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.

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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

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand,...

13 Touko 202416min

Money and Me: Will Gold continue to outperform in 2024?

Money and Me: Will Gold continue to outperform in 2024?

According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this traje...

10 Touko 202415min

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle ...

10 Touko 202419min

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

In this episode of Money and Me, we delve into the insights gleaned from Berkshire Hathaway's annual meeting, famously known as the "Woodstock for Capitalists," with special guest Willie Keng, Founder...

9 Touko 202425min

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Join Michelle Martin and Ryan Huang, who dissect the day's market action. They start with a focus on two locally listed companies: Olam Group and DBS. Olam is engaged in a bidding war for an Australia...

9 Touko 202421min

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