Show Notes
Are we in an AI bubble? It's the trillion-dollar question — and depending on who you ask, you'll get completely opposite answers. Today, Nicole cuts through the noise and takes an honest look at what's actually happening inside the AI market right now.
She breaks down why sky-high valuations on AI companies are giving investors serious dot com bubble déjà vu, the circular financing deals that are inflating demand, and why the fact that Nvidia drove roughly a fifth of the S&P 500's gains in 2025should have every investor paying attention. But she also makes the case for why this moment is fundamentally different from 1999 and what that means for your portfolio.
Check out Nicole’s financial literacy course The Money School
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Watch video clips from the pod on Money Rehab’s Instagram and Nicole Lapin’s Instagram
Here's what Nicole covers today:
Are You Ready for Some Money Rehab?
Both Sides of the AI Bubble Debate
How Much Money Is Actually Flowing Into AI
What Sky-High PE Ratios Really Mean
Dot Com Bubble Déjà Vu
Circular Financing
The Warren Buffett Market Indicator
What's Actually Different This Time
The Real Risks
Nicole's Honest Verdict
Tip You Can Take Straight to the Bank
All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.