Howard Marks: how I make money while you worry about a market crash
Jul 15, 2026 · 47 min · YouTube
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0:00If you wait until you have nothing to be afraid about, probably the opportunity has passed.
0:16It's good to see you again.
0:17We had a lot of fun last time and we were like, look, I don't know if other people are going to like that, but we loved that.
0:22And then over a million people listened to the last one.
0:24And so this morning I was reading, you wrote this blog post about how you changed your mind about AI.
0:32You had written, I don't know, a couple months back about the possibility of an AI bubble.
0:37And then as a good thinker tends to do, you got new facts.
0:42You sort of reassessed the situation.
0:44You wrote a new post about AI.
0:45Do you want to summarize the story of how you changed your mind on AI?
0:49Well, the story is very simple.
0:51I have this son named Andrew.
0:53He's a VC.
0:55He's dealing with AI every day.
0:57His companies use AI.
0:58Some of them create AI, et cetera.
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