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(3750)

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

What implications might the upcoming US elections have on overall market performance? With AI generating a surge in demand for energy, how can investors play on this trend? And will China's attempts t...

8 Helmi 202424min

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

On Market View, Michelle Martin and Ryan Huang find out how Disney was able to beat earnings estimate, why China is replacing its top markets regulator, and a quick run on the What's Hot, What's Not l...

8 Helmi 202423min

Money and Me: The strategy young professionals are banking on for retirement

Money and Me: The strategy young professionals are banking on for retirement

Michelle Martin finds out what young professionals in Singapore are basing their confidence on for retirement and if they can do better with Alice Tng, Wealth Manager, PhillipCapital.See omnystudio.co...

7 Helmi 202418min

Market View: DBS' earnings review, BP & UBS, Wing Tai, BRC Asia, F&N, Netlink, Eli Lily, Nintendo, Spotify, NYC Bancorp

Market View: DBS' earnings review, BP & UBS, Wing Tai, BRC Asia, F&N, Netlink, Eli Lily, Nintendo, Spotify, NYC Bancorp

Why are DBS' earnings coming under pressure? What do BP & UBS have in common? Find out with Michelle Martin and Ryan Huang as they break down the latest market actions.See omnystudio.com/listener for ...

7 Helmi 202421min

2023 Emerging Enterprise Award Winner: CoNEX Healthcare

2023 Emerging Enterprise Award Winner: CoNEX Healthcare

CoNEX Healthcare is a Singapore-based healthcare technology enterprise that is transforming patient care with PreSAGE® - a patented patient-monitoring platform that combines privacy-preserved thermogr...

7 Helmi 202414min

Money and Me: Why Singapore investors could be interested in the Earth Fund

Money and Me: Why Singapore investors could be interested in the Earth Fund

We take a closer look at the Earth Fund raised by the Twynam group which invests in decarbonisation-related companies with a strong focus on technology. Joining Michelle Martin is Johnny Kahlbetzer, C...

6 Helmi 202414min

Market View: McDonald’s misses revenue estimates, Estée Lauder’s share surge, Palantir, Huawei, Novo Nordisk, Boeing, US Treasury Yields, Keppel Infrastructure Trust, IndiGo’s profit surges 53%

Market View: McDonald’s misses revenue estimates, Estée Lauder’s share surge, Palantir, Huawei, Novo Nordisk, Boeing, US Treasury Yields, Keppel Infrastructure Trust, IndiGo’s profit surges 53%

Which region is responsible for McDonald’s revenue miss? Why did Estée Lauder’s share surge even as the company announced its plan for a job cut? And what other companies are making headlines on the e...

6 Helmi 202421min

Money and Me: 3 mid-cap S-REITs flashing potential

Money and Me: 3 mid-cap S-REITs flashing potential

From “bombed out valuations” to a big gap between digital penetration rates and demand. If 2024 is the year for inflection for S-Reits, where can we dig into for opportunities? Michelle Martin and Wil...

5 Helmi 202419min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
pomojen-suusta
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-myyntikoulu
rss-draivi
herrasmieshakkerit
juristipodi
salkunrakentaja-podi
sijoitusovi-podcast
rss-h-asselmoilanen
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi