Scott Nations

speaker

580 appearances 1 recordings 1 series first heard Jan 2026 last heard 16 Jan

Scott Nations’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Prof G Markets · Your Brain is the Worst Investor in the Room — ft. Scott Nations · 16 Jan 2026 podcast

Let's talk about the bubble, the potential bubble.

This has been kind of dominating the conversation.

What is your view on this?

Do you believe we are in a bubble?

Are we not in a bubble?

How do you think it all unfolds in 2026?

If you've been paying attention in, say, finance for the past 12 months, you know that AI, I was going to say, has the capacity to change things fundamentally.

I'll go further.

I believe AI will change things fundamentally in finance in the next five years.

Are we in a bubble?

In 1999, if you looked at some of the valuations for those internet businesses, a lot of them were losing money and they were still trading at $100, $200, $300 a share.

Another paper that I wrote about in my book is in 1999, the average jump, if somebody just added .com to their company name, even if they had nothing to do with the Internet, bobsplumbing.com, if it's publicly traded, it would tend to jump the next day.

That's clearly a bubble.

What about AI?

You know, if you look at some of the big names that are involved, whether it's Google or Nvidia, they're big names, but they make good money.

PE ratio can be really high.

So you got to really believe the story.

But, you know, we've not had a bunch of crazy IPOs of AI companies.

And so are we in a bubble?

I think we're in a little bit of a bubble, but this could be a bubble that we grow into.

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