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)

Money and Me: Cybersecurity Trends, Threats, and Investment Opportunities

Money and Me: Cybersecurity Trends, Threats, and Investment Opportunities

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Money and Me: Building an Optimally Diversified ETF Portfolio and Nvidia's Future Prospects

Money and Me: Building an Optimally Diversified ETF Portfolio and Nvidia's Future Prospects

Join Michelle Martin and her guest Tim Phillips, Founder of TimTalksMoney.com for a deep-dive into how to build an optimally diversified ETF portfolio. Also, explore a host of ETF's including the Vang...

20 Jun 202427min

Market View: Top Glove, TSMC, Hon Hai, Advantest, SK Hynix, UMS Holdings, AEM Holdings, Golden Goose, Flix, Tendam Brands, Best Buy, Nintendo, Amazon, Vodafone

Market View: Top Glove, TSMC, Hon Hai, Advantest, SK Hynix, UMS Holdings, AEM Holdings, Golden Goose, Flix, Tendam Brands, Best Buy, Nintendo, Amazon, Vodafone

Join the breakneck tour of markets hosted by Michelle Martin with Ryan Huang. We begin with Top Glove, which is back in the black with a profit of nearly $15 million. Learn about TSMC and Hon Hai's im...

20 Jun 202419min

Money and Me: Maximizing CPF LIFE

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Michelle Martin and guest Christopher Tan, CEO of Providend, delve into the intricacies of CPF LIFE. Discover how CPF LIFE works, and learn strategies to maximize payouts. Explore the risks retirees f...

19 Jun 202423min

Market View: Nvidia, Microsoft, Apple, Seatrium, Berkshire Hathaway, BYD, Occidental Petroleum, Blackstone, Teijin, Huawei, Toyota, Boeing, Golden Goose, SingTel, Jardine Cycle & Carriage, ST Engineering, UOL, Thai Beverage, Samyang

Market View: Nvidia, Microsoft, Apple, Seatrium, Berkshire Hathaway, BYD, Occidental Petroleum, Blackstone, Teijin, Huawei, Toyota, Boeing, Golden Goose, SingTel, Jardine Cycle & Carriage, ST Engineering, UOL, Thai Beverage, Samyang

Join Michelle Martin with Ryan Huang, as they cover Nvidia's meteoric rise, Seatrium's stock plunge amidst an investigation, and Berkshire Hathaway's strategic moves. Tune in for insights into Blackst...

19 Jun 202422min

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

In Singapore, authorities have advised people not to touch or feed wild birds as a precaution against Avian Flu or H5N1. There have been no cases here so far. Australia however, has reported its first...

18 Jun 202412min

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Michelle Martin looks at why Asia-Pacific markets are trading higher this morning. In this special solo edition, Michelle dives into Hyundai's record share surge amidst its planned IPO of Hyundai Moto...

18 Jun 202414min

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