Podcasts about Irrational exuberance

Corn and soybeans ended the session lower with changes to the weather forecasts and lower than estimated export numbers. Wheat futures found support despite the pressure in the row crops. Cattle futures have "lost a gear" since losing the June contract, and demand is a big question moving forward. Mike Zuzulo with Global Commodity Analytics recaps today's trade.

What's next, Dow 60K or 40K? Irrational Exuberance is now 30 (Happy Anniversary!), new methods for pricing college tuition, new car purchases slow and Medicare Advantage denials. Plus Trump accounts set to launch and Rule of 55.

As Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today's market enthusiasm and the era that gave rise to Greenspan's famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President Jim Zelter joins the show to discuss the massive financing needs behind the AI boom and where private capital sees the biggest opportunities in the next phase of artificial intelligence growth. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Patrick Fruzzetti warns the market is showing signs of irrational exuberance, particularly in semiconductors, even as the U.S. consumer remains strong on solid retail sales. He points to inflation risks, geopolitics, and the Fed's influence on the bond market as key drivers of rising rate pressure. Fruzzetti expects bond market stress to spill into equities, leading to increased volatility despite ongoing momentum.======== 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

È venuto a mancare Alan Greenspan, all'età di 100 anni. Intanto sta succedendo qualcosa nel Regno Unito. Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 10 ordini gratis per investire entro 6 mesi dall'apertura. Promo valida fino al 31/12/2026. Per maggiori info clicca ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠qui⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://it.finecobank.com/ Con il codice Finblack gli ascoltatori di Black Box possono aprire un conto Fineco con 10 ordini gratuiti, ovvero a zero commissioni, per iniziare a investire. Iniziativa valida fino al 31 dicembre 2026. Scopri The Last Question, il primo Tech Summit di Black Box a Roma l'1 e 2 luglio 2026: ⁠https://thelastquestion.choramedia.com/ Iscriviti a Black Box Script, la nuova newsletter di Black Box: ⁠https://blackboxchora.substack.com/ Scopri i corsi della New Media Academy, la scuola di podcasting e digital journalism di Chora e Will: https://newmediacademy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Daily Editorial, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Joel shares insights on the market technicals, challenging the "bull market" narrative by highlighting the stark divergence between high-flying tech giants and a struggling retail sector. We dive into the following key topics: The Selective Bull Market: Joel explains why the current rally is far more concentrated than it appears, noting the significant number of S&P 500 stocks hitting new 52-week lows despite record highs in major indices. The Power of Momentum and Algos: A look at how algorithmic trading and "story stocks" are driving valuations like Nvidia and Poet Technologies, often ignoring traditional metrics like P/E ratios. Tech Dominance vs. Retail Weakness: We discuss the breakdown in consumer-facing stocks like Nike and Home Depot, and what this trend signals for the broader health of the American consumer. Contrarian Caution and Inflation: Joel shares his personal outlook on why he remains cautious despite the rally, citing looming concerns over sticky inflation, interest rates, and employment data.   Stocks Mentioned: NVDA, MSFT, AAPL, AMZN, GOOGL, META, TSLA, BRK.A, MU, JPM, NKE, HD, POET, CSCO, INTC, ASML, AVGO.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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:

In this episode of Excess Returns, we dive deep into one of the most pressing investing debates today: how to think about valuations, profit margins, and artificial intelligence in a market that feels both expensive and transformative. Sam Ro joins Matt Zeigler and Kai Wu for a wide-ranging conversation that explores whether traditional valuation tools still matter, how AI is reshaping corporate economics, and why history suggests investors should be cautious about bubble narratives even when enthusiasm runs high. From profit margins and capital intensity to the future of the Magnificent Seven, this episode focuses on how long-term investors can frame uncertainty without relying on false precision or short-term market calls.Timestamps00:00 Valuations, bubbles, and why timing markets is so hard01:41 Do valuations still matter for investors05:58 S&P 500 valuation levels versus history09:30 Profit margins and why mean reversion has not shown up yet14:39 Household finances, pricing power, and consumer resilience15:47 AI, productivity, and the limits of forecasting economic impact19:15 Valuations adjusted for structurally higher profit margins21:15 Tech multiples, growth expectations, and PEG ratios24:07 Are we in an AI bubble and why that question may not help29:14 Lessons from past bubbles and irrational exuberance30:14 How transformative AI could be compared to past innovations35:20 Massive AI capital spending and the risk of overbuild39:42 Who captures value in AI: builders versus users46:39 Revenue per worker and productivity trends48:00 Dispersion inside the Magnificent Seven51:34 Big tech shifting from asset-light to asset-heavy models59:53 Turnover among top companies over time01:01:10 Why Wall Street price targets miss the point01:04:30 Presidential cycles and market returns01:06:28 Fund manager surveys and why popular risks are often lagging indicatorsTopics coveredHow investors should think about valuations over long time horizonsWhy elevated profit margins may be more structural than cyclicalThe role of AI in productivity, earnings, and competitive dynamicsBubble psychology and lessons from the dot-com eraCapital intensity, overinvestment, and the risk of write-downsWhy AI infrastructure builders may not capture most of the valueWhat dispersion within the Magnificent Seven signals for marketsWhy broad diversification still matters in a rapidly changing market

 Are you scared? Some single-digit pullbacks and a few key growth name dips have some investors running scared this week, but are we really in a bear market… or is this all par for the course? The shop digs into the mailbag to reveal a few key strategic differences in GROTECTION and TURBOTECTION that […] The post Dead Cat Bounce? Irrational Exuberance In Bear Markets | Your Money Podcast Ep. 570 appeared first on Revere Asset Management.

In our final episode of the month, Axe and Heilemann were joined by frequent Hack, former congressman, and author Steve Israel. The Hacks dig into the vote to release the Epstein files, MTG's latest pivot and what's driving it, primary filing deadlines, winning issues, the midterms landscape, redistricting, and so much more. Plus, we get a sneak peek at Steve's new book, The Einstein Conspiracy — based on true events, it follows two FBI agents in a high-stakes race against a ruthless undercover operative determined to abduct Albert Einstein, whom Hitler believes holds the key to building the atomic bomb. Have a great Thanksgiving, Hackeroos! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Venture capitalist Aman Verjee joins Gene Tunny to explore whether artificial intelligence is fuelling the next great economic bubble. Drawing lessons from history—from the 1840s railway boom to the 1990s dot-com surge—Aman argues that even frothy markets can spark long-term progress. The conversation also covers AI's impact on jobs, productivity, and how policy can nurture innovation without strangling it.Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com. TimestampsIntroduction and Guest Overview (0:00)Aman Verjee's Background and Experience (2:26)Aman's Role and Responsibilities at Practical Venture Capital (5:50)AI and Financial Bubbles (10:01)AI in Business and Everyday Life (13:30)Impact of AI on Jobs and the Economy (17:29)US Economy and Government Shutdown (21:27)Policies to Boost Productivity (27:29)Aman Verjee's Book on Financial Bubbles (37:08)Conclusion and Contact Information (43:30)TakeawaysAI may be in a “frothy” phase but not necessarily a bubble—valuations are high, yet many firms are potentially transformative.Past bubbles often produced some lasting value: the 1990s tech and 1840s railway booms birthed major industries that delivered lasting benefits after crashes.AI will reshape, not erase, jobs—disruption creates new roles as others disappear, echoing past technological revolutions.Policy matters: lower regulation, smarter taxation, and education reform are crucial for productivity growth.History's warning: bubbles fueled by debt (like the 2000s US housing boom and 1880s Melbourne land boom) are far more damaging than equity-driven ones.Links relevant to the conversationAman Verjee's firm: https://practicalvc.com/Aman's trading places podcast:https://practicalvc.com/trading-places/Regarding Melbourne house prices: “Melbourne house prices fell 51% in real terms (prices minus inflation) in the 1890s”https://www.morningstar.com.au/personal-finance/lessons-from-australias-largest-property-bustsLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED 

The freight economy has been depressed for the past three years. The broader economy has stumbled into stagnation in 2025, but the financial markets have largely ignored it. Zach and Thomas break down why. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight economy has been depressed for the past three years. The broader economy has stumbled into stagnation in 2025, but the financial markets have largely ignored it. Zach and Thomas break down why. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Stock prices are falling, and Americans are fearful. Tariffs, trade wars, economic tension, and interest rates are putting pressure on asset prices. Commercial real estate has already crashed, but the worst may be yet to come. Home prices aren't growing; in fact, small multifamily prices may even be declining. What should you do? We can't provide financial advice, but Scott Trench, CEO of BiggerPockets, is revealing how he's protecting his wealth in 2025.  A recession could be coming; we're all aware of that. But what does this mean for real estate, stock, crypto, and gold prices? The “irrational exuberance” bubble seems to have popped after stocks hit wildly high price-to-earnings ratios, Bitcoin soared to six figures, and gold began a massive runup. Things are about to change very quickly. Scott is putting his money where his mouth is, revealing the contrarian moves he's making to his portfolio to keep his wealth growing during this increasingly volatile period. He's giving his stock market prediction, interest rate prediction, and home price prediction and sharing where real estate investors should look for stellar deals as everyday Americans run away in fear.  Find investor-friendly tax and financial experts with BiggerPockets Tax & Financial Services Finder!   In This Episode We Cover Scott's exact portfolio allocation: what he's selling and what he's holding NOW The speculative bubble that could be very close to (if not already) popping Will interest rates rise further despite market volatility?  The biggest buying opportunities for investors to score killer deals on investment properties The critical risk to index funds that investors MUST be aware of  Could commercial real estate prices crash even more, creating substantial potential margins for investors?  And So Much More! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1095 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode of The Stock Doctor podcast, I discuss: 1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were, 2. The key takeaways from Budget 2025 and which stocks stand to benefit, 3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX) post the spinoff Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Guy Adami and Liz Thomas explore the impact of rising interest rates on markets, the widening spread between two-year and ten-year treasuries, and the performance of growth stocks. The conversation includes an analysis of small caps confirming market drawdowns, the implications of a strong US dollar, and potential effects on large multinational companies. They also highlight the significance of upcoming earnings reports from major banks and the influence of oil prices driven by geopolitical risks. The episode closes with a look ahead at the importance of CPI and PPI data releases and their potential market impacts. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

A mix for the program Underground sounds, airing Mondays from 8-10pm on CKUT 90.3 FM in Montreal, below is the track listing, thank you for listening! Artwork is from the DIY for Drug User Liberation Front (DULF) benefit compilation (https://lumpensoup.bandcamp.com/album/diy-for-dulf) and is by Toast (https://www.instagram.com/crustytoast.art) 01. Goats And Lasers, Why Oh Why Bry Lovejoy Goats Amp Lasers Remix 02. Cranberry Virgin, Evermore Bathroom 03. PISS, a little girl's horse craze betrays her 04. Emma Goldman, Irrational Exuberance or Something Like That 05. TJ Felix, I'VE SEEN THE BEST MINDS OF MY GENERATION DIE PREVENTABLE OVERDOSE DEATHS 06. Goats & Lasers, lottery 07. Roach McGuirk, Coulrophobia 08. The Heterosexuals, If 09. Magda Baker, Bon's Off Broadway 10. Natlak, Vermin with Badges 11. Lumpen Soup, The Tower 12. 2 Dollar Jesus, thirteen forty-two 13. Low Dead Space, Die in Vancouver 14. TJ Felix, Throw my Ashes at the Sun 15 M01E, W.A.A.O.D 16. Girlwife, Church-State 17. June Hawthorn, punch 18. Chaos Disorder & Panic, Homes not Games 19. Soledad Coyoli, Quédate 20. Andrew Hurst, Lonely Hunter 21. Julia Cohen, When You Spot The Shore, The Palm 22. Matthew Blair, In A Windowless Room At Dusk 23. Philippe Battikha & Mitch Van Dusen, Bludgeon 24. Errance, Fulminance 25. Errance, Nord 26. Errance, Et si elles n'y arrivaient jamais... 27. Errance, Sans aller 28. Errance, Les possibles finalités 29. Errance, Rage 30. Errance, Lorsque se dispersent les tempêtes 31. Errance, Fracas de nous 32. Totenbaum Träger, EyIran, blown-out 33. Totenbaum Träger, Escalades

Judge Melisa Owens struck down Wyoming's abortion bans.  She did it by unilaterally declaring that abortion is healthcare and by ignoring Wyoming Law.  Paul Cox from Freedom Gold joins me to talk about what is happening in the economy now that Trump has been re-elected.

Long before there was Alan Greenspan to turn the Federal Reserve into Casino Central, there was John Law, France's minister of finance.Original article: The Birth of “Irrational Exuberance”

Long before there was Alan Greenspan to turn the Federal Reserve into Casino Central, there was John Law, France's minister of finance.Original article: The Birth of “Irrational Exuberance”

It's Inflation Day: Expectations are for a .3% print for October (the Bureau of Labor Statistics reported CPI rising.2%, and up 2.6% over the past 12-months). Remember, it's only a guess; why inflation is destined to rise. Stocks remain over-bought; watch for pre-Thanksgiving volatility; more than half in our Twitter poll sees the S&P at 6,200 by EOY. Why are investors expecting more rate cuts in 2025? Lance & Danny present an Annuity Primer: Why most annuities are sold, not planned for; Lance's Three Rules for Annuities; the different annuity types. Annuities often sacrifice liquidity; protect yourself from yourself. Why annuities are not for everyone. How to win: Out-live the actuarial table! SEG-1: Inflation Day Expectations SEG-2: The Annuity Primer, Pt.1 - Why Most Annuitites are Sold, not Planned SEG-3: The Annuity Primer, Pt.2 - Calculating the Expenses SEG-4: The Annuity Primer, Pt.3 - Why Annuities Aren't for Everyone Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=6X1QEdhShs0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2720s ------- Articles mentioned in this report: "Exuberance – Investors Have Rarely Been So Optimistic" https://realinvestmentadvice.com/exuberance-investors-have-rarely-been-so-optimistic/ ------- The latest installment of our new feature, Before the Bell, "Can the S&P Hit 6,200?" is here: https://www.youtube.com/watch?v=VuOdEkfM6UA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Irrational Exuberance...Again?" https://www.youtube.com/watch?v=hs4-vv0lKwQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AnnuityInsights #RetirementPlanning #InvestmentAdvice #AnnuityProsCons #FinancialPlanning #IrrationalExuberance #MarketBubble #InvestorSentiment #StockMarketTrends #EconomicOutlook #FederalReserve #InterestRates #YieldCurve #OperationTwist #JeromePowell #NFIBconfidenceIndex #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact #ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #InvestmentStrategy #ElectionImpact #InterestRates #InvestingAdvice #Money #Investing

Earnings Season is winding up, and The Next Big Report to come will be from NVIDIA on 11/20. Markets are on fire for now; what will the Fed do next? We're expecting one more rate cut in December, and then a pause. This week's inflation print could be higher due to YOY comparisons. Mutual Fund Distributions are coming in December; do not be alarmed! The post-election market is on a tear: invesetors are more exuberant than ever. Everybody is betting on everything to go up. A pullback to the 20-DMA is coming, setting up the market for a rally into year end. Lance and Jonathan discuss mutual fund distributions and anticipated portfolio variations. How will markets responsd to Trump policies and government employment levels. Lance's entreprenurial son offers "boyfriends" services for Thanksgiving. Lance & Jonathan parse the pro's and con's of bond portfolios. Investors can have any of the two: Capital appreciation, safety, or liquidity. The problems with 100% bond portfolio, and the impossibility of high income with no risk. Yield is a function of risk: There is no such thing as no-risk (things companies do to stay in business). Markets' exuberance comes with a price: Policy chances will have consequences. Is the 60/40 Portfolio dead? SEG-1: Post-election Markets are on Fire SEG-2: What Mutual Fund Distribution Time Means* SEG-3a: Tommy's Rent-a-Boyfriend Enterprise SEG-3b: The Pro's & Con's of Bond Portfolios SEG-4: There's No Such Thing as No Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer * So we had a software glitch during this morning's live-stream, and lost about :50-seconds of content in this recording at about the :18-minute mark. ------- Watch today's show video here: https://www.youtube.com/watch?v=IZtz1S3R3WQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2635s ------- Articles mentioned in this report: "Exuberance – Investors Have Rarely Been So Optimistic" https://realinvestmentadvice.com/exuberance-investors-have-rarely-been-so-optimistic/ ------- The latest installment of our new feature, Before the Bell, "Everybody's Betting on Everything Going Up" is here: https://www.youtube.com/watch?v=2AISGEpmtMI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why COLA Doesn't Get Any Respect" https://www.youtube.com/watch?v=hs4-vv0lKwQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #IrrationalExuberance #MarketBubble #InvestorSentiment #StockMarketTrends #EconomicOutlook #FederalReserve #InterestRates #YieldCurve #OperationTwist #JeromePowell #NFIBconfidenceIndex #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact #ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #InvestmentStrategy #ElectionImpact #InterestRates #InvestingAdvice #Money #Investing

Earnings Season is winding up, and The Next Big Report to come will be from NVIDIA on 11/20. Markets are on fire for now; what will the Fed do next? We're expecting one more rate cut in December, and then a pause. This week's inflation print could be higher due to YOY comparisons. Mutual Fund Distributions are coming in December; do not be alarmed! The post-election market is on a tear: invesetors are more exuberant than ever. Everybody is betting on everything to go up. A pullback to the 20-DMA is coming, setting up the market for a rally into year end. Lance and Jonathan discuss mutual fund distributions and anticipated portfolio variations. How will markets responsd to Trump policies and government employment levels. Lance's entreprenurial son offers "boyfriends" services for Thanksgiving. Lance & Jonathan parse the pro's and con's of bond portfolios. Investors can have any of the two: Capital appreciation, safety, or liquidity. The problems with 100% bond portfolio, and the impossibility of high income with no risk. Yield is a function of risk: There is no such thing as no-risk (things companies do to stay in business). Markets' exuberance comes with a price: Policy chances will have consequences. Is the 60/40 Portfolio dead?  SEG-1: Post-election Markets are on Fire SEG-2: What Mutual Fund Distribution Time Means SEG-3a: Tommy's Rent-a-Boyfriend Enterprise SEG-3b: The Pro's & Con's of Bond Portfolios SEG-4: There's No Such Thing as No Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer------- Watch today's show video here: https://www.youtube.com/watch?v=IZtz1S3R3WQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2635s ------- Articles mentioned in this report: "Exuberance – Investors Have Rarely Been So Optimistic" https://realinvestmentadvice.com/exuberance-investors-have-rarely-been-so-optimistic/ ------- The latest installment of our new feature, Before the Bell, "Everybody's Betting on Everything Going Up" is here:  https://www.youtube.com/watch?v=2AISGEpmtMI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why COLA Doesn't Get Any Respect" https://www.youtube.com/watch?v=hs4-vv0lKwQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #IrrationalExuberance #MarketBubble #InvestorSentiment #StockMarketTrends #EconomicOutlook #FederalReserve #InterestRates #YieldCurve #OperationTwist #JeromePowell #NFIBconfidenceIndex #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact #ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #Election2024 #InvestmentStrategy #ElectionImpact #InterestRates #InvestingAdvice #Money #Investing

In the 5 AM Hour: Larry O'Connor and Julie Gunlock discussed: Byron York on X: "You can feel Republican confidence growing. More and more firmly believe Trump will win. But there are good reasons to avoid irrational exuberance.  'Shameful' MSNBC blasted for splicing Nazi rally clips into coverage of Trump's Madison Square Garden rally The Washington Post says it will not endorse a candidate for president   Where to find more about WMAL's morning show:  Follow the Show Podcasts on Apple podcasts, Audible and Spotify. Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor,  @Jgunlock, @patricepinkfile, and @heatherhunterdc.  Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Show Website: https://www.wmal.com/oconnor-company/ How to listen live weekdays from 5 to 9 AM: https://www.wmal.com/listenlive/ Episode: Monday, October 28, 2024 / 5 AM Hour  O'Connor and Company is proudly presented by Veritas AcademySee omnystudio.com/listener for privacy information.

Foreign Policy in Tonight's Harris/Trump Debate and Whose Finger Do You Want on the Nuclear Button | Democratic "Irrational Exuberance" With the Polls and "Sane-Washing" by the Mainstream Media | We Should Take Trump at His Word That He Wants to be a Dictator and Jail His Opponents and the Press backgroundbriefing.org/donate twitter.com/ianmastersmedia facebook.com/ianmastersmedia

Hey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fear. Looking at astronomical rotation from Large- to Small-cap stocks over the past five days: Russell 2000 is elevated by 4.4 standard deviations from its moving average. Markets needed a healthy rotation, and this is actually bullish in creating more breadth in markets. Bad Coffee & YouTube audio; What are the odds for a Fed rate cut in September? Michael Lebowitz joins the conversation: Is inflation "back in the range?" Markets are giving the Fed a green light to cut rates. Are we back to a pre-Covid economy with 5% rates? It's important to separate our personal views from what the markets pay attention to (Government numbers). Is sentiment shifting? Markets are very reflexive. Is the Small-cap chase sustainable? Markets are not responding to Trump/Vance: it's about excess liquidity looking for someplace to go. Michael review's Alan Greenspan's "Irrational Exuberance" thesis then vs now. The internet DID change the world and affected economic growth. What will AI outcomes be? Lance intones the importance of credit spreads as leading indicators; their pick up is worth paying attention to. SEG-1: Others' Perspectives of the US, Markets' Perspective of Astronomical Rotation? SEG-2: Are We Back to a Pre-COVID Economy? SEG-3: Is the Small-cap Chase Sustainable? SEG-4: Are Markets Re-experiencing Irrational Exuberance? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=MUbIu4YZlO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Astronomical Rotation from Large to Small Cap" is here: https://www.youtube.com/watch?v=5yFSeF0LxIk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Avoiding the Sexy Stock Plays" https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AlanGreenspan #IrrationaExuberance #MarketRotation #AI #CreditSpreads #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing

ey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fear. Looking at astronomical rotation from Large- to Small-cap stocks over the past five days: Russell 2000 is elevated by 4.4 standard deviations from its moving average. Markets needed a healthty rotation, and this is actually bullish in creating more breadth in markets. Bad Coffee & YouTube audio; What are the odds for a Fed rate cut in September? Michael Lebowitz joins the conversation: Is inflation "back in the range?" Markets are giving the Fed a green light to cut rates. Are we back to a pre-Covid economy with 5% rates? It's important to separate our personal views from what the markets pay attention to (Government numbers). Is sentiment shifting? Markets are very reflexive. Is the Small-cap chase sustainable? Markets are not responding to Trump/Vance: it's about excess liquidity looking for someplace to go. Michael review's Alan Greenspan's "Irrational Exuberance" thesis then vs now. The internet DID change the world and affected economic growth. What will AI outcomes be? Lance intones the importance of credit spreads as leading indicators; their pick up is worth paying attention to. SEG-1: Others' Perspectives of the US, Markets' Perspective of Astronomical Rotation? SEG-2: Are We Back to a Pre-COVID Economy? SEG-3: Is the Small-cap Chase Sustainable? SEG-4: Are Markets Re-experiencing Irrational Exuberance? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=MUbIu4YZlO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Astronomical Rotation from Large to Small Cap" is here:  https://www.youtube.com/watch?v=5yFSeF0LxIk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Avoiding the Sexy Stock Plays" https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AlanGreenspan #IrrationaExuberance #MarketRotation #AI #CreditSpreads #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing

If you listened to our last couple of episodes, you'll have heard some pretty skeptical takes on AI. But if you look at the stock market right now, you won't see any trace of that skepticism. Since the launch of ChatGPT in late 2022, the chip company NVIDIA, whose chips are used in the majority of AI systems, has seen their stock shoot up by 700%. A month ago, that briefly made them the most valuable company in the world, with a market cap of more than $3.3 trillion.And it's not just chip companies. The S&P 500 (the index that tracks the 500 largest companies in the U.S.) is at an all-time high this year, in no small part because of the sheen of AI. And here in Canada, a new report from Microsoft claims that generative AI will add $187 billion to the domestic economy by 2030. As wild as these numbers are, they may just be the tip of the iceberg. Some researchers argue that AI will completely revolutionize our economy, leading to per capita growth rates of 30%. In case those numbers mean absolutely nothing to you, 25 years of 30% growth means we'd be a thousand times richer than we are now. It's hard to imagine what that world would like – or how the average person fits into it. Luckily, Rana Foroohar has given this some thought. Foroohar is a global business columnist and an associate editor at The Financial Times. I wanted to have her on the show to help me work through what these wild predictions really mean and, most importantly, whether or not she thinks they'll come to fruition.Mentioned:“Power and Progress: Our Thousand-Year Struggle Over Technology and Prosperity” by Daron Acemoglu and Simon Johnson (2023)“Manias, Panics, and Crashes: A History of Financial Crises” by Charles P. Kindleberger (1978)“Irrational Exuberance” by Robert J. Shiller (2016)“Gen AI: Too much spend, too little benefit?” by Goldman Sachs Research (2024)“Workers could be the ones to regulate AI” by Rana Foroohar (Financial Times, 2023)“The Financial Times and OpenAI strike content licensing deal” (Financial Times, 2024)“Is AI about to kill what's left of journalism?” by Rana Foroohar (Financial Times, 2024)“Deaths of Despair and the Future of Capitalism” by Anne Case and Angus Deaton (2020)“The China Shock: Learning from Labor Market Adjustment to Large Changes in Trade” by David H. Autor, David Dorn & Gordon H. Hanson (2016)Further Reading:“Beware AI euphoria” by Rana Foroohar (Financial Times, 2024)“AlphaGo” by Google DeepMind (2020)

Various indicators point to the Indian stock market being overvalued. Analysts say that a crash following an unforeseen event would be exacerbated because of these excessive valuations.  

Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that extended periods of low concern about risk have invariably been followed by reversal, with an attendant fall in the prices of risky assets.” On today's show, we'll ponder and discuss several sources that we think you'll find helpful in considering these issues as they relate to your own well-being and retirement. Next, Heidi will discuss the importance of getting good Social Security advice as well as explore some of the problems others have encountered in getting that guidance. Lastly, Deann will provide all of us stats of the day to help us all gain perspective.  Tune in and take control!

March has been a big month for IPOs, with Reddit defying expectations out of the gate and Trump Media's SPAC receiving an inexplicable $8 billion valuation. Donna and Nathan discuss the disconnect between the public euphoria around IPO launches and their intrinsic value. Also on MoneyTalk, how conservative should you be in retirement? And, Stock Trivia: Two Truths and a Lie.Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

This week, the Aries equinox initiates the astrological new year, and the Sun's aspect to Pluto brings a trial by fire. Venus makes a conjunction with Saturn - are you ready to get serious? What do we make of Warrior Mars entering loving Pisces? And April answers a listener question about starting a new job when Mercury is retrograde. Plus, rising sap, defensive fish, and good boundaries make good relationships. Read a full transcript of this episode. Have a question you'd like answered on the show? Email April or leave it here! Subscribe to April's mailing list and get a free lunar workbook at each New Moon! Love the show? Make a donation! Timestamps [1:16] On March 19 (8:06 pm PDT), the Sun enters Aries (Mar. 19, 8:06 pm PDT), marking the vernal equinox in the Northern Hemisphere and the autumnal equinox in the Southern Hemisphere. [4:06] The Sun sextiles Pluto (Mar. 21, 1:03 pm PDT) at 01°41' Aries-Aquarius. Pluto is on the Sabian symbol 2 Aquarius, An unexpected thunderstorm. A powerful aspect for initiating new projects and entrepreneurship; what we embark upon at the equinox has the potential to bring us power and influence over the next few months. [5:10] Venus conjoins Saturn (Mar. 21, 4:09 pm PDT), at 12º26' Pisces. How can we show kindness without being taken advantage of? Relationships can be taken to the next level of commitment. [9:06] Mars enters Pisces (Mar. 22, 4:47 pm PDT) through April 30, 2024. Protection via escape. Get enthusiastic and focused about art, music, film and musicals. [11:52] Venus sextiles Jupiter (March 24, 9:37 am PDT), 15º48' Pisces-Taurus. Jupiter is on the symbol, Old man attempting vainly to reveal the mysteries. Taking a bit of a risk in relationships and/or financial endeavors could prove rewarding. Buy a lotto ticket! [13:58] Moon Report! No major lunations this week, but there's a Lunar Eclipse on March 25 at 05°07' Libra. April will cover the eclipse in more detail next week. Consider joining her upcoming online class, Lunar Phases and Eclipses, on March 23, 2024, at noon Pacific Time. [15:37] Void-of-Course (VOC) Moon Periods. On March 29 (11:52 am PDT), the Moon in Cancer trines the Sun. It's VOC for about 41 minutes, then enters Leo (12:33 pm PDT). An excellent time to grab a coffee and pastry with a loved one. [16:29] On March 21 (11:34 pm PDT), the Moon in Leo opposes Mars. It's VOC for about one hour, then enters Virgo on March 22 (12:42 am PDT). Focus on balancing your own interests with the interests of the collective. [17:20] On March 24 (8:49 am PDT), the Moon in Virgo opposes Neptune in Pisces. It's VOC for about 4 ¾ hours and enters Libra at 1:37 pm PDT. Cultivate new habits that support a better balance of the practical and the intuitive. [18:17] Listener Elizabeth asks about starting things when Mercury is retrograde. Should you be terrifiiiiied?™ [23:30] If you'd like to have a question answered on a future episode, leave a message of one minute or less at speakpipe.com/bigskyastrologypodcast or email april(at)bigskyastrology(dot) com; put “Podcast Question” in the subject line. [24:01] If you like what you're hearing, please subscribe, follow, like and share! This episode is brought to you by Stephanie Barnhard and Elizabeth Boone! [25:07] If you'd like to support the show, please go to bigskyastropod.com where you can make a one-time donation in any amount or become an ongoing monthly contributor! Donate $10 or more to receive access to April's special equinox and solstice episodes.

Has stocks' record run gotten too exuberant? Wharton School Professor Jeremy Siegel gives his expert take on where he sees the market headed. Plus, as the S&P 500 hovered close to 5,000 Wells Fargo's Chris Harvey explained how investors should position their portfolios. And, a rundown of what to watch from Take Two and Affirm results. 

Chapter 1 Delve deeper into Irrational Exuberance literary work's messageIrrational Exuberance is a non-fiction book written by economist Robert J. Shiller. It was first published in 2000 and explores the psychology and economics of speculative bubbles and market volatility in relation to asset prices, particularly in the stock market and real estate. The book examines historical market data and provides analysis on how emotions and investor behavior can impact financial markets and lead to periods of irrational exuberance and subsequent market crashes. Shiller's work gained significant attention and acclaim, and he was awarded the Nobel Prize in Economic Sciences in 2013 for his research on asset prices and market fluctuations.Chapter 2 Is Irrational Exuberance literary work Worth Reading?"Irrational Exuberance" by Robert J. Shiller is generally well-regarded within the field of economics and finance. The book examines the concept of speculative financial bubbles and provides insights into the causes and consequences of such phenomena. It has been praised for its thorough analysis backed by empirical evidence. However, whether it is considered a good book or not may vary depending on individual interests and perspectives. It is recommended to read reviews or sample the book before making a decision to see if it aligns with your specific interests or goals.Chapter 3 Brief Description of Irrational Exuberance literary work"Irrational Exuberance" is a book written by economist Robert J. Shiller. It was first published in 2000 and offers a comprehensive analysis of the dynamics of speculative bubbles in financial markets.Shiller's main argument in the book is that financial markets are prone to irrational exuberance, meaning periods of jubilant optimism that often lead to overvalued assets and speculative bubbles. He explains how psychological factors, such as herd behavior and feedback loops, can drive the market away from fundamental value and create situations of excessive risk-taking.The book explores several historical episodes of speculative bubbles, including the 1920s stock market boom and the dot-com bubble of the late 1990s. Shiller provides evidence-based analysis to demonstrate that such bubbles are not random events, but rather result from specific socio-economic conditions and behavioral patterns.Furthermore, Shiller emphasizes the importance of narratives and stories in shaping investor sentiment and market behavior. He argues that prevalent narratives, such as the idea of a "new era" or "permanent plateau" of high market returns, can generate irrational exuberance and contribute to the formation of bubbles.In addition to analyzing past bubbles, Shiller also offers insights on how to identify and mitigate future bubble risks. He proposes various policy measures, such as improving financial education, regulating speculative practices, and implementing countercyclical macroeconomic policies.Overall, "Irrational Exuberance" provides a critical examination of speculative bubbles and their underlying causes. It combines economic analysis with psychological insights, making it a valuable resource for investors, policymakers, and anyone interested in understanding the dynamics of financial markets.Chapter 4 About Irrational Exuberance literary work's Author The book Irrational Exuberance was written by Robert J. Shiller, an American economist and professor at Yale University. The first edition of Irrational Exuberance was released in March 2000. Shiller is renowned for his work in the field of behavioral...

AI is not new and financial mis-education is rife. These are two ideas that form the foundation of this episode, which features insights from Ben Felix, Mark McGrath, and guest speaker Anthony Walsh. To start our conversation, we explore the history of artificial intelligence and what it might mean for the future and beyond. During this Mark to Market segment, Mark McGrath shares his experience of owning property and becoming a landlord before we look back on Episode 155 with Don Ezra, where he revealed his thoughts on planning for life after work. Anthony Walsh, author of People Are Lying To You About Money joins us to discuss his efforts to remedy the lack of financial literacy among everyday people, how he approaches financial planning as a risk-averse person, and his move from lean FI to Coast Fi. He also shares his thoughts on the relative value of money, the importance of planning according to financial wellness and health, and more. Join us today to hear all this and so much more!    Key Points From This Episode:   (0:04:07) The cycles of AI development, excitement, and disappointment in technological history. (0:15:01) How technology bubbles impact investors and why investing in revolutionary technology is a questionable strategy.  (0:18:50) The paradox of skill and how it applies to investment strategy.  (0:23:40) Mark to Market Segment with Mark McGrath on real estate and rentals.  (0:34:50) Looking back on Episode 155 with Don Ezra on planning for life after work.  (0:37:03) Introducing today's guest: Anthony Walsh, who wrote People Are Lying To You About Money.  (0:40:17) Four types of lies people tell about money and why most people are financially illiterate.  (0:48:46) How Anthony navigates financial planning as a risk-averse person.  (0:53:25) What motivated his move from Lean FI to Coast FI and the relative value of money.  (0:55:10) The importance of planning according to financial wellness and health.  (0:57:19) The after-show; shows and series your hosts have been watching and a book recommendation.    Books From Today's Episode: Irrational Exuberance — https://www.amazon.com/Irrational-Exuberance-3rd-Robert-Shiller-dp-0691166269/dp/0691166269/ People Are Lying To You About Money — https://www.amazon.com/People-Are-Lying-About-Money-ebook/dp/B0BC9M5QQT Bubbles and Crashes — https://www.amazon.com/Bubbles-Crashes-Boom-Technological-Innovation/dp/0804793832 Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on X — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on X — https://twitter.com/benjaminwfelix Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on X - https://twitter.com/MarkMcGrathCFP Mark McGrath on LinkedIn - https://www.linkedin.com/in/markmcgrathcfp/ Anthony Walsh on LinkedIn — https://www.linkedin.com/in/asw383/ Episode 155 — https://rationalreminder.ca/podcast/155 Episode 268 — https://rationalreminder.ca/podcast/268 Episode 244 — https://rationalreminder.ca/podcast/244 Reasons to Avoid Index Funds — https://www.youtube.com/watch?v=fvGLnthJDsg

The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week's episode of The TreppWire Podcast, we discuss whether we are seeing 'irrational exuberance' yet, then dive into housing starts, jobless claims, retail sales, and bank earnings. In CRE, we break down several large office and retail stories, discuss more on multifamily syndicators, and take a look at property expense data across the US. Tune in now. This episode of The TreppWire Podcast is sponsored by BetterPitch: https://www.betterpitch.com/ Episode Notes: Irrational exuberance in the market? (0:23) Macro data (4:09) Bank earnings (9:27) Government office occupancy (12:57) Trepp Flash: Lead cable exposure (14:23) Office value reduction (16:05) Brutal sales comps (18:26) Deed in lieus (20:30) Office loans in special servicing (26:02) Retail stories (3:48) Multifamily syndicator follow-up (36:52) Multifamily property expenses (41:48) Shoutouts (45:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

If you give people a reason to get bullish, any reason at all, they will use it as an excuse to pump the market, even if that market is dying.  In episode 108, we go over several ways this is happening today, revisit the 6 (8) Crises, and try to separate what's real from what isn't.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Markets.com Blog (Other top FX Broker)- https://nononsenseforex.com/uncategorized/markets-com-review/   US Residents Go Here (Top US FX Broker)- https://nononsenseforex.com/uncategorized/ig-us-review/   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.  

Focus on your CTO career in this podcast with Will Larson about leaving a CTO role, finding a new CTO role, and negotiating your compensation. Will is the thought leader behind the popular blog "Irrational Exuberance" and the book "An Elegant Puzzle: Systems of Engineering Management" and "Staff Engineer: Leadership beyond the management track". Additionally, he is the former CTO of Calm who has also led teams at Uber, Digg, and Yahoo. Listen to find out: - How to find

I've been reading Nomi Prins' Other People's Money: The Corporate Mugging of America, which was published in 2004. (My paperback version has an update from 2006.) So the material pre-dates The Great Recession and provides an important remembrance of the insanity that was the late 90s/early 00s.From page 7 of the paperback:"Robert Schiller of Yale University and Irrational Exuberance fame spoke after lunch. His cautionary talk, supported by slides depicting graphs of lowered profitability and other financial health indicators, was challenged by the room. A series of grilling questions poking apart his argument followed. Though Schiller delineated clear reasons why the market was overinflated, no one really wanted to listen." Sound familiar? For some people, you could present all the evidence in the world and they'd still argue to be wrong. To quote Dr. Stuart Woolley, "The turkeys don't even realise that they're voting for their own Christmas." Links:https://www.amazon.com/Other-Peoples-Money-Corporate-Mugging-ebook/dp/B0041G6RTWhttps://en.wikipedia.org/wiki/Henry_Paulsonhttps://www.buzzsprout.com/1125110/12031473https://www.epi.org/publication/ceo-pay-in-2021/https://themortgagereports.com/61853/30-year-mortgage-rates-charthttps://causeyconsultingllc.com/2023/02/24/gordon-gekko-tried-to-tell-you/https://causeyconsultingllc.com/2023/01/04/old-rich-white-dudes-think-youre-a-bunch-of-whiners/https://www.investopedia.com/articles/03/071603.aspLinks where I can be found: https://causeyconsultingllc.com/2023/01/30/updates-housekeeping/Need more? Email me: https://causeyconsultingllc.com/contact-causey/

https://youtu.be/nIMP7qza8O4Try VectorVest for only $0.99  ➥➥➥ https://www.vectorvest.com/YTVectorVest Merch Store  ➥➥➥ https://www.vectorvest.com/MerchandiseThe current market has a sense of euphoria going on. The economy is shrinking, Inflation is getting better, the Fed raised interest rates at a slower pace and the market is moving higher. Interest rates are still being raised, jobs are still strong, companies are missing earnings and the Fed is STILL raising interest rates! I call this move-up, Irrational Exuberance! I believe the market still has a lot of downsides ahead of us and may pull the rug out from the unsuspecting investor. We want to make sure you are not in that group of people! The market is toppy and poised for a pullback. The Fed holds the key and we are just waiting at the gate to see which way he will go. Folks you need to just be prepared for disaster!Use this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 The Easy way to be Prepared NOW! | VectorVest

With J. Ansari, Executive Vice President at Compak Asset Management

Jon Favreau, “podcasting royalty” and former speechwriter for Barack Obama, joins Axe and Murphy to discuss Democratic enthusiasm around the country, the critical role suburban voters will play in this year's midterm elections, key Senate races to watch, and insights from focus groups on the new season of Jon's podcast, The Wilderness.

Enterprise IT Leaders are working to figure out what Cloud Native means to theirorganizations and how to get there. Many leaders are looking out over a chasm, a gulf between what their organization looks like now and a distant “destination” that isn't distinctly clear.  How do you build for the future, without throwing out all the applications and infrastructure you've already invested in, the very systems that are, in many cases supporting your business? How do you cut through all the hype and “Irrational Exuberance,” and craft an executable plan to take your organization into the Cloud Era? That's likely going to involve running your legacy applications alongside your new cloud apps, let's talk about how that can be done at scale and with cloud agility & economics.

On today's show we are talking about leverage and the impact of rising interest rates on apartment owners. Leverage in any transaction can be your friend and it can also bankrupt you.if you are over leveraged. Many investors have been betting on inflation continuing to rise uniformly across the economy. When prices rise, then eventually wages will rise too in order to keep pace with inflation. Operating expenses will increase, but on average rent growth will outpace the rise in operating expenses. But what about interest rates? What if interest rates rise so fast that the result is negative cash flow? Investors have bid up the prices of apartments over the past couple of years to levels that make no sense to me. We have read the reports of cap rates approaching 3.5% in many cities across the US including Austin, Denver, Nashville, to name just a few. When interest rates are pushing 4.5-5%, then the bank is earning higher yield than you are as an investor. That is very reminiscent of the 2007-2008 timeframe. It's as if investors failed to learn the lesson from the 2008 financial crisis. ------------------ Host: Victor Menasce email: podcast@victorjm.com

Former Federal Reserve Chairman Alan Greenspan famously used the phrase “irrational exuberance” to describe the euphoric investor sentiment that sent tech stocks soaring in the late 1990s. And everyone knows what happened next, when that exuberance wore off. Now, history is repeating itself when it comes to some of the disruptive and innovative companies that were market darlings during the lockdown phase of the pandemic, but have since been clobbered by a “dose of realism,” according to Aoifinn Devitt, chief investment officer at Moneta Group Investment Advisors. Devitt joined this week's “What Goes Up” podcast to discuss this and other hot topics in markets, such as inflation, rates and the outlook for consumer spending. It's not all bad news for the disrupters of the corporate world, however. They're still darlings of venture capital markets and, she adds, “I don't think that our fascination and our obsession with innovation is likely to go away anytime soon.” See omnystudio.com/listener for privacy information.

If you are worried about this market, and that a top is nearby, should you sell your stocks and go to cash? Ryan talks about how to handle a wild market that seems out of control and whose bubble is ready to burst. Whiskey: Zacharias Harris Bourbon Be sure to check out my Swing-Trading offering through Patreon that goes hand-in-hand with my podcast, offering all of the research, charts and technical analysis on the stock market and individual stocks, not to mention my personal watch-lists and regular updates on the most popular stocks, including FAANG stocks, Microsoft and Tesla. This is provided each and every week! Check it out now at: www.swingtradingthestockmarket.com

It's always interesting to know where you are at in a market cycle. It is so difficult to tell, because there are so many differing opinions as to what is normal and what is out of the ordinary in markets. One of the biggest questions is whether or not the stock market is in a bubble. We like to know this because even if we are not getting off of the ride, we all want to be the one to call the impending doom of the market. Today, we will discuss: 1. What a stock market bubble is  2. What Cathie Wood thinks about the stock market today 3. 5 stages of a bubble   Begin your path to financial freedom today: https://www.youtube.com/channel/UCjyCApAbHBN0Jtw5bAehbRg?sub_confirmation=1   Don't forget to like, subscribe, and leave comments below as I would love your feedback. Be sure to check out my website (www.mnowithdylan.com) where you can get more information on my financial coaching services and more, the podcast of these shows if you are more of a listener than a watcher, and follow the show on any social media outlet (FB, Twitter, & Instagram) @mnowithdylan (Money's No Object with Dylan Howell) [All links in description]. Tune in for more personal finance concepts. Don't forget to check-in every weekday (Monday-Friday) for new videos which will be uploaded each day at 6 a.m. CDT. Thank you, guys, for tuning into this episode of Money's No Object. I'm Dylan Howell. God Bless!   Facebook: https://www.facebook.com/mnowithdylan/   Instagram Page: https://www.instagram.com/mnowithdylan/   Twitter: https://twitter.com/mnowithdylan   (Please keep in mind that I am not a financial advisor. I create these videos for educational purposes only. You and only you are responsible for the investment decisions that you make.)

Episode 11: In this week's episode we discuss corporate earnings, China's corporate crackdown, and books to help you on your financial education journey. Books covered include: Black Swan, Irrational Exuberance, Rich Dad / Poor Dad, Millionaire Next Door, Richest Man in Babylon, One up on Wall Street, and Thinking, Fast and Slow.

The Oil and Gas Market is the ONLY Imperfect Market left in the World. If you are an Oil and Gas Investor, an Energy Investor, seeking Capital for a start-up, hoping for Friends and Family Investment, or considering any of the following… hell, if you are the head of a start-up oil or energy company.. THIS IS THE EPISODE FOR YOU! It's time to apply a bit of “Imagineering” to the Oil and Gas Industry. We have the advantage of an industry pivot, so let's stop chasing our tail and “doing things the way they have always been done”. Why do you think you're really doing more than the last team? Start thinking outside the box! PIVOT DAMNIT! The Oilfield has been continuously plagued by Irrational Exuberance. It's time to discuss the dark side of the coin. Do you know what you have agreed to when you accept investment? Joining THE CRUDE AUDACITY PODCAST, Mr. Joe Blake Smith of Golden Bear Capital sits down to discuss the truth about money, investment, and track records. He unapologetically identifies the pitfalls of private equity, provides his thoughts on identifying and engaging with capital, and provides insight into the vicious cycle of money chasing money. If you want to learn something, you ask someone who has been through it. What do you think about Blake's insights into Oilfield and Energy Investment? _______________________________ I want you to love energy as much as I do! The Crude Audacity Podcast. The Podcast that talks SHOP, SHIP, and STRATEGY with Oil Patch Influencers. Oil and Gas Podcast Energy Podcast TURN YOUR IDEAS INTO ENERGY #oilandgasindustry #energyindustry #privateequity #energyinvestments #mineralrights #oilfieldinvestors #oilandgasinvestors #seekingcapital #privateinvestment #entrepreneurship #manyfacesofmoney #shalerevolution #whatweknownow #industryeconomics #oilfieldeconomics #drilling #upstream #downstream #midstream #alternativeenergy #M&A #Acquisitions #mergers #ageofconsolidation #WestTexas #Mineralowner #oilfieldservices #leaseoperatingexpense #LOE #oilfieldopportunity #moneychasingmoney #oilpatch #oilpatchproud #oilandgastough #patient #oil #unmaskmoney #alwaysselling #buildyourpitch #oilfieldpitch #pitchyourproject #pitchyouridea #surfaceestate #mineralestate #severance #aubreymclendon #irrationalexuberance #followthemoney #fayettevilleshale #shaleindustry #treasurehunt #oilandgashigh #oilandgaspeople DON'T FORGET TO RATE + SUBSCRIBE! _______________________________ Connect with Today's Oilfield Influencer: Joe Blake Smith https://www.linkedin.com/in/joe-blake-smith-23037932/ _______________________________ Recommended by our Influencer Billionaire's Podcast Rich Dad Poor Dad The Prize The Fracker Funny Money The Moral Case for Fossil Fuels _______________________________ Grab a Beer! Let's Code! Interested in Sponsoring a HACKERVILLAGE EPISODE? Contact Kathryn @ info@thecrudeaudacity.com Be good to each other _______________________________ TCA's Last 2 Vides: DEFINE THE NEW LEAN : https://youtu.be/OYnk8Gxxin8 HOW TO LIE WITH DATA : https://youtu.be/sDNb4uKUP3Y ________________________________ Share This Video: https://youtu.be/KNlWvnmg1fc _______________________________ Say Hi on Social! Linkedin. : https://www.linkedin.com/company/5112... Instagram : https://www.instagram.com/thecrudeaud... Facebook : https://www.facebook.com/thecrudeauda...   Twitter : https://twitter.com/AudacityCrude @thecrudeaudacity ___________________________________ Connect with Kathryn! Kathryn Mills: https://www.linkedin.com/in/millskathryn/ __________________________________ Be sure to follow The Crude Audacity Podcast on Apple Podcast and Google Play. Apple : https://lnkd.in/eruBniF Google : https://lnkd.in/edvkDmB ______________________________ Interested in DIGITAL MEDIA STRATEGIES for Oilfield and Energy?? Connect with Kathryn! It's time to embrace a new style of communication oilfield! www.thecrudeaudacity.com _