From the Desk of Anthony Pompliano Is The Stock Market Overvalued?
22 snips
Aug 18, 2025 
In this discussion, Eric Jackson, founder of EMJ Capital and advocate for Opendoor's growth, dives into the current state of the U.S. stock market. He questions whether we're facing a bubble and highlights that dominant companies are attracting real investment, not just hype. Jackson also addresses Opendoor's leadership shake-up and its innovative approach to home selling amidst rising interest rates. The talk includes insights on government intervention for economic disparities and the role of AI in shaping future market trends.
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Episode notes
Valuations Need Context
- High headline valuations don't automatically signal a bubble; context matters across sectors and investor types.
- Dominant profitable companies and retail capital flows have driven much of recent market strength.
Concentrated High P/Es And Retail Power
- Concentration of high P/Es is extreme in the S&P 100, but that coexists with other valuation trends.
- Retail investors are heavily buying tech and Bitcoin while many professional managers remain underexposed.
Buy And Hold During Market Noise
- Focus on accumulating stocks if you are a long-term investor rather than timing the market.
- Buy more when prices fall and hold through volatility to capture long-term gains.