Compounded: Recent Episodes
Syfe
The Weeblings' brother and sister duo Aaron and Sara dish on their investment style, their portfolio performance, and the stock market indicators they rely on.
Host: Yasminne Cheng
Episode guests: Aaron and Sara from The Weeblings
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
When it comes to EV investing, Tesla usually comes to mind. But there are many more opportunities across the EV ecosystem such as batteries and microchips. KraneShares' Anthony Sassine joins us to discuss the outlook for EV stocks and what he's bullish about right now.
Episode guest: Anthony Sassine, Senior Investment Strategist, KraneShares
Host: Yasminne Cheng
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Elon Musk has offered to buy Twitter again for the original price of $44 million. What's next for Twitter? How will this affect Tesla? Liquid Death reached a $700M valuation by selling water in beer cans. Here's how they did it. Plus: Gen Z loves tech and snacks.
Host: Yasminne Cheng
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Walmart is entering the metaverse, joining brands like Nike and Gucci on Roblox. Next to Roblox, Meta's Horizon World almost looks like a ghost town. FedEx's earnings fumble wiped out 20% of its market value - what next for the beleaguered company? And Apple is moving iPhone production to India, the world's fastest-growing smartphone market.
Host: Lavinia Tan
Episode guest: Grace Cheng
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Meta is all in on Instagram Reels, but TikTok remains far, far ahead. From original content to engagement, Instagram is struggling to catch up. Apple is the top FAANG stock in 2022 so far, and the new iPhone 14 could juice the stock further. Plus: Layoffs are coming to Goldman Sachs as deal-making slows.
Host: Yasminne Cheng
Episode guest: Grace Cheng
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Dylon Poh, aka The Weekend Investor on TikTok reveals what's in his portfolio, his returns so far, and why ST Engineering is the one investment he'd make right now. Plus: Can Lululemon become the next Nike after its blowout second quarter earnings?
Host: Yasminne Cheng
Episode guests: Dylon Poh, Jason Ang
Producer: Eliezer TohCompounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast. Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Up nearly 130% this year, Occidental Petroleum is the top S&P 500 stock, and Warren Buffett's new favourite investment. Meta plans to turn WhatsApp into India's super app. Plus: Should you invest your CPF-OA savings? Grace Cheng, Syfe's director of investment research, examines the topic: https://www.businesstimes.com.sg/wealth-investing/the-curious-case-of-cpf-investing
Host: Lavinia Tan
Episode guest: Grace Cheng
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Blue chips or REITs for dividend income? Should younger investors like dividend stocks too? Royston Yang, portfolio manager at The Smart Investor gives us a masterclass in building a long-term passive income portfolio.
*Host / producer: Eliezer Toh
Episode guest: Royston Yang
Royston used to write for the Motley Fool Singapore before joining The Smart Investor in 2019. He started his career in accounting before moving to a hedge fund where he worked for six and a half years.*
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Meme stock Bed Bath & Beyond surged 79% at one point on Tuesday and is up 300% in August. Apple plans to bring more ads to your iPhone, and Walmart's new streaming deal could help it beat Amazon. Lastly, is Peloton copying Ikea to cut costs?
*Host: Yasminne Cheng
Episode guest: Melvin Goh
Producer: Eliezer Toh*
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
This week, we chat with popular Youtuber Kelvin Learns Investing on why he's shifting away from Tesla, the stocks he's embracing instead, and his FIRE journey thus far! Kelvin also shares his top tips for successful investing, from watching more Youtube to investing regularly.
*Episode guest: Kelvin Tan
Host / producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.*
This week, we discuss latest meme stock AMTD Digital. At one point, the stock was up more than 20,000% since its IPO on 15 July, making it bigger than Goldman Sachs and Alibaba. We also talk about Apple Car and how TikTok helped Starbucks achieve better-than-expected earnings.
Host: Lavinia Tan
Episode guest: Jason Ang
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
*Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.*
This week, we break down all you need to know about the quarterly results from Meta, Google and Microsoft. We discuss how Meta plans to claw its way back to growth after their first ever revenue drop. We also talk about why Google's advertising business is holding up better than Meta, Snap, and Twitter. Lastly, we explore what makes Microsoft a resilient stock.
Host: Yasminne Cheng
Episode guest: Jason Ang
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
*Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.*
Sam Korus and Nicholas Grous, over at ARK Invest, join us this week to discuss the outlook for Tesla, Roku, and Zoom, the top 3 holdings within their flagship ARK Innovation ETF (ARKK).
We talk about how Tesla is navigating tough competition from General Motors and other rivals, and ARK’s take on BYD and their China EV strategy. We also explore why Roku is in a much better spot than Netflix as well as Zoom’s AI opportunity.
Host: Lavinia Tan
Episode guests: Sam Korus and Nicholas Grous, Associate Portfolio Managers, ARK Invest
Producer: Eliezer Toh
Compounded is brought to you by Syfe. Thank you for listening and stay updated on latest episodes by following our podcast.
*Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.*
Elon Musk is cancelling his deal with Twitter, 5 ways the chaotic saga could end, and how Tesla could wind up benefitting.
Host: Yasminne Cheng
Episode guest: Grace Cheng
Producer: Eliezer Toh
Thank you for listening to the COMPOUNDED podcast. Don't forget to follow us so you never miss an episode!
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Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
In this episode, we take a closer look at the Great Crypto Crash, the fallout, and how crypto billionaire Sam Bankman-Fried, better known as SBF, has emerged as the saviour of the industry.
Join our host Class 95 DJ Yasminne Cheng and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to the COMPOUNDED podcast. Don't forget to follow us so you never miss an episode!
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Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
Warren Buffett’s all-time favourite investment is one that flies under the radar: A small, slow-growing candy company called See’s Candies. According to a Bloomberg report, rental prices for private properties in Singapore have risen by 20% to 40% on average. Lastly, Fortune 500 company 3M could potentially face billions in legal costs over defective ear plugs they sold to the US military.
Join our host Class 95 DJ Yasminne Cheng and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to the COMPOUNDED podcast. Don't forget to follow us so you never miss an episode!
====
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
As consumers return to physical stores, Amazon now has too many warehouses and not enough orders. With Walmart turning up the heat with its vast network of stores that can fulfill online orders faster and more efficiently, can Amazon stage a comeback?
Chinese e-commerce firm JD.com saw more muted sales during its 618 mega shopping festival as compared to livestreaming platforms like TikTok and Kuaishou. What's the outlook for traditional e-commerce platforms as livestreaming gains more popularity?
Lastly, is it time to buy Chinese stocks? China's central bank has reportedly accepted Ant Group's application for a financial holding company. This could potentially points towards an end to China's regulatory crackdowns on tech companies.
Join our host Class 95 DJ Yasminne Cheng and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to the COMPOUNDED podcast. Don't forget to follow us so you never miss an episode!
====
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
Apple is moving into consumer finance with buy now, pay later. Will they be the first tech company to become a bank?Plus, Coca-Cola has outperformed the S&P 500 so far this year. Another boost for the stock? It's partnered Jack Daniels to sell the classic Jack-and-Coke cocktail in a can.
Join our host Lavinia Tan and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to the COMPOUNDED podcast. Don't forget to hit subscribe so you never miss an episode!
====
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
Elon Musk has been in the spotlight recently. From Twitter to remote work, his comments are scrutinised by the media. By extension, Tesla too has been at the receiving end of all these media attention and seen its stock slide about 30% since April. Are investors finally growing tired of Musk’s theatrics?
Plus, is America headed for a recession? And what does the end of DiDi's cybersecurity probe means for Chinese stocks?
Join our host Yasminne Cheng and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to COMPOUNDED. Don't forget to hit subscribe so you never miss an episode!
The COMPOUNDED podcast is brought to you by Syfe.
====
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
There's a new kid on the streaming block. But can Paramount+ produce original content like Stranger Things and Obi-wan Kenobi fast enough to bring in the views? Plus: A split in US consumer behaviour, and Sony takes on Tesla with its own electric vehicle.
Join our host Yasminne Cheng and Syfe's Director of Investment Research, Grace Cheng, as they take you through the most interesting business stories of the week.
Thank you for listening to COMPOUNDED. Don't forget to hit subscribe so you never miss an episode!
The COMPOUNDED podcast is brought to you by Syfe.
====
Since this podcast episode deals with markets, companies, and investing, please note that nothing that is discussed can or should be viewed as financial advice. Any and all opinions expressed in the discussion are solely the personal opinions of the presenters, and must not be relied upon as the basis for financial decisions.
Nothing in this podcast is meant to market any specific investment, or offer or recommend the purchase or sale of any specific security.
All forms of investments carry risks, including the risk of losing all of the invested amount. Such activities may not be suitable for everyone. This podcast, or advertisement, has not been reviewed by the Monetary Authority of Singapore.