korrents

Our readingWhat is a korrent?

There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive.

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.

Mental modelTrade-offs

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
    There can be no way to participate fully in the potential benefits from the new technology without being exposed to the losses that will arise if the enthusiasm and thus investors’ behavior prove to have been excessive.

    Where this was said

    ↗Is It a Bubble?oaktreecapital.com

    9 Dec 2025

    All 7 korrents from this piecethis one is 7th

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

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