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: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Market View: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Join Michelle Martin in her smart roundup of markets with Ryan Huang. This episode dives into the latest institutional trading moves, highlighting Singapore Airlines, Digital Core REIT, and SunMoon Fo...

12 Aug 202422min

Money and Me: Investing, Trading, or Gambling?

Money and Me: Investing, Trading, or Gambling?

Michelle Martin invites ex Citi and Goldman Sachs veteran Simon Ree, now founder of a platform empowering investors with tools and knowledge, the Tao of Trading. This episode explores the essential di...

12 Aug 202422min

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

What's the significance of Warren Buffett raising cash just before the US sell-off? How did the price of Bitcoin react to global sell-off? What could the Fed do next in the face of recessionary fears?...

8 Aug 202428min

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Michelle Martin tours markets in the morning with Ryan Huang. Both look at  DBS CEO Piyush Gupta stepping down and Tan Su Shan stepping in, updates on Disney, Sony, and Novo Nordisk's earnings. We als...

8 Aug 202429min

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Join Michelle Martin's tour of markets. With Ryan Huang, Michelle explores Asia-Pacific markets; trading looks mixed at the morning start as Tokyo, Sydney, and Seoul show varied performances. Corporat...

7 Aug 202423min

Money and Me: Market meltdown and your portfolio

Money and Me: Market meltdown and your portfolio

Join Michelle Martin in conversation with her guest, Cheng Chye Hsern, Head of Investment, Providend. Global markets faced a severe downturn on Monday, with significant losses from New York to Tokyo. ...

7 Aug 202424min

Money and Me: The High Cost of High Cholesterol

Money and Me: The High Cost of High Cholesterol

Actor and former national rugby player Paul Foster was just 29 and in peak physical condition when he experienced sudden nausea and motion sickness, which prompted his first full health screening. Tha...

6 Aug 202424min

Market View: Mapletree Logistics Trust, Raffles Medical Group, Apple, Bank of America, Berkshire Hathaway, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Market View: Mapletree Logistics Trust, Raffles Medical Group, Apple, Bank of America, Berkshire Hathaway, Chevron, Li Auto, Hotel Properties, Yangzijiang Shipbuilding, Singapore Airlines, Frasers Logistics & Commercial Trust, CapitaLand Ascendas REIT

Join Michelle Martin's race through the market with Ryan Huang. We begin this Monday morning with Director Deals and institutional trading. Mapletree Logistics Trust sees insider buying amidst leaders...

6 Aug 202427min

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