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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SIEWCast: Singapore’s LNG Hub positioning for the future

SIEWCast: Singapore’s LNG Hub positioning for the future

Welcome to SIEWCast, your premier source for energy insights. In this episode, we explore the pivotal role of liquefied natural gas (LNG) as a bridge fuel in the transition towards a net zero world.  ...

17 Sep 202415min

Money and Me: RealVantage, Paragon Capital, and the $50M GREAT Fund

Money and Me: RealVantage, Paragon Capital, and the $50M GREAT Fund

Join Michelle Martin as she explores RealVantage and Paragon Capital’s latest venture into global real estate. Michelle and guests Keith Ong, Co-founder & CEO of RealVantage, and Paul Lee, Co-founder,...

17 Sep 202422min

Market View: Intel, Amazon, Microsoft, Apple, Tencent, Nestle, Midea, SIA, DBS

Market View: Intel, Amazon, Microsoft, Apple, Tencent, Nestle, Midea, SIA, DBS

Join Michelle Martin on her tour of markets! Intel surges on a new AI deal with Amazon, while Amazon’s CEO ends remote work. Microsoft announces a massive share buyback, and Apple unveils iOS 18. Host...

17 Sep 202421min

Market View: Seatrium, UOB, OCBC, Geo Energy Resources, Seven & I, Alimentation Couche-Tard, Nitori, Aeon, Nvidia, Palantir, Dell, Erie Indemnity, Boeing, Trump Media & Technology, MicroStrategy, Ryde, Sembcorp Industries, ST Engineering, SingTel, OCBC, Hong Kong Land

Market View: Seatrium, UOB, OCBC, Geo Energy Resources, Seven & I, Alimentation Couche-Tard, Nitori, Aeon, Nvidia, Palantir, Dell, Erie Indemnity, Boeing, Trump Media & Technology, MicroStrategy, Ryde, Sembcorp Industries, ST Engineering, SingTel, OCBC, Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with a focus on institutional trading, where companies like Seatrium and Geo Energy...

16 Sep 202422min

Little Luxuries: Should you watch Alien Romulus?

Little Luxuries: Should you watch Alien Romulus?

Horror and sci-fi fan Michelle Martin grabs her soft fleece and popcorn to catch the long-awaited addition to the Alien franchise and delivers her verdict.See omnystudio.com/listener for privacy infor...

16 Sep 20245min

Money and Me: Gemini's Global State of Crypto and Stablecoin Adoption in Singapore

Money and Me: Gemini's Global State of Crypto and Stablecoin Adoption in Singapore

Hosted by Michelle Martin, with guest Saad Ahmed, Head of Asia Pacific at Gemini, this episode dives into Gemini’s 2024 Global State of Crypto report. Discover the key findings on cryptocurrency senti...

16 Sep 202411min

Money and Me: If you haven't checked for Lipoprotein (a), you probably should.

Money and Me: If you haven't checked for Lipoprotein (a), you probably should.

Did you know that 1 out of 3 deaths in Singapore is due to heart diseases or stroke. With that in mind, we're spotlighting a little-known lipoprotein might not make headlines as often as LDL or HDL ch...

13 Sep 202422min

Market View: SG stocks rally, SGX dips, Oracle forecast, Adobe sales outlook, Eli Lilly, Moderna, Gilead, Yangzijiang Shipbuilding, Bajaj Housing Finance, MasterCard, Berkshire Hathaway

Market View: SG stocks rally, SGX dips, Oracle forecast, Adobe sales outlook, Eli Lilly, Moderna, Gilead, Yangzijiang Shipbuilding, Bajaj Housing Finance, MasterCard, Berkshire Hathaway

What's behind the recent rally in Singapore stocks? Why are analysts downgrading SGX stock? What is fuelling the promising outlook for Oracle? Find out with Michelle Martin and Ryan Huang as they brea...

13 Sep 202419min

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