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(3754)

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Market View: US Home sales and consumer confidence fall, Tech stocks show signs of slump, Amazon and Google, Costco, Target, India’s stock market, OpenAI’s ChatGPT IPO valuation, Alibaba plans Cainiao public listing

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Money and Me: The proven strategy to unlocking creativity and cohesiveness in teams

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Amid the constantly shifting market landscape, competition and innovations, many good teams fail simply because the traditional team models fall short on what’s needed to work in the evolving environm...

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What is the October effect and how can investors take advantage of buying opportunities amid this month of volatility? Can Huawei rise again to become one of China's top three in the last quarter of t...

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Money and Me: What are outdated boomer money advice to ditch?

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While boomers are typically known to be fiscally conservative, and the majority are at least somewhat confident in managing their finances, maybe it's time we start talking about how relevant and appl...

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Market View: US small-cap and industrial stocks sink, Bird, Apple, Zeekr, Capcom, Singpost & SBS Transit, Plays on China’s Golden Week Holiday, Singapore biggest Japan investor

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Money and Me: Can $3 a month help you cover your financial bases?

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