Why Some Asset Bubbles Don't Burst

Why Some Asset Bubbles Don't Burst

What conditions need to be in place for an asset bubble to continue and how that applies to stocks, cryptocurrency, and houses.

Topics covered include:

  • How to determine if there is an asset bubble
  • What are microbubbles and anti-bubbles
  • How the cannabis stock bubble burst
  • What is required to sustain an asset bubble
  • How the current runup in home prices differs from the housing bubble in the mid-2000s
  • What structural changes have led to the high valuations for U.S. stocks
  • What is the Great Wealth Transfer and will it impact stock prices


Thanks to Commonstock and LinkedIn for sponsoring the episode.

For more information on this episode click here.

Show Notes

All-Transactions House Price Index for Oakland-Berkeley-Livermore, CA (MSAD)—Federal Reserve Bank of St. Louis

S&P/Case-Shiller CA-San Francisco Home Price Index—Federal Reserve Bank of St. Louis

What Pops Stock Market Bubbles? Only Surprises, Rob Arnott Says by Vildana Hajric and Michael P. Regan—Bloomberg

Yes. It's a Bubble. So What? by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates

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

What's really going on with San Francisco Walgreens closures? by Eric Ting—SFGATE

SF ranks high in property crime while it ranks low in arrests by Phil Matier—San Fransisco Chronicle

Zillow’s Algorithm-Fueled Buying Spree Doomed Its Home-Flipping Experiment by Patrick Clark—Bloomberg

In Search of the Origins of Financial Fluctuations: The Inelastic Markets Hypothesis – Xavier Gabaix and Ralph S.J. Koijen

The Great Wealth Transfer—Cerulli Associates

How Does Intergenerational Wealth Transmission Affect Wealth Concentration? by Laura Feiveson and John Sabelhaus—Board of Governors of the Federal Reserve System

Related Episodes

226: How To Spot Asset Bubbles and What To Do About Them

234: Index But Don’t Herd

329: Meme Stocks, GameStop, Short Squeezes, and Bubbles


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

Episoder(572)

Money for the Rest of Us Update

Money for the Rest of Us Update

This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shapin...

24 Sep 20256min

Resilient Wealth in an Era of Infinite Money

Resilient Wealth in an Era of Infinite Money

What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do tod...

17 Sep 202525min

Forests, Fakes, and the Fight for the Real

Forests, Fakes, and the Fight for the Real

From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and ...

10 Sep 202522min

Why Central Banking Is So Hard and Why Fed Independence Matters

Why Central Banking Is So Hard and Why Fed Independence Matters

Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federa...

27 Aug 202524min

How To Invest During a Bubble

How To Invest During a Bubble

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 ...

20 Aug 202521min

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

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

A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center buil...

13 Aug 202525min

Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.Episode SponsorDelete Me – Use co...

6 Aug 202539min

How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards

How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards

David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking mic...

30 Jul 202538min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
pengesnakk
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
utbytte
lederpodden
rss-sunn-okonomi
liberal-halvtime
rss-markedspuls-2
rss-pa-konto
hr-podden-2