AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

Prof G Markets

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then he and Ed break down the significance of private funds entering 401Ks and evaluate the viability of alternative assets in retirement portfolios. Finally, Josh offers a prediction for the Fed’s path forward following Jackson Hole. 

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Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then he and Ed break down the significance of private funds entering 401Ks and evaluate the viability of alternative assets in retirement portfolios. Finally, Josh offers a prediction for the Fed’s path forward following Jackson Hole. 

Subscribe to the Prof G Markets newsletter 

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Prof G Markets on Instagram

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

2025-08-25 61 min
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