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(3772)

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Will Bitcoin extend its recovery? What's next for China given the recent interest rate cuts? Will oil move lower? Will the US market extend its longest winning streak of the year? Tony Sycamore, Senio...

17 Elo 202214min

Market View Minute: Where does Warren Buffet like his cash?

Market View Minute: Where does Warren Buffet like his cash?

Would you like to invest like Warren Buffett?  Michelle Martin tells us how!   She looks at a list of all the stocks that Berkshire Hathaway has been buying over the past quarter. See omnystudio.com/l...

17 Elo 20223min

Market View:  Those meme stocks, market Strategies for US and APAC, Tencent, Walmart, US tax on corporate buybacks

Market View: Those meme stocks, market Strategies for US and APAC, Tencent, Walmart, US tax on corporate buybacks

Michelle Martin and Tina Teng, market strategist with CMC Markets discuss the outlook for US and APAC and the different possible strategies for investors. They also look at  the emerging picture of th...

17 Elo 202219min

Money and Me: The Upside of Uncertainty

Money and Me: The Upside of Uncertainty

What do the best entrepreneurs and pioneers do when faced with uncertainty? How do they face their fears and keep going?When Covid19 hit, Insead Professor of Strategy Nathan Furr worried about his abi...

16 Elo 202224min

Market view minute: Thai Bev and HRNet in focus

Market view minute: Thai Bev and HRNet in focus

A brewery, a miner and an HR consultancy. Which one has record profits? Find out with Michelle Martin See omnystudio.com/listener for privacy information.

16 Elo 20222min

Market View : Is it time to invest in African and Middle Eastern equities or currencies?

Market View : Is it time to invest in African and Middle Eastern equities or currencies?

Standard Chartered's Chief Investment Officer for Africa, the Middle East and Europe Mapreet Gill discusses the narrative driving African and Middle East Markets, the evolving tensions between China a...

16 Elo 202217min

Market View : Medtecs International, ComfortDelgro, OUL and China Property

Market View : Medtecs International, ComfortDelgro, OUL and China Property

What do you think is a better investment: face masks or taxi rides?  Might seem like an odd choice, but we have earnings from Medtecs International, which makes face masks as well as an anti-viral nas...

16 Elo 202220min

Read:  The Singapore Literature Prize is back!

Read:  The Singapore Literature Prize is back!

Who will walk away with wins at the top literary prize in Singapore and how can you RSVP for your seat? Michelle Martin tour's the upcoming literary prize, with William Phuan, Executive Director of th...

15 Elo 202218min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
sijoituspodi
rss-rahamania
inderespodi
herrasmieshakkerit
rss-h-asselmoilanen
rss-lahtijat
rss-startup-ministerio
io-techin-tekniikkapodcast
rss-vaikuttavan-opettajan-vierella
taloudellinen-mielenrauha
rss-uppoava-vn-laiva
rss-huomisen-talous
rss-myynnilla-on-asiaa-kert-kenner
rss-draivi