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.

Jaksot(3754)

Market View: Nvidia, Bitcoin, Sembcorp, Frasers Centrepoint Trust, Guocoland, Tiong Seng, IHH

Market View: Nvidia, Bitcoin, Sembcorp, Frasers Centrepoint Trust, Guocoland, Tiong Seng, IHH

Is there anything stopping Nvidia's dominance? Why is labour demand cooling in the US? What’s driving the price surge of Bitcoin?  What can we expect from Apple’s new iPhone? Adrian Abraham speaks to ...

30 Elo 202315min

Market View: ChatGPT Enterprise, Bitcoin, Thomson Medical, Apple, Oxley Holdings

Market View: ChatGPT Enterprise, Bitcoin, Thomson Medical, Apple, Oxley Holdings

What can we expect from OpenAI’s ChatGPT Enterprise, which is the company’s biggest announcement since ChatGPT’s debut? What are the reasons that have led Bitcoin trading volume to be at its lowest in...

29 Elo 202312min

Market View: Jackson Hole, BYD, Silverlake Axis, SinoPac, IHH Healthcare

Market View: Jackson Hole, BYD, Silverlake Axis, SinoPac, IHH Healthcare

What were some of the major talking points from Jerome Powell’s speech at the Jackson Hole Symposium and what are its implications? What can we expect from BYD’s upcoming earnings? Adrian Abraham spea...

28 Elo 202312min

ETF Insights: The ABF Singapore Bond Index Fund

ETF Insights: The ABF Singapore Bond Index Fund

Michelle Martin goes beyond the wrapper to find out what investors need to know about the ABF Singapore Bond Index Fund with U-Jin Lim, Senior ETF Business Development Manager Nikko Asset Management A...

28 Elo 202318min

Market View: Jackson Hole, Mastercard, Binance, TAKA Jewellery, Gap

Market View: Jackson Hole, Mastercard, Binance, TAKA Jewellery, Gap

What can we expect from Jerome Powell’s speech at the Jackson Hole Symposium? Why is TAKA Jewellery not making more profit? What are the reasons behind Mastercard and Binance ending their four crypto ...

25 Elo 202317min

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

Market View: Nvidia, Grab, Shell, Mister Donut, Sabana Industrial REIT

What are the factors contributing to Nvidia’s record results? Why has Grab brought forward its profitability target? Why is Shell considering a sale of its Singapore refining and petrochemical plants?...

24 Elo 202314min

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Market View: Nike, Dick’s Sporting Goods, Macy’s, ComfortDelGro, Seatrium, Boustead

Why is Nike’s stock on its biggest losing streak since the apparel giant’s IPO in 1980? What’s caught the eye of investors as they assess private business activity reports from Australia and Japan? Ad...

23 Elo 202311min

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Market View: S&P 500, NASDAQ, BHP, Arm Holdings, Zoom, Oxley, Dasin Retail Trust, LHN, NoonTalk Media

Why do investors remain super skeptical about the pace of China’s consumer rebound? What can we expect from Arm’s US initial public offering? What’s driving Zoom’s better than expected fiscal second-q...

22 Elo 202314min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
pomojen-suusta
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-seuraava-potilas
rss-lahtijat
rss-draivi
leadcast
sijoitusovi-podcast
asuntoasiaa-paivakirjat
rss-startup-ministerio
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-h-asselmoilanen
rss-turha-edes-yrittaa