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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Read: Tales of an Eastern Port: The Singapore Novellas of Joseph Conrad

Read: Tales of an Eastern Port: The Singapore Novellas of Joseph Conrad

This one is for the Joseph Conrad fans. A new book brings two Conrad novellas that start in Singapore together for the first time  Editor of " Tales of an Eastern Port: The Singapore Novellas of Josep...

24 Loka 202314min

Money and Me: Crypto Myth Busting in 2023

Money and Me: Crypto Myth Busting in 2023

Addressing crypto misconceptions has undoubtedly become increasingly imperative, given the long list of unfortunate events that occurred over the past year. With that in mind, Michelle Martin invites ...

24 Loka 202322min

Market View: Chevron $53 billion Hess Corp acquisition, Roche buys Telavant holdings, Hon Hai Precision Industry, Chinese yuan, Chinese equities, Stellanties, Intel, Microsoft $3.2 billion investment, Apple $1 billion AI catch up

Market View: Chevron $53 billion Hess Corp acquisition, Roche buys Telavant holdings, Hon Hai Precision Industry, Chinese yuan, Chinese equities, Stellanties, Intel, Microsoft $3.2 billion investment, Apple $1 billion AI catch up

It’s shopping season! Why is Chevron buying Hess Corporation for $53 billion? Why did Swiss pharma giant Roche agree to buy Telavant Holdings in a $7.1 billion deal? And where is Microsoft investing i...

24 Loka 202318min

Money and Me: Bond market, stocks, gold and challenges for the rest of 2023

Money and Me: Bond market, stocks, gold and challenges for the rest of 2023

Michelle Martin invites Cheng Chye Hsern, Head of Investment, Providend to discuss some of the challenges markets are expected to face at the tail end of 2023 and what the rise in long term interest r...

23 Loka 202315min

Market View: CapitaLand Investment, Venture Corporation, Yangzijiang Financial share buyback, American Express, Suntec REIT, Hong Kong Exchanges and clearing, Dropbox, GM & Ford earnings results, Big Tech report earnings

Market View: CapitaLand Investment, Venture Corporation, Yangzijiang Financial share buyback, American Express, Suntec REIT, Hong Kong Exchanges and clearing, Dropbox, GM & Ford earnings results, Big Tech report earnings

Who is topping the charts of institutional buying in Singapore's stock market, and whose lead should you follow? What's behind last week's negative sentiment over on Wall Street? And what key data sho...

23 Loka 202323min

Money and Me: What could you do with $100,000 today?

Money and Me: What could you do with $100,000 today?

Here's the dilemma that many of us are faced with: Should you invest in a lump sum or in smaller increments over time, a strategy known as dollar-cost averaging? Find out the answer with Michelle Mart...

20 Loka 202322min

Market View: MBS expansion plans, LVS restarts stock buybacks, TSMC, Nestle, Malaysian Ringgit, ST Engineering, Keppel Earnings overview, Fed Powell keeps future hike on table

Market View: MBS expansion plans, LVS restarts stock buybacks, TSMC, Nestle, Malaysian Ringgit, ST Engineering, Keppel Earnings overview, Fed Powell keeps future hike on table

On this episode of Market View, Michelle Martin and Ryan Huang find out what's the latest on MBS' expansion plans, highlights coming out of Keppel's earnings, and why stock-market investors are fixate...

20 Loka 202320min

Money and Me: How to invest in times of war?

Money and Me: How to invest in times of war?

Are there any real differences in how an investor should approach investing when major impact events like war breaks out? What does history tell us? Bank of America says we are in the worst bond marke...

19 Loka 202323min

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