What conditions need to be in place for an asset bubble to continue and how that applies to stocks, cryptocurrency, and houses.
Topics covered include:
How to determine if there is an asset bubbleWhat are microbubbles and anti-bubblesHow the cannabis stock bubble burstWhat is required to sustain an asset bubbleHow the current runup in home prices differs from the housing bubble in the mid-2000sWhat structural changes have led to the high valuations for U.S. stocksWhat is the Great Wealth Transfer and will it impact stock prices
Thanks to Commonstock and LinkedIn for sponsoring the episode.
For more information on this episode click here.
Show Notes
All-Transactions House Price Index for Oakland-Berkeley-Livermore, CA (MSAD)—Federal Reserve Bank of St. Louis
S&P/Case-Shiller CA-San Francisco Home Price Index—Federal Reserve Bank of St. Louis
What Pops Stock Market Bubbles? Only Surprises, Rob Arnott Says by Vildana Hajric and Michael P. Regan—Bloomberg
Yes. It's a Bubble. So What? by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates
Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates
What's really going on with San Francisco Walgreens closures? by Eric Ting—SFGATE
SF ranks high in property crime while it ranks low in arrests by Phil Matier—San Fransisco Chronicle
Zillow’s Algorithm-Fueled Buying Spree Doomed Its Home-Flipping Experiment by Patrick Clark—Bloomberg
In Search of the Origins of Financial Fluctuations: The Inelastic Markets Hypothesis – Xavier Gabaix and Ralph S.J. Koijen
The Great Wealth Transfer—Cerulli Associates
How Does Intergenerational Wealth Transmission Affect Wealth Concentration? by Laura Feiveson and John Sabelhaus—Board of Governors of the Federal Reserve System
Related Episodes
226: How To Spot Asset Bubbles and What To Do About Them
234: Index But Don’t Herd
329: Meme Stocks, GameStop, Short Squeezes, and Bubbles
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