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: Cisco buys Splunk, Microsoft Surface event, Vinfast, EC World REIT, Yangzijiang Shipbuilding, BOE ends 14 straight interest rate hikes, Valuation of Hong Kong equities

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Money and Me: FOMC meeting key takeaways, State of the IPO market, Worthy AI plays

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As widely anticipated by many, the Federal Reserve left its benchmark interest rate unchanged during last night’s FOMC meeting. But what does last night’s projections and tone mean for the US markets,...

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On today’s episode of Market View, Michelle Martin speaks with Willie Keng, Founder, Dividend Titan, to discuss his view of the recent tech IPOs, why Dollar-store stocks are sliding, and the key takea...

21 Sep 202319min

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How do you make sense of the different categories and codes to get the most of every dollar spent on your credit card? Tim Phillips who has flown his family on business for free often talks about the ...

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Market View: Instacart IPO pops, Disney India sale, Intel, Starbucks, Hong Kong stocks, ComfortDelgro, SingPost, US Fed monetary-policy meeting

How is Instacart faring after its fantastic IPO performance overnight on Wall street? Why is Disney considering a sale of its India assets? And what are 4 things to watch out for at this week’s US Fed...

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Money and Me: Investment opportunities in China, US vs developed markets, Emerging Markets bright spots

Money and Me: Investment opportunities in China, US vs developed markets, Emerging Markets bright spots

Where can we find Chinese investment opportunities? US vs developed markets, where should you be looking at? And while many top fund managers have fled away from emerging markets amid signs of a poten...

19 Sep 202320min

Market View: Instacart vs Klaviyo IPO, Warren Buffett’s AI bets, BP, Chevron, Exxon, Shell, ConocoPhillips, Morgan Stanley, Nikola, Korean Chipmakers

Market View: Instacart vs Klaviyo IPO, Warren Buffett’s AI bets, BP, Chevron, Exxon, Shell, ConocoPhillips, Morgan Stanley, Nikola, Korean Chipmakers

Michelle Martin and Ryan Huang dissect the 5 things you need to know about Instacart and Klaviyo’s IPO, what the latest listings suggest about the state of the US markets and the 2 AI stocks that Warr...

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Money and Me: What China’s youth unemployment means for the economy

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Why is unemployment in China hitting college-educated youths the hardest? And how will mounting employment frustrations amongst the educated youth affect president Xi Jinping’s vision for a stronger C...

18 Sep 202310min

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