Episode 11

Episode 11: When Great Stories Become Bad Investments

History's greatest investment bubbles reveal timeless lessons about valuation, cash flow, incentives, and speculation. This episode examines the South Sea Bubble, Railway Mania, and why revolutionary technology doesn't always make for a great investment.

Podcast Archive
August 2026 1 min read 22 min listen
00:0022:08

Episode Summary

History's greatest investment bubbles reveal timeless lessons about valuation, cash flow, incentives, and speculation. This episode examines the South Sea Bubble, Railway Mania, and why revolutionary technology doesn't always make for a great investment.

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