Prof G Markets
The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown
May 23, 2024
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, shares his insights on the current bull market and portfolio management strategies. He discusses the looming AI bubble and its potential to spark a recession. Brown predicts we may soon see an unprecedented rise in millionaire households. The conversation dives into market dynamics, highlighting the influence of investor sentiment and inflation rates alongside concerns about AI overvaluation and its impact on corporate earnings.
59:48
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- AI bubble risk could trigger recession, millionaire households rising
- Democratizing venture capital investment for broader participation, capital growth
Deep dives
Fundrise Innovation Fund Democratization
The Fundrise Innovation Fund aims to democratize venture capital investment by allowing individual investors to access a $100 million portfolio of leading BIPO tech companies, reshaping an exclusive market into an inclusive opportunity for many. This move aims to provide more widespread access to what was historically limited to only a select group of investors, opening avenues for broader participation and capital growth.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
