{"author_name":"Money For the Rest of Us","author_url":"https://art19.com/shows/money-for-the-rest-of-us/episodes/711eae34-455b-45bb-9d3b-2a1878f0c533","description":"<p>From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype.</p><p><strong>Topics covered:</strong></p><ul><li>How U.S. stock markets are the most concentrated and most expensive of all time</li><li>What constitutes a bubble and what sustains it</li><li>How to invest during a bubble</li><li>Changes David recently made in his portfolio in response to the AI bubble</li></ul><p><br></p><p><strong>Sponsor</strong></p><p>LinkedIn Jobs –&nbsp;<a href=\"https://linkedin.com/david\" rel=\"noopener noreferrer\" target=\"_blank\">Use this link to post your job for free on LinkedIn Jobs</a></p><p><strong>Insiders Guide Email Newsletter</strong></p><p>Get our&nbsp;<a href=\"https://moneyfortherestofus.com/insiders-guide/?mtm_campaign=Podcast-Newsletter-Link&amp;mtm_content=Episode-536\" rel=\"noopener noreferrer\" target=\"_blank\">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a></p><p><strong>Our Premium Products</strong></p><p><a href=\"https://assetcamp.com/?mtm_campaign=Podcast-AC-Link&amp;mtm_content=Episode-536\" rel=\"noopener noreferrer\" target=\"_blank\">Asset Camp</a></p><p><a href=\"https://moneyfortherestofus.com/join/?mtm_campaign=Podcast-Plus-Link&amp;mtm_content=Episode-536\" rel=\"noopener noreferrer\" target=\"_blank\">Money for the Rest of Us Plus</a></p><p><br></p><p><strong>Show Notes</strong></p><p><a href=\"https://www.youtube.com/watch?v=VZMFp-mEWoM\" rel=\"noopener noreferrer\" target=\"_blank\">I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube</a></p><p><a href=\"https://www.apolloacademy.com/wp-content/uploads/2025/01/012925-chart.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">% S&amp;P 500 share of top 10 companies by market cap %—Apollo Academy</a></p><p><a href=\"https://www.visualcapitalist.com/charted-sp-500-market-concentration-over-145-years/\" rel=\"noopener noreferrer\" target=\"_blank\">Charted: S&amp;P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist</a></p><p><a href=\"https://www.msci.com/research-and-insights/blog-post/ai-moment-and-insights-from-themes-past\" rel=\"noopener noreferrer\" target=\"_blank\">AI’s Moment and Insights from Themes Past by Anil Rao—MSCI</a></p><p><a href=\"https://www.bloomberg.com/news/articles/2025-08-19/how-pimco-outmaneuvered-apollo-kkr-to-win-29-billion-meta-deal\" rel=\"noopener noreferrer\" target=\"_blank\">How Pimco Outmaneuvered Apollo and&nbsp;KKR to Win $29 Billion Meta Deal by Carmen Arroyo and Laura Benitez—Bloomberg</a></p><p><a href=\"https://www.ft.com/content/5efd8714-e0cf-4d4b-961f-f3c5b3a4f16d\" rel=\"noopener noreferrer\" target=\"_blank\">How to invest in a stock market bubble by Stuart Kirk—The Financial Times</a></p><p><a href=\"https://www.researchaffiliates.com/publications/articles/715-bubble-bubble-toil-and-trouble\" rel=\"noopener noreferrer\" target=\"_blank\">Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates</a></p><p><br></p><p><strong>Related Episodes</strong></p><p><a href=\"https://moneyfortherestofus.com/535-six-principles-for-thriving/\" rel=\"noopener noreferrer\" target=\"_blank\">535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite&nbsp;</a></p><p><a href=\"https://moneyfortherestofus.com/503-us-stocks-overhyped-expensive/\" rel=\"noopener noreferrer\" target=\"_blank\">503: U.S. Stocks Have Never Been This Overhyped or Expensive</a></p><p><a href=\"https://moneyfortherestofus.com/500-sp-500-index/\" rel=\"noopener noreferrer\" target=\"_blank\">500: The S&amp;P 500 Index and the Decade Ahead</a></p><p><a href=\"https://moneyfortherestofus.com/365-asset-bubbles/\" rel=\"noopener noreferrer\" target=\"_blank\">365: Why Some Asset Bubbles Don’t Burst</a></p>","html":"<iframe src=\"https://art19.com/shows/money-for-the-rest-of-us/episodes/711eae34-455b-45bb-9d3b-2a1878f0c533/embed\" style=\"width: 720px; height: 200px; border: 0 none;\" width=\"720\" height=\"200\" scrolling=\"no\" sandbox=\"allow-scripts allow-popups allow-popups-to-escape-sandbox\"></iframe>","provider_name":"ART19","provider_url":"https://art19.com","title":"How To Invest During a Bubble","type":"rich","version":"1.0","width":720,"height":200}