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Howard Marks runs Oaktree, a $120 billion+ firm built on distressed debt, has been writing the memos Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single conversation with Claude — we got into where the $10 bill nobody has picked... show more

Nikhil Kamath

809,797 subscribers

161,998 Aufrufe • vor 4 Monaten •via X (Twitter)

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31 Kommentare

Profilbild von Paradoxical

Paradoxicalvor 4 Monaten

His blogs on the oaktree website are pure gem. Everyone heard about buffet letters but only a few read marks's words.

Profilbild von Atomic Rabbit

Atomic Rabbitvor 4 Monaten

Debt vs Equity? He will eventually say Equity via Distressed debt. That's what he does.

Profilbild von Niran Abraham

Niran Abrahamvor 4 Monaten

Nikhil on a winning streak with big names on his podcast

Profilbild von Anooshka Soham Bathwal

Anooshka Soham Bathwalvor 4 Monaten

The man who built a career betting on what others abandoned just got surprised by a chatbot. That episode is going on the list.

Profilbild von Sahil Hooda

Sahil Hoodavor 4 Monaten

That’s the kind of signal you don’t ignore. Howard Marks doesn’t change his mind because something sounds exciting. If one conversation with Claude moved him, it probably wasn’t the “AI is cool” part. It was realising the tool can change how judgment, research, and pattern recognition happen. Coming from someone who built a career being patient when the herd gets emotional, that matters.

Profilbild von Vik

Vikvor 4 Monaten

Wow! You are really picking the gems here Nikhil. Can’t wait to hear this one out. @HowardMarksBook

Profilbild von Aditiii

Aditiiivor 4 Monaten

Hello Nikhil sir, I’m a 19-year-old CS student building Contract Shield ( a tool that helps founders identify hidden risks in contracts before signing. I had a quick question: based on your experience, what are the most common mistakes student founders make that they could easily avoid?

Profilbild von Nehal Merchant

Nehal Merchantvor 4 Monaten

Would love to see the unedited version as well, however long it is.

Profilbild von mky

mkyvor 4 Monaten

Get Warren Buffett next please !! Will break the indian internet !

Profilbild von coolkitty

coolkittyvor 4 Monaten

Hope the line of questioning has improved exponentially. The Dario episode was a disaster, if I ever saw one, - had to watch a podcast by Goldman’s Exchanges to recover from that baseless line of questioning

Profilbild von SUMEET MADAN

SUMEET MADANvor 4 Monaten

This is fabulous! Next guest on finance should be @MohnishPabrai

Profilbild von Civic Analyst

Civic Analystvor 4 Monaten

Howard Marks built Oaktree Capital Management into a distressed-debt powerhouse managing $120B+ and is widely respected for his market memos. His core philosophy: opportunities emerge when others panic, misprice risk, or follow the herd blindly.

Profilbild von santi

santivor 4 Monaten

On the edge of my seat

Profilbild von dreams n dice

dreams n dicevor 4 Monaten

Waiting for this Howard Marks 🙌 like many others.

Profilbild von Sidharth Rath

Sidharth Rathvor 4 Monaten

my my, man got the legend to sit down with him, good stuff nikhil

Profilbild von Godwin Paul Pinto

Godwin Paul Pintovor 4 Monaten

❤️❤️❤️

Profilbild von Jagjeevan

Jagjeevanvor 4 Monaten

I am egarly wating for it Howard marks is such an amazing investor.

Profilbild von Kkk

Kkkvor 4 Monaten

@grok what did Howard marks say

Profilbild von xmts

xmtsvor 4 Monaten

Looking forward to this one

Profilbild von Mudit Sharma

Mudit Sharmavor 4 Monaten

Hey?

Profilbild von Pankaj

Pankajvor 4 Monaten

i know that real time price selection of the stock may vary but atleast consider for the last option of just giving the output through excel which will help me identify the stock name and the price so i can compare it with my excel sheet and make decisions fast

Profilbild von Pavan Reddy

Pavan Reddyvor 4 Monaten

Can’t wait for this episode 👀

Profilbild von Chris

Chrisvor 4 Monaten

I like this, good job

Profilbild von jhon

jhonvor 3 Monaten

H

Profilbild von Ovind Singh ( Teetu )

Ovind Singh ( Teetu )vor 4 Monaten

When Howard Marks shifts his view, it’s worth paying attention. From distressed debt to AI — the edge is still in seeing what others ignore.

Profilbild von Jakes

Jakesvor 4 Monaten

One conversation with Claude changed his mind. I spent a year in conversation with Grok writing a book about what AI reveals about human consciousness. The tool is extraordinary. What it can't do is equally extraordinary. That gap is where the most important questions live.

Profilbild von Aneesh

Aneeshvor 4 Monaten

Amazing. Constantly crushing it with S-tier guests!

Profilbild von ArthVishwa

ArthVishwavor 4 Monaten

Full stop is in last line, I was litterally looking where to stop while reading it.

Profilbild von random

randomvor 4 Monaten

Nifty just broke 24k and the Rupee is at 95 My Risk-Engine signaled 70% CASH yesterday morning while everyone else was "buying the dip" 🛡️ 📷 Stop guessing. Start following the math.

Profilbild von CRAIG

CRAIGvor 4 Monaten

Congrats! Howard Marks is a genius, can’t wait for this one.

Profilbild von Pankaj

Pankajvor 4 Monaten

and with that excel we can give input to the watchlist and also we can get the output of that watchlist with the stock price and if this also not possible just add a feature where we can only get output from the watchlist and only the price as on the day or anytime

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