Market View: Succession, Swaps & Shockwaves - Apple’s Next Era Meets Orchard’s Big Bet

About this episode

The episode discusses leadership changes at Apple, real estate moves in Singapore, and the impact of geopolitical tensions on the markets.

Leadership changes, asset reshuffles and geopolitical tremors - markets are recalibrating in real time. Apple begins a new chapter as Tim Cook hands over to John Ternus, raising big questions about innovation in the AI era. In Singapore, CapitaLand Integrated Commercial Trust pivots from Asia Square Tower 1 to Paragon, doubling down on scarce Orchard Road assets. Oil spikes on US-Iran tensions while Wall Street slips - reminding investors that macro risk is far from over. Corporate movers include Apple, CICT, OCBC, Sea Ltd, Eli Lilly, UOL Group, City Developments and Seatrium. From psychedelics to tokenised gold, innovation is accelerating - hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Michelle Martin, Ryan Huang

Topics covered

• leadership changes
• asset reshuffles
• geopolitical tremors
• innovation
• AI
• real estate
• oil market
• macro risk

Keywords

• Apple
• Tim Cook
• John Ternus
• CapitaLand Integrated Commercial Trust
• Orchard Road
• US-Iran tensions
• Wall Street
• innovation
• psychedelics
• tokenised gold

Mentioned in this episode

Products: Apple, CapitaLand Integrated Commercial Trust, OCBC, Sea Ltd, Eli Lilly, UOL Group, City Developments, Seatrium

Places: Orchard, Singapore, US

More episodes of Live Well with Michelle

• Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold · September 4, 2026 · 13 min
• Advanced Diagnostic Tests the Super Health-Conscious are opting for · September 4, 2026 · 26 min
• Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market? · September 4, 2026 · 22 min
• Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall? · September 1, 2026 · 15 min
• AstraZeneca enabling precision diagnostics across Asia · September 1, 2026 · 17 min
• Money and Me: Higher Rates and Investors Positioning · September 1, 2026 · 20 min