Marketplace All-in-One David Brancaccio reflects on thousands of conversations
Apr 10, 2026
A veteran broadcaster revisits thousands of conversations, sharing clips from wide-ranging interviews. Discussions touch on AI-driven stock bubbles and comparisons to past tech booms. Reflections include career highlights and memorable moments from long-running reporting and conversations.
AI Snips
Chapters
Books
Transcript
Episode notes
AI Stocks May Be A Bubble But Timing Is Unknown
- AI stocks could be a bubble but its stage is uncertain, ranging from early innings to late game.
- Burton Malkiel compares AI to past revolutions like the internet, noting prior crashes and unclear timing.
Rebalance Instead Of Trying To Time The Market
- Do rebalance if equities have grown too large in your portfolio instead of trying to time the market.
- Malkiel warns against market timing and highlights that current price/earnings are lower than the internet bubble peak.
Host's Farewell And New Role Covering Future Effects
- David Brancaccio reflects on leaving the daily host role after 13 years and shifting to a special correspondent role.
- He describes covering major stories like Brexit and the inflation surge and plans to cover future effects and consequences.
