Episode Appearances
Marketplace Morning Report · Apr 10, 2026
David Brancaccio reflects on thousands of conversations
“Keynote guest discussing AI bubble risks and market timing strategy based on 50+ years of investing research”
AI Stock Bubble Risk AssessmentMarket Timing vs. Rebalancing StrategyInflation and Consumer Price Index Trends
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Marketplace All-in-One · Apr 10, 2026
David Brancaccio reflects on thousands of conversations
“Guest discussing AI bubble risks, market valuations, and investment strategy based on 50+ years of research”
AI Stock Bubble Risk AssessmentMarket Valuation Metrics and Price-to-Earnings RatiosPortfolio Rebalancing Strategies
View AnalysisMarketplace Morning Report · Apr 10, 2026
"Nobody can time the market"
“Author of 'A Random Walk Down Wall Street' discussing why beating the market is nearly impossible”
Index Fund Performance vs Active ManagementMarket Timing ImpossibilityStock Market Inefficiencies
View AnalysisMarketplace All-in-One · Apr 10, 2026
"Nobody can time the market"
“Author of 'A Random Walk Down Wall Street' discussing 50-year thesis on market efficiency and impossibility of timing markets”
Market Timing ImpossibilityIndex Funds vs Active ManagementEfficient Market Hypothesis
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Money Rehab with Nicole Lapin · Mar 4, 2026
Legendary Venture Capitalist Bill Gurley on the AI Bubble, Why IPOs Feel Rigged and How to Find Your Dream Job
“Author of 'A Random Walk Down Wall Street' recommended for investment advice”
AI Bubble AnalysisIPO Market DysfunctionCircular Revenue Deals
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