korrents

Our readingWhat is a korrent?

If AI enthusiasm does not produce a bubble on the historical pattern, it will be the first transformative technology that did not.

Drawn from what Howard Marks said

Subjectinvesting
What this subject means

investing Putting money into markets on purpose: what a portfolio is for, whether active management earns its cost, and what money is actually a means to.

In the views oninvestingunder our view: Nobody can tell whether the AI boom is a bubble while it is still inflating

What Howard Marks actually said

  1. Howard Marks Co-founder and co-chairman of Oaktree Capital Management
    If that enthusiasm doesn’t produce a bubble conforming to the historical pattern, that will be a first.

    Where this was said

    ↗Is It a Bubble?oaktreecapital.com

    9 Dec 2025

    All 7 korrents from this piecethis one is 6th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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