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(3766)

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Today on Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan analyze Amazon's expansion & contraction plans, and what it means for the business, how much higher oil prices can get, a...

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Money and Me: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Money and Me: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Ever wished you could choose and literally see a vet in minutes on video call? Pet telemedicine has arrived in Singapore. Michelle Martin speaks with siblings and co-founders Junyong Tong and Dr. Rach...

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Market View Minute: Biden's pardon leads to surge

Market View Minute: Biden's pardon leads to surge

What’s UP and what’s DOWN in the financial markets? Well, today in Market View Minutes, we take a look at an unusual piece of news from the United States and how it is impacting one of the market’s se...

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Market View: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Market View: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Why has it taken 3 years for Best World to finally receive approval from Singapore's market regulator to resume trading? Will SATS' CEO's aim to 'reduce' its size of rights issue be enough to ease mar...

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Money and Me: 4% by year's end?

Money and Me: 4% by year's end?

Ludovic Subran, the Chief Economist of Allianz is skeptical of a fed “pivot” in November. He joined Michelle Martin to share his views on the issue, why South Asian economies have to tighten rates for...

6 Okt 202220min

Market View Minute: The battle amongst semiconductor companies

Market View Minute: The battle amongst semiconductor companies

The battle to be the world’s premier semiconductor company is heating up, with Samsung rolling out an aggressive roadmap to take on TSMC. Who will come out on top? And is this even a good time to inve...

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Money and Me: How is crypto set to perform in October?

Money and Me: How is crypto set to perform in October?

How could the global risk-on narrative impact crypto markets? What potential growth opportunities does Luno see in Cardano and Solana, having recently added them to its offerings? Michelle Martin find...

5 Okt 202212min

Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Today on Market View, Willie Keng, Founder, Dividend Titan tells Michelle Martin what he's why he's watching out for Singapore listed US-REITs and retail bonds. They also discuss why US automakers are...

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