Why Some Asset Bubbles Don't Burst
What conditions need to be in place for an asset bubble to continue and how that applies to stocks, cryptocurrency, and houses.
Topics covered include:
- How to determine if there is an asset bubble
- What are microbubbles and anti-bubbles
- How the cannabis stock bubble burst
- What is required to sustain an asset bubble
- How the current runup in home prices differs from the housing bubble in the mid-2000s
- What structural changes have led to the high valuations for U.S. stocks
- What is the Great Wealth Transfer and will it impact stock prices
Thanks to Commonstock and LinkedIn for sponsoring the episode.
Show Notes
S&P/Case-Shiller CA-San Francisco Home Price Index—Federal Reserve Bank of St. Louis
Yes. It's a Bubble. So What? by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates
What's really going on with San Francisco Walgreens closures? by Eric Ting—SFGATE
SF ranks high in property crime while it ranks low in arrests by Phil Matier—San Fransisco Chronicle
The Great Wealth Transfer—Cerulli Associates
Related Episodes
226: How To Spot Asset Bubbles and What To Do About Them
329: Meme Stocks, GameStop, Short Squeezes, and Bubbles
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