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)

Money and Me: What a dovish Fed means for stocks and is Bitcoin less volatile than the SNP 500 and Tesla?

Money and Me: What a dovish Fed means for stocks and is Bitcoin less volatile than the SNP 500 and Tesla?

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Market View: Adani pulls of $2.5 Billion share sale, McDonalds, Exxon, AMD, ESR-Logos REIT, Keppel DC REIT, US January Indicator Trifecta

The Adani & Hindenburg saga continues… In its latest buildup, Adani secured a $2.5 billion share sale even amid a short seller storm. How did he pull it off? Meanwhile, the US stock market has hit the...

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What is the X factor that gives Chinese founders and their companies the advantage to becoming multibillion global enterprises? And how did Chinese history, folklore and Mao Zedong's political strateg...

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Market View: Adani saga’s knock-on effects on India’s economy, Tesla, Nvidia, ExxonMobil and Chevron, Parkway Life REIT, How to invest in China’s rally, US Markets ‘January Sentiment Effect’

Market View: Adani saga’s knock-on effects on India’s economy, Tesla, Nvidia, ExxonMobil and Chevron, Parkway Life REIT, How to invest in China’s rally, US Markets ‘January Sentiment Effect’

Today on Market View, Michelle Martin and Ryan Huang explore the latest of the Adani and Hindenburg saga, and what potential knock-on effects it might have on the overall Indian economy. Meanwhile, th...

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27 Jan 202315min

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