This week on Prof G Markets, Josh Brown, co-founder and CEO of Ritholtz Wealth, returns to the show to discuss what’s driving the current bull market and how he’s managing portfolios accordingly. He discusses whether an AI bubble could trigger a recession, and shares why he thinks we’re on the verge of creating more millionaire households than ever before.
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Timestamps:
00:00 - Today's number
01:17 - Fundrise ad
01:18 - Today's episode
04:15 - Headlines
16:17 - Fundrise ad
16:19 - The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown
16:28 - What is your general read on investor sentiment?
18:15 - Does the market rally have to do with inflation or interest rate cuts?
20:02 - How much do Fed rate cuts matter?
22:39 - Do you see this market rally as cyclical or structural?
26:04 - What do you think of bonds as an investment right now?
29:18 - Have you changed your ratio of stocks to bonds?
30:58 - Is Nvidia’s valuation an indication of a bubble as Cisco was in the late 1990s?
35:25 - Do you see a possibility of a bubble if AI doesn't prove to have the return on investment that companies expect it to?
40:40 - Fundrise ad
40:44 - Could companies’ cutback on labor be the exogenous event that leads to a recession?
45:30 - What is your take on meme stocks and the recent run on GameStop?
48:55 - What do you think the media is missing in the investment markets?
51:28 - What is your advice to graduating seniors?
53:42 - Algebra of Wealth
59:24 - Fundrise ad
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