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

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6 • 722 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

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0:00.0	Ready to launch your business? Get started with the commerce platform made for entrepreneurs.
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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.
	...

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