logo
episode-header-image
Oct 2022
1h 2m

MI231: Bubble: 3.0 History’s Biggest Bub...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:  

  • 03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? 
  • 05:57 - Why the Fed’s use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors to Bubble 3.0.
  • 09:09 - What the difference is between QE and Modern Monetary Theory. 
  • 14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market. 
  • 26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time. 
  • 32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over. 
  • 37:23 - What is driving the dollar’s recent strength? 
  • 46:50 - David’s thoughts on owning Gold and bonds right now.  
  • 51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”. 
  • And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


Connect with DavidTwitter | LinkedIn 

Connect with Rebecca:  TwitterInstagram


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Jul 6
TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest me ... Show More
1h 23m
Jun 29
TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley
Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywhe ... Show More
1h 40m
Jun 15
TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in ... Show More
1h 31m
Recommended Episodes
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.  Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m
Jan 2023
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should consi ... Show More
1h 12m
Sep 2022
TIP478: Market Cycle Masterclass w/ David Stein
IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where we are in the real estate cycle. 17:55 - Where we are right now in the cycle. 25:35 - How adjusting risk to your portfolio depends on th ... Show More
1h 10m
Apr 2022
TIP443: Buffett's Biggest Blunders w/ David Kass
Trey Lockerbie chats with Dr. David Kass, who is a Ph.D. economist and professor at the University of Maryland. They discuss how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake, his overpayment for Precision Castpar ... Show More
55m 34s
Aug 2023
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ... Show More
1h 12m
Oct 2023
TIP579: Big Mistakes by Michael Batnick
On today’s episode, Clay Finck reviews Michael Batnick’s book, Big Mistakes: The Best Investors and Their Worst Investments. One of the best ways to become a better investor is to learn from our own mistakes. The second best (and less costly) way is to study the mistakes of other ... Show More
59m 24s
Feb 2023
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia.Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s market ... Show More
1h 9m
Apr 2023
TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham
Trey Lockerbie welcomes back billionaire and legendary investor Mr. Jeremy Grantham. Jeremy has a reputation for accurately predicting future events, including nearly every single bubble bursting over his career. During their conversation, Jeremy shares his thoughts on recent ban ... Show More
55m 33s
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers. IN THIS EPISODE YOU’LL LEARN: ... Show More
1h 10m
Jan 2023
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.23:58 - The importance of the velocity of money.29:12 - How supply chains have evolved and who we’ve ended up where we are. 55:18 - How China’s power ... Show More
1h 5m