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.

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Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

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Money and Me: Is the Party Over for SEA Limited?

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Money and Me: To what extent would you let an entirely digital or AI form of wealth management grow your money?

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Join Michelle Martin with Ryan Huang blitz through markets! This episode dives into the legal challenges faced by Boeing and Meta. Discover how Boeing is navigating a potential plea deal with the US J...

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Market View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, Boeing

Join Michelle Martin in her blitz through markets. Michelle chats with Ryan Huang this morning. Hard to believe it, but we are halfway through 2024, making it a good time to take stock and see how the...

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Author Raju Chellam on AI, the future of humanity and climate activism

Author Raju Chellam on AI, the future of humanity and climate activism

The Singapore Strain is a new work of fiction by author Raju Chellam. Michelle Martin speaks to Chellam to find out more about the pandemic narrative.See omnystudio.com/listener for privacy informatio...

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Market View: Walgreens, Nike, H&M, BlackBerry, Chewy, First REIT, ST Engineering, Singapore Airlines, Hongkong Land, Jardine Matheson

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Hosted by Michelle Martin today's Market View delves into the latest developments in the US political landscape as Biden and Trump debate. Discover how the major US stock indexes barely moved overnigh...

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Money and Me: Nvidia, Japanese Yen, French Elections

Money and Me: Nvidia, Japanese Yen, French Elections

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Explore Nvidia's staggering influence on the S&P 500 and Nasdaq, analyzing its impact on the broader market and the sustainabil...

27 Juni 202422min

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