This Week in Intelligent Investing · 2025-11-20 · 1h 14m
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street . Justin discusses the AI spending boom and how he sees it playing out based on his research into the current period and similar episodes in history. Enjoy the conversation! - Further reading: " This Is How the AI Stock Boom Plays Out " " The Party Is Like 1999, But Better " " The AI Spending Boom Is Massive But Not Unprecedented " - Justin Fox is a Bloomberg Opinion columnist covering business, economics and other topics involving charts. A former editorial director of the Harvard Business Review, he is author of “The Myth of the Rational Market.” - The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security.
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