Justin Fox

Justin Fox, a Bloomberg Opinion columnist and author of The Myth of the Rational Market, explores the AI spending boom and its historical parallels. He discusses how current investments in AI might mirror past tech bubbles. Justin also weighs in on the implications of tech concentration, the challenges of private equity valuations, and the public perception of AI compared to the internet boom. He offers insights into long-term investment strategies while cautioning against potential market downturns related to today's hype.