Howard Marks: How to Invest in AI Without Getting Destroyed by the Bubble

The Acquirer's Multiple®
09/12/2025
Howard Marks: How to Invest in AI Without Getting Destroyed by the Bubble

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Episode Synopsis

In his recent memo “Is It a Bubble?” Howard Marks examines the speculative fervor surrounding artificial intelligence. He observes that “bubbles usually coalesce around new financial developments or technological progress” and notes that “newness plays a huge part in this. Because there’s no history to restrain the imagination, the future ...

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