About this episode
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 [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get every episode summarized
Each time Prof G Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Prof G Markets
Why The Bond Market Is Starting To Revolt — ft. Katie Martin
Prof G Markets
Sep 11, 20261:07:12completed
Anthropic Whistleblower Says AI Could “Kill Us All”
Prof G Markets
Sep 10, 202633:01completed
Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney
Prof G Markets
Sep 9, 202637:22completed
OpenAI Says “AGI” Is Here — What Does That Actually Mean?
Prof G Markets
Sep 8, 202638:11completed