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(3760)

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26 Apr 202316min

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Michelle Martin meets oil trading firm founder, Beirut born Ali Nael, CEO, FutureGrail to discuss how he is bringing fractionalized auctions of investment-grade fine timepieces to Singapore.See omnyst...

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Money and Me: Can’t save? You are not alone.

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According to new research from financial comparison site Finder, a quarter of the adult population are unprepared for financial misadventure. This same group said they could live off their savings for...

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What does Coca-Cola’s earnings results tell us about the broader US economy? Why are investors dumping First Republic’s shares despite beating expectations? Why are China’s Covid Drugmakers’ shares su...

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