Thread by @RealVision

Is Everything a Bubble ❓ that’s the wrong question to ask… but it’s the question everyone is asking, according to Google Trends.

So, what do our rock stars think so far? Here’s a quick 3-day recap....

.@mcuban

“You can't really compare this [when considering stock prices alone] to what we saw with the internet bubble, because interest rates back then were 4% or 5%... People had risk-free alternatives..”

rvtv.io/3aPnkuF

.@agurevich23 sees things a little differently. He says, “Bubbles happen in paradigms... I think we’re not in a new bubble in assets… I think we’re still in the aftermath of the burst of the cash bubble in March 2020."

Ok… what the hell is a “cash bubble”? Alex explains "What happens often after a bubble, a cash bubble forms - people pour everything into cash and US dollar cash becomes a bubble.

rvtv.io/3a77T1M

Here's how he sees those paradigms, by the way 👇

https://twitter.com/agurevich23/status/1312068923383193600

Russell Napier & @steveclapham: Inflation is coming & “The market is riding for a fall…”

rvtv.io/2NgPKWh

Coming tomorrow?

Find out TONIGHT at 7pm ET.