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(3726)

Money and Me: What are the best options to replace the 4.08% interest rate of the special account given the closure of the SA after age 55?

Money and Me: What are the best options to replace the 4.08% interest rate of the special account given the closure of the SA after age 55?

Christopher Tan helps us with the math involved in choices related to the closure of the CPF-SA account (for those turning 55 from next year). How can we best optimise our CPF contributions? Is trying...

8 Mar 202424min

Market View: Jardine Matheson earnings report, DFI Retail Group 437% earnings increase, Great Eastern, Novo Nordisk, GE Aerospace, American Eagle, Kroger

Market View: Jardine Matheson earnings report, DFI Retail Group 437% earnings increase, Great Eastern, Novo Nordisk, GE Aerospace, American Eagle, Kroger

How did Jardine Matheson Holdings perform in its recent earnings report? What are 3 resolutions that investors are putting forward for Great Eastern? And what’s driving profits at DFI Retail Group? Fi...

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Influence: Taylor Swift, BTS, The White Lotus- is this the "era" where Asia benefits from soft power?

Influence: Taylor Swift, BTS, The White Lotus- is this the "era" where Asia benefits from soft power?

How can countries be more than venues when harnessing the power of the "creative economy"? Are there conditions that allow some countries to grow their soft power, more effectively than others? Michel...

7 Mar 202422min

Money and Me: Will China's plans to revive its economy work, Why has Bitcoin’s surged and what's next, Gold price prospects

Money and Me: Will China's plans to revive its economy work, Why has Bitcoin’s surged and what's next, Gold price prospects

China has set an ambitious growth target of around 5% for this year. What are some of the key measures it is looking at to as to boost its flagging economy and will the measures be significant enough ...

7 Mar 202422min

Market View: SIA downgraded to ‘neutral’, ComfortDelGro, JD.com earnings results, Nordstrom, Foot Locker, Victoria’s Secret, OpenAI & Elon Musk, CrowdStrike, Intel, NYCB, S-REITS

Market View: SIA downgraded to ‘neutral’, ComfortDelGro, JD.com earnings results, Nordstrom, Foot Locker, Victoria’s Secret, OpenAI & Elon Musk, CrowdStrike, Intel, NYCB, S-REITS

Why has Citi downgraded SIA to ‘neutral’? What might JD.com’s recent earnings results suggest about China’s economy? And how is OpenAI responding to Elon Musk’s allegations? Michelle Martin and Ryan H...

7 Mar 202421min

Market View: Wall Street rally pauses, Apple 24% plunge, Huawei, Bitcoin breaches all time high, Tesla, Gold prices, China's GDP target, CrowdStrike, BYD, Temasek, AMD roadblock

Market View: Wall Street rally pauses, Apple 24% plunge, Huawei, Bitcoin breaches all time high, Tesla, Gold prices, China's GDP target, CrowdStrike, BYD, Temasek, AMD roadblock

Who's overtaking Apple as the new favourite smartphone in China? Why did AMD hit a US regulatory roadblock? And how should investors be reading Bitcoin's recent wild swings? Dan Koh and Ryan Huang ana...

6 Mar 202419min

Money and Me: What Singapore could gain from Taylor Swift?

Money and Me: What Singapore could gain from Taylor Swift?

Will the economic impact of Swift's visit be fleeting? Which sectors could benefit? Is Swift part of a broader trend that countries are likely to soon capitalize on for tangible GDP growth? Michelle M...

5 Mar 202415min

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

What’s driving Sea’s recent earnings? Why is Apple getting fined nearly $2 billion? And why are Reddit’s users threatening to bet against its IPO? Michelle Martin and Ryan Huang find out.See omnystudi...

5 Mar 202421min

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