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(3772)

Money and Me: Q3 2022 SREIT winners

Money and Me: Q3 2022 SREIT winners

Kenny Loh, REIT Specialist and Independent Financial Advisor looks at the top performing SREITS for Q3 2022 and where value in the market is See omnystudio.com/listener for privacy information.

22 Aug 202212min

Market View: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Market View: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Does Warren Buffett's love for oil giant Occidental Petroleum point to a potential investment option for investors? And why is Elon Musk considering investing in Neuralink's rival brain chip company, ...

22 Aug 202220min

Market View Minutes: Which retail stock is expected to do well this earnings season?

Market View Minutes: Which retail stock is expected to do well this earnings season?

Retail stocks are once again in focus this week, as a number of big US brands report earnings. Which companies do you think are likely to do best — those that offer bargain-basement discounts — or ret...

22 Aug 20222min

Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Germaine Leonora Tan and Yisle Lim, Co-founder, Hop app give Michelle Martin a tour of their new subscription-based mobile app which gives parents and kids access to the galaxy of edutainment classes ...

22 Aug 202216min

Market View: Mixed signals in US retail US, China and Singapore markets outlook

Market View: Mixed signals in US retail US, China and Singapore markets outlook

We survey US markets, oil prices, energy companies and how markets are reacting to the Fed’s latest messaging indication that they likely would not consider pulling back on interest rate hikes until i...

18 Aug 202216min

Market View Minute: US retailers fall in profits could help these companies

Market View Minute: US retailers fall in profits could help these companies

The latest earnings report from the US big box store Target is giving investors pause. Target is reporting a huge drop in quarterly profits — down 90 percent — as the retailer has had to to sharply ma...

18 Aug 20222min

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Optimism hasn't been higher in the crypto market since early April according to Luno. Michelle Martin and Vijay Ayyar Vice President, Asia Pacific & Global Expansion, Luno discuss the crypto market se...

18 Aug 202216min

Influence :  Meet the CEO working on a vision of one helpline for all seniors in Singapore

Influence : Meet the CEO working on a vision of one helpline for all seniors in Singapore

She is prime mover for a national helpline meant to help seniors in real-timeMichelle Martin meets Vice-Chairman of ACES Care Ltd and Executive Chairman of Integrative Learning Corporation, Dr Tan Bee...

17 Aug 202218min

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