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Prof G Markets

Why the AI Bubble Hasn’t Popped — ft. Josh Brown

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.31.4K Ratings

🗓️ 9 January 2026

⏱️ 47 minutes

🧾️ Download transcript

Summary

Ed Elson is joined by Josh Brown, co-founder and CEO of Ritholtz, to unpack his biggest takeaways from markets in 2025 and what he expects in the year ahead. Josh also shares what he thinks will move markets in 2026, why he believes earnings growth will hold up, and why young investors should actually welcome a market correction. 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 Funrise. For the past seven years, there's been a room in finance

0:05.4

most people couldn't enter, a room where you could have invested in some of the biggest names

0:09.4

in tech companies like Airbnb and Uber before their multi-billion dollar IPOs. I'm talking about

0:15.7

venture capital. Funrise recently took a sledgehammer to those closed doors by launching a venture

0:20.6

capital product that's available to anyone.

0:23.3

Their mission is to give everyone the chance to invest in the best tech and AI companies before they go public.

0:28.9

You can visit Funrise.com slash ProfG to check out Funrise's venture portfolio and get in early today.

0:35.4

All investments involve risk, including the potential loss of principle, past performance

0:39.2

is not indicative of future results.

0:41.0

This is a paid advertisement.

0:44.8

Today's number 54.

0:47.6

That is the percentage of men who have some form of facial hair up from 42% 10 years ago.

0:54.5

According to surveys, most men don't actually like their beard at first, but then it grows on them.

1:02.6

Okay.

1:03.4

Oh, I was supposed to, oh my God.

1:06.2

No, no.

1:06.7

If you don't find it funny, then that's just what we do.

1:10.4

I did, but it was a delayed reaction. I did find it funny, then that's just what we do. I did, but it was a delayed reaction.

1:13.6

I did find it funny.

1:17.3

Listen to me.

1:18.2

Markets are bigger than I.

1:19.1

What you have here is a structural change in the world distribution.

...

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