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: Unlocking the '9th Wonder of the Investing World'

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Join Michelle Martin as she explores the power of compounding, and then moves to the 9th wonder of the investing world as coined by guest Simon Ree, Founder of Tao of Trading. Learn how Simon's approa...

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Market View: Trump Media, First Solar, SunRun, Bank of America, Manchester United, Grand Venture Technology, Dyna-Mac, Food Empire, Star Plus Legend Holdings

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they discuss the market reaction to the Trump-Harris debate, including the drop in Trump Media shares and the su...

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Money and Me: So you want to start a business and you are still in school?

Money and Me: So you want to start a business and you are still in school?

He started a company accidentally at 14, and recently his non-profit organisation raised almost half a million dollars.  Investor and Founder Billy Naveed started  a non-profit organisation called You...

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Market View: JPMorgan Chase, Goldman Sachs, Ally Financial, SGX, SpaceX, BYD, Del Monte, Sabana REIT, SingTel

Join Michelle Martin on her tour of markets! Michelle Martin with Willie Keng, founder of the Dividend Titan blog, in the thick of the US Presidential debates, discuss both candidates policies and how...

11 Sep 202422min

Money and Me: Double Digit Price Hikes for some IP Premiums – What You Need to Know

Money and Me: Double Digit Price Hikes for some IP Premiums – What You Need to Know

Five out of seven insurers have raised premiums for private hospital coverage under integrated shield plans, with some hikes reaching double digits. What’s behind these steep increases, and how can po...

10 Sep 202420min

Market View: Apple, Google, Alibaba, Squarespace, Micron, Oracle, and Digital Core Reit in Focus

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Join Michelle Martin as she guides you through markets! Asia-Pacific markets are trading mixed, with Sydney up while Tokyo and Seoul show little movement. Hosted by Michelle Martin with Dividend Titan...

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Money and Me: Gen AI is changing the demands of leadership. How can you take control?

Money and Me: Gen AI is changing the demands of leadership. How can you take control?

Hosted by Michelle Martin, this episode features Professor David De Cremer, a world-leading behavioral scientist and author of The AI Savvy Leader. They discuss his bestselling book, which highlights ...

9 Sep 202420min

Market View: OCBC, UOB, DBS, CapitaLand Ascott Trust, Tuan Sing Holdings, Tai Sin Electric, ValueMax, Palantir, Dell, Erie Indemnity, American Airlines, Etsy, Bio-Rad Laboratories, GameStop, Life Time, Food Empire, 99 Speed Mart, Jardine Cycle & Carriage, DFI Retail, Hong Kong Land

Market View: OCBC, UOB, DBS, CapitaLand Ascott Trust, Tuan Sing Holdings, Tai Sin Electric, ValueMax, Palantir, Dell, Erie Indemnity, American Airlines, Etsy, Bio-Rad Laboratories, GameStop, Life Time, Food Empire, 99 Speed Mart, Jardine Cycle & Carriage, DFI Retail, Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with guest Willie Keng, author of Dividend Titan finance blog; both discuss OCBC’s and UOB’s share buybacks, and why DBS is absen...

9 Sep 202420min

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