Money and Me: How the expensive US stock market is being impacted by trends in AI

Money and Me: How the expensive US stock market is being impacted by trends in AI

Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape.

He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U.S. stocks 97% more expensive than historical averages.

Against this backdrop, how should investors assess their exposure to AI stocks as concerns grow over AI infrastructure spending?

Is AI optimism strong enough to offset uncertainty surrounding Trump’s tariffs?

This episode unpacks Nvidia’s $600 billion market wipeout, the risks to AI investments, and whether investors should rethink their AI strategies.

Plus, insights on Trump’s tariffs, their impact on inflation, and potential shifts in global supply chains.

See omnystudio.com/listener for privacy information.

Jaksot(3723)

Market View: Walmart, Siemens, Under Armour, JD.com, Baidu, BT Group, HSBC, Nio, Reddit, Prime Medicine

Market View: Walmart, Siemens, Under Armour, JD.com, Baidu, BT Group, HSBC, Nio, Reddit, Prime Medicine

Join "Market View" hosted by Michelle Martin with Ryan Huang as they delve into the latest earnings reports from Walmart, Siemens, and Under Armour. They discuss the Dow Jones Industrial Average's mil...

17 Touko 202422min

Money and Me: The meme stock revolution, AI disruption, US elections and US-China trade

Money and Me: The meme stock revolution, AI disruption, US elections and US-China trade

Are repeats of the 2021 meme stock mania going to become increasingly scarce? Is GameStop in a better or worse economic position than it was in January 2021? What are the implications of new US tariff...

16 Touko 202427min

Market View: Buffett's Chubb, Burry's Gold, SIA, GameStop, AMC, Xiaomi, Netflix, Burberry, Dell

Market View: Buffett's Chubb, Burry's Gold, SIA, GameStop, AMC, Xiaomi, Netflix, Burberry, Dell

In today's episode, Michelle Martin and Ryan Huang discuss Warren Buffett's recent investment in Chubb and Michael Burry's shift to gold ETFs while exiting Alphabet and Amazon. They explore Singapore ...

16 Touko 202421min

Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates

Money and Me: Winners and Losers Among S-REITs, Frasers Property's Profit Plunge, and the Impact of Sustained High Interest Rates

Join host Michelle Martin and REIT Specialist Kenny Loh as they delve into the latest developments in the S-REIT sector. They analyze the winners and losers over the past month and discuss the recent ...

15 Touko 202418min

Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American

Market View: Sea Limited, Alibaba, Tencent, GameStop, AMC, and Anglo American

Join Michelle Martin and Ryan Huang as they discuss Sea Limited's impressive revenue, Alibaba's profit drop, and Tencent's growth. They also cover the resurgence of meme stocks like GameStop, AMC and ...

15 Touko 202423min

Market View: GameStop, AMC, BHP, Anglo American, UMS, Amazon, Hyundai Marine, Marco Polo Marine, and SBS Transit

Market View: GameStop, AMC, BHP, Anglo American, UMS, Amazon, Hyundai Marine, Marco Polo Marine, and SBS Transit

In this edition of Market View with Michelle Martin and Ryan Huang, delve into GameStop's 75% overnight surge and discuss potential catalysts, including Roaring Kitty's return to social media. They al...

14 Touko 202421min

Money and Me: Saving up to 50% on your Zip Blinds

Money and Me: Saving up to 50% on your Zip Blinds

Zip blinds are all the rage for keeping small outdoor spaces rain and blazing sunlight out in Singapore. How is this SME able to offer up to 50% savings on those high costs of zip blinds? Michelle wel...

14 Touko 202420min

Money and Me: What the risk-averse are looking to

Money and Me: What the risk-averse are looking to

Dive into the world of investment options with Michelle Martin and her guest, Tim Phillips, Founder of TimTalksMoney, as he navigates through the landscape of fixed deposits, T-Bills, SSBs, money mark...

13 Touko 202425min

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