The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown

Prof G Markets

Prof G Media & Vox Media

Business, Entrepreneurship, Investing

4.3 • 1.4K Ratings

🗓️ 23 May 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ready to launch your business? Get started with the commerce platform made for entrepreneurs.
0:04.8	Shopify is specially designed to help you start, run and grow your business with easy customizable themes that let you build your brand.
0:12.5	Marketing tools that get your products out there. Integrated shipping solutions that actually save you time.
0:17.5	From startups to scaleups, online, in person, and on the go. Shopify is made for
0:22.9	entrepreneurs like you. Sign up for your $1 a month trial at Shopify.com slash setup.
0:30.0	Today's number, $11,600. That's the average cost of child care per year in America. Ed,
0:37.2	true story.
0:37.8	My son came home and said, Dad, I'm asexual.
0:40.5	And I said, son, I need you to be A plus sexual.
0:57.9	Is that wrong? Welcome to PropG Markets.
1:03.4	Today we're speaking with Josh Brown, co-founder, and CEO of Ritholtz Wealth Management,
1:08.9	about the current investment cycle, portfolio durability, and the number one risk in the markets right now.
1:12.3	But first, here with the news is PropG media analyst Ed Ellison. Ed, was that joke dirty enough? Do I need to do something a little saltier?
1:17.6	I kind of like, I like when you have a nice sort of clean dad joke. It's good. It switches it up.
1:22.6	Good. All right. We've got two a week now, so, you know. Keep it real. Diversity's good. How are you doing?
1:28.6	I'm great.
1:29.2	I saw a couple of movies.
1:30.2	I haven't seen, I was thinking about it.
1:31.6	I don't think I've seen two movies in one weekend in 20 or 30 years.
1:36.5	I went to, so what movies did you see, Scott?
1:39.2	Well, let me tell you, Ed, so just so you know, your role here is to ask more about Scott.
1:47.0	Oh, yeah, I don't do enough of that. Sorry.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Prof G Media & Vox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Prof G Media & Vox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.