Uploaded March 2026 | Updated September 2026, 2 weeks ago
Barry Ritholtz sits down with Carson Block for a candid conversation on why today’s AI-driven market is less about classic exuberance and more about flows, structure, and incentives. They’ll unpack what investors may be missing about AI capex, the debate around diminishing returns in large models, and why any AI unwind would likely look very different from past tech bubbles. Expect a clear-eyed discussion of risk, valuation, and what advisors should actually be watching as this market evolves.
Barry Ritholtz sits down with Carson Block for a candid conversation on why today’s AI-driven market is less about classic exuberance and more about flows, structure, and incentives. They’ll unpack what investors may be missing about AI capex, the debate around diminishing returns in large models, and why any AI unwind would likely look very different from past tech bubbles. Expect a clear-eyed discussion of risk, valuation, and what advisors should actually be watching as this market evolves.
