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)

Money and Me: Investing in Alibaba and copper, Ultimate Long-Term Growth Investments, and Indian Stock Market Insights

Money and Me: Investing in Alibaba and copper, Ultimate Long-Term Growth Investments, and Indian Stock Market Insights

Hear an astonished Michelle realise the show has benefitted at least one prominent investor in this episode where we dive into the essential metrics for investing in Alibaba, the run up in copper pric...

23 Mai 202422min

Market View: Nvidia, Target, SingTel, Singapore Airlines, Anglo American, BHP, AstraZeneca, Eli Lilly, Nestle, City Developments, and Jardine Matheson

Market View: Nvidia, Target, SingTel, Singapore Airlines, Anglo American, BHP, AstraZeneca, Eli Lilly, Nestle, City Developments, and Jardine Matheson

Join Michelle and Ryan as they delve into corporate earnings, AI, retail sales, and telecoms. Nvidia's soaring profits and stock split, Target's sales decline, and SingTel's profit drop highlight glob...

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Money and Me: Are you better off with or without an Investment Linked Insurance Plan or ILP?

Money and Me: Are you better off with or without an Investment Linked Insurance Plan or ILP?

Michelle Martin delves into the world of investment linked insurance plans (ILPs) with guest Elijah Lee, Senior Financial Services Manager, Phillip Securities. Discover when ILPs might make sense, con...

21 Mai 202422min

Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron

Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron

Michelle Martin explores AstraZeneca's $2 billion investment in Singapore's pharmaceutical sector and the implications of another delisting from Singapore's stock exchange. Discover Microsoft's and De...

21 Mai 202410min

Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends

Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends

Welcome to Money and Me, hosted by Michelle Martin. In this episode, Michelle speaks with Anand Francis, Senior Investment Strategist at Infinity Financial Advisory, about the recent decision to remov...

20 Mai 202425min

Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev

Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev

In "Market View" Michelle Martin and Ryan Huang delve into the latest director deals and institutional trades. Discover why chairmen of Raffles Medical and Wilmar International are buying shares despi...

20 Mai 202420min

Money and Me: The exit plan business owners need to know

Money and Me: The exit plan business owners need to know

How should business owners integrate their business into wealth planning? And what are the varieties of exit strategies for SMEs in Singapore that are increasingly being considered given the current c...

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Influence: Little Farms CEO Joe Stevens on its local customer base, growth plans and profitability

Influence: Little Farms CEO Joe Stevens on its local customer base, growth plans and profitability

Would it surprise you to hear more Singaporeans than expats shop at Little Farms? Join Michelle Martin, as she meets Joe Stevens, CEO of Little Farms to find out how the grocery chain is meeting emerg...

17 Mai 202421min

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