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: US Banks earnings review, BYD, Nokia, United Airlines, Netflix, Shopify, US & Global markets key events, S-REITs earnings expectations

Market View: US Banks earnings review, BYD, Nokia, United Airlines, Netflix, Shopify, US & Global markets key events, S-REITs earnings expectations

On this episode of Market View, Michelle Martin and Ryan Huang review the latest US bank earnings and find out what were some of the key takeaways from these results. They also analyse what investors ...

17 Juli 202318min

Money and Me: What Singaporeans think the secret is to growing wealth

Money and Me: What Singaporeans think the secret is to growing wealth

A recent study by wealth manager St James’s Place found that less than half of Singaporeans are happy with their level of wealth.  Michelle Martin finds out what the financially abundant - people who ...

14 Juli 202312min

Market View: Hollywood actors on strike, Disney considers selling TV assets, PepsicCo, Exxon Mobil, Amazon, Crypto, AI Hype bubble, Saudi Arabia to lose top spot in OPEC+

Market View: Hollywood actors on strike, Disney considers selling TV assets, PepsicCo, Exxon Mobil, Amazon, Crypto, AI Hype bubble, Saudi Arabia to lose top spot in OPEC+

Why are Hollywood writers and actors on strike for the first time in 6 decades? Could the AI hype end up like the dot-com bubble? And why is Saudi Arabia losing its top spot in the OPEC+? Michelle Mar...

14 Juli 202318min

Money and Me: Hang Seng Index expands constituents, Impact of Microsoft acquisition of Activision on competition, How to play the AI bubble without getting burned

Money and Me: Hang Seng Index expands constituents, Impact of Microsoft acquisition of Activision on competition, How to play the AI bubble without getting burned

Does the expansion of the Hang Seng Index indicate an opportunity for investors to buy in potential constituents? What would Microsoft’s potential acquisition of Activision mean for the future of comp...

13 Juli 202323min

Market View: ESR Logos REIT & Sabana REIT, US Inflation data, TCS, Fast Retailing, YG Entertainment, PepsiCo, Domino’s, US Treasury Yield Curve, TreeHouse Foods

Market View: ESR Logos REIT & Sabana REIT, US Inflation data, TCS, Fast Retailing, YG Entertainment, PepsiCo, Domino’s, US Treasury Yield Curve, TreeHouse Foods

Why is ESR Logos REIT letting go of assets for less than they’re worth? What do the latest inflation numbers suggest about the future of interest rates? And why are analysts bullish on TreeHouse Foods...

13 Juli 202316min

Money and Me: What you need to know about the changes to the Maintenance of Parents Act

Money and Me: What you need to know about the changes to the Maintenance of Parents Act

How do the 2023 amendments to the Maintenance of Parents Act fairly balance the need to protect or advocate for parents and children across the chasm of possible estrangement? Does the act now allow f...

12 Juli 202320min

Market View: Temasek posts worst return, Bank of America, Nuclear power companies, Nanofilm, DBS, Microsoft acquisition of Activision Blizzard, Dasin Retail Trust, AI Winners & Losers

Market View: Temasek posts worst return, Bank of America, Nuclear power companies, Nanofilm, DBS, Microsoft acquisition of Activision Blizzard, Dasin Retail Trust, AI Winners & Losers

What do you need to know about Temasek’s latest FY2023 performance? What are some possible winners/losers of the AI trend? Michelle Martin and Ryan Huang give you the details.See omnystudio.com/listen...

12 Juli 202321min

Money and Me: Can a parent who has abused their child seek monetary support?

Money and Me: Can a parent who has abused their child seek monetary support?

4 key amendments have been made to the Maintenance of Parents Bill to protect children from abusive parents seeking maintenance and help destitute parents who may be hesitant to ask for help from thei...

11 Juli 202321min

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