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.

Avsnitt(3760)

Money and Me: If interest rates hikes pause or slow in 2023, how could S-Reits react?

Money and Me: If interest rates hikes pause or slow in 2023, how could S-Reits react?

Who are some of the winners and losers coming out of this earnings season? Which are the top reits for returns at the moment? And what does the US Fed’s recent rate hike mean for S-REITs going forward...

17 Maj 202322min

Read : The Courage To Be Disliked

Read : The Courage To Be Disliked

Michelle Martin checks out a book by Japanese authors who draw on Adlerian psychology to illustrate a path to happiness that involves rethinking the need for affirmation from others. See omnystudio.co...

17 Maj 20233min

Money and Me : How to invest in happiness

Money and Me : How to invest in happiness

Michelle Martin speaks with viral Ted speaker and happiness expert Anders Hansen, author of the new book "The Happiness Cure", to find out how evolutionary history could offer insights to radically im...

16 Maj 202327min

Market View : ComfortDelgro's profits fall, deals making waves in the commodities world, copper, coffee, platinum, Turkey's stocks market, the Thai Baht, Apple, ST Engineering

Market View : ComfortDelgro's profits fall, deals making waves in the commodities world, copper, coffee, platinum, Turkey's stocks market, the Thai Baht, Apple, ST Engineering

What's taken a bite out of ComfortDelGro's earnings?  How could two big mergers reshape the global energy marketplace, and what could this mean for the share prices of the companies involved? The pric...

16 Maj 202312min

Market View: Thai elections impact on currency and equity, SNP 500, Newcrest Mining, China equities, Alternative investments, STI, Tech stocks

Market View: Thai elections impact on currency and equity, SNP 500, Newcrest Mining, China equities, Alternative investments, STI, Tech stocks

Are International investors concerned at all about how elections in Thailand and Turkey play out? Is it time to think of alternative investments - what are your choices? Will China’s recovery continue...

15 Maj 202325min

Money and Me: The Singapore stock market or Asia’s stock markets - which is relatively more attractive and why?

Money and Me: The Singapore stock market or Asia’s stock markets - which is relatively more attractive and why?

What should investors be thinking about when considering investments in Singapore and other Asian markets? Besides S-Reits and ETF’s which areas are attracting attention and why? Michelle Martin speak...

15 Maj 202324min

Read: Pukul Habis

Read: Pukul Habis

Michelle scours the Kinokuniya bestseller lists for books worth checking out in this edition of Read with Michelle Martin.See omnystudio.com/listener for privacy information.

15 Maj 20234min

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

What could SingPost first annual loss signal for domestic postal delivery? What’s powering StarHub’s rebound? What are investors talking about when they examine Emirates, Foxconn, Alphabet, Peloton, F...

12 Maj 202320min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
avanzapodden
fill-or-kill
lastbilspodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
borsmorgon
rss-veckans-trade
rss-dagen-med-di
24fragor
rss-kort-lang-analyspodden-fran-di
rss-borslunch