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(3763)

Market View: Singapore budget 2023, Parangon REIT, First REIT, Link REIT, MBS delayed expansion plans, Palantir, Twilio, SATS, Netlink, STI

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What are some potential stocks to play the current artificial intelligence mania? Do the covid vaccine companies have life beyond Covid? And given the bull vs bear struggle in markets over whether int...

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Money and Me: Budget2023 and the tech industry wishlist - manpower, professionalistion & help with cybercrime

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Michelle Martin hears what the leading trade association for Singapore’s tech industry SGTech’s hopes that Singapore Budget 2023 can prioritize to fortify Singapore’s technology sector. Michelle speak...

13 Feb 202310min

Market View: DBS declares special dividends, ThaiBev, Thomson Medical, Adidas, Japan’s Ben Bernanke, Trafigura Nickel Nemesis

Market View: DBS declares special dividends, ThaiBev, Thomson Medical, Adidas, Japan’s Ben Bernanke, Trafigura Nickel Nemesis

Good news for DBS shareholders! Singapore’s biggest bank just declared special dividend after its Q4 profit jumped 69%! But going forward, how might a slower pause in rate hikes affect DBS profits? Al...

13 Feb 202320min

Money and Me: Hack Your Mind To Save Better

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Notice how many more sales there are nowadays? How can you resist corporations’ attempts to get you, to spend more? Michelle Martin and Seow Kai Lun, Managing Editor, The Simple Sum discuss practical ...

10 Feb 202320min

Market View: Trafigura Nickel Fraud, Credit Suisse, EV Prices, Wing Tai Holdings, Property in Bishan, 20 AI Stocks to bet on, Wall Street sinks

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Today on Market View, Michelle Martin and Ryan Huang uncover the case of Commodity Trader Trafigura's $577 million loss, the 20 AI stocks that analysts are expecting to rise up to 85% next year, and m...

10 Feb 202314min

Money and Me: SG investors top choices in US and Singapore markets, including ETF’s

Money and Me: SG investors top choices in US and Singapore markets, including ETF’s

Today we learn more about investor behavioural and action trends with Michelle Martin as she invites Dhruv Arora, Founder and CEO of Syfe to share what he’s observed on the digital platform.See omnyst...

9 Feb 202318min

Market View: Google’s Bard misfires in debut, Alibaba joins AI fight, Disney cuts jobs, OCBC files police report

Market View: Google’s Bard misfires in debut, Alibaba joins AI fight, Disney cuts jobs, OCBC files police report

Google presented a demo of its chatbot, Bard last night, but it seems like investors aren’t too happy about it…  Michelle Martin and Ryan Huang find out why. They also look into Disney’s latest plan t...

9 Feb 202315min

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