Lost Debate is a weekly podcast from The Branch that brings you news, ideas, and arguments from around the political spectrum. We engage in the good-faith discussions that too much of our society and media miss. It's hosted by Ravi Gupta, a former Obama staffer turned school principal.
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Lost Debate is a weekly podcast from The Branch that brings you news, ideas, and arguments from around the political spectrum. We engage in the good-faith discussions that too much of our society and media miss. It's hosted by Ravi Gupta, a former Obama staffer turned school principal.
Ravi Gupta asks: What if the greatest risk in markets today isn’t missing out on AI—but believing it can never crash? In this solo deep dive, he unpacks why today’s trillion-dollar bets on artificial intelligence may mirror past manias—and why, with pensions, private equity, and passive index funds all in the mix, the next downturn could look less like Silicon Valley in 2000 and more like Japan’s lost decade. All of these arguments build toward a single point: how Ravi is rethinking his own portfolio, and why he believes resilience—not hype—is the smarter path forward.
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Follow Ravi at @RaviMGupta
Notes from this episode are also available on Substack: https://thelostdebate.substack.com/
Read more from Ravi on Substack: https://realravigupta.substack.com
Follow The Branch at @thebranchmedia
Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785
Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F
Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/
Lost Debate
Lost Debate is a weekly podcast from The Branch that brings you news, ideas, and arguments from around the political spectrum. We engage in the good-faith discussions that too much of our society and media miss. It's hosted by Ravi Gupta, a former Obama staffer turned school principal.
