The 1999 Dot-Com Bubble & Enron's Collapse w/ Clay Finck (TIP777)

Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias.

What you'll learn here:
00:00:00 - Intro
00:01:00 - Year leading up to the bubble
00:02:40 - The rise of stock-based compensation
00:12:05 - Playing the numbers game
00:19:10 - The dot-com bubble
00:21:13 - The bubble’s peak
00:29:46 - Fueling the bubble
00:37:24 - Enron’s euphoric rise
00:50:43 - The telecom bubble
00:56:51 - Enron’s collapse
01:06:22 - Lessons from the dot-com bubble
01:09:19 - Closing thoughts

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/m...

💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/i...

▶️ Related Episodes:
My Investment Philosophy w/ Clay Finck:    • My Investment Philosophy w/ Clay Finck (TI...  

📖 Book Mentioned:
Origins of the Crash by Roger Lowenstein: https://amzn.to/3MG6QvG

Listen to our episodes here: https://open.spotify.com/show/28RHOkX...
Visit our website: https://www.theinvestorspodcast.com/w...
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s...

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

#DotComBubble #MarketHistory #InvestmentLessons #StockMarketAnalysis #ValueInvesting