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(3714)

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Money and Me: Your guide to trading options profitably today

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Money and Me : SNP 499? Available if you are on Arta Finance

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They take inspiration from quant funds and are using sophisticated AI tools for a conversational approach to investing. How does Arta Finance provide accredited investors access to a bespoke investing...

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Market View: Las Vegas Sands, Marina Bay Sands, CapitaLand India Trust, Mapletree Pan Asia Commercial Trust, Suntec REIT, Apple, Nvidia, Hasbro, Mattel, Boeing, Kroger, Walmart, Grace Ocean, Synergy Marine

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Money and Me: Have stablecoins achieved their promise?

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