Business

Is It a Bubble?

The Memo by Howard Marks by Oaktree Capital Management

Dec 9, 202501:06:57Business

In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also ac...

About This Episode

Is It a Bubble? is an episode from The Memo by Howard Marks by Oaktree Capital Management. In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI inves...

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Published Dec 9, 2025, 01:06:57 long, audio available.

Is It a Bubble?

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