[Question] When should we expect the education bubble to pop? How can we short it?

I won’t at­tempt to sum­marise the case for there be­ing an ed­u­ca­tion bub­ble here (see links be­low for some poin­t­ers). Rather, my ques­tions are:

1) as­sum­ing there is an ed­u­ca­tion bub­ble, when will it—as bub­bles tend to do—pop?

(This plau­si­bly en­tails some dis­junc­tion of *hun­dreds of thou­sands to mil­lions of stu­dents de­fault­ing on their debt, *lower num­ber of col­lege ap­pli­cants, *non-top-tier col­leges lay­ing off fac­ulty, *sub­stan­tial re­duc­tions the sig­nal­ling value of ob­tain­ing a diploma, *sub­stan­tial re­duc­tions in tu­ition fees, *re­duc­tion in the level of ed­u­ca­tion re­quired by var­i­ous em­ploy­ers, and more)

2) Which as­sets will be more scarce/​in de­mand as that hap­pens? Are there cur­rently available op­por­tu­ni­ties for “short­ing” the ed­u­ca­tion bub­ble and in­vest in ways which will yield profit when it pops?

(I hereby pref­ace the com­ments by not­ing that noth­ing dis­cussed there is in­vest­ment ad­vice and no users can be held li­able for in­vest­ment de­ci­sions based on it.)


Peter Thiel sum­marises the in­side view of there be­ing an “ed­u­ca­tion bub­ble” well.

And here are some in­ter­est­ing num­bers: