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Misfit Monthly 5. AI Isn’t a Dot-Com Bubble

Misfit Monthly 5. AI Isn’t a Dot-Com Bubble

Update: 2025-07-19
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In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.

01:28 The Concept of Investing Therapy

03:49 Understanding Market Bubbles

07:03 The Dot-Com Bubble and Its Lessons

09:12 Comparing AI to Past Bubbles

15:33 The Role of Investor Psyche in Market Bubbles

17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast

18:56 Reflecting on the Dot-Com Bubble and SPACs

21:47 Market Highs and AI Speculation

22:53 The AI Bubble Debate

25:22 Nvidia's Role in AI

28:15 Historical Comparisons and Market Dynamics

30:55 Investor Strategies and Market Outlook

35:44 Valuation Perspectives and Final Thoughts

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Misfit Monthly 5. AI Isn’t a Dot-Com Bubble

Misfit Monthly 5. AI Isn’t a Dot-Com Bubble

Jason Hall and Jeff Santoro