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
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