DiscoverBe Smart by Jared DillianEp. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble
Ep. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble

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

Update: 2025-08-19
Share

Description

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.

Comments 
In Channel
Ep. 429: It’s Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)

Ep. 429: It’s Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)

2025-09-2419:15

Ep. 428: “Frozen to Cracking”—Is This a White- and Blue-Collar Jobs Recession?

Ep. 428: “Frozen to Cracking”—Is This a White- and Blue-Collar Jobs Recession?

2025-09-1015:53

Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope

Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope

2025-09-0423:39

Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole

Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole

2025-08-2611:48

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

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

2025-08-1915:58

Ep. 424: $500 Billion: The Price Tag on AI Euphoria

Ep. 424: $500 Billion: The Price Tag on AI Euphoria

2025-08-1315:25

Ep. 423: Fast Times in Music City

Ep. 423: Fast Times in Music City

2025-07-2216:24

Ep. 422: Speculation Nation: Is Retail FOMO Flashing a Warning?

Ep. 422: Speculation Nation: Is Retail FOMO Flashing a Warning?

2025-07-0919:15

Ep. 421: Fade Geopolitical Risk at Your Peril

Ep. 421: Fade Geopolitical Risk at Your Peril

2025-06-2406:19

Ep. 420: “Super Bullish” on Commodities: Does a Supercycle Await?

Ep. 420: “Super Bullish” on Commodities: Does a Supercycle Await?

2025-06-1719:10

Ep. 419: Twitter Fingers: Trump and Elon Clash + Stocks Surge Back Near Record Levels

Ep. 419: Twitter Fingers: Trump and Elon Clash + Stocks Surge Back Near Record Levels

2025-06-1017:27

Ep. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips

Ep. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips

2025-06-0317:13

Ep. 417: Fiscal Dominance: Nothing Stops This Train

Ep. 417: Fiscal Dominance: Nothing Stops This Train

2025-05-3020:14

Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?

Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?

2025-05-0616:59

Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions

Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions

2025-04-2922:22

Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?

Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?

2025-04-2217:09

Ep. 413: Break Glass in Case of Emergency

Ep. 413: Break Glass in Case of Emergency

2025-04-1014:48

Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market

Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market

2025-04-0314:43

Ep. 411: If You Understand Volatility, You Understand Options

Ep. 411: If You Understand Volatility, You Understand Options

2025-03-2718:29

Ep. 410: Tariffs Are Deflationary + Recession Chances Jump

Ep. 410: Tariffs Are Deflationary + Recession Chances Jump

2025-03-1313:33

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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