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(3721)

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

True blue authentic Peranakan cuisine and a milo dinosaur so big it dwarfed her sight when she drank from it, Michelle Martin revels in the latest Peranakan buffet  to hit town. Find out why she gives...

25 Jul 20244min

Money and Me: Is Harris good for markets?  Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Money and Me: Is Harris good for markets? Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Join Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode delves into the unexpected announcement of US President Joe Biden dropping out of the president...

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Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Michelle Martin and Ryan Huang analyse market movements. We begin with a major shakeup in the NBA broadcasting world, with Warner Bros Discovery losing its long-standing contract, and Disney, NBC, and...

25 Jul 202425min

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

An accidental visit to a financial planning career booth at NTU’s Career Fair became the best decision of his life. Meet Jake Lim author of Stop. Buying Financial Policies: Cultivating Money Mindfulne...

24 Jul 202419min

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Join host Michelle Martin as she chats with Ryan Huang about a fresh slew of earnings announcements. Dozens of companies are reporting their numbers for the 2nd quarter of the year, including Google’s...

24 Jul 202420min

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Join Michelle Martin with guest Tim Phillips, founder of TimTalksMoney.com as both discuss the best cards to rack up miles when you spend in person overseas. How do you balance bank charges and the de...

23 Jul 202421min

Market View: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Market View: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Hosted by Michelle Martin with Ryan Huang. This episode covers Grab's acquisition of Chope and its entry into the restaurant reservation business. We delve into 'Brokers' Takes' on ST Engineering and ...

23 Jul 202423min

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Join us on Market View, hosted by Michelle Martin with Ryan Huang. We begin with the shocking announcement that US President Joe Biden will not seek re-election, endorsing Kamala Harris. Analysts spec...

22 Jul 202422min

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