Marketing ideas for marketers who hate boring

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I feel like a broken record saying this, but stocks are going up, people are excited, and yet the numbers… they don’t add up. Literally.

Overvalued? Yep. But Let’s Dig In

The Shiller PE ratio, which adjusts for inflation and averages earnings over 10 years, just hit its second highest point in U.S. history. The only time it was higher? Right before the dot-com crash.

Now, even if you ignore the Shiller and look at the regular ol’ PE ratio (price divided by earnings), the S&P 500 is still near its fourth highest point. That includes wild spikes like the 2020 money-printing rally and the initial confusion after the 2008 crash.

So yes, by all traditional measures, stocks are expensive.

Learn from this investor’s $100m mistake

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

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Enter the Buffett Indicator

Another classic metric is the Buffett Indicator: total market cap divided by GDP. It’s been floating at eye-watering levels for years now.

Zoom in, and it’s even worse.

This isn’t just “kind of” overvalued. It’s historic.

So Should Everyone Panic?

Not so fast.

The real question isn’t “Are stocks overvalued?”

It’s “Overvalued compared to what?”

Let me show you something weird.

A PE Ratio of 6,000

There’s an index in the world right now with a PE ratio of 6,000. Six. Thousand.

You’d think that was a joke. It’s not.

Palantir, one of the most hyped companies in the S&P 500, is sitting at a PE of 676. Which means, at its current profit rate, it would take almost 700 years to pay back your investment if they gave you all the profits every year as a dividend.

But again — that’s one stock.

This mystery index? It’s the whole thing. An entire market.

So what is it?

Venezuela.

Yeah, you read that right.

Inflation Changes the Game

At first glance, it might feel unfair to compare the U.S. to Venezuela. One’s the largest economy in the world. The other is battling hyperinflation.

But the comparison shows how high valuations can go when people lose trust in their currency.

Back in the day, you’d invest in companies because you wanted a slice of their profits. Simple.

Now? Investors are hunting for assets that can just hold value.

That’s what inflation does. It warps everything. It pushes people into buying anything that seems safer than holding onto cash.

Stocks. Real estate. Crypto. Anything that might not evaporate in value if money keeps losing power.

The Bigger Picture: It’s the Dollar That’s Moving

People often say, “This stock is too expensive” or “That house is a bubble.” But the truth is, valuation depends on what you’re measuring against.

Let’s price things in gold instead of dollars.

When you look at the S&P 500 priced in gold, it’s actually not that wild. Not even close to dot-com or 2008 levels. In fact, it’s sitting in a range that looks kind of… normal.

Same with real estate.

Believe it or not, U.S. housing is one of the cheapest it’s ever been when priced in gold. It sounds crazy, but that’s what the chart says.

So maybe the issue isn’t that assets are getting too expensive. Maybe the dollar is just getting weaker.

This Doesn’t Mean a Crash Can’t Happen

Let’s be clear. Just because inflation is propping everything up doesn’t mean we’re safe.

Venezuela’s market crashed 94% in dollar terms in 2018. These things can collapse — and hard — even when everyone’s running from cash.

So don’t take this as a free pass to YOLO into overpriced assets.

What it does mean is that you’ve got to know what you’re doing.

Know how to protect your portfolio from inflation. Know how to spot a good stock from a garbage one. And most importantly, know how to value things properly — with the right perspective.

Because sometimes, it’s not the stock price that’s changing.

It’s the yardstick you’re using to measure it.