This week on Prof G Markets, Ed Elson is joined by Josh Brown, co-founder and CEO of Ritholtz, to unpack his biggest takeaways from markets in 2025 and what he expects in the year ahead. Josh also shares what he thinks will move markets in 2026, why he believes earnings growth will hold up, and why young investors should actually welcome a market correction.
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Timestamps:
00:00 - Today’s number
00:34 - Today’s episode
01:02 - Interview with Josh Brown
01:31 - What have been your biggest takeaways from 2025?
03:34 - Which part of the bubble story was wrong or misguided?
07:59 - Would you agree that we need to divide it up?
13:35 - Ad Break
14:53 - Are you bullish or bearish on 2026 and why?
30:34 - Ad Break
31:56 - What are the big stories that are going to drive the market this year?
32:54 - Are you focused on what we’re going to see from the Federal Reserve?
37:55 - What would be your advice to young investors going into 2026?
42:15 - What would be your words of wisdom for young working professionals going into 2026?
44:26 - Credits
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