Listen to the latest memo from Howard Marks: https://www.oaktreecapital.com/insights/memo-podcast/is-it-a-bubble Howard addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also acknowledging why those comparisons could be inappropriate. Given AI’s vast potential but numerous unknowns, no one can say for certain whether investors’ current enthusiasm is merited or irratio