Bubble Trouble?

Talking Real Money - Investing Talk by Don McDonald

Jul 28, 202631:50Business

AI stocks are booming, valuations are stretched, and capital spending is surging. Does that add up to a bubble—or just another story investors cannot reliably time? Tom and Don walk through Fidelity’s warning signs witho...

Related Episodes

Continue listening to more episodes from Talking Real Money - Investing Talk.

Ep. 1986: Six Questions, Straight Answers

Sep 25, 2026 - 28:59

Six listener questions drive this Friday edition, starting with whether a pre-retirement car purchase bel...

Ep. 1985: The Just-Right Path

Sep 24, 2026 - 31:19

Retirement planning gets dangerous when people drift toward either extreme. Don and Tom unpack a survey i...

Ep. 1984: Before the Bear Arrives

Sep 23, 2026 - 34:42

Winter comes for markets, too. Don and Tom ask the useful question before the next bear market arrives: w...

Ep. 1983: Coast FI’s Missing Passengers

Sep 22, 2026 - 33:21

Coast FI promises that if you save enough early, your retirement money can coast the rest of the way. Don...

Ep. 1982: The Price of Excitement

Sep 21, 2026 - 30:02

Exciting investments often arrive wrapped in a great story—and hide a much bigger risk. Don and Tom revis...

Ep. 1981: Money Questions, Sorted

Sep 18, 2026 - 27:26

Friday’s listener questions cover the kind of decisions that sound simple until the details arrive. Don w...

Ep. 1980: Don’t Crack the Nest Egg

Sep 17, 2026 - 30:23

Americans’ 401(k) balances are hitting records—but nearly one in five workers has an outstanding plan loa...

Ep. 1979: Bonds Help You Sleep

Sep 16, 2026 - 31:01

Bond prices are falling as long-term rates rise, but that doesn't mean bonds have failed. Don and Tom exp...