The Kimberley Prospector

Day: December 10, 2025

Is It a Bubble? – Oaktree Capital Management

Is It a Bubble? – Oaktree Capital Management

In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI’s vast potential, and … Read more: Is It a Bubble? – Oaktree Capital Management

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