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(3690)

Market View: US Stock markets worst slump in years, CK Hutchinson shares fall , who is buying the Chinese consumer recovery? Why has Musk sold X?

Market View: US Stock markets worst slump in years, CK Hutchinson shares fall , who is buying the Chinese consumer recovery? Why has Musk sold X?

Join Michelle Martin and Ryan Huang, this episode delves into the Straits Times Index's historic breach of the 4,000 mark and the standout performance of ST Engineering. The discussion also covers CK Hutchison's strategic moves amidst US-China tensions and JP Morgan's spotlight on Chinese consumer stocks like Anta Sports and Mengniu. Additionally, we explore Elon Musk's latest ventures, including the sale of his social media platform X.See omnystudio.com/listener for privacy information.

1 Apr 202526min

Market View: Sinar Mas Land delists,  another cinema complex closes, special dividends and Singpost, CK Hutchison, GameStop, Microsoft, Lululemon, Tencent, Ubisoft, DFI Retail, Jardine Matheson, Mapletree PanAsia, Yangzijiang Shipbuilding.

Market View: Sinar Mas Land delists, another cinema complex closes, special dividends and Singpost, CK Hutchison, GameStop, Microsoft, Lululemon, Tencent, Ubisoft, DFI Retail, Jardine Matheson, Mapletree PanAsia, Yangzijiang Shipbuilding.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into delisting moves from Sinar Mas Land and Paragon REIT, and what it means for the Singapore Exchange. Hear why Filmgarde and Cathay Cineplexes are shutting down, and how SingPost’s billion-dollar Aussie divestment could lead to a special dividend. We weigh up CK Hutchison and Berkshire Hathaway’s big cash positions, GameStop’s Bitcoin gamble, and Tencent’s billion-dollar bet on Ubisoft. Plus, Microsoft’s data centre cuts, Lululemon’s stumble, and local movers like DFI Retail, Jardine Matheson, and Yangzijiang Shipbuilding.See omnystudio.com/listener for privacy information.

28 Mar 202524min

Money and Me: The made in Singapore start-up using AI, face and vocal scans to detect mental wellness issues

Money and Me: The made in Singapore start-up using AI, face and vocal scans to detect mental wellness issues

If technology like this existed when this founder was growing up, it could have saved her mother. Driven by a personal quest CEO of Universal Health Clara Chen shares how a chance discovery at Harvard led to the creation of W3LL booths, now live at Esplanade MRT, how her start-up is pioneering early detection, community health, and what impact investors need to know if they want to help shift frontline support for mental health.See omnystudio.com/listener for privacy information.

28 Mar 202523min

Market View: US tariffs impact on carmakers and chipmakers. How high can Pop Mart go? Mixue earnings and GameStop is doing what to go in on Bitcoins?

Market View: US tariffs impact on carmakers and chipmakers. How high can Pop Mart go? Mixue earnings and GameStop is doing what to go in on Bitcoins?

Asia-Pacific markets are trending lower this morning, following Wall Street's slump. Hosted by Michelle Martin who speaks with Ryan Huang, both dive into Trump’s new auto tariffs and their impact on Tesla, GM, Ford, and Nissan. They examine US-China tensions and how they’re weighing on Nvidia, Intel, and AMD. Plus, why Pop Mart, Mixue, GameStop, Alibaba, BYD, Grab, DBS, Digital Core Reit, and SGX are making headlines. And in the Last Word - what’s next for Big Bird as Sesame Workshop faces layoffs?See omnystudio.com/listener for privacy information.

27 Mar 202525min

Money and Me: Could US Steel Tariffs be good for APAC?

Money and Me: Could US Steel Tariffs be good for APAC?

Join Michelle Martin on Money and Me,today with guest Keith Ong, CEO of RealVantage. Steel and aluminum tariffs are back, and they could reshape the U.S. real estate investment landscape. What do higher metal prices mean for construction timelines, margins, and investor strategies? Keith unpacks where the risks and opportunities lie amid cost pressures and policy shifts. We explore whether value-add strategies may outperform new builds in this environment. Plus, is the U.S. still the prime market - or is it time for real estate investors to look beyond it? See omnystudio.com/listener for privacy information.

27 Mar 202518min

Money and Me:  The Inflation Fighter Bond and The AI-fueled comeback story of MSFT

Money and Me: The Inflation Fighter Bond and The AI-fueled comeback story of MSFT

At a corner of the bond market lies a niche instrument that allows for both your principal and coupons to move upwards with the Consumer Price Index. Michelle Martin and Willie Keng, Founder of Dividend Titan. dive into Treasury Inflation-Protected Securities (TIPS) – why are ultra-long TIPS looking attractive amid potential Fed rate cuts? The conversation then turns to Microsoft – is the recent selloff an opportunity? Jefferies thinks so, citing AI-driven growth and a derisked valuation. Tune in for insights into navigating inflation, stagflation, and tech-investing in today's markets.See omnystudio.com/listener for privacy information.

26 Mar 202525min

Market View: SAP, Novo Nordisk, LVMH, GameStop, MicroStrategy, Bitcoin, Chagee, DFI Retail, Frasers Centrepoint Trust, OUE, Filmgarde, Super Hi, SGX, Yangzijiang, DBS, Venture Corp, ThaiBev, Napster

Market View: SAP, Novo Nordisk, LVMH, GameStop, MicroStrategy, Bitcoin, Chagee, DFI Retail, Frasers Centrepoint Trust, OUE, Filmgarde, Super Hi, SGX, Yangzijiang, DBS, Venture Corp, ThaiBev, Napster

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading in the green this morning, amid hopes of lighter Trump tariffs. Hosted by Michelle Martin with Ryan Huang, the duo discusses SAP’s ascent over Novo Nordisk and LVMH, GameStop’s Bitcoin pivot, and Chagee’s U.S. listing. They dive into DFI Retail’s supermarket selloff, Frasers Centrepoint Trust’s big mall move, and OUE’s new Changi Airport hotel. Plus, the STI’s fresh high, and Napster’s $200 million metaverse comeback!See omnystudio.com/listener for privacy information.

26 Mar 202524min

Money and Me: How to Get into Medical School - The First Crucial Steps

Money and Me: How to Get into Medical School - The First Crucial Steps

Do you really need to be brilliant at maths and science in Primary School or is another foundational skill more important? What do those assessing medical school applications really look out for and how can you reverse engineer these expectations as far back as steps to take in primary school? Michelle Martin goes on a deep dive into the early foundations of a medical career with guest Dr. Dexter Sim, Medical Doctor with the UK NHS and Senior Medical School Admissions Consultant at Crimson Education. Hear how Dr. Sim’s time at Raffles Institution and skipping the O-Levels influenced his journey. A-Levels or IB? Which makes sense for your medical school prep? Also hear personal reflections on stress management needed for the long road to becoming a medical doctor. This is a great episode to share with a young person who you think has what it takes to get into med school.See omnystudio.com/listener for privacy information.

25 Mar 202524min

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