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Howard Marks (founder of Oaktree Capital) has recently appeared on CNBC warning that America’s stock industry bubble moment might be here. As artificial intelligence wows investors and inflates the S&P 500 to all time highs, Marks has a rational message for those who choose to participate.
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★ ★ CONTENTS ★ ★
0:00 The U.S. Faces a Bubble Problem
1:10 How The AI Bubble is Forming
3:40 The Value Investor’s Predicament
6:20 The development Investor’s Argument
8:45 Howard Marks’ Opinion
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