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(3754)

SIEWCast: Keppel shares updates on work on the ASEAN power grid and its hydrogen-ready plant in Singapore

SIEWCast: Keppel shares updates on work on the ASEAN power grid and its hydrogen-ready plant in Singapore

What work has been done in the area of large -scale electricity imports, the ASEAN power grid, regional collaboration and Keppel's first hydrogen ready plant in Singapore? Michelle Martin finds out wi...

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Money and Me: Secret money hacks to save on your next trip to Europe

Money and Me: Secret money hacks to save on your next trip to Europe

The festive holiday season is looming large! And if Europe is on your list of travel destinations, you’re in luck! Because on Money and Me, Dan Koh and Adrian Abraham invite celebrity yacht chef, Lisa...

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Market View: US Treasury yields pull back, Apple considering new search engine, Ford, Rivian, BYD, LG Energy Solutions & Toyota Motor, SingPost, Doosan Robotics shares double on IPO debut

Market View: US Treasury yields pull back, Apple considering new search engine, Ford, Rivian, BYD, LG Energy Solutions & Toyota Motor, SingPost, Doosan Robotics shares double on IPO debut

On today’s Market View, Dan Koh and Ryan Huang find out what’s pulling the US Treasury yields back overnight on Wall Street, what the possible switching of Apple’s search engine would mean for Google,...

5 Loka 202322min

Money and Me: Empowering women to confidently take charge of their finances

Money and Me: Empowering women to confidently take charge of their finances

For a while now, women are often stereotyped as being less equipped than men to manage their money. But that’s all changing now because according to a study by the U.S. Bank’s 2022 Women and Wealth In...

4 Loka 202325min

Market View: US 10-Year Treasury yield reaches 16-year high, GM & Toyota, Palantir, Intel, Beyonce Renaissance Tour film, Kevin Mccarthy ousted, Facebook ad-free subscription

Market View: US 10-Year Treasury yield reaches 16-year high, GM & Toyota, Palantir, Intel, Beyonce Renaissance Tour film, Kevin Mccarthy ousted, Facebook ad-free subscription

What’s driving the 10-year Treasury yield to a 16-year high? And what does this mean for the broader market? Why was Kevin Mccathy voted out even after averting a government shutdown? And why is optim...

4 Loka 202319min

Money and Me: How is AI being integrated in Singapore courts?

Money and Me: How is AI being integrated in Singapore courts?

The advent of Artificial Intelligence has seen the redefinition of productivity and simplification of processes across every sector in the world. And the legal industry is no exception. In fact just r...

3 Loka 202314min

Market View: Russell 200 Index turns negative YTD, Sphere Entertainment, Tesla, Raffles Medical Group, Dyna-Mac, Crypto, China Evergrande Group resumes trading

Market View: Russell 200 Index turns negative YTD, Sphere Entertainment, Tesla, Raffles Medical Group, Dyna-Mac, Crypto, China Evergrande Group resumes trading

What does the negative YTD performance of the benchmark Russell 2000 index indicate about the health of the US economy? What are the magnificent stocks that can help you weather through this market vo...

3 Loka 202317min

Read: Hidden Genius by Polina Pompliano

Read: Hidden Genius by Polina Pompliano

According to Polina Pomliano, the highest performers don’t use tricks or hacks to achieve greatness, but mental frameworks that fundamentally change the way they see the world. But what are these secr...

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