korrents

Our readingWhat is a korrent?

Transformative technologies reliably attract more investment and infrastructure than they need, and that excess is what speeds their adoption.

Drawn from what Howard Marks said

Subjectinfrastructure
What this subject means

infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able 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
    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

    9 Dec 2025

    All 7 korrents from this piecethis one is 5th

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

Do you hold this korrent?Do you also believe this?

I hold this too

Related korrents

Shared subject first, then similar wording. They may agree or disagree.

See this claim on the map