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Howard Marks Flags Uncertainty in AI Investing

Bloomberg Technology Sunday 20 September 2026, 13:43 UTC 1 min read
Key Points

Oaktree Capital Management co-founder & co-chair Howard Marks says optimism has dominated markets since late 2022, pushing investors to look past bad news and making caution increasingly important. Marks is on Bloomberg This Weekend and tells David Gura and Christina Ruffini that enthusiasm around AI is undeniable but uncertainty over its profitability, valuations and potential impact on jobs makes it impossible to determine whether that exuberance is irrational. At the 2026 Qatar Economic...

Oaktree Capital Management co-founder & co-chair Howard Marks says optimism has dominated markets since late 2022, pushing investors to look past bad news and making caution increasingly important. Marks is on Bloomberg This Weekend and tells David Gura and Christina Ruffini that enthusiasm around AI is undeniable but uncertainty over its profitability, valuations and potential impact on jobs makes it impossible to determine whether that exuberance is irrational. At the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg. (Source: Bloomberg)
Howard Marks (PERSON) AI Investing Oaktree Capital Management (ORG) Marks (PERSON) Bloomberg This Weekend (ORG) David Gura (PERSON) Christina Ruffini (PERSON) AI (ORG) UNGA Special Edition (ORG) Powered (ORG) Bloomberg (ORG)
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