Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

How To Invest During a Bubble

21:25
 
Share
 

Manage episode 501384448 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype.

Topics covered:

  • How U.S. stock markets are the most concentrated and most expensive of all time
  • What constitutes a bubble and what sustains it
  • How to invest during a bubble
  • Changes David recently made in his portfolio in response to the AI bubble

Sponsor

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube

% S&P 500 share of top 10 companies by market cap %—Apollo Academy

Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist

AI’s Moment and Insights from Themes Past by Anil Rao—MSCI

How Pimco Outmaneuvered Apollo and KKR to Win $29 Billion Meta Deal by Carmen Arroyo and Laura Benitez—Bloomberg

How to invest in a stock market bubble by Stuart Kirk—The Financial Times

Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates

Related Episodes

535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

503: U.S. Stocks Have Never Been This Overhyped or Expensive

500: The S&P 500 Index and the Decade Ahead

365: Why Some Asset Bubbles Don’t Burst

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

556 episodes

Artwork

How To Invest During a Bubble

Money For the Rest of Us

1,978 subscribers

published

iconShare
 
Manage episode 501384448 series 2137790
Content provided by Money For the Rest of Us and J. David Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money For the Rest of Us and J. David Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype.

Topics covered:

  • How U.S. stock markets are the most concentrated and most expensive of all time
  • What constitutes a bubble and what sustains it
  • How to invest during a bubble
  • Changes David recently made in his portfolio in response to the AI bubble

Sponsor

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube

% S&P 500 share of top 10 companies by market cap %—Apollo Academy

Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist

AI’s Moment and Insights from Themes Past by Anil Rao—MSCI

How Pimco Outmaneuvered Apollo and KKR to Win $29 Billion Meta Deal by Carmen Arroyo and Laura Benitez—Bloomberg

How to invest in a stock market bubble by Stuart Kirk—The Financial Times

Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates

Related Episodes

535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

503: U.S. Stocks Have Never Been This Overhyped or Expensive

500: The S&P 500 Index and the Decade Ahead

365: Why Some Asset Bubbles Don’t Burst

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

556 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play