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)

Market View: Genting Singapore Q3 profit, ComfortDelGro stellar performance, Metro H1 profit falls, Sea, Tencent Music, Boustead Singapore, Golden Agri, Home Depot tepid outlook, US CPI data

Market View: Genting Singapore Q3 profit, ComfortDelGro stellar performance, Metro H1 profit falls, Sea, Tencent Music, Boustead Singapore, Golden Agri, Home Depot tepid outlook, US CPI data

What's driving Genting Singapore's stellar Q3 performance? What does the latest US CPI numbers suggest about the approach that the Feds may take moving forward? And what are Japan banks' profits soari...

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Money and Me: How to move from financial security to independence and what keeps some back

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Money and Me: 44 thousand subscribers later, what has this YouTuber learnt about money?

Money and Me: 44 thousand subscribers later, what has this YouTuber learnt about money?

Relatable dad, financial consultant and YouTuber Josh Tan (aka The Astute Parent) puts together videos that tackle everything from why looking poor can help you gain financial freedom, if all Singapor...

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Market View: Raffles Medical Share buyback, Hybe, ANZ, Boeing, Amazon, Wilmar, Dow's first bearish 'death cross' since March 2022

Market View: Raffles Medical Share buyback, Hybe, ANZ, Boeing, Amazon, Wilmar, Dow's first bearish 'death cross' since March 2022

On this episode of Market View, Michelle Martin and Ryan Huang breaks down Raffles Medical's latest share buyback program, what the Dow bearish 'death cross' and what to expect on the week ahead. See ...

14 Nov 202317min

Money and Me: Office space vs heartland malls? How can SREIT investors learn to assess a reit?

Money and Me: Office space vs heartland malls? How can SREIT investors learn to assess a reit?

Many of us would know that CapitaLand Integrated Commercial Trust is the first and largest Reit listed on SGX. But what you may not know is that that stock has underperformed the FTSE ST All-Share Rea...

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Market View: Singtel, OCBC, Grab earnings, Apple, Nissan & Honda, Tesla, Centurion, First-class dinner menu from Titanic crash

Market View: Singtel, OCBC, Grab earnings, Apple, Nissan & Honda, Tesla, Centurion, First-class dinner menu from Titanic crash

On Market View, Michelle Martin and Ryan Huang unwrap the latest earnings from Singtel, Grab, OCBC and find out what are some of the biggest takeaways of their results. They also take a broader look a...

10 Nov 202320min

Money and Me: Is it time to stock up in November?

Money and Me: Is it time to stock up in November?

Optimism is flooding back into markets this month! In just the first few trading days, the S&P 500 and Nasdaq have clocked in a record string of gains in more than 2 years! So what’s boosting investor...

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Investment Bites: When should you cash out your profits on a stock?

Investment Bites: When should you cash out your profits on a stock?

Selling a stock to limit your losses is important. But what about cashing out on your profits? Under what circumstance does it justify selling a stock? Dan Koh asks Willie Keng, Founder, Dividend Tita...

9 Nov 202311min

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