A korrentour readingWhat is a korrent?
Drawn from what Howard Marks said
infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.
Word for word, with the source under each one. They did not write this page.
Co-founder and co-chairman of Oaktree Capital Management
There’s a consistent history of transformational technologies generating excessive enthusiasm and investment, resulting in more infrastructure than is needed and asset prices that prove to have been too high. The excesses accelerate the adoption of the technology in a way that wouldn’t occur in their absence.
Where this was said
↗Is It a Bubble?oaktreecapital.com
All 7 korrents from this piecethis one is 5th
Added to korrents 9 Dec 2025 · How quotes work · Something wrong? Tell us
Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.