Mohnish Pabrai Said This Re Stock Market Bubbles

The John Johnston Lounge · Jul 22, 2023 · 13m

In this episode I summarize and discuss a talk by investor and fund manager Mohnish Pabrai on US stock market bubbles since the 1920s. We look at the Motors Bubble, the Tronics Bubble, the Nifty-Fifty Bubble, and the Dotcom Bubble. I also discuss very recent market bubbles, including the EV bubble and emerging AI bubble. Timestamps: 00:00 Mohnish Pabrai stock market bubbles Intro 00:22 The Motors Bubble (1921) and the EV Bubble (2020-21) 02:40 The Tronics Bubble (1959-62) and the emerging AI bubble (2023-?) 04:23 The Dotcom Bubble (1997-2000) 06:49 The Technology Innovation Hype Cycle 07:32…