Podcast appearances and mentions of dot com bubble

What does managing $600 billion teach you about risk that most investors never learn?Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped — and quietly undermined — institutional portfolios for a generation. From the macro shift that is more permanently broken than rates or geopolitics, to the asset class generating 10 to 15 percent returns with zero correlation to equities, to whether AI is the internet bubble all over again — this is one of the most substantive allocator conversations we have had on the show.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode:— Why deglobalization is the one macro assumption that will not reverse— The difference between short-term volatility risk and the purchasing power risk that actually destroys portfolios— Why bonds have failed as a diversifier and what replaces them— Catastrophe bonds: the non-consensus case for an asset class most institutions will not touch— The $1B to $10B institutional sweet spot and why scale is not always an advantage— AI investment: real conviction, real concentration risk, and the winner-take-most bear case— What the private markets miscalibration of the last decade means for LP portfolios today— The off-script manager due diligence technique that separates process from performance— Career risk as the hidden driver of institutional conservatism— Where rates are headed and why the old fixed income playbook is goneJeffrey Blazek is Co-CIO of Multi-Asset at Neuberger Berman, a $600B global asset management firm with over 700 investment professionals across 30+ offices worldwide.Links:Neuberger - https://www.nb.com/Jeffrey on LinkedIn: https://www.linkedin.com/in/jeffrey-blazek-cfa-a0a57212Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.comTimestamps:(00:00) - Preview(01:39) - Introduction to Jeffrey Blazek(03:16) - Which Macro Assumptions Are Permanently Broken Today?(05:03) - Key Drivers of Long-Term Returns Most Investors Underestimate(06:24) - Coaching Clients to Embrace Appropriate Equity Exposure(07:55) - What Real Diversification Looks Like in Practice(09:51) - How Portfolio Construction Changes as Institutions Scale(11:55) - Should Investors Change Their Approach to Equity Markets Now?(13:31) - Evaluating a New Asset Class for Permanent Allocation(15:16) - AI: A Genuine Secular Shift or a Narrative-Driven Boom?(17:26) - The Bear Case for AI: Commoditization and Concentration Risk(19:30) - Uncovering a Non-Consensus Asset Class: Catastrophe Bonds(21:09) - Common Mistakes LPs Make in Private Market Allocations(22:58) - The Key to Effective Investment Manager Selection(24:25) - Analyzing Past Portfolio Mistakes: Errors of Analysis vs. Behavior(26:24) - The Gap Between Institutional Goals and Portfolio Realities(27:38) - What Drives Over-Conservatism in Institutional Investing?(29:15) - How Investment Needs Differ Across Institutions (Hospitals vs. Endowments)(31:38) - Advising Family Capital: Avoiding Common Mistakes(33:43) - Career Lessons Learned from Navigating Market Crises(36:01) - The Most Misunderstood Risk of the 2020s(37:22) - Is the AI Boom a Repeat of the Dot-Com Bubble?(38:15) - The Three Most Important Bets for the Next Decade(40:00) - Outlook on the Future Interest Rate Environment(41:19) - Where to Find Jeffrey Blazek and Neuberger Berman

The biggest investing mistake isn't losing money, it's never giving your money the chance to grow. Ben Carlson joins Andrew to reveal the hidden cost of playing it safe, why volatility isn't the enemy, and how investors quietly sabotage their long-term wealth without realizing it.

John Johnston (JJ) reacts to famous short-seller Jim Chanos, as he gives his vast experience-led opinions about the warming signs he sees in the current U.S. stock market, including the SpaceX and upcoming AI IPOs, and the AI data center buildout. Related episodes:Elon's SpaceX HAS TO Grow Like No Company Ever Has https://open.spotify.com/episode/0utF3Iw7k1Tmz5PDf02FfXIs SpaceX Overvalued by ~$1 Trillion? (Morningstar Says So) https://open.spotify.com/episode/6luNeIb6Er8hkgOV9ySsw0Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvnReferenced video:"This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO https://youtu.be/MYm33zOpT0gSpaceX IPO Is Troubling Sign for Markets, Chanos Says https://youtu.be/LoLdN9Q9hwUThe IPO Frenzy Has Begun — ft. Howard Marks https://youtu.be/_LZe22xhsHcDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) reacts to famous short-seller Jim Chanos, as he gives his vast experience-led opinions about the warming signs he sees in the current U.S. stock market, including the SpaceX and upcoming AI IPOs, and the AI data center buildout. Related episodes:Elon's SpaceX HAS TO Grow Like No Company Ever Has https://open.spotify.com/episode/0utF3Iw7k1Tmz5PDf02FfXIs SpaceX Overvalued by ~$1 Trillion? (Morningstar Says So) https://open.spotify.com/episode/6luNeIb6Er8hkgOV9ySsw0Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvnReferenced video:"This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO https://youtu.be/MYm33zOpT0gSpaceX IPO Is Troubling Sign for Markets, Chanos Says https://youtu.be/LoLdN9Q9hwUThe IPO Frenzy Has Begun — ft. Howard Marks https://youtu.be/_LZe22xhsHcDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

The U.S. stock market has reached a record valuation of 238% of GDP, far above levels seen during the Dot-Com Bubble. In this episode, Kathy Fettke breaks down what that means for investors, why some analysts are raising caution flags, and why many real estate investors continue to favor cash-flowing assets backed by real-world demand.   Want a FREE pdf? Visit www.Realwealth.com/AffordableMarkets to learn more.    Source: https://www.benzinga.com/markets/economic-data/26/06/53083450/worse-than-dot-com-bubble-us-market-valuation-hits-record-238-of-gdp

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) ·       Market Pullback & Outlook (2:41)·       Earnings Season Expectations (6:56)·       SpaceX IPO & IPO Market Trends (7:28)·       Fear, Volatility & Investor Behavior (8:25)·       Technology Sector Momentum & Earnings Growth (11:16)·       Historical IPO Activity & Market Context (17:04)·       IPO Investing Considerations (20:02)·       Tech Valuations vs. the Dot-Com Bubble (21:40)·       Long-Term Perspective on Technology Investing (24:50)·       Nine-Week Market Winning Streak Analysis (25:10)·       Inheritance Spending & Wealth Transfer Risks (26:40)·       Estate Planning & Preserving Family Wealth (29:50)·       Market Sentiment & June Outlook (31:00)Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-page

FF: Capital Moves Faster Than Politicians In the 1980's, we had the "Nifty Fifty" stocks, followed by a crash. In the 90's we had the tech ramp that crashed in the Dot-Com Bubble. Today we are in the AI bubble. In this episode, we talk about Gamestop and their newest plan, the difference between the 80's and today, where the stock market is at, and what the government does with our tax dollars. We also talk about how Russia does not have the GDP to be able to "march across Europe," gold and silver, and how the items you can get a loan to buy have gotten so much more expensive. The government keeps telling us that the solution to every problem is to give them more money, but the results for those funds are not showing, as citizens are more efficient than the government. Protect yourself and your family by buying more hard assets! Abolish Property Taxes in Ohio: www.AxOHTax.com  Get more information about abolishing all property taxes in Ohio. Our Links: www.RealPowerFamily.com Info@RealPowerFamily.com 833-Be-Do-Have (833-233-6428)

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, May 11th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

John Johnston (JJ) discusses how failing shoe brand Allbirds is “pivoting” to be an AI company, and how this is yet another sign of the AI boom turning into a bubble. Similar moves have been made during previous market bubbles, including the massive Dot Com Bubble.  Related episodes:Sam Altman: Silicon Valley's Greatest Grift? (Ed Zitron Reaction) https://open.spotify.com/episode/7Aj85Hr7fc5I7vFUTw4UGkOpenAI Insiders: Sam Altman's an Untrustworthy Sociopath https://open.spotify.com/episode/0P4iqr4n412zXAgNJYKOkROpenAI Buys Sam Altman's Favorite Tech Podcast for Huge Price https://open.spotify.com/episode/7snsw0Coa5bDIrIfO0Uv9cAI Bubble: Is OpenAI Going Broke? https://open.spotify.com/episode/4xPM7mmWrmDHcRmdytpEoqDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) discusses how failing shoe brand Allbirds is “pivoting” to be an AI company, and how this is yet another sign of the AI boom turning into a bubble. Similar moves have been made during previous market bubbles, including the massive Dot Com Bubble.  Related episodes:Sam Altman: Silicon Valley's Greatest Grift? (Ed Zitron Reaction) https://open.spotify.com/episode/7Aj85Hr7fc5I7vFUTw4UGkOpenAI Insiders: Sam Altman's an Untrustworthy Sociopath https://open.spotify.com/episode/0P4iqr4n412zXAgNJYKOkROpenAI Buys Sam Altman's Favorite Tech Podcast for Huge Price https://open.spotify.com/episode/7snsw0Coa5bDIrIfO0Uv9cAI Bubble: Is OpenAI Going Broke? https://open.spotify.com/episode/4xPM7mmWrmDHcRmdytpEoqDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/science-technology-and-society

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/technology

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices

We chat with historian David Kirsch, Associate Professor of Management and Entrepreneurship at University of Maryland's Robert H. Smith School, about how to understand the Dot Com bubble and bust of the late 1990s and early 2000s. David both lived through the Dot Com moment as a California resident and is a scholar of technology bubbles, including through his coauthored book, Bubbles and Crashes: The Boom and Bust of Technological Innovation (Stanford University Press, 2019). We talk to him about how to think about past and contemporary bubbles from both personal and professional historical perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is AI the next dot-com bubble?   The rise of artificial intelligence has created massive excitement in the markets. Investors are pouring into AI stocks, valuations are expanding, and a handful of companies are dominating performance.   Sound familiar?   For many, it feels a lot like the late 1990s. But is this truly a repeat of the dot-com bubble, or is something fundamentally different this time?   Today on Financial Detox, Jason and Alex break down the similarities, the differences, and what investors need to understand before making big decisions in today's AI-driven market.   What we cover today:

Gary Shields calls this a “normalization year” and thinks the market can continue to move higher driven by AI. He doesn't see any underlying signals threatening the rally, citing factors like liquidity, strong balance sheets and strong earnings. He argues that AI is structural, not cyclical, and the difference between this and other cycles like the dot-com bubble is that AI companies are actually making money.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, Robert draws a striking comparison between today's AI-driven market and the early days of the internet boom, exploring why rotations into “safe” stocks often happen before the most explosive phase of a bull run. He explains how to think about pullbacks in high-growth sectors, what historically signals a true market top, and why patience can outperform panic during volatile stretches. Robert also shares how he is managing cash, positioning through the current rotation, and what needs to improve before getting more aggressive again. The episode closes with a discussion on risk management, market breadth, and how to navigate uncertainty without forcing trades.

Everyone keeps comparing the AI boom to the dot-com era — so we decided to go down the rabbit hole and see what really happened.In this episode, Jess and I take you back to the 1990s — when optimism was sky-high, money was cheap, and anything with “.com” in its name could send Wall Street into a frenzy. We unpack the perfect economic storm that built the bubble, the wild timeline of events that burst it, and the investor psychology that made even the smartest people believe this time was different.Because before you can understand today's market manias… you've got to understand the first one.Key Takeaways:The 1990s were the perfect setup for a bubble: Low inflation, low interest rates, and a booming economy gave investors confidence — and cheap money — to chase risk. The Internet added excitement, fueling the belief that a “new economy” had begun.Technology changed everything — and everyone wanted in: The commercialization of the Web and the rise of companies like Netscape, Amazon, and Yahoo! made it feel like endless growth was guaranteed. IPOs exploded, valuations skyrocketed, and profits stopped mattering.Investor psychology took over the market: FOMO and hype replaced fundamentals. The phrase “irrational exuberance” wasn't just clever — it described the collective mindset that pushed prices higher simply because they were already rising.The media amplified the mania: Financial news networks turned investing into entertainment. Analysts became influencers before social media existed, and market updates sounded more like sports commentary than financial analysis.The bubble wasn't just about tech — it was about people: It was a story of optimism, greed, and belief. Investors convinced themselves “this time is different,” proving that markets run on emotion just as much as data.______________________________________________________________Ask Us a Question, Leave a Review, Follow, Subscribe:

Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ's Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models.Follow Martin Casado on X: https://twitter.com/martin_casadoFollow Christopher Mims on X: https://twitter.com/mimsFollow Tim Higgins on X:  https://twitter.com/timkhigginsCheck out WSJ's Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ's Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models. Follow Martin Casado on X: https://twitter.com/martin_casadoFollow Christopher Mims on X: https://twitter.com/mimsFollow Tim Higgins on X:  https://twitter.com/timkhigginsCheck out WSJ's Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Marketplace's Meghan McCarty Carino speaks with Paul Vixie, vice president at AWS Security and an early internet innovator, about the rapid buildout of fiber optic networks during the dot-com boom, and what happened when the bubble burst.

Marketplace's Meghan McCarty Carino speaks with Paul Vixie, vice president at AWS Security and an early internet innovator, about the rapid buildout of fiber optic networks during the dot-com boom, and what happened when the bubble burst.

About 100 companies report earnings this week, including Mag 7 companies like Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA). Kenny Polcari remains "very bullish" on tech's strength for the rest of the year, citing strong earnings growth that is "nothing like the dot com bubble." Even with Mag 7 in focus, Kenny's also watching the memory chip trade starting with Seagate's (STX) earnings Tuesday evening, calling the space the "true bottleneck" of AI. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Few people experienced the Dot-Com bubble with more vertiginous intensity than Bill Gross, the Pasadena-based founder of Idealab and many many other internet startups over the last 30 years. So when I sat down with Gross at DLD, I couldn't resist opening with the boom/bubble gambit. How, I asked him, does today's AI hysteria compare with the Web 1.0 madness of the Nineties? While Gross - whose current ProRata.ai play is focused on protecting creativity in the age of generative AI - doesn't believe that today's boom is akin to the Dot-Com bubble, there are similarities. We are at what Gross calls a “Napster moment” in terms of making the big LLMs accountable for all the content they are illegally crawling (ie: stealing). And to get beyond this moment, he says, everyone from Google and OpenAI to Perplexity and Anthropic, needs to move to a “Spotify model” that fairly shares revenue with the human creators of knowledge. Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Send us a textOrder a copy of my debut film, Cape Cod Cthulhu!The infomercial products we saw in the 80s and 90s. The legacy of MTV Unplugged. The companies that went under when the Dot-Com bubble burst.Episode 228 carries us through the hazy shade of winter with a warm fire filled with GenX nostalgia.It kicks off with a look back at some of the most famous, or in some cases infamous, infomercial products we'd see when staying home from school in the 1980s and 1990s. Spray-on hair? Knives that can cut through cans? Stopping the insanity? It's all here and much more.Sometimes less is more, and sometimes quieter makes a louder sound. MTV Unplugged took music's polished studio sound and flipped it on its head. Rock, Pop, Grunge, Hip-Hop, and more made the jump into smaller settings and acoustic instruments. We will examine the history of one of the most influential television shows in music history.All bubbles burst. When the Dot-Com bubble burst at the turn of the 21st century, it created a vacuum that took with it many once-prosperous companies. This week's Top 5 will look at some of the biggest to burst along with the bubble.There is a brand new This Week In History and Time Capsule looking back at the first inductees into the Rock and Roll Hall of Fame.You can support my work by becoming a member on Patreon. Or you can Buy Me A Coffee!Helpful Links from this EpisodeBuy My New Book, In Their Footsteps!Searching For the Lady of the Dunes True Crime BookHooked By Kiwi - Etsy.comDJ Williams MusicKeeKee's Cape Cod KitchenChristopher Setterlund.comCape Cod Living - Zazzle StoreSubscribe on YouTube!Initial Impressions 2.0 BlogCJSetterlundPhotos on EtsyStranger Things Have Happened: A GenX FairytaleHidden Track Podcast #1Listen to Episode 227 hereSupport the show

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today's elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You'll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today's AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you're trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein's book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - Why stock options often misalign executives and long-term shareholders 00:08:51 - How financial engineering was abused in the 1990s market boom 00:12:45 - How distorted incentives fueled the dot-com bubble 00:27:51 - Why revolutionary technologies don't guarantee successful investments 00:31:47 - The role Wall Street analysts and the media played in amplifying speculation 00:39:19 - How Enron's deception exposed systemic failures in governance and oversight 01:11:34 - Clay's lessons for avoiding hype-driven bubbles in the future Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting ⁠here⁠. Roger Lowenstein's book: Origins of the Crash. Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck. Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠Simple Mining⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠HardBlock⁠ ⁠Linkedin Talent Solutions⁠ ⁠Onramp⁠ ⁠Amazon Ads⁠ ⁠Alexa+⁠ ⁠Shopify⁠ ⁠Vanta⁠ ⁠Public.com⁠ - see the full disclaimer ⁠here⁠. ⁠Abundant Mines⁠ ⁠Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Economic bubbles inevitably burst, but often leave behind a better world. Can we hope the same for AI?

In November, Inside the ICE House aired seven new episodes, both traditional and our Markets in Focus series in partnership with Opening Bell Daily. Episode 494: Chemours CFO Shane Hostetter on Driving Growth Through Strategy & Innovation Episode 495: Bausch + Lomb CEO Brent Saunders on Comeback, R&D Innovation, and the Evolution of Eye Care November Markets in Focus: Labor Market Slowdown, AI Boom vs Dot Com Bubble, Market Opportunities Episode 496: CRH CEO Jim Mintern on Building the Future of the Building Materials Industry Episode 497: Athene CEO Grant Kvalheim on Addressing America's Growing Retirement Crisis Episode 498: Realty Income CEO Sumit Roy on Monthly Dividends, European Expansion, and the Future of Net Lease Episode 499: GeoPark CEO Felipe Bayon on Leading a New Era and Building Long-term Success

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today's elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You'll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today's AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you're trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.

The Dot-Com Bubble looked like a disaster—but this video shows how the 1990s Internet boom and the 2000 crash (Netscape, Pets.com, Amazon) built today's web through massive fiber-optic overbuild and hard-won lessons. Invest in yourself today: https://www.alux.app We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books

Phil Rosen of Opening Bell Daily joins Inside the ICE House to unpack the forces driving the U.S. labor market slowdown. He explains how Fed rate hikes, the post-pandemic hiring reversal, and AI adoption are reshaping employment trends. While AI often gets the blame, Phil notes it's just one piece of a larger economic shift. He also shares why today's AI boom differs from the dot-com era and how younger investors continue to see market pullbacks as buying opportunities.

What does the 1929 crash teach us about now? Is the AI boom as dangerous as the Great Crash? If it goes pop, what will we be left with? Robert speaks to Andrew Ross Sorkin, New York Times columnist and author of 1929. Get started today at https://www.HubSpot.com  For investing, savings, and pensions, the smart money's with Wealthify. Open your account today at https://www.wealthify.com. Wealthify is authorised and regulated by the Financial Conduct Authority. With investing, your capital is at risk. Tax treatments depend on individual circumstances and may change in future. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://⁠⁠⁠goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

The “Shiller PE Ratio” is at its highest level since November of 1999. That was at the peak of the online gold rush right before the dot com bubble burst in 2000. Today on the show, we learn what the Shiller PE Ratio is, how it works and whether we should be worried that it's relatively high right now.Related episodes: What's a Bubble?Zombie 2nd mortgages are coming to life, threatening thousands of Americans' homesFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

This week, the Hivemind team breaks down the current state of the market as crypto's recovers from it's post October leverage unwind. We deep dive into what's outperforming, analogies to the dot com bubble vs today, Zcash's outperformance, max pain for altcoins & more. Enjoy! -- Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: ⁠https://blockworks.co/newsletter/empire⁠ -- Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Duncan: https://x.com/FloodCapital Follow Yan: https://x.com/YanLiberman Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Empire: ⁠https://x.com/theempirepod⁠ Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- Timestamps: (0:00) Introduction (0:49) State of The Market (9:33) The Dot Com Bubble vs Today (13:51) Hyperliquid's Resurgence (21:00) The MegaETH ICO (25:24) Altcoins (35:15) Zcash (43:30) Pump Fun (48:34) Galaxy's $1.15B Senior Notes Offering (52:08) ETHZilla's Share Buyback -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, your kids won't need driver's licenses by 2029, and, he thinks, humanoid robots will be in millions of homes. Unlike the late '90s dot-com bubble built on PowerPoint dreams and venture capital fumes, this revolution is bankrolled by tech giants sitting on mountains of cash. Ives breaks down his “AI 30” stock picks, explains why he'd rather drive a Ferrari (tech stocks) than a beat-up minivan (value stocks), and admits the one thing that keeps him up at night: China. For more, read Liz's column every Thursday at ⁠⁠On The Money⁠⁠ by SoFi⁠⁠⁠, and follow Liz on Twitter ⁠⁠@LizThomasStrat⁠⁠. Additional resources: ⁠⁠On The Money⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠Investing 101 Center⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠Wealth Investing Guide⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠ SoFi.com/Legal⁠⁠. ©2025 Social Finance, Inc. All Rights Reserved.

In this episode of the 9Innings Podcast, I sit down with Ivana Delevska, founder and CIO of Spear Invest, to talk about the current state — and the future — of artificial intelligence.We dig into:The market fundamentals driving AI's rapid riseThe U.S.–China tech rivalry and what it means for investorsEnergy and infrastructure challenges that could shape the next decadeThe growing role of government in AI development and oversightIvana shares why adaptability and continuous learning will be critical for young professionals and how AI will transform productivity across industries. She also highlights where the biggest investment opportunities lie as this new era unfolds.We wrap up on an optimistic note — that AI isn't just about replacing jobs, but about creating new value, industries, and opportunities for those ready to evolve.AI Market Outlook vs. Dot-Com Bubble (00:01:10) China's Role in AI Chip Manufacturing (00:03:17) Capacity and Investment Bottlenecks (00:06:33) Data Centers and Energy Costs (00:07:43) Consumer Benefits and Market Dynamics (00:08:34) Speculation, IPOs, and Market Risks (00:11:46) Government Intervention in AI Companies (00:14:05) Market Run-Up and Potential Downside (00:16:28) AI's 5-10 Year Outlook (00:19:01) AI's Impact on Jobs and Education (00:22:32) Siri, Alexa, and the Future of AI Assistants (00:25:12) Closing Thoughts and Optimism for AI (00:27:14) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, discover how Anura innovatively tackles fraudulent activities, significantly safeguarding advertisers' investments. Rich unpacks the sophisticated nature of ad fraud, especially with the rise of AI, and highlights the staggering financial implications that call for urgent attention. This episode promises to equip you with the knowledge to better understand and combat ad fraud, enhancing your ROI in the competitive landscape of digital marketing. Moreover, we navigate the complexities of pricing SaaS solutions, shedding light on the balance between development costs and competitive pricing. Rich shares invaluable insights into the strategic pricing journey, from establishing credibility with initial low prices to the importance of ROI in setting rates. As we explore the ever-evolving fraud detection landscape, Rich emphasizes the necessity of standardized approaches and the potential industry growth. With only a fraction of websites employing fraud detection solutions, we delve into the future risks that digital marketing expenditures face. Tune in to learn more about Anura's groundbreaking work and its pivotal role in the ongoing battle against ad fraud. Don't miss this opportunity to stay ahead of the curve in effectively managing your digital marketing investments. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast   00:00:45 - Introduction to Rich Kahn and Anura's Origins   00:02:15 - Rich Kahn's Early Days and the Genesis of Anura   00:03:30 - Understanding Ad Fraud: Bots, Malware, and Human Actors   00:05:10 - The Role of AI in Fraud Detection and Challenges Faced   00:06:45 - Financial Impacts of Ad Fraud on Digital Marketing   00:09:03 - Introduction to Pricing Strategies for SaaS Solutions   00:10:00 - Balancing Development Costs and Competitive Pricing   00:11:30 - Importance of ROI in SaaS Pricing Models   00:12:45 - Grassroots Approach to Building an Initial Client Base   00:14:15 - Enhancing Fraud Detection Accuracy and Industry Challenges   00:15:30 - Importance of Standardization in Fraud Detection   00:16:45 - Anura's Commitment to Accuracy and Reliability   00:18:00 - Growth Potential in Fraud Detection and Industry Insights   00:19:30 - Parallels Between Digital Marketing Expenditure and the Dot-Com Bubble   00:20:45 - Conclusion and Final Thoughts from Rich Kahn   00:21:30 - Where to Find More Information About Anura   Episode Resources: Connect with Rich here and find more out about fraud with an ebook and guides:  https://www.anura.io/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

After seeing the parabolic moves in some A.I. stocks, Jeff Zananiri makes comparisons to what he saw during the dot com bubble of the 1990s. He warns of ballooning valuations but believes in chipmakers and infrastructure plays long-term. Jeff makes a bullish case for Nvidia (NVDA), AMD Inc. (AMD), and Intel (INTC). He also like crypto long-term but expects Bitcoin to see a continuing pullback toward $100,000.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Dan Nathan & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, September 25th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Picture this: You buy a stock for $1, watch it soar to $8, and think you're the smartest investor alive. Then reality hits. Matthew Preston and Thaon Simms share their personal journey from bubble euphoria to understanding the psychology that drives market madness.In this episode, we explore the anatomy of market bubbles through real stories, from the infamous tulip mania where a single flower cost more than a house, to the dot-com crash that wiped out trillions. We break down the warning signs we missed, the psychology that keeps smart people making the same mistakes, and why every bubble feels different when you're living through it.Whether it's AI stocks today or housing markets tomorrow, the patterns remain eerily similar.Key Topics Covered:What actually defines a market bubble and why they're so hard to spotThe psychology behind "this time is different" thinkingWhy even financial experts get caught up in bubble euphoriaThe housing crash of 2008 and its impact on JamaicaHow different time horizons create dangerous market conditionsLinks:Full episodes: https://limitlesspodcast.buzzsprout.comTwitter: https://twitter.com/Limitless_podInstagram: https://www.instagram.com/limitless_pod/Exclusive insights: https://bit.ly/Limitless-MMJA-DiscountSupport the show: https://www.buzzsprout.com/1971039/supportChapters:0:00 - Introduction to market bubbles01:05 - What actually is a market bubble02:10 - Example of speculative price movements03:58 - Why different people see different values08:44 - Traditional finance vs market sentiment09:52 - The psychology of speculative demand11:29 - Why bubbles are hard to identify in real time14:04 - The "this time is different" trap16:35 - How time horizons create bubble conditions19:08 - The dot-com bubble lessons26:20 - When companies reach unsustainable valuations27:14 - AI bubble parallels to dot-com era32:11 - The housing crisis that hit Jamaica too39:23 - When remittances fell and tourism dried up44:37 - Jamaica's IPO investing environment48:30 - When market sentiment turns euphoric55:00 - Understanding net asset value vs market price59:09 - The tulip bubble historical example1:04:35 - Recognizing bubble psychology in real timeDisclaimer: The opinions expressed are solely those of the hosts and do not constitute financial advice. We may own shares in companies discussed. Please consult a financial advisor before making investment decisions.If you lived through a market bubble or think we're in one now, share your story in the comments below!Send us a textSupport the show

In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.

Last week, OpenAI CEO Sam Altman said, “Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes”. Altman compared the widespread interest over Artificial Intelligence today, to the “tech bubble” of the late 1990s. But, the Magnificent 7 companies' valuations today are less than half what the top five technology companies were, at the peak of the dot-com bubble.With over 90% of S&P 500 index companies having already reported their Q2 results, earnings growth is settling in at 12.0%, and the consensus forecast of 4.8% for Q3 is starting to look too low. Higher-than-expected July producer prices and nominal retail sales may both be signalling that the full impact of tariffs is yet to come. We expect producers to pass on the increased cost to consumers in the months ahead.

Doug Cohen compares the market cycle to the dot-com bubble. He argues that while parts of the market, like meme stocks or cyber, are “frothy,” the 90's won't repeat themselves because the leadership of the market is the Mag 7. He thinks that these “well-established” companies that can be used for “offense or defense” and have strong balance sheets can continue to buoy the whole market. He also thinks that AI will make us “lose a lot of jobs” which will lead to further social dissension: “I worry about the societal fabrics.” But from an equity perspective, he says, “this is the golden era” of AI.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Market, CAN - Accenture PLC Cl A, Is A-I Boom Bigger than the Dot Com Bubble?Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.01:28 The Concept of Investing Therapy03:49 Understanding Market Bubbles07:03 The Dot-Com Bubble and Its Lessons09:12 Comparing AI to Past Bubbles15:33 The Role of Investor Psyche in Market Bubbles17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast18:56 Reflecting on the Dot-Com Bubble and SPACs21:47 Market Highs and AI Speculation22:53 The AI Bubble Debate25:22 Nvidia's Role in AI28:15 Historical Comparisons and Market Dynamics30:55 Investor Strategies and Market Outlook35:44 Valuation Perspectives and Final Thoughts*****************************************Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.socialJoin our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In this week's episode of the Rich Habits Podcast, we're joined by Investopedia's Editor in Chief Caleb Silver! After starting his career at Bloomberg during the Dot Com Bubble, he became the Executive Producer at CNN Money and then the company's Director of Business News. Today, he's the Editor in Chief at Investopedia -- the world's largest personal finance and investing education platform. Click here to check out Caleb Silver's Instagram, X, and Investopedia's Instagram, X, and Investopedia Express podcast!Major shoutout to Caleb for joining us! We hope the first-hand data he presented during the episode was insightful. ---

Artificial intelligence is generating a ton of money and buzz. But could we be in a bubble? WSJ reporter Rolfe Winklers tells us what lessons we can learn from the early 2000s. Plus, can traditional data-storage companies keep up with AI's demands? WSJ reporter John Keilman explores innovations in hard-disk drives. Shara Tibken hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices