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(3714)

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

In this episode Michelle Martin speaks with Puah Kok Keong, Chief Executive of the Energy Market Authority, about his vision for Singapore’s energy sector, the International Energy Agency’s regional C...

2 Okt 202417min

Market View: Apple, Tesla, Nvidia, and Meta's Market Moves

Market View: Apple, Tesla, Nvidia, and Meta's Market Moves

Join Michelle Martin on her tour of markets! In today’s episode, she and Ryan Huang discuss the latest updates on Apple’s product launches, Tesla’s stock fluctuations, Nvidia’s AI-driven growth, and M...

1 Okt 202422min

Money and Me: How Amazing is Instarem's Amaze Card?

Money and Me: How Amazing is Instarem's Amaze Card?

Why pay 3.25% when you can pay 2% on foreign exchange fees? Customers like the idea of combining their Amaze card with their Mastercard credit cards for the additional rewards, but some banks have clo...

1 Okt 202425min

Money and Me: China's stock market bounce and your investment needs

Money and Me: China's stock market bounce and your investment needs

While investors have been dazzled by China and Hong Kong's rally, we ask, ahead of China's national holiday, is there space for one more rally. And beyond a short-term bounce, is there reason to look ...

30 Sep 202423min

Market View: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

Market View: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers key market moves across Asia, including Raffles Medical Group’s director deals and First REI...

30 Sep 202422min

Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Join Michelle Martin as she delves into the financial insights of Chris Tan, CEO of Providend, who has just returned from his business trip across San Francisco, Dallas, and Austin. Is the grass at th...

27 Sep 202424min

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode explores China’s latest stimulus measures and their impact on companies like Bank of China, Cate...

27 Sep 202420min

Money and Me: The next big thing when investing overseas?

Money and Me: The next big thing when investing overseas?

Owner of 16 properties, with 13 in one particular part of the world, Germaine Chow, Co-founder, I Quadrant shares with Michelle Martin where she would look to and why she would not invest in what appe...

26 Sep 202423min

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