cover of episode Is the AI Bubble About To Pop? And, How a Rate Cut Will Affect Your Portfolio with Josh Brown

Is the AI Bubble About To Pop? And, How a Rate Cut Will Affect Your Portfolio with Josh Brown

2024/9/5
logo of podcast Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin

Chapters

Nicole Lapin and Josh Brown discuss the potential impact of the upcoming Fed meeting on the markets, including the possibility of a rate cut and its implications. They also highlight the importance of understanding the context of rate cuts, differentiating between emergency cuts and celebratory cuts.
  • Josh Brown's new book 'You Weren't Supposed to See That' offers insights for investors.
  • The discussion is split into two parts, with the second part covering specific stocks and Josh's investment outlook.

Shownotes Transcript

It's time for a vibe check on the market. Today, Nicole is joined by Josh Brown (Ritholtz Wealth Management) to talk about how the potential rate cut will affect the market, whether the AI bubble is about to pop, and what seasonal market trends to keep an eye on toward the end of the year. Tomorrow, you’ll hear the second part of Nicole and Josh’s conversation where Josh shares what he does on market dips, and which stocks he’s bullish on right now.

To find Josh's awesome new book, "You Weren't Supposed to See That," click here: https://www.downtownjoshbrown.com/p/dont-tell-business-isnt-personal

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