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(3763)

Read: Out Innovate by Alex Lazarow

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On this episode of Market View, Michelle Martin and Ryan Huang find out what the profits at big US banks suggest about the current state of the banking industry, what to expect after a fall from infla...

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Based on the recent 1st quarter 2023 S-REITs report card, who were some of the outperformers and laggards worth noting? And should you be buying data REITs today? Michelle Martin asks Kenny Loh, REIT ...

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Is travel slowing down in Asia? Can Amazon CEO Andy Jassy keep costs under control? And while US's annual inflation rate is currently at 5%, what are 10 things that are actually cheaper now than a yea...

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Market View: Volvo & Mercedes earnings, HSBC hires SVB bankers, Tencent, Alibaba, PT Trimegah Bangun Persada, Manulife US REIT, Goldman Sachs banking operations in Japan, Inflation overview, Elon Musk report

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On this episode of Market View, Michelle Martin and Ryan Huang analyze the latest set of corporate earnings for carmakers, why HSBC is hiring banks from Silicon Valley Bank, and an overview of what in...

13 Apr 202320min

Money and Me: Cashback, big discount, free platform fess - know what you are agreeing to

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Maybe you’re thinking of taking charge of your finances this year. Be it insurance, credit cards or investment promotions, there are countless deals that sound too good to be true. So what are some re...

12 Apr 202323min

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Market View: Seroja Investment delisting notice, GK Goh loses free float, Google, Bitcoin, UBS, Loans in China, Warren Buffet’s bullish bet, Lian Beng’s Ong family privatisation offer, OK Lim $3.5 billion case trial

3 companies are either being delisted or privatised on the SGX! What happened here and what does this mean for the exchange? Meanwhile, what is Warren Buffet currently bullish on? Michelle Martin and ...

12 Apr 202318min

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