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: Diamondback buys Endeavor Energy, Parkway Life REIT, Digital Core REIT, Gilead Sciences acquires CymaBay, JetBlue’s stock rallies, History of stock market and gold performance in Year of the Dragon

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13 Feb 202421min

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Read: Your companion to speaking up

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Market View: Marco Polo Marine Q1 gross profit rises, Starhub’s earnings, Singpost Q3 results, Arm Holdings, Luxury Retailers, Hershey, Harley-Davidson, Meta, China consumer prices

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What’s driving growth in Marco Polo Marine’s Q1 gross profit? What’s the latest on Starhub’s earnings? And why is a drop in China’s consumer prices bad for the economy? Find out with Michelle Martin a...

9 Feb 202418min

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

Money and Me: Impact of US elections on stock market, Investing in AI with an eye on the energy sector, China's new top securities regulator

What implications might the upcoming US elections have on overall market performance? With AI generating a surge in demand for energy, how can investors play on this trend? And will China's attempts t...

8 Feb 202424min

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

Market View: Disney beats earnings estimates, China's new top markets regulator, Thomson Medical, Jumbo Group, Alibaba, Uber, Roblox, Sonos, Goh Jin Hian, AI in Singapore

On Market View, Michelle Martin and Ryan Huang find out how Disney was able to beat earnings estimate, why China is replacing its top markets regulator, and a quick run on the What's Hot, What's Not l...

8 Feb 202423min

Money and Me: The strategy young professionals are banking on for retirement

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Michelle Martin finds out what young professionals in Singapore are basing their confidence on for retirement and if they can do better with Alice Tng, Wealth Manager, PhillipCapital.See omnystudio.co...

7 Feb 202418min

Market View: DBS' earnings review, BP & UBS, Wing Tai, BRC Asia, F&N, Netlink, Eli Lily, Nintendo, Spotify, NYC Bancorp

Market View: DBS' earnings review, BP & UBS, Wing Tai, BRC Asia, F&N, Netlink, Eli Lily, Nintendo, Spotify, NYC Bancorp

Why are DBS' earnings coming under pressure? What do BP & UBS have in common? Find out with Michelle Martin and Ryan Huang as they break down the latest market actions.See omnystudio.com/listener for ...

7 Feb 202421min

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