A Layman Thinks About AI
It is a short, structured framing of the open questions around AI, including who captures the profits and what the technology implies for credit, which are the two channels most likely to touch client portfolios. Useful as a discipline check for advisors fielding AI questions from clients without a settled answer.
Summary
By our deskHoward Marks, co-chair of Oaktree and chair of Brookfield's Investment Solutions Group, uses his latest memo to revisit artificial intelligence, which he describes as both deeply consequential and highly unpredictable. He works through 11 questions about investing in AI, including who will profit from it and what it means for the credit markets. Marks acknowledges the questions cannot be answered definitively but argues that uncertainty does not give investors licence to ignore AI.
- Marks characterises AI as deeply consequential and highly unpredictable.
- The memo is organised around 11 questions surrounding investing in AI.
- The questions include who will profit and what AI means for the credit markets.
- Marks says the questions can't be answered definitively, but uncertainty doesn't mean investors can or should ignore AI.
Similar items
Same topic Trump Just Lost Big. What Happens Next? | SALTSALT |
 The Bridge Ep. 29: Who is Funding the AI Buildout? | iCiCapital |
 3 of the Best Core Stocks to Own | MoMorningstar |
 Scaling AI to drive EBITDA growth and value creation in private equity | PMPEI Media |
 A Layman Thinks About AI | MBThe Memo by Howard Marks (Oaktree) |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.