The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 5 November 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crimes," and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results.

We discuss...

Price is the purest and most reliable truth in markets, capturing the collective judgment of all participants and filtering out misleading narratives.
Investors often get trapped by "chart crimes," forcing technical patterns or trends that confirm what they want to see rather than what the market is actually showing.
Investors often believe that deeper analysis means better insight, but in truth, simplicity and clarity around price direction outperform complex models.
There are strong parallels between the current AI investment boom and the late-1990s dot-com bubble.
Euphoric narratives around transformative technologies tend to overinflate valuations before reality catches up.
AI enthusiasm is driving herd behavior, where investors fear missing out on perceived "once-in-a-lifetime" gains, leading to speculative excess and distorted valuations.
Most investors misjudge risk, confusing volatility with opportunity, and failing to respect the message that price declines are often early warnings of deeper structural problems.
There are under-appreciated risks building in private markets, especially private credit and private equity, which have grown rapidly outside the scope of traditional regulation.
Private credit lacks transparency, liquidity, and oversight, creating potential systemic vulnerabilities if credit conditions tighten or defaults rise.
In contrast, regulated banks, though unpopular, are more transparent and stress-tested, making them safer in relative terms despite their public scrutiny.
Investors chasing yield in private markets are ignoring the lessons of past crises, mistaking the illusion of stability for real safety.
Liquidity is an often-overlooked advantage, allowing investors to act decisively when market conditions change instead of being trapped in illiquid positions.
Stay grounded in simplicity, price truth, and discipline, avoid the noise of narratives, the allure of complexity, and the comfort of consensus thinking.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors

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For more information, visit the show notes at https://moneytreepodcast.com/stock-market-bubble-761

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart MoneyTee Podcast listeners. Welcome to the Sweet Show. My name is Kirk Chisholm. I'll be your host. And today I'm joining with Doug Hey, Doug.
0:18.0	How, Kirk, how are you doing? It's been a couple of weeks, so hopefully that everybody's been happy with Phil or whoever else has been filling in as the not so quite as good as me, but close enough. Phil was filling in, Doug. Phil was the fill. All right, awesome. We can't miss you if you don't go away, Doug. Hey, don't got to go home, but you can't stay here. Wait, maybe that's something different. Don't go away, mad. Just go away. All right. So happy Halloween, everyone. It is October 31st, and I'm getting excited for first Halloween in this new house. There's tons of kids in the street, but I don't think anything we're going to trick or treat on the street. We'll find out tonight. We've got one bag of candy.
0:55.2	Hopefully that's enough.
0:56.7	That's a little different from the last neighborhood where you have a bat of candy and you still ran out. We'll see how that goes. Trick-or-treating is so boomer. The new thing is only trunk-or-treats. It is dangerous to go out there door to door because of all of the kids who have never been kidnapped.
1:12.3	Yeah, and all the razor kids who have never been kidnapped.
1:12.2	Yeah.
1:12.6	And all the razor blades that were never put in apples and all the poisons that were never put in candy.
1:18.1	Yeah, it's really dangerous out there.
1:19.5	I'm sure there's philosophies here, but where does all of this like fear?
1:23.5	How did this imaginary fear just develop out of nowhere? I mean, BC.
1:29.3	ABC. Did you say AOC or did you say D.C? No, I said ABC. ABC. ABC. Yes. NBC.
1:37.9	It's not paralyzed to do anything anymore. It's the news. They scare the crap out of you.
1:43.0	When I was a kid, when you were a kid, it was probably not a bad thing because we're all crazy. We's the news. They scare the crap out of you. When I was a kid, when you were a kid,
1:45.0	it was probably not a bad thing because we're all crazy. We were kind of nuts. Like,
1:49.1	we just did whatever we wanted. We're latchkey kids. Just the way the culture was.
1:52.5	We played catch with jarts. You remember those GI Joe things at the end. It was like,
2:00.5	look, kids, it's a power line.
2:02.4	Should we jump our bike over it? And they're like, no, do not do that. And it's like, we needed that because we were dumb and no one told us what to do. It was kind of like, well, as long as you come home for dinner. And if you don't, you're not getting any dinner. You know, we kind of self-police, so we kind of needed those little lessons
2:18.4	because no one was teaching us, but playing catch with dark. How about there shooting an arrow up in the air and see how long you can wait? Remember that? The grown-ups movie, that was what we did. It was like shooting an arrow up in the air. Like, the first of the least- Well, it's like all those Akita videos where now they're shooting AKs into the sky, right?
2:34.7	Do you ever read about what happens there?
	...

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