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: What brands can learn from  super-apps

Money and Me: What brands can learn from super-apps

A recent report by Forrester says future consumer digital experiences will be both more invisible and immersive .  Michelle Martin speaks to Xiaofeng Wang, Principal Analyst, Forrester about what the ...

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Market View: CapitaLand Investment, AEM Holdings,General Motors, Stellantis, US Markets, J&T Express, China Evergrande, Sanofi

Market View: CapitaLand Investment, AEM Holdings,General Motors, Stellantis, US Markets, J&T Express, China Evergrande, Sanofi

Which Director Deals have stood out this week? What does the tentative deal to end labour strikes mean for the US automotive industry? Why are US stocks in retreat? Michelle Martin and Ryan Huang unra...

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Money and Me: Is a financial adviser worth the money?

Money and Me: Is a financial adviser worth the money?

Michelle Martin speaks to Tan Hong Tau, CEO of Manulife Financial Advisers about his career and money lessons. They also discuss what we should be able to expect from a financial consultant. See omnys...

27 Okt 202319min

Market View: Amazon better than expected results, J&T Global, Google, Wilmar International, Sheng Siong, US economic data, Health of Singapore's economy

Market View: Amazon better than expected results, J&T Global, Google, Wilmar International, Sheng Siong, US economic data, Health of Singapore's economy

What is driving Amazon's latest positive earnings results? What did the latest US economic data suggest about how the US Fed is doing? And what did Singapore's latest factory data suggest about the he...

27 Okt 202320min

Money and Me: 3.72% for your SG dollars

Money and Me: 3.72% for your SG dollars

Most savings accounts may include an endless list of prerequisites for you to meet before earning a competitive interest rate. Michelle Martin speaks to Surendra Chaplot, Global Head of Product, Wise ...

26 Okt 202318min

Market View: UOB performance review, Meta investors worry, Frasers Centrepoint Trust H2 DPU falls, Mapletree Industrial Trust earnings results, Spotify, Hilton, Heineken, Porsche, iFast, Hong Kong properties companies

Market View: UOB performance review, Meta investors worry, Frasers Centrepoint Trust H2 DPU falls, Mapletree Industrial Trust earnings results, Spotify, Hilton, Heineken, Porsche, iFast, Hong Kong properties companies

How did UOB perform in its latest set of earnings results? Despite posting positive numbers, why are investors still concerned about Meta? Michelle Martin and Ryan Huang break down the details. They a...

26 Okt 202323min

Money and Me: Stocks to watch, 3 S-Reits in focus

Money and Me: Stocks to watch, 3 S-Reits in focus

The S-REITs sector has been coming under intense pressure as of late, with their YTD performance reflecting a 15% drop, compared to a 5% dip in the STI.  While institutions and global institutions may...

25 Okt 202323min

Market View: Microsoft quick cloud growth, Alphabet's advertising rebound, GM, GE, Coca-Cola, Hermes, China's new debt issuance

Market View: Microsoft quick cloud growth, Alphabet's advertising rebound, GM, GE, Coca-Cola, Hermes, China's new debt issuance

On this episode of Market View, Michelle Martin and Ryan Huang find out what's powering Microsoft's cloud growth, what the demand for Google online advertising is like today, and if the new debt issua...

25 Okt 202321min

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