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: STI Year of Dragon performance, Shopify, Marriott, Biogen, Centurion, Burger King outpace expectations, Coca-Cola earnings results, Krispy Kreme stock slips

Market View: STI Year of Dragon performance, Shopify, Marriott, Biogen, Centurion, Burger King outpace expectations, Coca-Cola earnings results, Krispy Kreme stock slips

How did Singapore stocks kick off the Year of the Dragon? Who are some of the winners/losers of the F&B sector during the latest earnings season? And what's the latest on inflation in the US? Michelle...

14 Feb 202417min

Money and Me: Who is investing in co-living spaces?

Money and Me: Who is investing in co-living spaces?

Is co-living more than a passing fad? How much would it cost to live in such spaces and who is investing in the space? Today on Money and Me, Michelle Martin invites Eugene Lim, Founder, The Assembly ...

13 Feb 202420min

Market View: Diamondback buys Endeavor Energy, Parkway Life REIT, Digital Core REIT, Gilead Sciences acquires CymaBay, JetBlue’s stock rallies, History of stock market and gold performance in Year of the Dragon

Market View: Diamondback buys Endeavor Energy, Parkway Life REIT, Digital Core REIT, Gilead Sciences acquires CymaBay, JetBlue’s stock rallies, History of stock market and gold performance in Year of the Dragon

What is the significance of Diamondback’s purchase of Endeavor Energy? Why is Gilead Sciences acquiring CymaBay? And what does history say about the stock market and gold in the year of the Dragon? Fi...

13 Feb 202421min

Money and Me: You’ll need this strategy to financially plan in 2024

Money and Me: You’ll need this strategy to financially plan in 2024

How are recent economic developments such as high interest rates, inflation and increasing GST shaping the way we financially plan today? How exactly do we make our money work harder for us? Find out ...

9 Feb 202423min

Read: Your companion to speaking up

Read: Your companion to speaking up

Professor Lim Soo Ping was Singapore's third auditor-general. He shares with Michelle Martin how his new book aims to encourage people to speak with confidence.See omnystudio.com/listener for privacy ...

9 Feb 202423min

Market View: Marco Polo Marine Q1 gross profit rises, Starhub’s earnings, Singpost Q3 results, Arm Holdings, Luxury Retailers, Hershey, Harley-Davidson, Meta, China consumer prices

Market View: Marco Polo Marine Q1 gross profit rises, Starhub’s earnings, Singpost Q3 results, Arm Holdings, Luxury Retailers, Hershey, Harley-Davidson, Meta, China consumer prices

What’s driving growth in Marco Polo Marine’s Q1 gross profit? What’s the latest on Starhub’s earnings? And why is a drop in China’s consumer prices bad for the economy? Find out with Michelle Martin a...

9 Feb 202418min

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

What implications might the upcoming US elections have on overall market performance? With AI generating a surge in demand for energy, how can investors play on this trend? And will China's attempts t...

8 Feb 202424min

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

On Market View, Michelle Martin and Ryan Huang find out how Disney was able to beat earnings estimate, why China is replacing its top markets regulator, and a quick run on the What's Hot, What's Not l...

8 Feb 202423min

Populært innen Business og økonomi

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