What History Tells Us About Bubbles Bursting

As we approach the end of 2025, Greg and Doug reflect on recent market volatility, particularly in the AI sector. They also discuss predictions from last year and the upcoming year, including trends in electric vehicles and potential geopolitical conflicts, and break down the economic environment that usually accompanies the bursting of bubbles. 

Key Takeaways

• [00:17] - An AI reset

• [03:33] - Ford switches gears on all-electric trucks

• [06:58] - Earnings, interest rates, oil, and other 2026 predictions

• [15:52] - What history tells us about bubbles bursting

View Transcript

Links

• Ford to record $19.5 billion in special charges as it pulls back on EV plans

• Zaccardi: Analysts expect 14% SPX EPS growth next year, 19% for the Nasdaq 100

• BofA: Major asset bubbles in global equities in the last ~180 years have all seen financial conditions tighten before the end

Connect with our hosts

• Doug Stokes

• Greg Stokes

• Stokes Family Office

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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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