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)

Influence: FIFA World Cup - A boom for businesses?

Influence: FIFA World Cup - A boom for businesses?

Could the return of live screenings coupled with football’s biggest event mean good news for businesses in Singapore? We’ll, Zia-ul Raushan and Dan Koh find out with Deepanraj Ganesan, Sports Reporter...

18 Nov 202218min

Market View: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Market View: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Today on Market View, Dan Koh, Zia-ul Raushan and Ryan Huang explore the details behind the shrink in Singapore's NODX numbers in nearly 2 years, the spread of FTX's fallout to Genesis and BlockFi, an...

17 Nov 202215min

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

It comes as no surprise that the biggest news making headlines this week is the dramatic collapse of the cryptocurrency exchange FTX. Coupling this with the sharp fall in the price of Bitcoin to the c...

17 Nov 202221min

Money and Me: Why do we struggle with salary transparency?

Money and Me: Why do we struggle with salary transparency?

"How much do you earn?" - is probably a question that many of us may struggle to be transparent about when asked. So to find out what's hindering us from being open about our salary and if a fundament...

16 Nov 202210min

Money and Me: What the future of co-living spaces in Singapore looks like

Money and Me: What the future of co-living spaces in Singapore looks like

Amid the booming housing market in Singapore, is co-living the answer? Well today, Zia-ul Raushan and Dan Koh seek to find out the answers with Andreas Lorenz, Chief Operating Officer, ST Hospitality ...

16 Nov 202213min

Market View: Missile strike Poland, Apple buys US chips, SIA, Keppel Corporation, US Produce Price Index

Market View: Missile strike Poland, Apple buys US chips, SIA, Keppel Corporation, US Produce Price Index

Tensions over on Europe’s eastern flank is heightening after news of a Russian-made rocket strike a village in Poland killing two people. How are markets reacting to this? Meanwhile, Apple revealed th...

16 Nov 202211min

Money and Me: S-REITs vs T-bills & SSBs. Who trumps?

Money and Me: S-REITs vs T-bills & SSBs. Who trumps?

Just recently, Singapore REITs experienced one of its biggest sell off in 20 years. In fact, latest numbers from the iEdge S-Reit Index also revealed more than 15% decline in total returns year-to-dat...

15 Nov 202217min

Market View: Amazon biggest layoff, Biden and Xi Jinping talk, Golden Agri-Resources, Old Chang Kee, Shopee & SEA

Market View: Amazon biggest layoff, Biden and Xi Jinping talk, Golden Agri-Resources, Old Chang Kee, Shopee & SEA

How are markets reacting to news of Amazon laying off more than 10,000 employees as early as this week? And what were some key points coming out of the G20 summit meeting between Biden and Xi Jinping?...

15 Nov 202213min

Populært innen Business og økonomi

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