PODCAST · business
Let the Money Talk
by PhillipCapital
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 news updates only a click away.
Episodes
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Raffles 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 has more than doubled since 2022 and asset sales are steering the group back to net cash, though exiting China assets like Wanbo College…
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JPMorgan 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 prime financing, but weaker fixed income trading and stalled deal-making pulled earnings below estimates. Can JPMorgan's diversified...
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Wells 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 11% as headcount fell for a 24th straight quarter, but lower rates squeezed loan yields and trading activity slowed. Can balance sheet...
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Singapore 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 loan volumes and 11% CASA growth are cushioning the banks, but SORA's fifth straight monthly rise and OCBC and UOB hiking promotional…
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Software Quarterly Update 2Q26 – End of the SaaSpocalypse
📈 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 accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir...
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Snowflake 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 behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target...
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Magnificent 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 Thum. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit...
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Oracle 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 demand ahead, will Oracle deliver on its promises? Listen to this podcast to stay updated on the latest corporate news. Additionally, you…
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Adobe 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 our neutral outlook despite a 14% P/E ratio. Does Adobe's AI complement their model effectively? Listen to this podcast to stay updated on...
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Apple 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 the Pro lineup should meaningfully lift average selling prices. Can Apple's new premium price tiers hold up without an AI-driven upgrade...
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Singapore 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. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been...
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Palo 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 growth since 2017 — as platformization and the CyberArk acquisition fueled AI security demand, even as a roughly 160% share rally since...
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Salesforce – 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 billion, up 240% year-on-year, driving a DCF target price hike to $243 from $166, even as heavier R&D and sales spending pulled profit below...
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NVIDIA - 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 sovereign AI demand more than tripled, even as supply constraints and rising memory costs cloud the outlook. Can NVIDIA's ACIe engine keep...
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SpaceX – 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 customer concentration and 90-day-cancellable cloud contracts keep the rating at sell with a $75 target. Can SpaceX turn its fragile AI...
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Singapore 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 COVID and record fee income offset falling net interest margins, even as UOB trimmed its fee growth outlook. Can volume growth keep…
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Singapore 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 adjusted earnings and a raised $25 target price, but a premium 38.6x valuation drove a downgrade to neutral. Has SGX's record run already...
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Reddit 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 https://www.stocksbnb.com/reports/reddit-inc-solid-financials-and-robust-advertising-fundamentals/ to access the full report and gain…
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SATS 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 https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using...
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UltraGreen.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 https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created...
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BRC 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 been created using PhillipGPT based on a report from a Phillip Securities Research analyst.
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Mag-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 report from a Phillip Securities Research analyst.https://www.poems.com.sg/stock-research/BRCC.SG/
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CNMC – 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 margins to 29%, even as gold production plunged 60% and pushed all-in sustaining costs up 46.2%. Can rising gold prices keep cushioning CNMC...
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UltraGreen.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 11%, even as rising admin costs nudged the target price down to $1.91. Can UltraGreen.ai's pricing engine keep outpacing its cost…
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Palantir 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%, powering a raised full-year guidance and a $215 target price. Can Palantir sustain this pace of acceleration across every segment? Listen...
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Airbnb 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 offset EMEA weakness, but a stretched valuation drove a downgrade to reduce. Has Airbnb's rally run too far ahead of its fundamentals?...
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UOB 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 slowing fee growth raise questions. Can UOB's wealth engine outrun the headwinds? Listen to this podcast to stay updated on the latest...
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OCBC 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 under pressure. Is OCBC's fee-driven transformation the real story here? Listen to this podcast to stay updated on the latest corporate...
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DBS 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 net interest income. Is DBS still Singapore's top bank pick? Listen to this podcast to stay updated on the latest corporate news....
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Elite 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 government-backed assets are adding stability. Is Elite UK REIT out with the old for good? Listen to this podcast to stay updated on the…
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Lendlease 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 while gearing drops sharply. Is this REIT's momentum built to last? Listen to this podcast to stay updated on the latest corporate news....
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Apple 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 questions for investors. Is it time to rethink your portfolio? Listen to this podcast to stay updated on the latest corporate news....
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Amazon.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. Listen now for a detailed analysis! 🎧 Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit...
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Microsoft 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 to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/MSFT/ to...
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Tesla 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 stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/TSLA/ to access the full...
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Netflix 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 corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/NFLX/ to access the full report and...
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Singapore 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 and titled ‘Loans surge, rates bottom'. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit...
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Wells 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 podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/WFC/ to access the...
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JPMorgan 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 to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/JPM/…
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Zixin 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 on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research to access the full report and gain…
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AppLovin 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 updated on the latest corporate news. Additionally, you can visit...
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SaaS 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 under pressure. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit...
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Micron 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 news. Additionally, you can visit https://www.poems.com.sg/stock-research/MU/ to access the full report and gain more...
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Adobe 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 stay updated on the latest corporate news. Additionally, you can visit www.poems.com.sg/stock-research to access the…
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Oracle 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 retail investors as Oracle expands aggressively into AI and cloud infrastructure. Listen to this podcast to stay updated on the latest...
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Palo 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 amid non-discretionary, regulation-driven demand, with the market projected to reach $240B by 2026. Listen to this podcast to stay updated…
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Salesforce 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 latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/CRM/ to access the full…
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Nordic 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 on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain…
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SATS 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 latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/ to access the full report and gain more…
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Sea 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 corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/SE/ to access the full report and gain more...
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ABOUT THIS SHOW
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 news updates only a click away.
HOSTED BY
PhillipCapital
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Frequently Asked Questions
How many episodes does Let the Money Talk have?
Let the Money Talk currently has 614 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Let the Money Talk about?
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...
How often does Let the Money Talk release new episodes?
Let the Money Talk releases new episodes frequently with a large back catalog of 614 episodes. Check the episode list for recent publication dates.
Where can I listen to Let the Money Talk?
You can listen to Let the Money Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Let the Money Talk?
Let the Money Talk is created and hosted by PhillipCapital.
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