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: Temasek on its commitment and approach to Asia's energy transition

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What's driving Microsoft's share price to an all-time high? What led to WeWork’s collapse into bankruptcy? And why did IMF raise its China growth forecast for 2023? Dan Koh and Willie Keng break down ...

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What implications would Epic Games and Google’s second antitrust trial have on the search engine company? What’s fueling the biggest rally in South Korean stocks since 202? And why has the Philippines...

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Market View: DBS Q3 profit, UOB banking disruption, Berkshire Hathaway, Nio, Venture Corporation, Wing Tai, Daiwa House Logistics Trust, Paramount Global stock soars 15%, Burger King weakness, Maersk 18% plunge in shares price

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What is driving DBS’ Q3 16% rise in profits? Meanwhile, to what extent would UOB’s plan for 2 global partnerships yearly boost its performance moving forward? And what are key US companies’ earnings r...

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