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(3770)

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Read: Build For Tomorrow by Jason Feifer

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Is reducing the fear of loss an important key to dealing with change? Jason Feifer goes beyond the page of his new book with Michelle Martin in this interview. Michelle says this transformative book s...

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From a Singaporean who recently became one of the biggest shareholders of Singpost after selling his flat, to China’s Pinduoduo taking its first international step in the US market, and what investors...

25 Elo 202224min

Market View: Twitter episode key takeaways, Noble Group's bust, Intel, Nvidia, Snowflake, Singtel

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What are some of the key takeaways of the Musk-Twitter drama? And how do Noble Group's penalties compare to their crime? Michelle Martin and Ryan Huang explore the latest happenings in the market and ...

25 Elo 202217min

Market View Minutes: Should you invest in Qantas or New Zealand airlines today?

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Have you traveled recently, and if so, was your experience good or bad?  Airlines have struggled to keep up with the resurgence of demand, these past few months. One traveller — or perhaps a disgruntl...

25 Elo 20222min

Market View: Twitter Whistle-Blower, Tesla stock split, AMC goes APE, Google, JD.com, Nutryfarm, SIA

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Michelle Martin and Ryan Huang discuss the latest twist  of the Musk-Twitter saga, involving a whistle-blower which could be useful to Elon Musk in his battle with Twitter. They also discuss if AMC'S ...

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24 Elo 202223min

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