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.

Episoder(3752)

Market View: Dow posts highest close in nearly 2 years, Oil prices fall, Salesforce, Disney, Samsara, Japan's Nikkei, Rice prices, Alibaba vs Pinduoduo, Dr Martens, Manulife US REIT, Venture Corporation, ESR sues Quarz

Market View: Dow posts highest close in nearly 2 years, Oil prices fall, Salesforce, Disney, Samsara, Japan's Nikkei, Rice prices, Alibaba vs Pinduoduo, Dr Martens, Manulife US REIT, Venture Corporation, ESR sues Quarz

Why are oil prices dropping despite the OPEC+ pledge to make additional cuts in 2024? How should investors be reading November's US market rally? And why is ESR Group facing off activist investor Quar...

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Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Money and Me: Charlie Munger’s legacy, US Fed potential pivot, Asia-Pacific equity markets 2024 bright spots

Arun Pai, Investments Team, Monk’s Hill Ventures shares a great book recommendation that Michele believes all investors must have (preorder on ibooks for 5 Dec 23). Arun also shares his personal take ...

30 Nov 202322min

Market View: GM’s $10 billion buyback, Disney revamp, Phillips 66, Nio, AUD & NZD, Asia Pacific Breweries, YTC Corporation, Keppel buys Aermont Capital, Manulife divestment plans

Market View: GM’s $10 billion buyback, Disney revamp, Phillips 66, Nio, AUD & NZD, Asia Pacific Breweries, YTC Corporation, Keppel buys Aermont Capital, Manulife divestment plans

Michelle Martin and Ryan Huang discuss GM’s $10 billion buyback, Manulife US REIT’s divestment plans, and Keppel’s purchase of a major European property asset manager. See omnystudio.com/listener for ...

30 Nov 202322min

Money and Me: The Tao of Trading

Money and Me: The Tao of Trading

What does Bruce Lee's Jeet Kune Do and successful trading have in common? Can you really learn what you need to know to trade options in weeks? Michelle Martin meets the author of The Tao of Trading S...

29 Nov 202322min

Market View: PDD beat sales estimates, Meituan warns of slower growth, Alibaba, Adani Group. Amazon, Fu Yu Corporation, ARA US Hospitality Trust, Money flows out of China, 2023 World start IPO, Odds of gains in December

Market View: PDD beat sales estimates, Meituan warns of slower growth, Alibaba, Adani Group. Amazon, Fu Yu Corporation, ARA US Hospitality Trust, Money flows out of China, 2023 World start IPO, Odds of gains in December

How was Chinese giant PDD able to beat estimates? Why is Meituan warning of slower growth in China? Why are Chinese shifting their money overseas? And what are the odds that the stock market will be 2...

29 Nov 202322min

Money and Me: $566,000 to feel financially free?

Money and Me: $566,000 to feel financially free?

Who in Singapore is certain they can retire on their terms and when they want to? Who has additional income sources? Which age group is least confident about financial freedom in Singapore and why? Mi...

28 Nov 202316min

Market View: Zhongzhi Enterprise and China’s property sector, ByteDance, Alibaba, Shein, Marco Polo Marine, LHN Group, Sembcorp, Goldman Sachs 2024 optimism on China stocks, OCBC, UOB & DBS lock savings service

Market View: Zhongzhi Enterprise and China’s property sector, ByteDance, Alibaba, Shein, Marco Polo Marine, LHN Group, Sembcorp, Goldman Sachs 2024 optimism on China stocks, OCBC, UOB & DBS lock savings service

How is Zhongzhi Enterprise related to China’s troubled property sector? Why is Goldman Sachs expecting China stocks to make its first annual gain in 4 years next year? And what would OCBC, UOB & DBS’ ...

28 Nov 202320min

Money and Me : What Binance's woes could mean for the industry and crypto shares

Money and Me : What Binance's woes could mean for the industry and crypto shares

Outflows from Binance amounted to more than $1 billion not including bitcoin, according to data from blockchain analysis firm Nansen, 24 hours after founder and CEO Changpeng Zhao stepped down and ple...

27 Nov 20238min

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