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(3748)

Market View: Retail investors buy Singapore stocks, 10 S-REITs topping retail net inflows YTD, Lendlease, Sri Trang Agro-Industry, Singapore Institute of Advanced Medicine, Cosco Shipping, Dasin Retail Trust fires CEO of trustee-manager

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Market View: Keppel Pacific Oak US Reit 40% plunge, Shake Shack earnings, Airbus, BHP, TripAdvisor, Coinbase, SIA Engineering, Coca-Cola dividend, TSMC powering Taiwan’ stock index, Japan’s economy

What’s the latest sentiment on pure play US Office S-REITs today? How did Shake Shack perform in 2023? And what  is Nvidia buying? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/list...

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Cut the 15-month waiting period, rethink ABSD for Singaporeans to be able to afford a second property and reintroduce Singapore's estate tax for some.  Dr Lee Nai Jia from the PropertyGuru Group and M...

15 Feb 202423min

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We all know that the US stock market is the largest and most liquid stock market in the world, so what incentive is there to look beyond US markets? Michelle Martin speaks with Adam Reynolds, APAC CEO...

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Market View: Far East Hospitality Trust higher DPS, Nvidia, Uber, Cisco Systems, ABN Amro, MGM beats fourth-quarter estimates, Thai Bev Q1 Ebitda up 1.9%

Market View: Far East Hospitality Trust higher DPS, Nvidia, Uber, Cisco Systems, ABN Amro, MGM beats fourth-quarter estimates, Thai Bev Q1 Ebitda up 1.9%

Michelle Martin and Ryan Huang find out what’s driving Far East Hospitality Trust’s higher distribution per stapled security, the impact of ex-General Prabowo’s victory on the rupiah, and how Casino o...

15 Feb 202417min

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If you search up the meaning of 'Ikigai' in the Oxford English Dictionary, it describes the concept of "a motivating force that gives one a sense of purpose". But why is it still so often misunderstoo...

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Founded in 2020, N&E Innovations is a med-tech company that has innovatively engineered 100% natural antimicrobial compounds that are non-toxic, eliminating and removing virulent particles with long t...

14 Feb 20247min

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