The IPO Frenzy Has Begun — ft. Howard Marks

About this episode

The episode discusses the legitimacy of recent IPOs and the investment landscape in AI.

Ed Elson and Scott Galloway are joined by Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how investors should think about the enormous uncertainty of AI, where opportunities still exist in an increasingly expensive market, and whether fears about private credit are overblown or warranted. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Hosts: Ed Elson, Scott Galloway

Guest: Howard Marks

Topics covered

• IPO
• investments
• AI uncertainty
• private credit
• market opportunities

Keywords

• IPO frenzy
• Howard Marks
• investments
• AI
• private credit
• irrational exuberance

Mentioned in this episode

Organizations: Oaktree Capital Management, SpaceX, Anthropic, OpenAI

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