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(3766)

Market View: Trek 2000 accounting fraud, Chipmaker earnings estimates dramatic fall, BOE, Uber & Doordash, China liquor stocks, Suntec and Bugis property prices

Market View: Trek 2000 accounting fraud, Chipmaker earnings estimates dramatic fall, BOE, Uber & Doordash, China liquor stocks, Suntec and Bugis property prices

Trek 2000 is making news today after its founder was sentenced to jail for accounting fraud! Meanwhile, chipmaker earnings are estimated to fall at the fastest pace since 2008, why is that? And agains...

12 Okt 202221min

Money and Me: What you should be doing to ensure returns are above inflation over the long term

Money and Me: What you should be doing to ensure returns are above inflation over the long term

October is off to a shaky start after the US market closed off with a miserable 9.3% loss in September - living up to its name as the worst month of trading. So the question remains, what other factor...

12 Okt 202215min

Money and Me: Is a stronger US dollar bad for your portfolio?

Money and Me: Is a stronger US dollar bad for your portfolio?

How can a beefed-up dollar affect your portfolio? Michelle Martin and Tim Phillips, Head of Content & Investment Lead for ProsperUs, CGS-CIMB Securities dives into the details. They also answer the qu...

11 Okt 202225min

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upco...

11 Okt 202217min

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Michelle Martin checks out 2 online marketplaces that were pandemic favorite and asks what could be good entry points. See omnystudio.com/listener for privacy information.

11 Okt 20222min

Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Why are Europe-focused S-Reits managers confident their assets can withstand shocks despite experiencing multi-year lows? And what does the latest US jobs data suggest about how the Feds will approach...

10 Okt 202222min

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

A company called Strive Asset Management has launched an anti-ESG ETF that was successful in raising $315 millions in less than a month! Why exactly is the anti-ESG movement gaining ground? And with t...

10 Okt 202214min

Market View Minutes: Does this pet stock one have bite?

Market View Minutes: Does this pet stock one have bite?

Dog lover Michelle Martin checks out a company dedicated to making magic ‘for all dogs and their people’ to find out if it is a good investment. See omnystudio.com/listener for privacy information.

10 Okt 20222min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
finansredaksjonen
pengepodden-2
pengesnakk
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
rss-markedspuls-2
livet-pa-veien-med-jan-erik-larssen
rss-investering-gjort-enkelt
utbytte
liberal-halvtime
okonomiamatorene
lederskap-nhhs-podkast-om-ledelse