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(3763)

Market View: LVMH & Diageo earnings results, US GDP data, Intel, Hasbro, SAP, MBS, Frasers Centrepoint Trust

Market View: LVMH & Diageo earnings results, US GDP data, Intel, Hasbro, SAP, MBS, Frasers Centrepoint Trust

Today on Market View, Michelle Martin and Ryan Huang looks into the US’s latest GDP data and what it suggests about the health of its economy. They also find out who who Elon Musk thinks will be Tesla...

27 Tammi 202317min

Money and Me: On tankers and other less than obvious plays to cash in on macro trends for 2023

Money and Me: On tankers and other less than obvious plays to cash in on macro trends for 2023

Wondering what the NYSE glitch means for retail investors? Banks, REITS and high quality bonds seem to be what analysts favor, what are your options beyond Singapore? Arun Pai, Investments Team, Monks...

26 Tammi 202325min

Market View: US earnings review, AT&T, Levi Strauss, Tesla, Chevron, Red Bull, NYSE new glitch protocol, Hindenburg short sell on Adani stocks

Market View: US earnings review, AT&T, Levi Strauss, Tesla, Chevron, Red Bull, NYSE new glitch protocol, Hindenburg short sell on Adani stocks

Today on Market View, Michelle Martin and Ryan Huang take a broader look at the US earnings season and how investors have been weighing on these latest results. They also discuss Hindenburg Research’s...

26 Tammi 202320min

Read: Transition - The Story of PN Balji

Read: Transition - The Story of PN Balji

What began as casual catch up between two friends developed into weekly two to three hour sessions and ultimately a life biography. Today on Read, Michelle Martin speaks to Woon Tai Ho, Author, Transi...

25 Tammi 202318min

Market View: NYSE ‘technical glitch’, Microsoft earnings reaction, Google, General Electric, AIMS Apac REIT, Elon Musk Tesla trial

Market View: NYSE ‘technical glitch’, Microsoft earnings reaction, Google, General Electric, AIMS Apac REIT, Elon Musk Tesla trial

Over in the US, a wild market open caused by a ‘technical glitch’ rattled investors overnight prompting widespread trading halts all across the board! So what exactly happened and what do we know abou...

25 Tammi 202316min

Money and Me: Who has a right to this property?

Money and Me: Who has a right to this property?

What can be contested and who benefits when you buy property in another person’s name? Michelle Martin chats with Justin Chan, Senior Partner & Head, Dispute Resolution Practice Tito Isaac & Co LLP to...

25 Tammi 202314min

Market view: Mapletree Logistics Trust DPU jump, Prime US REIT, Microsoft, Intel, Alphabet, Netflix’s subscriber numbers explode

Market view: Mapletree Logistics Trust DPU jump, Prime US REIT, Microsoft, Intel, Alphabet, Netflix’s subscriber numbers explode

SREITs are in focus this morning! Michelle Martin looks into some local companies that’s making headlines and investigate Netflix’s shocking increase in subscriber numbers.See omnystudio.com/listener ...

20 Tammi 20238min

Money and Me: She bought her first house at 19 and takes us to Money School

Money and Me: She bought her first house at 19 and takes us to Money School

Lacey Filipich won a lottery of sorts with her late mother's money lessons. The award winning author and founder of Money School tells Michelle Martin, it’s not more money that we should be aiming for...

20 Tammi 202324min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
taloudellinen-mielenrauha
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-seuraava-potilas
rss-paasipodi
rss-draivi
rss-sisalto-kuntoon
rss-bisnespaiva
rss-myynnilla-on-asiaa-kert-kenner