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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Market View: Eli Lilly, Morphic, TSMC, Paramount, Boeing, Nvidia, Intel, AMD, Mapletree Logistics Trust, Genting Singapore, Sembcorp Industries, Venture Corp, Sweetgreen, SAM Holding, YuuZoo Networks, OCBC, Great Eastern, Isetan, Microsoft, Apple

Market View: Eli Lilly, Morphic, TSMC, Paramount, Boeing, Nvidia, Intel, AMD, Mapletree Logistics Trust, Genting Singapore, Sembcorp Industries, Venture Corp, Sweetgreen, SAM Holding, YuuZoo Networks, OCBC, Great Eastern, Isetan, Microsoft, Apple

Michelle Martin dissects markets with Ryan Huang. Both begin this morning with an IPO watch — where are companies going public, how have they performed? Our journey today  begins in Hong Kong, where 6...

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Money and Me: If women changed the world of work, what would be different?

Money and Me: If women changed the world of work, what would be different?

What is a specific "ask" that more women should feel as comfortable as men do putting to their sponsors? Why should companies focus on women over 50 as prime candidates? How do working mothers enhance...

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Market View: UOL Group, Wee Investments, CapitaLand Investment, UOB, First Resources, Carnival, Block, Palantir, Nvidia, Foxconn, Tesla, DBS, SGX

Market View: UOL Group, Wee Investments, CapitaLand Investment, UOB, First Resources, Carnival, Block, Palantir, Nvidia, Foxconn, Tesla, DBS, SGX

Join Michelle Martin in her tour of markets with Ryan Huang. We begin this Monday morning down on Shenton Way with Director Deals and institutional trading. Who’s buying, who’s selling, and what might...

8 Heinä 202421min

Money and Me: Why am I paying more for my IP compared to you when we are both gunning for the same ward?

Money and Me: Why am I paying more for my IP compared to you when we are both gunning for the same ward?

Join Michelle Martin as she delves into the complexities of Integrated Shield Plans variations with guest Elijah Lee, Senior Financial Services Manager at Phillip Securities. Discover why premiums var...

5 Heinä 202419min

Market View: Yoma Strategic, Isetan, DBS, OCBC, UOB, NVIDIA, GoTo, Tesla, BYD, Frasers Hospitality, Centurion, SATS, Thai Bev, Yangzijiang Shipbuilding

Market View: Yoma Strategic, Isetan, DBS, OCBC, UOB, NVIDIA, GoTo, Tesla, BYD, Frasers Hospitality, Centurion, SATS, Thai Bev, Yangzijiang Shipbuilding

Join Michelle Martin and Ryan Huang as they delve into the latest market developments. Keir Starmer's rise as UK's new Prime Minister, and the market's reaction, take center stage. They discuss the su...

5 Heinä 202422min

Money and Me: How to earn miles on your renovation dollar spend and protect yourself

Money and Me: How to earn miles on your renovation dollar spend and protect yourself

Today on Money and Me, hosted by Michelle Martin, we explore how to protect yourself from falling victim to renovation swindlers and make every renovation dollar work harder for you!.  Michelle is joi...

4 Heinä 202421min

Market View: DBS, OCBC, UOB, Tesla, BYD, SoftBank, Philips, McDonald's, Amazon, Samsung, Thai Bev, Japan's Cash

Market View: DBS, OCBC, UOB, Tesla, BYD, SoftBank, Philips, McDonald's, Amazon, Samsung, Thai Bev, Japan's Cash

Hosted by Michelle Martin with Ryan Huang. We begin this morning in Singapore, where banking shares, including DBS, OCBC, and UOB, have driven the Straits Times Index to its highest level in over two ...

4 Heinä 202422min

Money and Me: "What I would do with my money if I were 20" featuring Christopher Tan, CEO, Providend

Money and Me: "What I would do with my money if I were 20" featuring Christopher Tan, CEO, Providend

Send this episode packed with financial treasures learnt on home ground onto a young person you love! In this priceless episode, Michelle Martin invites a veteran wealth management leader, 54-year-old...

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