| 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 |
You Might Also Like
The Fatal Mistake That’s Handing the AI Race to China | Jacob Shapiro
2025-10-24
Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race.
Jacob compares AI to containerization, arguing the real opportunities lie in companies that leverage AI for productivity, not AI companies themselves.
You’ll also hear about India’s potential as a tech superpower—and why protecting proprietary data matters more than most companies realize. We also discuss Taiwan’s strategic importance, North American trade policy under the Trump administration, and how drug cartels impact Mexico’s relationship with the US.
Learn more about Jacob Shapiro here:
https://bespokegroup.io/people/
Sign up for Ed D’Agostino’s free newsletter here:
https://bit.ly/4hqqiaR
Follow Ed D’Agostino on LinkedIn:
The Fed Is About to Unleash a Market Frenzy | Ed Yardeni
2025-10-20
There’s a pattern with Dr. Ed Yardeni’s predictions: he’s usually right. In our new interview, Dr. Ed explains why the labor market is in a “funk,” how retiring baby boomers are propping up consumer spending, and how AI is impacting entry-level hiring.
We also discuss why lowering rates could create a melt-up in the markets, China’s economic challenges, and whether the price of gold will reach $10,000 by the end of the decade.
Get Dr. Ed’s take on Fed policy, bitcoin, and the Mag 7 by watching our interview now.
Learn more about Dr. Ed Yardeni here:
https://yardeni.com/
Sign up for Ed D’Agostino’s free newsletter here:
https://www.mauldineconomics.com/global-macro-update?utm_source=YTB&utm_medium=SM&utm_campaign=JM-563&utm_content=JM563SM50017
Follow Ed D’Agostino on LinkedIn:
Why Your Landlord Is Getting RICH (And You’re Not) | Barry Habib
2025-09-12
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563Z10/YTB
MBS Highway founder Barry Habib delivers some uncomfortable truths about the US housing market. If you’re wondering why your mortgage payment feels impossible or why your kids can’t afford to move out, this conversation explains why.
Barry walks through the real numbers behind housing affordability—spoiler: it’s not just about high prices. He explains why the common advice about needing 20% down is keeping people out of the market and shares some investment strategies most people don’t know exist.
Sign up for Ed D’Agostino’s free newsletter here:
https://www.mauldineconomics.com/go/JM563Z10/YTB
Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/
Follow Ed
Tags: Featured
19 pings
Skip to comment form ↓