Let the Money Talk

Hosted by PhillipCapital

BusinessInterviews guests

Website RSS feed

Episodes

620

Latest episode

Oct 2026

Language

EN-GB

About the 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.

Listen to episodes

60 recent

November 3, 20264 min

Microsoft: Azure Grows 48%. Can Returns Keep Pace With Soaring AI Spending?

Microsoft's Q1 FY2027 revenue rose 19% on Azure's fastest growth in five years, but heavy AI spending and a shrinking devices business remain key concerns. This podcast covers the main earnings developments, business drivers and risks highlighted in Phillip Securities Research's report. Research analyst: Alif Fahmi. Read the full report: https://www.poems.com.sg/stock-research/MSFT/microsoft-corp-higher-growth-from-rising-token-spending/ This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Microsoft Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 29, 20264 min

Spotify: 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 earnings developments, business drivers and risks highlighted in Phillip Securities Research's report. Research analyst: Helena Wang. Read the full report: https://www.poems.com.sg/stock-research/SPOT/spotify-technology-s-a-navigating-ai-risk-with-strong-growth/ This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Spotify Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 26, 20264 min

Netflix: 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 the main earnings developments, business drivers and risks highlighted in Phillip Securities Research's report. Research analyst: Helena Wang. Read the full report: https://www.poems.com.sg/stock-research/NFLX/netflix-inc-viewing-time-a-big-concern This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Netflix Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 19, 20264 min

Frasers 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% occupied and rents are rising with 11.9% reversions, but commercial occupancy sits at 88.4% and UK business parks still carry vacancies. Can a S$5bn sponsor pipeline and a 6.8% yield make FLCT's 21% discount to NAV too good to ignore? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #FLCT #REITs Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 16, 20264 min

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 has come at a loss. Is Raffles Education's ASEAN pivot the start of a new growth chapter? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #RafflesEducation #Education Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 16, 20264 min

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 earnings engine keep it ahead of the pack? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #JPMorgan #Banking Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 16, 20264 min

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 growth and cost discipline keep Wells Fargo a buy? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #WellsFargo #Banking Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 12, 20264 min

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 deposit rates are squeezing funding costs, a divergence that leaves DBS, which held its rate at 1%, with the widest margin edge. Can volume growth keep outrunning rising funding pressure into year-end? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #SG #FinanceNews #SingaporeBanks Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

October 12, 20265 min

Software 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 accelerated to 17.5% — the strongest in 15 quarters — as easing AI-disruption fears sparked a 17% third-quarter rebound led by Microsoft, Palantir and Snowflake, though stretched cybersecurity valuations prompted a downgrade of Palo Alto Networks to neutral at 97 times earnings. Can large-cap SaaS, still trading below its historical valuation, keep riding the enterprise AI spending wave? 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 PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #US #FinanceNews #Software #SaaS Follow PYTCH Media: YouTube Facebook Instagram LinkedIn Podcast Website

September 30, 20265 min

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 price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to ramp up AI workloads. Can Snowflake keep turning surging AI compute demand into lasting revenue growth? 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. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Microsoft #PYTCH #PYTCHMedia #USNews #FinanceNews #Snowflake Follow PYTCH Media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Website⁠