Fear Buying AI & Automation Stocks, Whoops Too Many Winners, Booming Tech Trade — With Josh Brown

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 16 October 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Josh Brown is the CEO of Ritholtz Wealth Management, a CNBC contributor, and author of "You Weren't Supposed to See That." Brown joins Big Technology to discuss the intersection of AI, big tech, and the current state of the economy. Tune in to hear how automation fears are driving a potentially fear-based investment bubble in tech giants and the concept of a "relentless bid" shaping today's stock market. We also cover the unexpected consequences of COVID-era stimulus, insights on major tech companies like Amazon, Apple, and NVIDIA, and how the financial industry is adapting to technological shifts. Hit play for a compelling blend of financial expertise and cultural commentary that illuminates the complex relationships between technology, economics, and society in our rapidly evolving world. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Let's talk automation, the big tech trade, and the state of the economy with the one and only downtown Josh Brown.
0:06.3	That's coming up right after this.
0:08.9	Hey, I'm Michael Kovnet, host of The Next Big Idea Daily.
0:12.6	The show is a masterclass in better living from some of the smartest writers around.
0:17.3	Every morning, Monday through Friday, we'll serve up a quick 10-minute lesson on how to strengthen your relationships, supercharge your creativity, boost your productivity, and more.
0:27.4	Follow the next big idea daily wherever you get your podcasts.
0:32.4	Have you been feeling the effects of stress, burnout, or anxiety at work?
0:37.1	Listen to the Anxious Achiever podcast
0:38.8	to rethink the relationship between your career and your mental health. Get the Anxious
0:44.9	Achiever wherever you find your podcasts and walk away with practical advice you can implement today.
0:52.1	Welcome to Big Technology Podcast, a show for cool, headed, nuanced conversation of the tech
0:56.7	world and beyond.
0:58.2	We're joined today by Josh Brown, the CEO of Ridholt's Wealth Management, the host of one
1:02.6	of my favorite shows, The Compound and Friends.
1:05.2	He's also a CNBC contributor and the author of a great new book.
1:09.1	You weren't supposed to see that secrets every investor
1:11.9	should know. Josh, great to see you. Welcome to the show. So great to be back. Thank you, Alex.
1:17.6	Thank you for being here. I think this is your third time on the show, so we always appreciate
1:21.2	having you on. This time, we're going to talk about your book to begin with. And then the
1:26.9	second half, we're really
1:27.7	going to go through all the big tech companies, including your perspective on companies like
1:31.7	Nvidia, Amazon, and Apple. So folks should stay tuned through the entire show to get Josh's thoughts
	...

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