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(3694)

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Join Michelle Martin on her tour of markets! Michelle Martin and Ryan Huang,look into Asia-Pacific market gains and the latest on Singapore REITs, with Mapletree Logistics Trust and Sabana REIT painting contrasting earnings pictures. Discover the impact of Trump-era policies on space-related stocks like Redwire, Rocket Lab USA, and Intuitive Machines, as well as AI infrastructure giants Oracle, SoftBank, and Nvidia. Explore Netflix's record-breaking subscriptions, strong showings from United Airlines and Charles Schwab, and challenges for Hong Kong's New World Development. Finally, Ryan dissects LVMH’s PR woes over crumbling Olympic medals.See omnystudio.com/listener for privacy information.

22 Jan 202523min

Money and Me: Gig Workers, CPF Changes, and Financial Planning

Money and Me: Gig Workers, CPF Changes, and Financial Planning

Heard of the landmark CPF changes for Singapore's gig workers? The law allows for legal protections in the areas of injury compensation and retirement benefits. It also includes CPF deductions starting January 2025. Explore strategies for money management amidst rising expense-to-income ratios, especially for platform workers with variable incomes. Uncover investment opportunities, from ETFs to dividend stocks, and how to balance short-term cash flow with long-term goals. Guest Daphne Tan, Head of Business Development, CMC Markets Singapore.See omnystudio.com/listener for privacy information.

21 Jan 202517min

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Asia-Pacific markets' bullish momentum, led by Sydney's ASX-200 and Seoul's KOSPI. Dive into Donald Trump's sweeping executive orders, their market implications, and the US-China tariff saga. Discover TikTok's role at Trump's inauguration, Xiaohongshu's market impact, and Chinese stocks like Hangzhou Onechance Tech and Yantai China Pet Foods. Analyze Singapore’s marine stocks, CDL's New Zealand deal, and the Hong Kong IPO of soda maker Dayao. Plus, insights on Costco, the Straits Times Index, and Japanese author Uketsu. See omnystudio.com/listener for privacy information.

21 Jan 202521min

Money and Me: Son sues father for maintenance

Money and Me: Son sues father for maintenance

On what grounds can a child sue his parent for maintenance? When does financial support from a parent to a child end in the eyes of the law? We dive into the details with Justin Chan, Managing Partner, Justin Chan Chambers LLP.See omnystudio.com/listener for privacy information.

20 Jan 202519min

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets rallying on Wall Street gains. Discover why TikTok's temporary shutdown in the US sparked global conversations and how Centurion, Tuan Sing, and XMH Holdings are navigating Director Deals. Explore updates on Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, and US office REITs like Keppel Pacific Oak and Prime US REIT. Ryan also shares insights into REIT earnings and $Trump, the cryptocurrency launched by Donald Trump's family.See omnystudio.com/listener for privacy information.

20 Jan 202524min

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dissects corporate earnings, including Bank of America, Morgan Stanley, TSMC, and Richemont. Discover insights into Blue Origin's successful mission, Infosys's AI-driven growth, and TikTok's controversies. Get updates on Singapore's market movers like CDL, DBS, and Singapore Airlines, alongside the Straits Times Index's performance. Tune in for essential market updates and the stories driving investor sentiment!See omnystudio.com/listener for privacy information.

17 Jan 202520min

Money and Me: Will the US dollar stay strong? What could boost S-REIT's?  Are Singapore’s Local Banks likely still safe havens in 2025?

Money and Me: Will the US dollar stay strong? What could boost S-REIT's? Are Singapore’s Local Banks likely still safe havens in 2025?

Join Michelle Martin on Money and Me with Cheng Chye Hsern, Head of Investment at Providend. Explore what the strengthening USD means for Singapore’s economy and the stock market in 2025. Gain insights into the volatile performance of S-REITs and whether a rebound is on the horizon. Learn why Singapore’s local banks had a record-breaking 2024 and if their momentum will continue. Cheng shares his market outlook, sector opportunities, and strategies for navigating the year ahead. See omnystudio.com/listener for privacy information.

17 Jan 202522min

Read : The Money Trap by Alok Sama

Read : The Money Trap by Alok Sama

Michelle Martin goes beyond the page of The Money Trap with bestselling author Alok Sama. The former President & CFO of SoftBank Group International describes a pivotal meeting with Masayoshi Son, reflects on what he shared with Son San on investing in AI and discusses the future of quantum computing with Michelle. See omnystudio.com/listener for privacy information.

16 Jan 202525min

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