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: Tesla, Keppel Corp, Keppel Infrastructure Trust, Keppel Pacific Oak US REIT, Mapletree Logistics Trust, Digital Core REIT, Coca-Cola, Boeing, SK Hynix, China Resources Beverage, ComfortDelGro, Hong Kong Land, DFI Retail, Jardine Matheson Holdings

Market View: Tesla, Keppel Corp, Keppel Infrastructure Trust, Keppel Pacific Oak US REIT, Mapletree Logistics Trust, Digital Core REIT, Coca-Cola, Boeing, SK Hynix, China Resources Beverage, ComfortDelGro, Hong Kong Land, DFI Retail, Jardine Matheson Holdings

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Corporate earnings are in the spotlight with Tesla and Keppel Corp delivering mixed results. We explore Keppel's...

24 Okt 202417min

Market View: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Market View: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into corporate earnings from Starbucks and General Motors, exploring their market reactions. ...

23 Okt 202420min

SIEWCast: How DBS is Driving Asia’s Energy Transition

SIEWCast: How DBS is Driving Asia’s Energy Transition

Global energy transition requires not only an acceleration in the production of clean energy but scaling up the infrastructure. How will the bill to finance that also deliver economic and societal ben...

22 Okt 202420min

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trending lower, and Keppel REIT's earnings are in focus with mixed results. Michelle Martin invites Ryan Huang to the chat and bot...

22 Okt 202422min

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Join Michelle Martin as she explores what every new buyer of HDB flats needs to understand about the new public housing classification system in Singapore. Host Michelle Martin invites Ivan Cai, Head ...

22 Okt 202422min

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode focuses on director deals involving CNMC Goldmine, Travelite, and Noel Gifts, examining the implica...

21 Okt 202421min

Money and Me: Opportunities in Emerging Market Debt

Money and Me: Opportunities in Emerging Market Debt

Hosted by Michelle Martin, this episode dives into the evolving landscape of emerging market debt with Johnny Chen, Portfolio Manager of Emerging Markets Debt at William Blair. Will we see a stronger ...

21 Okt 202412min

Market View: Dow hits record highs, Netflix earnings, Blackstone, Ferrari, Hyundai Motor, Gold prices, TSMC, US Treasuries

Market View: Dow hits record highs, Netflix earnings, Blackstone, Ferrari, Hyundai Motor, Gold prices, TSMC, US Treasuries

Which company is pushing the Dow to record highs? What do you need to know about Netflix's latest stellar outperformance? And which company is reviving hopes back into the semiconductor space? Find ou...

18 Okt 202421min

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