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)

Money and Me: Red Sea Chaos and Commodity Prices

Money and Me: Red Sea Chaos and Commodity Prices

To what extent will chaos in the Red Sea impact commodity counters? Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer and Internet at Alethia Capital, Equity Research.See omnystudi...

1 Feb 20244min

Market View: Qualcomm rides AI trend, Mastercard Earnings, Aramco Share sale, GuocoLand, Keppel Pacific Oak US Reit, Keppel Infrastructure Trust, Venture Corp, Boeing, Novo Nordisk, Tech stocks overview, February stock market performance

Market View: Qualcomm rides AI trend, Mastercard Earnings, Aramco Share sale, GuocoLand, Keppel Pacific Oak US Reit, Keppel Infrastructure Trust, Venture Corp, Boeing, Novo Nordisk, Tech stocks overview, February stock market performance

Find out What's Hot, What's Not with Michelle Martin and Ryan Huang as they look at Qualcomm, Mastercard, Novo Nordisk, and Boeing. They also discuss what were some of the highlights coming out of the...

1 Feb 202422min

Money and Me: What the wealthiest here, prioritize when investing

Money and Me: What the wealthiest here, prioritize when investing

To what extent are Singaporean wealthy investors in the long game with ESG investing? How are fund houses responding? Michelle Martin finds out with Oliver Wickham, Asia Partnership Director, St. Jame...

1 Feb 202411min

Money and Me: Should you wait for rates to fall before buying real estate in Singapore?

Money and Me: Should you wait for rates to fall before buying real estate in Singapore?

The resilience of the Singapore real estate market in 2023 despite government intervention and fragile economic conditions can certainly make it daunting for new buyers to step into the market. But ar...

1 Feb 202423min

Market View: Microsoft beats estimates, Alphabet's stock declines, Pfizer, GM, UPS, BYD, Starbucks, HSBC fine, World's #1 carmaker

Market View: Microsoft beats estimates, Alphabet's stock declines, Pfizer, GM, UPS, BYD, Starbucks, HSBC fine, World's #1 carmaker

What's powering Microsoft's growth? Why isn't Alphabet's advertising keeping up? And what are some of the biggest takeaways of this season's earnings so far? Michelle Martin and Ryan Huang investigate...

31 Jan 202421min

2023 Emerging Enterprise Award Winner: TROOPERS

2023 Emerging Enterprise Award Winner: TROOPERS

TROOPERS is a Malaysia-based, digital HR Tech platform that seeks to grant equitable access to flexible work for all Malaysians to work and earn in a legitimate, transparent, and accountable ecosystem...

31 Jan 202413min

Money and Me: Is AI powered customer service the next big sector?

Money and Me: Is AI powered customer service the next big sector?

Singapore-based Helport gives us a glimpse of the future of human-machine collaboration, why it is looking to expand to North America and how progressive companies today are looking beyond bots to rea...

30 Jan 202413min

Market View: China Evergrande liquidation, S-REIT earnings review, Amazon, Philips, Adani Green, UMS, Flutter lists on NYSE

Market View: China Evergrande liquidation, S-REIT earnings review, Amazon, Philips, Adani Green, UMS, Flutter lists on NYSE

What does the liquidation of China Evergrande mean for China and the global property market? Why is FanDuel parent Flutter listing on the NYSE despite it being a British company? And what’s the latest...

30 Jan 202419min

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
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
okonomiamatorene
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-impressions-2
rss-fa-makro