
The episode discusses the parallels between the current AI bubble and the Dot-Com era, featuring insights from guest Dan Greenhaus.
Today’s bull market just keeps building with stock indexes reaching record highs, AI buildout booming, and blockbuster IPOs smashing records. It’s giving the ‘90s… and we know how that ended. On this episode of The Important Part: Investing with Liz Thomas, Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, takes us back in time to understand the years of build up before the Dot-Com crash and what we can learn from that history today. Dan also shares his perspective on the unbridled enthusiasm in the market, how the explosion of AI is similar to and different from the Dot-Com era, and the potential opportunities lost when investors assume a burst is coming. No one will ring a bell at the top, so how do you befriend the bubble? This episode is for informational purposes only and should not be considered investment or financial advice. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz’s column every Thursday at On The Money by SoFi, and follow Liz on…
Host: Liz Thomas
Guest: Dan Greenhaus
Organizations: Solus Alternative Asset Management, SoFi
Books & works: On The Money
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