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

The discussion centers on the AI bubble, market trends, and investment strategies for 2026. Josh Brown, co-founder and CEO of Ritholtz, emphasizes the importance of following price signals over opinions, particularly in the context of AI-related stocks, and cautions against wish casting. He suggests dividing AI companies into buckets, recognizing that some, like OpenAI, lack publicly available price data. Looking ahead to 2026, Brown anticipates continued earnings growth, especially in the technology sector, driven by AI investments. He advises young investors to welcome market corrections as opportunities to accumulate shares at discounted prices and to focus on solving the problems of wealthy people for career success.