1 hr 2 min

MI231: Bubble: 3.0 History’s Biggest Bubble w/ David Hay Millennial Investing - The Investor’s Podcast Network

    • Investing

IN THIS EPISODE, YOU’LL LEARN:  

03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? 

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.

09:09 - What the difference is between QE and Modern Monetary Theory. 

14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market. 

26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time. 

32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over. 

37:23 - What is driving the dollar’s recent strength? 

46:50 - David’s thoughts on owning Gold and bonds right now.  

51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out David’s financial writings: Haymaker.


Check out David’s book: Bubble 3.0: History's Biggest Financial Bubble (audiobook on Awesound) USE DISCOUNT CODE: MINVEST33


Related episode: Stock Market Bubbles & Crashes w/ Scott Nations - MI197.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with David: Twitter | LinkedIn 
Connect with Rebecca:  Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

IN THIS EPISODE, YOU’LL LEARN:  

03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? 

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.

09:09 - What the difference is between QE and Modern Monetary Theory. 

14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market. 

26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time. 

32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over. 

37:23 - What is driving the dollar’s recent strength? 

46:50 - David’s thoughts on owning Gold and bonds right now.  

51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out David’s financial writings: Haymaker.


Check out David’s book: Bubble 3.0: History's Biggest Financial Bubble (audiobook on Awesound) USE DISCOUNT CODE: MINVEST33


Related episode: Stock Market Bubbles & Crashes w/ Scott Nations - MI197.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with David: Twitter | LinkedIn 
Connect with Rebecca:  Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

1 hr 2 min

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