The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown | Prof G Markets

The Prof G Show – Scott Galloway
The Prof G Show – Scott Galloway
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Published 2024-05-23
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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#business #news #tech #finance #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #ritholtzwealth #marketportfolio #bullmarket #recession
All Comments (21)
  • @steadfastanddomino
    Josh's advice to make yourself useful is absolutely, 100% right on the nose. If you remember nothing else from this episode, remember that.
  • @Debbie.Burton
    I began working at 18, strived and grew my portfolio to $600k by 33. Recently, lost over 30% and want to mitigate risks. Also, planning to buy a home soon and want my portfolio to grow to a 7-figure ball park i can retire in 9 years. What should I do?
  • @LevelofClarity
    Two videos a week with Prof G and Ed is excellent. Keep up the great work, guys!
  • @patrickboyer4688
    Wow, Josh was on fire. Love both your shows and especially the collaborations.
  • @richardcurley1729
    Josh Brown at his best in this interview, IMHO. Credit to Josh and to the interviewers for that. I will rewatch this in a week or so there are so many good points made.
  • @usazar
    The Compound and Prof. G is a venn diagram of all my financial media consumption
  • @bradmtb1
    Josh & Scott together...I could listen to them for hours.
  • @TUBEDOUT07
    Great point Josh on difference between Nvidia from Cisco stocks! Wow Josh has great market history knowledge!
  • @Gola2844
    Josh is great. Glad to see him in this channel! Thanks guys!!!
  • @5sssnakeee3
    Josh Brown is the most refreshing analyst in the industry. Always real talk.
  • @jet4tv
    Josh is a ROCKSTAR!!! Amazing Info and interview guys!!!
  • @JongGoh
    Downtown Josh on Prof G? Let me get my cuppa of coffee.
  • @mt5670
    Josh is one of the best and brightest minds on the street. Throws it down Long Island style
  • @Aziz__0
    is it really worth investing in stocks in 2024, I’ve been on the sidelines watching the market for awhile and it seems to be pretty stagnant to me not that it matters because I’m in it for the long run, but how can one generate actual profit in this current market?
  • @haydenr2229
    Great video guys. Loving the substantive discussion and hot takes all around
  • @leehettig
    Love to 2x week guys. Thank you. Don't love the advertising plugs throughout. One at the beginning, one at the end. fair. But sprinkled throughout is super F**ing annoying. "you can just forward past them" Thing is, so many of us listen to this walking, working, driving etc and cannot easily pull our phone out to just skip past. I really hate that I pay for youtube premium only to get force fed adds by content creators. On the flip side, I could just stop listening to Prog G. So cry me a river I get it. I'll keep listening until the resentment gets too big. Still love the show. Just wish there was another way to monetize.
  • @LaRafa7
    Prof G is a GOOONER! Let’s goo!!!