Shows / Let the Money Talk
Let the Money Talk
We aim to address the needs of Asian investors in the global landscape through the power of creativity. Being Singapore's number one business platform that focuses on financial news, industry trends, investment strategies and talks, live and interactive programmes, on-demand streaming shows, and an educational platform where users can get training in finance, trading and investments. Our platform acts as a portal into all things finance, with interviews, keyword explanations, as well as daily…
Episodes
Let the Money TalkSpotify: Revenue Up 16% on Pricing Power. Can AI Become a Growth Lever?
Spotify's Q3 2026 revenue rose 16% on premium subscriber growth and price hikes, but AI disruption remains a key risk to manage. This podcast covers the main…
Let the Money TalkNetflix: Viewing Hours Grow Just 2%. Can Price Hikes and Ads Revive Growth?
Netflix's Q3 2026 revenue rose 12% on price hikes and fast-growing advertising, but weakening viewer engagement remains the main concern. This podcast covers…
Let the Money TalkFrasers Logistics & Commercial Trust – Organic growth with acquisition optionality
🚚 Phillip Securities Research Analyst Darren Chan initiates coverage of Frasers Logistics & Commercial Trust on Let the Money Talk! Logistics assets are 99.7%…
Let the Money TalkRaffles Education Ltd - Back to school and growth
🎓 Join Phillip Securities Research Analyst Hashim Osman on Let the Money Talk for a look at Raffles Education's push into ASEAN! Raffles University enrolment…
Let the Money TalkJPMorgan Chase & Co – NII guidance raised; buybacks cut
📊 Phillip Securities Research Analyst Glenn Thum unpacks JPMorgan Chase's Q3 2026 results on Let the Money Talk! Equity markets revenue surged 49% on booming…
Let the Money TalkWells Fargo & Company – Loan growth and cost cuts lift EPS 13%
🏦 Wells Fargo's Q3 2026 numbers are in, and Phillip Securities Research Analyst Glenn Thum breaks them down on Let the Money Talk! Loans and deposits both grew…
Let the Money TalkSingapore Banking Monthly – Loan growth at 13% outpaces rising funding costs
🏦 Singapore loan growth just hit 13%, a post-COVID high. Glenn Thum breaks down the September 2026 Singapore Banking Monthly on Let the Money Talk. Booming…
Let the Money TalkSoftware Stocks: SaaS Growth Hits 15-Quarter High. Is the Rebound Real?
📈 Software is back in favour. On this episode of Let the Money Talk, Alif Fahmi unpacks the sector's second-quarter 2026 update. SaaS revenue growth…
Let the Money TalkSnowflake Inc - Growth from rising coding and AI agent activities
🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration…
Let the Money TalkMagnificent 7 Monthly: Aug 26 - Selling AI beats buying AI
🚀 From Nvidia's impressive growth to Tesla's robotaxi expansion – August was a month of surprises! Catch the full breakdown on "Let the Money Talk" with Glenn…
Let the Money TalkOracle Corp – Revenue inflection as AI monetisation gains traction
🔍 Examine Oracle's latest fiscal results with Alif Fahmi on Let the Money Talk! A 121% growth in cloud infrastructure highlights their AI drive. With strong…
Let the Money TalkAdobe Inc – No inflection point in sight
🔍 Explore Adobe's third-quarter fiscal 2026 outcomes with Alif Fahmi on Let the Money Talk! Revenue growth driven by creative solutions and AI did not alter…
Let the Money TalkApple Inc. - Exciting new foldable, but outlook remains complicated
🔍 Dive into Apple's September 2026 product launch with Helena Wang on Let the Money Talk! The debut of the $1,999 foldable iPhone Duo and price hikes across…
Let the Money TalkSingapore Banking Monthly – Volume replaces margin as loan growth hits 10%
📈 Loan growth in the Singapore banking sector hits 10% for the first time since COVID! Listen to this podcast to stay updated on the latest corporate news…
Let the Money TalkPalo Alto Networks Inc – Highest sales growth in 9 years
🔍 Dive into Palo Alto Networks' fourth-quarter fiscal 2026 results with Alif Fahmi on Let the Money Talk! Revenue surged 34.4% year-on-year — the strongest…
Let the Money TalkSalesforce – The end of the SaaSpocalypse
🔍 Dive into Salesforce's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! Agentforce annual recurring revenue rocketed past $1.5…
Let the Money TalkNVIDIA - ACIE overtakes hyperscale growth
🔍 Dive into NVIDIA Corporation's second-quarter fiscal 2027 results with Ben Chong on Let the Money Talk! Data center revenue surged 117% to $89 billion as…
Let the Money TalkSpaceX – AI compute drives growth on 90-day contracts
🔍 Dive into SpaceX's second-quarter 2026 results with Glenn Thum on Let the Money Talk! AI compute swung to a $1.1 billion profit as revenue surged 92%, but…
Let the Money TalkSingapore Banking Monthly – Earnings above estimates on record fees and trading
🔍 Dive into Singapore's banking sector July 2026 update with Glenn Thum on Let the Money Talk! Loan growth crossed 9% year-on-year for the first time since…
Let the Money TalkSingapore Exchange Limited – Cash equities drive a record year
🔍 Dive into Singapore Exchange's second-half FY2026 results with Glenn Thum on Let the Money Talk! Cash equities revenue rocketed 40% to power a 39% surge in…
Let the Money TalkReddit Inc. - Solid financials and robust advertising fundamentals
An analysis of Reddit 2Q26's financial update. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit…
Let the Money TalkSATS Ltd - Cargo and food strength offsets SoAJV decline
Positives, negatives and outlook for SATS Ltd by Hashim Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit…
Let the Money TalkUltraGreen.ai - One small step for rival, no giant leap
Updates of UltraGreen.ai share price performance by Hashim. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit…
Let the Money TalkBRC Asia 3Q26 Update
Yik Ban, a research analyst at Phillip Securities Research will unpack BRC Asia 3Q26 updates. https://www.poems.com.sg/stock-research/BRCC.SG/ This podcast has…
Let the Money TalkMag-7 July 2026 Update
Yik Ban, a research analyst at Phillip Securities Research will unpack Mag-7 July 2026 Updates. This podcast has been created using PhillipGPT based on a…
Let the Money TalkCNMC – Gold price cushions volume decline
🔍 Dive into CNMC Goldmine Holdings' 1H2026 results with Hashim Osman on Let the Money Talk! A 40% surge in gold prices drove revenue up 23.4% and expanded…
Let the Money TalkUltraGreen.ai 1H2026: Vial Pricing Power Drives 30.7% Revenue Growth Past Rising Costs
🔍 Dive into UltraGreen.ai's first-half 2026 results with Hashim Osman on Let the Money Talk! Vial pricing power pushed adjusted revenue up 30.7% and volumes up…
Let the Money TalkPalantir Technologies Inc – Acceleration across all fronts
🔍 Dive into Palantir Technologies' Q2 2026 results with Alif Fahmi on Let the Money Talk! US commercial revenue surged 150% and government revenue jumped 79%…
Let the Money TalkAirbnb Inc – Large events offset EMEA booking weakness
🔍 Dive into Airbnb's Q2 2026 results with Alif Fahmi on Let the Money Talk! Booking volume climbed 10% and ADR hit its highest growth since 2022 as US strength…
Let the Money TalkUOB Q2 2026: Record Wealth Fees Meet Margin and Fee Growth Headwinds
🔍 Dive into UOB's Q2 2026 results with Glenn Thum on Let the Money Talk! Wealth fees hit a record high and ASEAN income is booming, but margin pressure and…
Let the Money TalkOCBC Q2 2026: Trading Income Jumps 85% as Wealth Powerhouse Emerges
🔍 Dive into OCBC's Q2 2026 results with Glenn Thum on Let the Money Talk! Trading income skyrocketed 85% as wealth fees hit record highs, even as margins came…
Let the Money TalkDBS Group Holdings Ltd – Wealth fees outrun the rate drag
🔍 Dive into DBS Group's Q2 2026 results with Glenn Thum on Let the Money Talk! Wealth management fees surged 42% to record highs, more than offsetting falling…
Let the Money TalkElite UK REIT - Out with the old, in with the new
🔍 Dive into Elite UK REIT's first-half FY2026 results with Hashim Osman on Let the Money Talk! Gearing is down, debt is now almost all fixed-rate, and new…
Let the Money TalkLendlease Global Commercial REIT - Retail strength continues, AEI upside next
🔍 Dive into Lendlease Global Commercial REIT's latest results with Hashim Osman on Let the Money Talk! Retail rental reversion and occupancy keep climbing…
Let the Money TalkApple Inc. - Supply constraints and rising memory weigh on near term
🔍 Dive into Apple's fiscal Q3 results with Helena Wang on Let the Money Talk! Despite robust iPhone and MacBook demand, memory costs and supply issues pose big…
Let the Money TalkAmazon.com Inc. -AWS growth begins to justify CapEx bet
Why is Amazon thriving in 2026? 🤔 Join us on 'Let the Money Talk' as we unravel how Prime Day shifts and AI acceleration are crafting a new retail landscape…
Let the Money TalkMicrosoft Corp – Efficiency gains led Azure acceleration
Alif Fahmi, a research analyst from Phillip Securities Research, will be diving into an analysis of Microsoft's 4Q26 financial updates. Listen to this podcast…
Let the Money TalkTesla Inc. – Record deliveries but margins collapse
Glenn Thum, a research analyst from Phillip Securities Research, will be diving into an analysis of Tesla's 2Q26 financial updates. Listen to this podcast to…
Let the Money TalkNetflix Inc.-softer guidance, but engagement not slowing
Helena Wang, a research analyst at Phillip Securities Research will unpack Netflix Inc. 2Q26 results. Listen to this podcast to stay updated on the latest…
Let the Money TalkSingapore Banking Monthly – Loans surge, rates bottom
Glenn Thum, a research analyst at Phillip Securities Research will be covering the Singapore Banking Monthly for June 2026. Our report was dated 14 Jul 2026…
Let the Money TalkWells Fargo & Company – Every segment delivers as loans grow 12%
Glenn Thum, a research analyst from Phillip Securities Research, will be diving into an analysis of Wells Fargo's 2Q26 financial updates. Listen to this…
Let the Money TalkJPMorgan Chase & Co – Equity markets power a record quarter
Glenn Thum, a research analyst from Phillip Securities Research, will be diving into an analysis of JP Morgan's 2Q26 financial updates. Listen to this podcast…
Let the Money TalkZixin Group Holdings Ltd – Higher volume drives profitability
Serena Lim Yi Qi, a research analyst at Phillip Securities Research will unpack 's Zixin's 2H26 & FY26 financial update. Listen to this podcast to stay updated…
Let the Money TalkAppLovin Corp. – Robust ad momentum ahead of AXON global launch
Serena Lim Yi Qi, a research analyst at Phillip Securities Research will unpack an analysis of AppLovin 1Q26's financial update. Listen to this podcast to stay…
Let the Money TalkSaaS premium valuations under pressure
Alif Fahmi, a research analyst at Phillip Securities Research will unpack Software sector's 1Q26 Results, diving deep into the premium valuations that are…
Let the Money TalkMicron 3Q26 Results
Yik Ban, a research analyst at Phillip Securities Research will unpack Micron 3Q26 Results. Listen to this podcast to stay updated on the latest corporate…
Let the Money TalkAdobe Inc. - Strong freemium uptake, weak ARR gain
Alif Fahmi, a research analyst from Phillip Securities Research, will be diving into an analysis of Adobe's 2Q26 financial updates. Listen to this podcast to…
Let the Money TalkOracle Corp – CAPEX raised to US$70bn in FY27e
Alif Fahmi, a research analyst at Phillip Securities Research, will break down Oracle Corporation’s standout fourth-quarter results and what they signal for…
Let the Money TalkPalo Alto Networks Inc. - Largest pure-play cybersecurity platform
Alif Fahmi, a research analyst at Phillip Securities Research, will explain why Palo Alto Networks stands out as the largest pure-play cybersecurity platform…
Let the Money TalkSalesforce Inc – Share buyback cuts outstanding shares by 11%
Alif Fahmi, a research analyst at Phillip Securities Research will unpack Salesforce Inc 1Q27 financial update. Listen to this podcast to stay updated on the…
Let the Money TalkNordic Group - Multi-year project upcycle intact
Hashim Osman, a research analyst at Phillip Securities Research, will dive deep into Nordic Group's 1Q financial update. Listen to this podcast to stay updated…
Let the Money TalkSATS Ltd - Strong cargo volumes, new contract wins drive growth
Hashim Osman, a research analyst at Phillip Securities Research will dive deep into SATS 4Q's financial update. Listen to this podcast to stay updated on the…
Let the Money TalkSea Ltd.-2026 an investment year
Helena Wang, a research analyst at Phillip Securities Research will unpack Sea Ltd. 1Q26 results. Listen to this podcast to stay updated on the latest…
Let the Money TalkAirbnb Inc – Modest booking and ADR growth
Alif Fahmi, a research analyst at Phillip Securities Research will unpack Airbnb 1Q26 results. Listen to this podcast to stay updated on the latest corporate…
Let the Money TalkWee Hur Holdings Ltd - Construction and worker dorm anchor growth
Yik Ban, a research analyst at Phillip Securities Research will unpack Wee Hur 2H25 Results. Listen to this podcast to stay updated on the latest corporate…
Let the Money TalkAdvanced Micro Devices Inc. - Clear Instinct GPU roadmap, strong CPU demand
Yik Ban, a research analyst at Phillip Securities Research will unpack AMD 4Q25 Results. Listen to this podcast to stay updated on the latest corporate news…
Let the Money TalkNetflix Inc. - Content, ads, and scale drive the next leg of growth
Helena Wang, Research Analyst at Phillip Securities Research, will cover the fourth quarter 2025 earnings report on Netflix Incorporated, titled “Content, ads…
Let the Money TalkThe Walt Disney Company - Streaming Turns Profitable
Helena Wang, Research Analyst at Phillip Securities Research, will cover the recent initiation report on Disney, with the title ‘Streaming turns profitable’…
Let the Money TalkNvidia 3Q26 Results
Yik Ban, a research analyst at Phillip Securities Research will unpack Nvidia 3Q26 Results. Listen to this podcast to stay updated on the latest corporate…
Let the Money TalkSea Ltd. - All rounded growth continues
Helena Wang, Research Analyst at Phillip Securities Research, will cover our second quarter 2025 earnings report on Sea Ltd., titled “All rounded growth…