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(3837)

Read: "LIVE" with novelist Tan Twan Eng

Read: "LIVE" with novelist Tan Twan Eng

Literary supernova Tan Twan Eng talks about how he works and his latest book "The House of Doors" which has been nominated for the Booker Prize in this live conversation with his superfan Michelle Mar...

7 Aug 202323min

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

Market View: OCBC, Apple, Amazon, Moderna, Mattel, Nintendo, Hasbro, StarHub

What stands out from OCBC’s earnings? Which Singapore Bank - DBS, UOB or OCBC is performing the best? Apple or Amazon, which company is reporting better profits and why? Michelle Martin and Ryan Huang...

4 Aug 202320min

Money and Me: Personal or corporate Insurance? Choices that can save you money.

Money and Me: Personal or corporate Insurance? Choices that can save you money.

To what extent does one have a right to choose between using your personal IP or corporate insurance? Michelle Martin speaks to Elijah Lee, Senior Financial Services Manager, Phillip Securities to fin...

4 Aug 202319min

READ: The Price of Being Fair

READ: The Price of Being Fair

It's a compelling new book which tells the story of homegrown brand Fairprice Group. Michelle Martin discusses critical questions of Fairprice's social mission and how it is facing off with new compet...

4 Aug 202321min

Market View: DBS 48% record profits, AMD & Qualcomm forecast, Singtel, Ferrari, CapitaLand Ascott Trust, OUE, US Market slumps, SIAS questions ESR Group

Market View: DBS 48% record profits, AMD & Qualcomm forecast, Singtel, Ferrari, CapitaLand Ascott Trust, OUE, US Market slumps, SIAS questions ESR Group

What’s powering DBS’ stellar profits? What does this suggest about the overall picture of Singapore’s financial sector? Why are AMD & Qualcomm struggling? And what led to US markets tumbling to its wo...

3 Aug 202322min

Money and Me: How to use your CPF to help you plan for your financial future if you are self-employed

Money and Me: How to use your CPF to help you plan for your financial future if you are self-employed

What is required of you in terms of your CPF contributions as a self-employed person? And how can self-employed people ensure they safeguard and plan well for their financial future? Michelle Martin a...

3 Aug 202316min

Read: The House of Doors, Nominated for the Booker Prize 2023

Read: The House of Doors, Nominated for the Booker Prize 2023

One of the greatest novelists of our times was right here in Singapore last Saturday. Michelle Martin, who was in conversation with Tan Twan Eng at his book-talk at Kinokuniya, shares her thoughts on ...

2 Aug 20234min

Market View: HSBC, Uber, Indofood Ari H1 profit falls, Japan’s MUFG profit jump, Caterpillar stellar earnings, Merck, Pfizer, Yum China, Starbucks, AMD, Fitch downgrades US credit rating

Market View: HSBC, Uber, Indofood Ari H1 profit falls, Japan’s MUFG profit jump, Caterpillar stellar earnings, Merck, Pfizer, Yum China, Starbucks, AMD, Fitch downgrades US credit rating

What were some of the biggest takeaways coming out of the recent earnings season? And why is Fitch downgrading its US credit rating? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/li...

2 Aug 202322min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
rss-politisk-preik
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
rss-pa-konto
rss-sunn-okonomi
lederpodden
rss-investering-gjort-enkelt