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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Money and Me: What economic opportunities EU businesses are seeing in ASEAN

Money and Me: What economic opportunities EU businesses are seeing in ASEAN

In the recent release of the EU-ASEAN Business Council's 10th annual Business Sentiment Survey, nearly 90% of European firms revealed plans to increase their trade and investment in Southeast Asia ove...

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Market View: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering 

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With the US officially kicking off their election season, what do we understand about how markets are positioning themselves? And what are some areas of the market that can potentially move big on eit...

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Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Alethia Capital Equity Research. Both explore the implications of record-high gold prices for in...

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Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode examines mixed trading in Asia-Pacific markets as Tokyo, Seoul, and Sydney react to local and globa...

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Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific market movements, analyzing institutional transactions in Beng Kuang Marine...

4 Nov 202423min

Money and Me: The low risk approach to investing when you don't have much to lose 

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Join Michelle Martin on Money and Me with her guest Elijah Lee, Senior Financial Services Manager, Phillip Securities. This episode explores foundational investment strategies for anyone new to the id...

4 Nov 202425min

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

The short answer is yes but there are exceptional cases when nefarious intentions behind such divisions are detected. Get legal Insights on divorce and asset division as Michelle Martin speaks with le...

1 Nov 202421min

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they delve into Asia-Pacific markets' reaction to Wall Street’s overnight losses. Big Tech earnings take center ...

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