This lecture was filmed in 2009. I learned more from this (highly entertaining) video than from graduate school.

http://www.youtube.com/watch?v=EgMclXX5msc

The lecturer is Peter Schiff - most famous for predicting the dot com bubble and the housing bubble.

There are several themes in this lecture you guys may find interesting and relevant:

-Sustainable businesses make decisions based on current and future cash flow. Real Estate and Tech are no different

-Bubbles are predictable

-Keynesian economics (low interest rates, stimulus, money printing, bailouts, subsidies, Fannie Mae and Freddie Mac) fuels bubbles

-The 'boom' is the problem, the 'bust' is the solution -Moral Hazard (too big too fail) is not conducive to prudent, long term decision making

-When it comes to frothy markets, "this time is different" is not an advisable mentality

I hope this serves as an introduction to Austrian Economics and a wake up call to those who ignore the powerful effects loose monetary policy.