Ep. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble

Be Smart by Jared Dillian
19/08/2025 15 min
Ep. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble

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Episode Synopsis

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.

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