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.

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Market View: Alphabet,  Microsoft, Keppel, BHP,  AstraZenica,  VinFast,  iFast,  Great Eastern,  Suntec REIT

Market View: Alphabet, Microsoft, Keppel, BHP, AstraZenica, VinFast, iFast, Great Eastern, Suntec REIT

We begin this morning with corporate earnings and the world of Big Tech where two of the biggest companies on the planet are reporting profits this morning. We swing to the US, where investors are dig...

26 Apr 202423min

Money and Me: Should You Buy NVIDIA now?

Money and Me: Should You Buy NVIDIA now?

Why does one fourth of Bill Gates portfolio comprise shares in this company? If you feel you missed the NVIDIA boat, what is another way to look at the fact that you did indeed miss out? Why is stayin...

25 Apr 202420min

Market View: Meta, CapitaLand India Trust, CapitaLand China Trust, Digital Core REIT, OUE REIT, Heineken,  Hilton, Biogen

Market View: Meta, CapitaLand India Trust, CapitaLand China Trust, Digital Core REIT, OUE REIT, Heineken, Hilton, Biogen

What is driving Meta’s profit surge and why are shares down 15% this morning? WE look at a host of reits, what share buybacks appear to be put on hold and the STI constituent that has not been receivi...

25 Apr 202423min

Little Luxury : Why you need to watch Hamilton

Little Luxury : Why you need to watch Hamilton

Michelle Martin reviews Hamilton the musical.See omnystudio.com/listener for privacy information.

25 Apr 20244min

Market View : Tesla, Kering, Spotify, Visa

Market View : Tesla, Kering, Spotify, Visa

Tesla: what’s behind its 55% drop in profits? Markets: US vs London vs Hong Kong which would are Chinese investors choosing? HK Land’s business and more are discussed in this conversation between Mich...

24 Apr 202420min

Money and Me: How much would you need to move you and your family to Australia?

Money and Me: How much would you need to move you and your family to Australia?

Have you been thinking of picking up your family and moving internationally? International broadcaster Jason Dasey who lived in Singapore but now calls Brisbane home, fills us in on property prices an...

24 Apr 202422min

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Will Bitcoin's price rise now that the fourth halving has occurred? Hassan Ahmed, Country Director, Singapore, at Coinbase  joins Michelle Martin to discuss Bitcoin ETF dynamics, price movements post-...

24 Apr 20245min

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

What can we see from the latest chip stock earnings? Are we seeing a reality check on the AI growth story? Which of your cards will give you less bonus airmiles for your spend? How can you as a beginn...

23 Apr 202426min

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