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.

Episoder(3723)

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Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Now that the SEC has paved the way for applications from various exchanges to list eight different ether funds, what does this mean for Eth and the wider crypto market? Does this mark a change in sent...

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Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Hosted by Michelle Martin with Ryan Huang; we begin this Monday morning with the world of director deals and institutional trades. Discover the latest insider activities at Jardine Cycle & Carriage an...

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Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Noted Sociologist Chua Beng Huat takes us beyond the pages of his latest book in this discussion on public housing, wealth transfer, changing aspirations and as a vehicle for social equity in this con...

3 Jun 202420min

Money and Me: This COO started investing at 22

Money and Me: This COO started investing at 22

Hosted by Michelle Martin with Jackson Ng, COO of Azimut Investment Management, this episode explores Jackson's personal investment journey and philosophy. Learn how to navigate the myriad of asset cl...

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Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Hosted by Michelle Martin with Ryan Huang, this episode explores the biggest themes impacting global markets, focusing on artificial intelligence and its demands on data centers. Discover Google's $2 ...

31 Mai 202423min

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Hosted by Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode explores Nvidia's recent stock split announcement and its implications for investors. They...

30 Mai 202424min

Market View: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Market View: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Listen in as host Michelle Martin and Ryan Huang explore the contrasting fortunes of various companies. SATS reports a nearly 10-fold profit increase, while IHH Healthcare sees a 45% drop. Yoma Strate...

30 Mai 202420min

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