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: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

Market View: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

What did the recent release of the November ISM data signal about the state of the US economy? And how might Foxconn’s report of a decline in its November revenue impact Apple? Dan Koh and Ryan Huang ...

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Money and Me: Here's everything you need to save on your next holiday!

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Money and Me: Is having too much fixed income in an investment portfolio bad for you?

It’s not surprising that we’re seeing a strong safe investments like the Singapore Treasury Bills and Singapore Savings Bonds, given the rise of inflation and the possibility of a recession. But are t...

2 Dec 202219min

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Market View: PCE & ISM manufacturing Index, SATS, Jetstar, UOB, Salesforce stock plunges, SpaceX satellites approved

Dan Koh and Ryan Huang discuss how the markets are responding to the release of key US reports such as the PCE Index and the ISM manufacturing Index. They also discuss why Salesforce tanked overnight ...

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Market View: Fed Powell confirms interest rate moderation, CDL, Digital Core REIT, Vertex Technology Acquisition, Musk and Apple meet up

Market View: Fed Powell confirms interest rate moderation, CDL, Digital Core REIT, Vertex Technology Acquisition, Musk and Apple meet up

Markets are off to an optimistic start to December! This comes as Wall Street stocks saw broad gains after Fed chair Jerome Powell indicated that the central bank will slow the pace of its aggressive ...

1 Dec 202216min

Money and Me: Here’s why you might want to start investing in the Esports industry today

Money and Me: Here’s why you might want to start investing in the Esports industry today

Did you know… The Global Esports Market size is expected to reach more than a staggering $3.5 billion by 2027! With that in mind, wouldn't you want a slice of that pie? Well wait no further and join D...

30 Nov 202223min

Market View: US Stocks slump for third session, SIA, Jumbo Group, BRC Asia, IHH Healthcare, Nio and Tencent team up, Adana Enterprises redevelopment plans

Market View: US Stocks slump for third session, SIA, Jumbo Group, BRC Asia, IHH Healthcare, Nio and Tencent team up, Adana Enterprises redevelopment plans

On today’s episode of Market View, find out the details behind the new partnership between Tesla rival Nio and Tencent on self-driving tech, and the significance of Adani Enterprises’ winning rights t...

30 Nov 202213min

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