Average stock more expensive than 1999 bubble
The guest argued that while headline index multiples appear defensible due to strong profits in a narrow group, the average stock in the MSCI World is more expensive today than during the recognized bubble period of 1999-2000.
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The story so far
CONTESTED · 701 MENTIONS · 370 EPISODES · 49 SHOWS
30 JUN 2025 — 16 AUG 2026 · 2D AGO
162 SUPPORT · 75 CHALLENGE · 2 REPEAT · 462 MENTIONED
- THE ALPHA EXCHANGE
- 113 EPISODES NOT SHOWN
- THE ALPHA EXCHANGE · 3 MENTIONS
- Machine learning as a robust quant toolkit
- Average stock more expensive than 1999 bubble · THIS IDEA · CHALLENGES
- Passive investing eliminates cheap stock cohorts
52 EPISODES BETWEEN · 97 MENTIONS · 197 NOT KEPT
- 197 EPISODES NOT SHOWN
- EXCESS RETURNS · 2 MENTIONS
- OPTIMAL FINANCE DAILY
- CAPITAL ALLOCATORS
- THE RATIONAL REMINDER PODCAST
- COMMODITY CULTURE
- THE DERIVATIVE
- MASTERS IN BUSINESS · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- YET ANOTHER VALUE PODCAST · 3 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- THE KNOWLEDGE PROJECT · 2 MENTIONS
- EXCESS RETURNS
- THOUGHTFUL MONEY · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY · 6 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- YET ANOTHER VALUE PODCAST
- TOP TRADERS UNPLUGGED · 6 MENTIONS
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- OPTIMAL FINANCE DAILY
- THE ACQUIRERS PODCAST · 3 MENTIONS
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- EXCESS RETURNS · 2 MENTIONS
- THE DERIVATIVE
- WEALTHION - BE FINANCIALLY RESILIENT
- GOLDMAN SACHS EXCHANGES · 2 MENTIONS
- THE BEST EVER CRE SHOW
- MASTERS IN BUSINESS · 3 MENTIONS
- TOP TRADERS UNPLUGGED · 4 MENTIONS
- EXCESS RETURNS
- THE POMP PODCAST
- THE TWENTY MINUTE VC · 2 MENTIONS
- PLANET MICROCAP PODCAST · 2 MENTIONS
- THOUGHTFUL MONEY
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 2 MENTIONS
- THOUGHTFUL MONEY
- PROF G MARKETS
- THE LONG VIEW · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- THE OPTIONS INSIDER RADIO NETWORK
- THE ALPHA EXCHANGE · 4 MENTIONS
- THE RATIONAL REMINDER PODCAST
- MACROVOICES
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE MEB FABER SHOW · 5 MENTIONS
- BLOOMBERG SURVEILLANCE · 4 MENTIONS
- BLOOMBERG SURVEILLANCE
- MASTERS IN BUSINESS · 3 MENTIONS
- TOP TRADERS UNPLUGGED
- PLANET MICROCAP PODCAST
- THE POMP PODCAST
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD