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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Money and Me: Finding attractive S-REITs in a rate cutting environment

Money and Me: Finding attractive S-REITs in a rate cutting environment

The US Federal Reserve's first rate cut in 4 years is undoubtedly fueling the REIT sector with optimism, with many companies experiencing a huge jump in their share prices lately. And with expectation...

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Money and Me: Are more investing because of the Fed's Rate Cut?

Money and Me: Are more investing because of the Fed's Rate Cut?

Join Michelle Martin as she dives into the latest market dynamics following the US Federal Reserve’s rate cut and what it means for Singapore investors Michelle invites James Ooi, Market Strategist at...

11 Loka 202418min

Market View: Delta, Uniqlo, Top Glove, Seven & I, 7-Eleven, Alimentation Couche-Tard, MMC Port, Tokyo Metro, Hyundai Motor, China Resources Beverage, AMD, Nvidia, McDonald's, Air India, Airbus, FLCT, Yangzijiang Shipbuilding, Jardine Matheson

Market View: Delta, Uniqlo, Top Glove, Seven & I, 7-Eleven, Alimentation Couche-Tard, MMC Port, Tokyo Metro, Hyundai Motor, China Resources Beverage, AMD, Nvidia, McDonald's, Air India, Airbus, FLCT, Yangzijiang Shipbuilding, Jardine Matheson

Join Michelle Martin on her tour of markets! Corporate earnings are back in focus as Delta, Uniqlo, and Top Glove report their latest numbers. Hosted by Michelle Martin with Ryan Huang, the conversati...

11 Loka 202416min

Money and Me: Social buying, volume winners,and consumer trends in Asia

Money and Me: Social buying, volume winners,and consumer trends in Asia

What do businesses growing more than 10% know about changing consumer trends? Enter the fascinating world of how concerns from increasing food prices to mental health are changing the way different gr...

10 Loka 202418min

Market View: Tokyo Metro, Hyundai, MMC Port, Food Innovations, Vantage, Google, Seven & I, Alimentation Couche-Tard, Sea Ltd, TSMC, Hong Fok, and Thomson View

Market View: Tokyo Metro, Hyundai, MMC Port, Food Innovations, Vantage, Google, Seven & I, Alimentation Couche-Tard, Sea Ltd, TSMC, Hong Fok, and Thomson View

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets surge after Wall Street's strong session, as Tokyo, Sydney, and Seoul trade up. Delve into ...

10 Loka 202421min

Market View: AEM, UMS, Frencken Group, PepsiCo, Roblox, Hyundai, WeightWatchers, SingTel

Market View: AEM, UMS, Frencken Group, PepsiCo, Roblox, Hyundai, WeightWatchers, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets are trading higher, with a special focus on Singapore’s tech stocks AEM, UMS, and Frencken ...

9 Loka 202424min

Money and Me: Navigating China’s Stimulus, US Rate Cuts, and Tech Stocks

Money and Me: Navigating China’s Stimulus, US Rate Cuts, and Tech Stocks

Hosted by Michelle Martin today's edition of the show all about markets and investments features guest Cheng Chye Hsern, Head of Investment at Providend. Michelle she explores market reactions to Chin...

9 Loka 202420min

Money and Me: Pandemic Preparedness lessons from Covid

Money and Me: Pandemic Preparedness lessons from Covid

With Covid still with us and Mpox declared a public health emergency, what is one of the world's largest insurers preparing for? What is the ongoing impact of Covid? Join host Michelle Martin as she d...

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