Why a Doomsday AI Blog Wiped Out $300 Billion

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.3 • 1.4K Ratings

🗓️ 25 February 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Support for the show comes from VCX, the public ticker for private tech.
0:04.7	The U.S. stock market started history's greatest wave of wealth creation.
0:08.0	From factory workers in Detroit to farmers in Omaha, anyone could own a piece of the great American companies.
0:13.7	But today, our most innovative companies are staying private longer, which means everyday Americans are missing out, until now.
0:20.3	Introducing VCX, a public ticker for private tech.
0:23.9	Visit getvcx.com for more info.
0:26.5	That's getvcx.com.
0:29.0	Carefully consider the investment materials before investing,
0:31.2	including objectives, risk, charges, and expenses.
0:33.8	This and other information can be found in the funds perspective at getVcx.com.
0:38.3	This is a paid sponsorship.
0:43.9	The world moves fast.
0:46.0	Your workday, even faster.
0:47.9	Pitching products, drafting reports, analyzing data.
0:51.2	Microsoft 365 co-pilot is your AI assistant for work, built into Word, Excel,
0:57.3	PowerPoint, and other Microsoft 365 apps you use, helping you quickly write, analyze, create, and
1:03.8	summarize. So you can cut through clutter and clear a path to your best work. Learn more at
1:09.4	Microsoft.com slash M365 copilot.
1:12.8	Today's number, 13 million. That's how many views a video of RFK Jr. jumping into a pool
1:20.9	with jeans on received last week. The bizarre clip was designed to encourage Americans to, quote, get active, but it ultimately
1:30.2	drove viewers to get therapy instead.
1:33.0	Money markets, Matt. If money is evil, then that building is hell.
	...

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.