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Listen "The AI Bubble and What It Means for Investors | EP 36"
Episode Synopsis
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Everyone’s talking about AI, and markets look unstoppable.
But what does the data say?
The Shiller PE is above 41, the Buffett Indicator is near 225 pct., and just ten mega-cap stocks now make up 42 pct. of the S&P 500.
The numbers are actually insane.
We’ll look at:
- NVIDIA’s valuation (did you know they are worth 2 Canadas right now?)
- The Hindenburg Omen that was triggered this week
- The Berkshire Hathaway warning system (when they underperform)
Most importantly, we’ll talk about what you should actually do right now — how to protect your portfolio without panicking, and how to focus on wonderful companies trading below their real value.
🎧 Listen to learn how to stay grounded when the market feels euphoric.
Everyone’s talking about AI, and markets look unstoppable.
But what does the data say?
The Shiller PE is above 41, the Buffett Indicator is near 225 pct., and just ten mega-cap stocks now make up 42 pct. of the S&P 500.
The numbers are actually insane.
We’ll look at:
- NVIDIA’s valuation (did you know they are worth 2 Canadas right now?)
- The Hindenburg Omen that was triggered this week
- The Berkshire Hathaway warning system (when they underperform)
Most importantly, we’ll talk about what you should actually do right now — how to protect your portfolio without panicking, and how to focus on wonderful companies trading below their real value.
🎧 Listen to learn how to stay grounded when the market feels euphoric.
In God we trust