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Euphoria Has Taken Over The Markets — ft. Barry Ritholtz

6/19/20261 hr 8 min

Ed Elson and Scott Galloway are joined by Barry Ritholtz to break down the market's reaction to the SpaceX IPO, including whether he thinks the valuation is justified and why he's concerned about the company's float. They also discuss why he believes comparisons to the dot-com bubble are misguided, what he makes of the circular deals in the AI industry, and how he thinks about hedging in today's market.

Barry Ritholtz is the co-founder, chairman and chief investment officer of Ritholtz.

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Clips

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First 90 seconds
  1. Scott Galloway· Host0:00

    [gentle music] Support for the show comes from Plaud. If you're an executive, small business owner, project manager, journalist, or anyone responsible for important decisions, details matter. Conversations move fast, and it's easy for key contacts, follow-ups, and action items to slip through the cracks once the meeting ends. Plaud is an AI-powered note-taking system built around dedicated recording hardware. It captures conversations, transcribes them, and turns them into searchable transcripts, summaries, and action items, so you can focus on the discussion instead of worrying about capturing every detail yourself. Visit plaud.ai/markets to learn more and use the markets code to get up to fifteen percent off.

  2. Speaker 20:38

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  3. Speaker 31:16

    [upbeat music] Support for this show comes from Odoo. Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each other? Introducing Odoo. It's the only

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