How Oaktree's Howard Marks Spots a Market Bubble
Odd Lots
Navigating the AI Investment Landscape
This chapter explores the speculative dynamics surrounding AI investments and the challenges in assessing market bubbles. The speaker reflects on historical market shifts, emphasizing the importance of price and risk assessment in today's financial environment, particularly in light of recent low borrowing rates. Insights on cross-asset investing and maintaining liquidity are shared, along with personal anecdotes that highlight the need for strategic preparedness in volatile markets.
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