EPISODE · Aug 20, 2026 · 21 MIN
The Late-1990s Dot-Com Bubble
from Insights Now · host Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm. Optimism, easy access to information and a booming economy set the stage for soaring IPOs and rapid market growth—even when fundamentals were hard to pin down. The parallels to today’s AI-driven market underscore the importance of applying lessons from the past to navigate innovation with clarity and discipline. In this episode, join Dr. David Kelly, Chief Global Strategist, and Katie Korngiebel, Research Analyst, as they reflect on the rise and fall of the dot-com era and share lessons learned that apply to today’s evolving markets. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
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The Late-1990s Dot-Com Bubble
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