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by nzealand·4y ago·view on hn ↗
In early 2000 Shiller published Irrational Exuberance, which warned of a stock market bubble.

The second edition in 2006 warned of a housing market bubble.

The third edition in 2015 warned of a bubble in almost everything.

So I've been concerned since 2015 about the next recession.

It does look increasingly likely to happen in the next 1-2 years.

Damodaran has some interesting analysis on what might happen to different market sectors.

https://aswathdamodaran.blogspot.com/

All the best.