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(3752)

Money and Me: Novelship has raised close to 20 Million USD, so what's next for this Singapore start-up?

Money and Me: Novelship has raised close to 20 Million USD, so what's next for this Singapore start-up?

His own mother was once skeptical of his teenage business plans, but Novelship along with its Co-Founder and CEO have come a long way since. The once bootstrapped, Singapore start-up, has raised milli...

27 Nov 202321min

Market View: Cyber Monday the US State of Economy, HSBC, Paytm, iRobot, The Singapore Flyer

Market View: Cyber Monday the US State of Economy, HSBC, Paytm, iRobot, The Singapore Flyer

Michelle Martin and Ryan Huang discuss the state of the US economy, if the recent US market rally is warranted, the performance of the STI , Warren Buffett’s Berkshire Hathaway having sold its entire ...

27 Nov 202315min

Money and Me:  Career transitions, why they are key to finding meaning in life and how to make one

Money and Me:  Career transitions, why they are key to finding meaning in life and how to make one

He went from SAF to PMO , private sector consulting and now educates people on how to make use property investing to build income streams.   Daniel Sim, Founder of Born Poor Die Rich, joins Michelle M...

24 Nov 202323min

Market View: Latest on OpenAI saga, Country Garden stock surges, CDL, Apple, Turkey interest rates, China new government support, Nanofilm's short interest spikes

Market View: Latest on OpenAI saga, Country Garden stock surges, CDL, Apple, Turkey interest rates, China new government support, Nanofilm's short interest spikes

What's the latest on the OpenAI and Sam Altman saga? What's behind the surge in Country Garden shares? And what near-term challenges is Nanofilm faced with? Michelle Martin breaks it all down with Rya...

24 Nov 202315min

Money and Me: 5 Singapore stocks to own today!

Money and Me: 5 Singapore stocks to own today!

The recent numbers reported by Singapore stocks for the third quarter of 2023 have been quite a mixed bag. But perhaps this presents us an opportunity to search for operationally resilient S-REITs tha...

23 Nov 202325min

Market View: Sam Altman returns as OpenAI CEO, OpenAI new board, Binance, Honor, Carro, ThaiBev, Wall Street strategists optimism on S&P 500, Jack Ma's optimism in Alibaba

Market View: Sam Altman returns as OpenAI CEO, OpenAI new board, Binance, Honor, Carro, ThaiBev, Wall Street strategists optimism on S&P 500, Jack Ma's optimism in Alibaba

The OpenAI saga is finally coming to a close after news reported that Sam Altman will return as the CEO of one of the world's most valuable company. But who’s in and out of the new OpenAI board? Why a...

23 Nov 202320min

SIEWCast: Seatrium on scaling up and speeding up the the path to energy transition

SIEWCast: Seatrium on scaling up and speeding up the the path to energy transition

How is Seatrium working with partners and its ecosystem on its net-zero journey? In 2023 Seatrium was formed following the merger of Sembcorp Marine and Keppel Offshore & Marine, where is it on its gr...

23 Nov 202310min

Money and Me: A Deputy CEO on money and meaning

Money and Me: A Deputy CEO on money and meaning

Michelle Martin and Irene Ho, Deputy CEO of Finexis discuss money, meaning, mentorship and personal excellence.  See omnystudio.com/listener for privacy information.

22 Nov 202321min

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