Taking Stock Before a Bubbly Year

We have had over 30 episodes of Bubble Trouble this year, and had some real highlights along with a mad world we are living in. And now after a predictions show with Benedict Evans last week, we move on to our own look back to highlight the must-listen shows of 2024 and turn to the top troubles with bubbles to watch out for in 2025.Will’s favorite shows of 2024:Law Without Lawyers: A Conversation with Damien RiehlThe Meltdown of Credit Suisse w/ Duncan MavinYou Can't Lead If You Don't Know Where You're GoingRichards favorite shows of 2024:AI Supremacy and Ethical Dilemmas: A Conversation with Parmy OlsonKill the Chicken to Scare The Monkey with guest Linda YuehThe Meltdown of Credit Suisse w/ Duncan MavinFiscal Drag QueenThames Water gets Whacked with guest Feargal SharkeyWill’s folder of research reports: HEREFor more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)Bubble Trouble Year-End Review: Top Episodes and Predictions for 202500:00 Introduction and Year in Review00:33 Part One00:41 Predictions and Highlights of 202401:16 Memorable Moments and Listener Feedback02:44 Bronze Medal: Bill Raduchel’s Insight04:58 Silver Medal: Duncan Maven and Credit Suisse07:43 Gold Medal: Law Without Lawyers11:09 Richard's Oscar Categories13:48 Social Impact: Fergal Sharky on Water Management17:36 Market Bubbles and Fiscal Policies22:13 Closing Thoughts and Part Two Teaser22:38 Part Two22:59 Predictions and Skepticism23:32 AI and the Rationalization of Apps24:47 Winners and Losers in the AI Era25:57 The Future of Review Platforms28:28 Emerging Companies to Watch35:13 Market Trends and Volatility40:36 The Crisis in Journalism44:40 AI Hype vs. Reality45:57 Closing Thoughts and Reflections47:14 Credits Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics. Hosted on Acast. See acast.com/privacy for more information.