Jake Claver
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Appearances Over Time
Podcast Appearances
I mean, NVIDIA just hit an all-time high today.
It was like $207, something crazy.
If you look at the chart, it's like straight up.
I'm waiting for a pullback.
I think that things are a little bit overvalued currently.
If you look at PE ratios on a lot of the –
AI companies, they're 18 to 20 on a PE ratio.
Wow.
I like to find things that are closer to like, you know, below 15 is really where I would look to invest.
Um, PE ratio is, um.
Like total income for the company versus total market cap.
Yeah.
So the total stock market's at the highest PE ratios that it's ever been, somewhere between 25 and 27.
So everything's significantly overvalued right now.
And I think that's a forcing function of M2 being so high.
This is the most money we've ever had sloshing around.
And anybody that has that money, they're looking to put it to work somewhere.
They want to leave it in fiat because it'll inflate away.
So by proxy, a lot of that has moved into the stock market.
And I, you know,