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.

Avsnitt(3714)

Money and Me: How PSB is addressing the needs of aspiring healthcare professionals

Money and Me: How PSB is addressing the needs of aspiring healthcare professionals

If there's one thing that Covid-19 has unveiled to us, its the shortage of manpower in critical healthcare roles in Singapore, such as radiographers and pharmacists. Adding to this crisis is the growi...

17 Okt 202414min

Market View: Morgan Stanley 32% profit surge, Amazon, Bitcoin, Horizon Robotics, Huawei, China's Casino Royale

Market View: Morgan Stanley 32% profit surge, Amazon, Bitcoin, Horizon Robotics, Huawei, China's Casino Royale

What's driving profits at Morgan Stanley? What can we learn from the earnings results of US companies for 3Q so far? And how should you think about investing in China's stock market today? Dan Koh and...

17 Okt 202422min

Money and Me: Exploring US real estate as a Singaporean investor

Money and Me: Exploring US real estate as a Singaporean investor

As a Singaporean investor, navigating US taxes, demographics, migration patterns and interest rate cycles may seem daunting. Yet the US real estate attracts investors from all corners of the globe. Mi...

16 Okt 202424min

Market View: Goldman Sachs, Citigroup, Bank of America, Charles Schwab, Morgan Stanley, Ingram Micro, Tokyo Metro, Food Innovators, ASML, United Airlines, Walgreens, Boeing, CDL Hospitality Trusts, Jardine Matheson, Yangzijiang Shipbuilding, BYD

Market View: Goldman Sachs, Citigroup, Bank of America, Charles Schwab, Morgan Stanley, Ingram Micro, Tokyo Metro, Food Innovators, ASML, United Airlines, Walgreens, Boeing, CDL Hospitality Trusts, Jardine Matheson, Yangzijiang Shipbuilding, BYD

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the recent sell-offs across Asia-Pacific, with Tokyo’s Nikkei, Seoul's KOSPI, and Sydney...

16 Okt 202422min

SIEWCast: Powering Singapore’s Energy Transition with Geneco and YTL Power Seraya

SIEWCast: Powering Singapore’s Energy Transition with Geneco and YTL Power Seraya

Welcome to SIEWCast. In this episode, we explore how Geneco and YTL PowerSeraya are driving sustainability efforts and encouraging retail customers to support a greener future. Michelle Martin learns ...

15 Okt 202411min

Money and Me: Figuring out your rate of spending

Money and Me: Figuring out your rate of spending

Host Michelle Martin says this may be the most important episode to help you plan your retirement successfully! This episode of Money and Me features Christopher Tan, CEO of Providend, as he shares ex...

15 Okt 202422min

Market View: Nikkei, ASX, Kospi, Nasdaq, S&P 500, Dow, Bank of America, Citigroup, Goldman Sachs, United Airlines, Rio Tinto, UnitedHealth, Reliance Industries, HSBC, Target, Oracle, 3M, Biogen, Morgan Stanley, SiriusXM, Horizon Robotics, Allianz, Boeing, Sasseur REIT, Centurion, Thai Beverage, Yangzijiang Shipbuilding

Market View: Nikkei, ASX, Kospi, Nasdaq, S&P 500, Dow, Bank of America, Citigroup, Goldman Sachs, United Airlines, Rio Tinto, UnitedHealth, Reliance Industries, HSBC, Target, Oracle, 3M, Biogen, Morgan Stanley, SiriusXM, Horizon Robotics, Allianz, Boeing, Sasseur REIT, Centurion, Thai Beverage, Yangzijiang Shipbuilding

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode dives into Asia-Pacific market gains led by Tokyo, Sydney, and Seoul, alongside record highs for...

15 Okt 202422min

Market View: S&P 500 & Dow new highs, US Earnings season, China Finance Ministry Briefing, Tesla, TSMC, SpaceX, Singapore GDP numbers

Market View: S&P 500 & Dow new highs, US Earnings season, China Finance Ministry Briefing, Tesla, TSMC, SpaceX, Singapore GDP numbers

The US market is finally showing signs of broadening, with the S&P 500 and Dow Jones Industrial Average powered to new highs after US banks kicked off the 3Q earnings seasons on a record! What does th...

14 Okt 202422min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
borsmorgon
fill-or-kill
rss-kort-lang-analyspodden-fran-di
lastbilspodden
affarsvarlden
loungepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
dynastin
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di