Dot Com Bubble 2.0 Ready to Burst - 'Everybody is All-in': David Rosenberg

David Rosenberg believes that the investment community has collectively lost their minds, as they continue to pile in and double-down on a small handful of tech stocks whose valuations are nowhere near reflecting reality. David sees striking similarities between today's market and the dot com bubble and he thinks that when the dust settles, investors who kept their wits about them and didn't buy into the hype could be well-positioned to take advantage of bargain basement prices.

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00:00 Introduction
00:53 Unprecedented Uncertainty
04:34 Trump's Tariff Threats
16:34 Drill Baby, Drill
20:28 Early Days for Gold Bull Market?
28:00 Is it Worth Owning Silver?
29:57 Everybody is All-in Broad Market
41:48 Where to Allocate Capital Now?