The IPO Frenzy Has Begun — ft. Howard Marks
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.
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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
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