DiscoverThe Money Runner - David NelsonIt’s Not 1999—Yet: Why Smart Investors Are Still In the Game
It’s Not 1999—Yet: Why Smart Investors Are Still In the Game

It’s Not 1999—Yet: Why Smart Investors Are Still In the Game

Update: 2025-07-20
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Stocks are hitting new highs, but stretched valuations, inflation fears, rising tariffs, and Fed drama have some investors flashing back to 1999. In this episode of The Money Runner, David Nelson breaks down why today’s market isn’t the dotcom bubble—yet. From earnings strength to valuation traps, learn why smart investors are staying in the game—and what could change that.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."

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It’s Not 1999—Yet: Why Smart Investors Are Still In the Game

It’s Not 1999—Yet: Why Smart Investors Are Still In the Game

David Nelson, CFA