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(3772)

Market View: Twitter Whistle-Blower, Tesla stock split, AMC goes APE, Google, JD.com, Nutryfarm, SIA

Market View: Twitter Whistle-Blower, Tesla stock split, AMC goes APE, Google, JD.com, Nutryfarm, SIA

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Read: Do you dare lead like a girl?

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Market View: Amazon and UnitedHealth bidding war, Singtel $300m sale, SIA, Elon Musk subpoenas Dorsey, HBO

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Market View Minutes: Pinduoduo, Shell, Zoom

Market View Minutes: Pinduoduo, Shell, Zoom

Michelle Martin takes a strategic look at three companies in the news today and asks which could be the most successful?  See omnystudio.com/listener for privacy information.

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Money and Me: Is it too late to think about healthcare insurance for my elderly parents?

Money and Me: Is it too late to think about healthcare insurance for my elderly parents?

Insurance is all about planning ahead but what can you do if you've just realised your parent is turning 70 and you're worried about healthcare costs? Will the amplification power of insurance still w...

23 Aug 202224min

Market View: SGX vs HKEX, Cisco, Applied Materials,  Indonesia's Nickel Export Tax

Market View: SGX vs HKEX, Cisco, Applied Materials, Indonesia's Nickel Export Tax

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22 Aug 202218min

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Are you a Manchester United fan? Even if you’re not, there’s been a lot of focus on Man U shares. The club is one of the most valuable sports clubs in the world. It’s publicly listed, though an unpopu...

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