Start / Prof G Markets / Ai bubble watch has the hype gone too far ft josh brown

AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

61 min • 25 augusti 2025

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then he and Ed break down the significance of private funds entering 401Ks and evaluate the viability of alternative assets in retirement portfolios. Finally, Josh offers a prediction for the Fed’s path forward following Jackson Hole.

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