AI Hurtles Ahead

About this episode

Howard Marks discusses the implications of AI on investing and its differences from past technological innovations.

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He highlights AI’s immense power, speed, and autonomy; its limitations; and its potential implications for investing. He expresses conviction that AI is far from a fad, but also that investors must view its transformational potential against an assessment of the appropriateness of the prices of AI assets. You can read the memo  here  (https://oaktreecapital.com/insights/memo/ai-hurtles-ahead).

People in this episode

Host: Howard Marks

Topics covered

• AI
• investing
• technology
• innovation
• market analysis

Keywords

• AI
• investing
• technological innovations
• market implications
• asset prices

Mentioned in this episode

Organizations: Oaktree Capital Management

Books & works: AI Hurtles Ahead

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