US EditionIs there an AI bubble? Howard Marks weighs in
4 Articles
4 Articles
On the stock exchanges, there is almost one topic: When does the AI bubble burst? Why is this the wrong question – and how investors learn to deal with uncertainty.
Howard Marks' last letter to investors contained some grim warnings about what he envisions for markets and the economy.The main concerns of billionaire investors are complemented by the loss of jobs driven by artificial intelligence, a destructive bubble in shares and rising levels of debt in the United States.Marks, who claimed to have switched from equity investment to bond investment in the 1970s, has long warned of the problems ahead in the…
Avoid Disaster w/ Howard Marks
RWH063: AVOID DISASTER W/ HOWARD MARKS RWH063: AVOID DISASTER W/ HOWARD MARKS 13 December 2025 In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets. Here, Howard explains how to prosper over decades by avoiding disaster & aiming …
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