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.Topics covered:<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>SponsorLinkedIn 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>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<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><a href="https://www.apolloacademy.com/wp-content/uploads/2025/01/012925-chart.pdf" rel="noopener noreferrer" target="_blank">% S&P 500 share of top 10 companies by market cap %—Apollo Academy</a><a href="https://www.visualcapitalist.com/charted-sp-500-market-concentration-over-145-years/" rel="noopener noreferrer" target="_blank">Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist</a><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><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><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><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>Related Episodes<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><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><a href="https://moneyfortherestofus.com/500-sp-500-index/" rel="noopener noreferrer" target="_blank">500: The S&P 500 Index and the Decade Ahead</a><a href="https://moneyfortherestofus.com/365-asset-bubbles/" rel="noopener noreferrer" target="_blank">365: Why Some Asset Bubbles Don’t Burst</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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