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 Minute: Thompson Medical Groups surge in profits

Market View Minute: Thompson Medical Groups surge in profits

Running vaccination clinics pays off for Thomson Medical which is reporting banner profits and dividends. How much? Michelle Martin finds out in Market View MinutesSee omnystudio.com/listener for priv...

29 Aug 20222min

Money and Me: Struggling to monetise your content?

Money and Me: Struggling to monetise your content?

While the Creator landscape is estimated to reach a global market size of US$104 billion by the end of 2022, it looks like many creators still struggle with the transition to creating content as a ful...

26 Aug 202216min

Market View: Grab, GOTO, PropertyGuru

Market View: Grab, GOTO, PropertyGuru

In this episode of Market View, we take a look at the current state of business for Grab, GOTO and Property Guru and who is gaining traction and who isn't? Then we survey US markets; US stocks rallied...

26 Aug 20224min

Market View Minutes: Singpost in one basket?

Market View Minutes: Singpost in one basket?

A man sold his HDB flat and invested the entire sum in just one stock: SingPost.  Wow, that’s confidence... or something else, depending on how you look at it.  So, how has SingPost done since he boug...

26 Aug 20223min

Read: Build For Tomorrow by Jason Feifer

Read: Build For Tomorrow by Jason Feifer

Is reducing the fear of loss an important key to dealing with change? Jason Feifer goes beyond the page of his new book with Michelle Martin in this interview. Michelle says this transformative book s...

26 Aug 202220min

Money and Me: The best strategy to stay on course with investments during an inflation

Money and Me: The best strategy to stay on course with investments during an inflation

From a Singaporean who recently became one of the biggest shareholders of Singpost after selling his flat, to China’s Pinduoduo taking its first international step in the US market, and what investors...

25 Aug 202224min

Market View: Twitter episode key takeaways, Noble Group's bust, Intel, Nvidia, Snowflake, Singtel

Market View: Twitter episode key takeaways, Noble Group's bust, Intel, Nvidia, Snowflake, Singtel

What are some of the key takeaways of the Musk-Twitter drama? And how do Noble Group's penalties compare to their crime? Michelle Martin and Ryan Huang explore the latest happenings in the market and ...

25 Aug 202217min

Market View Minutes: Should you invest in Qantas or New Zealand airlines today?

Market View Minutes: Should you invest in Qantas or New Zealand airlines today?

Have you traveled recently, and if so, was your experience good or bad?  Airlines have struggled to keep up with the resurgence of demand, these past few months. One traveller — or perhaps a disgruntl...

25 Aug 20222min

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