What is a market bubble? How do smart investors profit from it? Are we in one right now?

Are we watching history repeat itself… Or are we already inside the next big bubble without realising it? When headlines are dominated by AI breakthroughs, geopolitical tension like the Iran conflict, and whispers of stagflation, are these signals of opportunity, or warning signs smart investors are reacting to? And more importantly: How have the most successful investors in the world navigated moments exactly like this before? And what are they doing right now?

In this session, Charles, a finance expert, will guide you through the anatomy of market bubbles, breaking down iconic moments like the Dot-Com crash, the 2008 financial crisis, and the COVID-era surge to uncover what really drove them beneath the surface. From there, you’ll step into today’s landscape: analysing the role of liquidity, hype cycles, and narrative-driven growth in shaping current markets, while debating whether we’re in a bubble right now, or something even more complex. Expect sharp insights, real-world examples, and practical takeaways you can actually use, as you explore how experienced investors think, position themselves, and act when the stakes are highest.

什么是市场泡沫？聪明的投资者是如何从中获利的？我们现在正处在泡沫之中吗？

我们是在看历史重演……还是已经身处下一个大泡沫之中却没有意识到？当新闻充斥着 AI 突破、伊朗冲突等地缘政治紧张局势，以及关于“滞胀”的讨论，这些到底是机会的信号，还是聪明投资者已经在警惕的风险？更重要的是：过去那些最成功的投资者，在类似的关键时刻是如何应对的？而他们现在又在做什么？

在这场讨论中，金融专家 Charles 会带你拆解“市场泡沫”的底层逻辑。通过回顾一些标志性事件——比如互联网泡沫破裂、2008年金融危机，以及疫情期间的市场上涨——我们会看看这些现象背后真正的驱动因素。从那里出发，我们会回到当下：分析流动性、市场叙事和“情绪驱动增长”是如何影响今天的市场，并一起讨论我们现在到底是在泡沫中，还是处在一个更复杂的阶段。

这会是一场观点清晰、贴近现实、同时也很有实用性的讨论。你不仅会更理解市场是如何运作的，也会看到经验丰富的投资者在高不确定性环境中是如何思考、布局和行动的。