Thoughtful Money with Adam Taggart cover image

Thoughtful Money with Adam Taggart

Yep, Stocks Are Back In A Bubble | Jonathan Treussard

Mar 28, 2024
Former partner at Research Associates, Jonathan Treussard, warns of stock market bubble. Topics include conflicting economic signals, consumer perceptions, Reddit's IPO, FOMO investing, AI risks, and economic uncertainties.
01:09:04

Podcast summary created with Snipd AI

Quick takeaways

  • High valuations in US large caps indicate a potential market bubble, raising concerns about sustainability.
  • Global economy faces resilience challenges amidst risks, impacting consumer behavior and market conditions.

Deep dives

Current Valuations at Historical Highs

US large caps are trading at the 97th percentile of Cape data since 1880, indicating high valuations. This raises concerns about a potential bubble in the market, especially with the recent surge in stock prices.

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