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)

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Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

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One of the biggest news making headlines this week is the price cap on Russian seaborne oil that came into force on Monday. But it raises the question, how effective will this be in dampening Russia’s...

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Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

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Today on Market View, Dan Koh analyses the sell off over on Wall Street and the various factors weighing on markets overnight. See omnystudio.com/listener for privacy information.

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Money and Me: 2022 reflection - 3 lessons that will help you prosper both financially and in your personal life in 2023

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What a year it’s been! From the unrelenting worry of high inflation, to the Ukraine War and even the possibility of a recession caused by an aggressive Fed, 2022 has been nothing but a box full of sur...

6 Des 202217min

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