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How To Invest During a Bubble
Manage episode 501384448 series 2137790
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
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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 to invest in a stock market bubble by Stuart Kirk—The Financial Times
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.
556 episodes
Manage episode 501384448 series 2137790
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
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 to invest in a stock market bubble by Stuart Kirk—The Financial Times
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.
556 episodes
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