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(3757)

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Market View: Wall Street continues sinking, Apple, Meta, Robinhood, China’s EV bubble, AIMS Apac REIT, Singtel, OPEC Oil forecast

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In this episode of Market View, Dan Koh speaks to Ryan Huang and Sean Cheong to discuss why technology giant stocks are pulling back overnight - contributing heavily to the Nasdaq’s sharp decline - an...

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Money and Me: Here’s the answer to employee retention and healthier cash flow

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On this episode of Money and Me, Dan Koh speaks to Kevin Fitzgerald, Managing Director, Asia, at Employment Hero about what businesses can do to support their employees through inflation without a rai...

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Market View: Russia’s insurrection on global markets, Bitcoin, Honda, Nio, Yangjiziang Shipbuilding, S-REITs, Stock market performance for 2H2023

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23 Kesä 202320min

Market View: Yellen sees diminishing US recession, BOE, Deutsche Bank, Sabana REIT, Singapore T-bills, Ford $9.2 billion loan, Crypto migrates to Asia

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US Treasury Secretary Janet Yellen and Moody’s Mark Zandi vs Treasury bond investors - who triumphs in the debate over the odds of a US recession? And why is Asia fast becoming the new centre of gravi...

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