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)

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand,...

13 Mai 202416min

Money and Me: Will Gold continue to outperform in 2024?

Money and Me: Will Gold continue to outperform in 2024?

According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this traje...

10 Mai 202415min

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle ...

10 Mai 202419min

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

In this episode of Money and Me, we delve into the insights gleaned from Berkshire Hathaway's annual meeting, famously known as the "Woodstock for Capitalists," with special guest Willie Keng, Founder...

9 Mai 202425min

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Join Michelle Martin and Ryan Huang, who dissect the day's market action. They start with a focus on two locally listed companies: Olam Group and DBS. Olam is engaged in a bidding war for an Australia...

9 Mai 202421min

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Can Apple's latest iPad help pull it out of its severe slump? Which 2 companies is the US restricting the sale of semiconductors to Huawei Technologies? And how did UOB perform in its Q1 2024 earnings...

8 Mai 202421min

Read: Mind Your Manners by Sara Jane Ho

Read: Mind Your Manners by Sara Jane Ho

Why does Michelle Martin think every young person should read this book? How has Netflix star Sara Jane Ho been able to use etiquette as the cornerstone for her global business? Find out in this inter...

8 Mai 202425min

Market View: Boeing's Space Ambitions, Palantir's Earnings, ANZ's Buyback, and Paragon REIT's Prospects

Market View: Boeing's Space Ambitions, Palantir's Earnings, ANZ's Buyback, and Paragon REIT's Prospects

Join Michelle Martin and Ryan Huang as they dissect Berkshire Hathaway's stake sell-off, Elon Musk's challenge to Warren Buffett, and Boeing's space venture. Explore JPMorgan's top stock picks and SGX...

8 Mai 202422min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
lydartikler-fra-aftenposten
rss-fa-makro
shifter
boligbobla