec…

1
US Markets Hit New High Thanks To Tech, Again 12:54

17d ago12:54

12:54

The S&P 500 and Nasdaq rose to new highs driven mainly by mega tech stocks. Jun Rong, Market Strategist at IG International tells us if this rally has legs or if there are similar opportunities in Asia. We also look at the correlation between the Japanese Yen and the Nikkei 225. Image Credit: drotbotdean / freepik.com See omnystudio.com/listener fo…

1
Shareholders Back Musk Pay Package 12:31

21d ago12:31

12:31

Why have markets reacted positively to the hawkish tone of the Federal Reserve? How will Elon Musk's approved $56 billion pay package impact the share price of Tesla? We discuss this and more with Tim Mulholland of TJM Limited. Image Credit: shutterstock.com See omnystudio.com/listener for privacy information.…

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Market Watch - Round 15 57:40

21d ago57:40

57:40

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 15 of the 2024 NRL season and give their best bets for the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Weekend Racing Tips 3:50

21d ago3:50

3:50

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview the weekend's racing. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

1
Round 15 - Newcastle Knights vs Penrith Panthers 6:44

21d ago6:44

6:44

Jimmy Smith (SEN) is joined by Tristan Merlehan (TopSport) & Gerard Condon (@ReadingThePlay) to preview Round 15 of the 2024 NRL season. Learn more about your ad choices. Visit megaphone.fm/adchoices由Jimmy Smith

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