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My First Million

Howard Marks: how I make money while you worry about a market crash

4 months ago

Products mentioned (1)

0:0046:29
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Studies cited in this episode (1)

As referenced on air, with the quote and the moment. Reported, not evaluated.

memo about AI bubble and AI potential1:01
“I had written the first memo around December 9th, as I recall. And then in early February, he said, Dad, so much has happened. You have to update the memo.”