
MI231: Bubble: 3.0 History’s Biggest Bubble w/ David Hay
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<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong> </p><ul><li>03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? </li><li>05:57 - Why the Fed’s use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors to Bubble 3.0.</li><li>09:09 - What the difference is between QE and Modern Monetary Theory. </li><li>14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market. </li><li>26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time. </li><li>32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over. </li><li>37:23 - What is driving the dollar’s recent strength? </li><li>46:50 - David’s thoughts on owning Gold and bonds right now. </li><li>51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”. </li><li>And much, much more! </li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li><strong>Check out David’s financial writings: </strong><a href="http://haymaker.substack.com" rel="noopener noreferrer" target="_blank"><strong>Haymaker.</strong></a></li><li>Check out David’s book: <a href="https://awesound.com/a/bubble-30-historys-biggest-financial-bubble" rel="noopener noreferrer" target="_blank"><strong>Bubble 3.0: History's Biggest Financial Bubble (audiobook on Awesound)</strong></a><strong> </strong>USE DISCOUNT CODE:<strong> MINVEST33</strong></li><li>Related episode:<strong> </strong><a href="https://www.theinvestorspodcast.com/millennial-investing/stock-market-bubbles/" rel="noopener noreferrer" target="_blank"><strong>Stock Market Bubbles & Crashes w/ Scott Nations - MI197</strong></a>.</li></ul><p><br></p><
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MI231: Bubble: 3.0 History’s Biggest Bubble w/ David Hay
Ajayshrees