# 25% Of My Portfolio Is One Overvalued Stock, Here's Why Page: https://stenobird.com/podcast/my-first-million-438184/25-of-my-portfolio-is-one-overvalued-stock-here-s-why Text version: https://stenobird.com/podcast/my-first-million-438184/25-of-my-portfolio-is-one-overvalued-stock-here-s-why.md Podcast: [My First Million](https://stenobird.com/podcast/my-first-million-438184) Published: 2026-04-22T14:28:00+00:00 Episode link: https://pdst.fm/e/traffic.megaphone.fm/HS3510955015.mp3 Audio file: https://pdst.fm/e/traffic.megaphone.fm/HS3510955015.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/my-first-million-438184/episodes/25-of-my-portfolio-is-one-overvalued-stock-here-s-why Duration seconds: 3473 ## Resource Get our investing playbook (with 35+ insights from top investors): https://clickhubspot.com/rwpt Episode 816: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about the opportunities with AI and longevity. — Show Notes: (0:00) Hal Finney (9:30) Aubrey De Grey (23:10) Be Here Now (33:31) Oz Pearlman (42:55) When Kevin Hart met Jeff Bezos (50:46) Shaan reads The Art of The Deal — Links: • The Prospect of Immortality - https://a.co/d/0d2jc81i — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano / ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/my-first-million-438184/episodes/25-of-my-portfolio-is-one-overvalued-stock-here-s-why/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/my-first-million-438184/25-of-my-portfolio-is-one-overvalued-stock-here-s-why.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.