Is It a Bubble?

76.0K views
•
December 9, 2025
by
Oaktree Capital
YouTube video player
Is It a Bubble?

Transcript

This is the memo by Howard Marx. Is it a bubble? Ours is a remarkable moment in world history. A transformative technology is ascending and its supporters claim it will forever change the world. To build it requires companies to invest a sum of money unlike anything in living memory. News reports are filled with widespread fears that America's bigg... Read More

Explore YouTube Video Summarizer or Get YouTube Transcript Extractor

Read in Other Languages (beta)

English

Share This Summary 📚

Explore More Summaries from Oaktree Capital 📚

How to Think About Risk with Howard Marks thumbnail
How to Think About Risk with Howard Marks
Oaktree Capital
Cockroaches in the Coal Mine thumbnail
Cockroaches in the Coal Mine
Oaktree Capital
The Impact of Debt thumbnail
The Impact of Debt
Oaktree Capital
What Is the Sea Change in Financial Markets According to Howard Marks? thumbnail
What Is the Sea Change in Financial Markets According to Howard Marks?
Oaktree Capital
The Calculus of Value thumbnail
The Calculus of Value
Oaktree Capital