Why I'm Selling the $12 Trillion Tech Bubble | Jared Dillian
Mauldin Economics
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Mauldin Economics helps you understand the most important news and make smarter, more durable portfolio decisions. Global Macro Update with Ed D'Agostino dives deep each week with economists, analysts and newsmakers - showing you what's really going on in finance, government policy, and geopolitics. To sign up for Global Macro Update, just go here: https://www.mauldineconomics.com/global-macro-update?utm_source=MEC&utm_medium=youtube&utm_campaign=gmu-opt-in&utm_id=JM563&utm_content=me-youtube Our research reaches over 150,000 investors just like you, and our team, led by John Mauldin and Ed D'Agostino, includes some of the most respected independent minds in finance. For more information and access to additional free resources from Mauldin Economics, just visit: https://www.mauldineconomics.com/free-research?utm_source=MEC&utm_medium=youtube&utm_campaign=gmu-opt-in&utm_id=JM563&utm_content=me-youtube Follow us on X!
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Are we living through 1997/98 all over again? Former Wall Street trader Jared Dillian breaks down why today’s tech market looks eerily similar to the dot-com bubble—but we're not at the peak yet. We dive into the troubling rise of circular deals, where companies like Nvidia are investing billions in their own customers—just like Cisco did in the late nineties. Jared reminds us that “it’s never different.” We haven’t had a real bear market in 17 years (outside the pandemic), and Jared raises a critical question: Will the magnitude of the coming drawdown be proportional to the length of this bull market? Plus, Jared reveals how he wrote his upcoming book in just 10 days, and why it’s the guide nearly every investor should follow. Learn more about Jared Dillian here: http://www.jareddillianmoney.com Follow Jared Dillian on X (Twitter): https://www.x.com/dailydirtnap Sign up for Ed D’Agostino’s free newsletter here: https://tinyurl.com/mw25v6pw Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:04 – The rising circular deals 04:17 – Nvidia is everywhere 07:52 – Large cap tech making boat loads of money 12:52 – More ahead for Argentina 14:39 – Stop stressing about money 18:29 – The Awesome Portfolio
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