Big Tech Overtaking the Economy?

21/10/2025 5 min Episodio 2425
Big Tech Overtaking the Economy?

Listen "Big Tech Overtaking the Economy?"

Episode Synopsis

This week on the Retirement Quick Tips Podcast, I’m talking about why I’m growing increasingly worried about the stock market - high stock valuations colliding with a recession is historically a recipe for steep losses - and it is looking more and more like we’re moving in that direction.  Today, I’m talking about the core issue that inspired this week’s theme: Source: Washington Crossing Advisors. (2025, September 9). The illusion of perpetual growth. “Over 60% of the S&P 500 index value is priced as if superior growth can be sustained forever, with a meaningful slice (about $8 trillion in market value) priced with an implied perpetuity growth assumption above 10%.” “Here is the central problem: no company can grow faster than the economy forever. The math simply will not allow it. A firm compounding at 10 percent while the economy grows at 5 percent eventually overtakes the economy itself — an impossibility.”