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)

Money and Me: What Climate Capitalism means for investor choices

Money and Me: What Climate Capitalism means for investor choices

How can the blend of business, science, and history provide the framework for ensuring that future generations can live in prosperity and that the wheels of progress don't falter? Michelle Martin spea...

25 Heinä 202318min

Money and Me: What do you need to know before investing?

Money and Me: What do you need to know before investing?

We lift the curtain on what you need to know to about the investment industry to be your own advocate. What should you know and what questions should you be asking when considering Investment products...

24 Heinä 202320min

Market View: Elon Musk, Barbie, Chat GPT, Dell, Mobileye Global

Market View: Elon Musk, Barbie, Chat GPT, Dell, Mobileye Global

Why is Elon Musk renaming Twitter? What could end  the US dollar’s resurgence? What’s driving the Pound’s decline? Is ChatGPT getting dumber? What are the top stocks to invest in for the week ahead? M...

24 Heinä 202324min

Read: The Tao of Jeet Kune Do

Read: The Tao of Jeet Kune Do

Michelle Martin shares why you should read Bruce Lee even if you are not a martial artistSee omnystudio.com/listener for privacy information.

21 Heinä 20234min

Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

What does the copycat of Twitter, Threads, mean for the Musk-Meta showdown? Will Toyota’s lofty ambitions to half the size, cost and weight of its batteries for its electric vehicles be enough to revi...

21 Heinä 202319min

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

On this episode of Market View, Michelle Martin and Ryan Huang takes a closer look at Marina Bay Sands' latest Q2 earnings results and Grab's acquisition of taxi company Trans-cab. They also analyse t...

21 Heinä 202320min

Money and Me: 3 Singapore REITs to watch

Money and Me: 3 Singapore REITs to watch

Today on Money and Me, Michelle Martin invites Kenny Loh, REIT Specialist and Independent Financial Advisor to look at a rising interest rate environment, debt refinancing, changing office space trend...

20 Heinä 202323min

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Why did Goldman Sachs earnings fall short of expectations? Why are there “significant doubts” about Sabana REIT’s ability to continue as a going concern? And what are the latest US earnings results th...

20 Heinä 202319min

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