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(3754)

Market View: Ping An Real Estate struggles, China's new maritime cooperative initiative, Apple, Microsoft, Snap, Lululemon, Keppel DC REIT, Charles Schwab and cash sorting

Market View: Ping An Real Estate struggles, China's new maritime cooperative initiative, Apple, Microsoft, Snap, Lululemon, Keppel DC REIT, Charles Schwab and cash sorting

Is Ping An the next big Chinese property developer to default? What's China's new maritime cooperation initiative all about? How has cash sorting affected Charles Schwab? Michelle Martin investigates ...

17 Okt 202318min

Money and Me: What will 100 thousand pounds buy you in the UK property market?

Money and Me: What will 100 thousand pounds buy you in the UK property market?

A Bali villa? An apartment in Thailand? An investment home in the UK? What are key property fundamentals you need to know to figure out your risks and potential returns? Michelle Martin finds out with...

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Market View: Wing Tai, Hock Lian Seng and Avarga share buybacks, Disney, JD.com, Pfizer, SGX, JPMorgan Chase positive earnings results, DBS & Citibank banking disruptions

Market View: Wing Tai, Hock Lian Seng and Avarga share buybacks, Disney, JD.com, Pfizer, SGX, JPMorgan Chase positive earnings results, DBS & Citibank banking disruptions

How is Wing Tai Holdings able to pay out more than its earnings? What’s powering JPMorgan Chase’s earnings? And what are the possible repercussions of DBS & Citibank’s recent banking service disruptio...

16 Okt 202321min

Money and Me: Bear bond market, Structured products risks, Safe haven investments to watch

Money and Me: Bear bond market, Structured products risks, Safe haven investments to watch

What does a bear bond market mean for equities? What are the risks associated with structured products? And amid conflict in the Middle East, where or what could be a safe haven asset ? Michelle Marti...

13 Okt 202319min

Market View: Delta Airlines shares fall despite surge in profit, China Everbright, Xiaomi, Walgreens stock rises, Aztech Global, Amazon, Netflix, Spotify, Singapore GDP data review, China state fund buys bank shares

Market View: Delta Airlines shares fall despite surge in profit, China Everbright, Xiaomi, Walgreens stock rises, Aztech Global, Amazon, Netflix, Spotify, Singapore GDP data review, China state fund buys bank shares

On today’s episode of Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan find out what’s pushing Delta Airlines shares lower despite an almost 60% jump in profits, the significance ...

13 Okt 202324min

Money and Me: How a contrarian investor reads a sell-off

Money and Me: How a contrarian investor reads a sell-off

Are we nearing the other side of the "higher-for-longer" narrative and what could this mean for the S-REITs sector? Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advis...

12 Okt 202319min

Market View: Huawei rivals Tesla, UBS ‘buy’ call on Rivian, TCS, Birkenstock, Sea Limited, Creative Technology, Smucker bond sale, Klarna AI tech impact on retailers

Market View: Huawei rivals Tesla, UBS ‘buy’ call on Rivian, TCS, Birkenstock, Sea Limited, Creative Technology, Smucker bond sale, Klarna AI tech impact on retailers

Today on Market View, Electric Vehicles (EVs) are in focus today! Michelle Martin and Ryan Huang find out how Huawei is heating up competition in the EV space and why Rivian’s stock is a buy for UBS. ...

12 Okt 202321min

SIEWCast: Energy Market Authority on Singapore's progress meeting low-carbon electricity targets

SIEWCast: Energy Market Authority on Singapore's progress meeting low-carbon electricity targets

How far is Singapore from meeting its target of importing 4GW of low carbon electricity by 2035? Michelle Martin discusses Singapore's efforts to decarbonize energy supplies with Mr Ngiam Shih Chun th...

12 Okt 20239min

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