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(3721)

Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

Michelle Martin and Ryan Huang blitz through markets! This morning, we dive into the business of cars, more cars, and big pharma. Tesla reports better-than-expected Q2 vehicle deliveries, surging 10% ...

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Money and Me: Is the Party Over for SEA Limited?

Money and Me: Is the Party Over for SEA Limited?

Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operatin...

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Money and Me: To what extent would you let an entirely digital or AI form of wealth management grow your money?

Money and Me: To what extent would you let an entirely digital or AI form of wealth management grow your money?

Michelle Martin invites Hayley Haupt, Partner and APAC Wealth Management Lead at Capco to discuss how wealth management is meeting current preferences for AI. Hayley shares insights from a recent Capc...

2 Heinä 202412min

Market View: Boeing, Meta, Chewy, GameStop, BYD, Samsung, Apple, SingTel, Singapore Airlines, and Salesforce

Market View: Boeing, Meta, Chewy, GameStop, BYD, Samsung, Apple, SingTel, Singapore Airlines, and Salesforce

Join Michelle Martin with Ryan Huang blitz through markets! This episode dives into the legal challenges faced by Boeing and Meta. Discover how Boeing is navigating a potential plea deal with the US J...

2 Heinä 202419min

Market View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, Boeing

Market View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, Boeing

Join Michelle Martin in her blitz through markets. Michelle chats with Ryan Huang this morning. Hard to believe it, but we are halfway through 2024, making it a good time to take stock and see how the...

1 Heinä 202419min

Author Raju Chellam on AI, the future of humanity and climate activism

Author Raju Chellam on AI, the future of humanity and climate activism

The Singapore Strain is a new work of fiction by author Raju Chellam. Michelle Martin speaks to Chellam to find out more about the pandemic narrative.See omnystudio.com/listener for privacy informatio...

28 Kesä 202421min

Market View: Walgreens, Nike, H&M, BlackBerry, Chewy, First REIT, ST Engineering, Singapore Airlines, Hongkong Land, Jardine Matheson

Market View: Walgreens, Nike, H&M, BlackBerry, Chewy, First REIT, ST Engineering, Singapore Airlines, Hongkong Land, Jardine Matheson

Hosted by Michelle Martin today's Market View delves into the latest developments in the US political landscape as Biden and Trump debate. Discover how the major US stock indexes barely moved overnigh...

28 Kesä 20249min

Money and Me: Nvidia, Japanese Yen, French Elections

Money and Me: Nvidia, Japanese Yen, French Elections

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Explore Nvidia's staggering influence on the S&P 500 and Nasdaq, analyzing its impact on the broader market and the sustainabil...

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