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(3770)

Market View Minute: The market's most shorted stock

Market View Minute: The market's most shorted stock

For the past 30 months, Tesla has been the most-shorted stock in the market. More money has been bet against it — betting that its share price will fall — than any other stock. Well, no more. Which co...

16 Sep 20223min

SIEWCAST: Singapore's Future Energy Journey

SIEWCAST: Singapore's Future Energy Journey

Singapore aims  to reach net zero by or around mid-century - And as the city state commits to doing its part to tackle climate change - the energy sector plays a key role in reaching the country's tar...

15 Sep 202210min

Market View: Overview of UOB's expansion, FHT's failed privatisation, Zara, Google, Patagonia, Ascendas REIT, US Railroad strike

Market View: Overview of UOB's expansion, FHT's failed privatisation, Zara, Google, Patagonia, Ascendas REIT, US Railroad strike

Could UOB's expansion help it overtake rivals DBS and OCBC? Why did unitholders of Frasers Hospitality Trust reject its privatisation? And What are the potential implications of a railroad strike in t...

15 Sep 202221min

Money and Me: The Ethereum merge is today. What is it? What does mean for the market and investors?

Money and Me: The Ethereum merge is today. What is it? What does mean for the market and investors?

This week is expected to be a big week for the cryptocurrency market, with the Ethereum Merge scheduled to commence today! What does this mean for the supply and demand for Ether?  Meanwhile, the rele...

15 Sep 202217min

Market View Minutes: Why are brokers bullish on MPACT and Parkway Life?

Market View Minutes: Why are brokers bullish on MPACT and Parkway Life?

Michelle Martin examines two locally-listed REITS. One company is new — the result of a merger between two sister companies. The other is expanding its business through new acquisitions. Why are broke...

15 Sep 20222min

Money and Me: How to make the best financial decision for your family?

Money and Me: How to make the best financial decision for your family?

Dads are traditionally known to take on a load of responsibilities in this day and age. But what do modern dads think the role of the family can be when it comes to prioritizing financially? Michelle ...

14 Sep 202218min

Read: The Revolution That Wasn't

Read: The Revolution That Wasn't

Did an army of Redditors defeat Wall Street Goliaths? Or was it Wall Street that really thrived from the chaos of what happened early 2021 where the Gamestop short-sell riveted traders and non-traders...

14 Sep 202219min

Market View Minutes: Rising wheat prices, A company on the verge of an IPO, A stock-buyback

Market View Minutes: Rising wheat prices, A company on the verge of an IPO, A stock-buyback

Inflation is casting a dark shadow over the markets today. US indices experienced their biggest losses overnight in more than two years. Asia-Pacific shares are trading lower as well... But fret not, ...

14 Sep 20223min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
svd-tech-brief
rss-dagen-med-di
lastbilspodden
avanzapodden
fill-or-kill
rss-den-nya-ekonomin
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
borsmorgon
24fragor
bathina-en-podcast
ekonomiekot-extra
market-makers