When Will the AI Bubble Pop?

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 4 July 2025

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way, with Betterment Advisor Solutions. Learn more at https://www.betterment.com/advisors Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	So, can we play? Can we hit play? Do I have to do that, John?
0:03.9	No, I can do that.
0:04.8	All right.
0:05.8	Hit it up.
0:05.8	Hit it.
0:06.8	Yeah. John, Prada you.
0:08.2	That's why we're going off the charge for help of Joe Famie.
0:11.0	He's the portfolio manager at Zoor Capital LLC.
0:14.7	He's also the founder of jofammy.com education because he's got a unique take on the situation when you look back we've had a
0:22.8	bull market in all things i going back to late 2022 or early 2023 you can argue about the exact
0:29.3	start date and i'm like it wasn't that great it's pretty for i'm grateful and great because
0:33.4	that's when invidia the backbone of artificial intelligence delivered one of the greatest
0:36.5	terms of port i've ever seen.
0:38.0	And aside from a detour earlier this year, the stocks never really look back.
0:41.9	We know that in terms of money-making potential, AI is more of an enterprise technology than a
0:47.1	consumer technology.
0:48.5	But finally points out that ChatGBTGBT was still the fastest application to reach 100 million
0:52.2	users.
0:52.9	So this was...
0:53.7	We don't need to do the podcast if you play this whole thing.
0:56.0	So did you notice that he went from the, he went from FAMMI to FAMMI and back and forth?
1:00.9	FOMMI four different ways.
	...

Transcript will be available on the free plan in 16 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.