Howard Marks.
Co-Chairman, Oaktree Capital Management
- Reports this week
- 2
- Active events
- 1
- Connections
- 18
What's happening
Active this week
One to three months ago
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Howard Marks stated that current fiscal deficits are leading to a situation where they are undermining the purchasing power of the US dollar.Some support2 reports
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Howard Marks warned against buying the S&P 500 Index when it was trading at 23 times earnings.Some support1 report
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Market commentators, including Michael Burry, Jeremy Grantham, Howard Marks, and Paul Tudor Jones, warned that current high market valuations resemble a dotcom bubble and could lead to a significant selloff.Some support2 reports
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Howard Marks co-founded the global asset management firm Oaktree Capital Management on May 22, 2026.Some support2 reports
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Howard Marks, Co-Chairman of Oaktree Capital Management, hosted a CIO Summit in Hong Kong on August 1, 2026.Well supported3 reports
Gone quiet
No new reports in 90+ daysNo events began in the chosen period. Widen it, or reset.
Around Howard Marks this week
News at the entities that move Howard Marks most-
America Shared contextAmerica conducted precision strikes against Iran's armed forces, with operations supported from the Middle East.Moves Howard Marks
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Nvidia OperationalKrispy Kreme stock outperformed Nvidia year-to-date as of November 7, 2026.Moves Howard Marks
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Anthropic Mentioned togetherAnthropic filed to list on Nasdaq, reflecting global capital favoring AI in US markets.Moves Howard Marks
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Warren Buffett Mentioned togetherWarren Buffett stated that he does not trade stocks based on election results.Moves Howard Marks
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OpenAI Mentioned togetherOpenAI is in talks with BlackRock and UAE investment funds, while AI spending concerns are impacting technology stocks, including Tesla.Moves Howard Marks
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Google Shared contextHyperscalers are driving high capital expenditure demand, alongside discussions regarding potential tighter AI regulations.Moves Howard Marks
Connections
The 14 strongest of 18, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Oaktree Capital Management Structural
Howard Marks serves as a co-founder and co-chairman of Oaktree Capital Management.
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Nvidia Operational
The relationship is discussed as a high-risk, high-potential investment bet within the AI sector.
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OpenAI Mentioned together
A is cited as discussing B as an example of a high-valuation, high-burn AI company.
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Google Shared context
A's professional profile is categorized as operating within the lower-risk hyperscaler market group defined by B's operational scale.
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Anthropic Mentioned together
The relationship is characterized by expert commentary regarding Anthropic's high-risk, high-potential investments in the AI sector.
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America Shared context
Howard Marks provides expert commentary regarding the impact of America's fiscal situation.
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Ray Dalio Mentioned together
Both influential figures are discussed in the context of shared market sentiment and current valuation concerns.
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Microsoft Shared context
The evidence places A within a peer group alongside B, specifically described as a lower-risk hyperscaler group.
Show all 14 connections
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Meta Shared context
The evidence places A and B in the same market segment, specifically described as a lower-risk hyperscaler group.
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Amazon Shared context
The evidence places A within a market group that shares operational characteristics with B, specifically the lower-risk hyperscaler segment.
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Akamai Technologies Mentioned together
The entities are co-mentioned as part of a market camp expressing disagreement with high valuations.
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Warren Buffett Mentioned together
The two investors are frequently cited together as thought leaders discussing fundamental investment principles.
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Berkshire Hathaway Mentioned together
Howard Marks is mentioned as being associated with Berkshire Hathaway.
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US Dollar (Next day) Mentioned together
The provided evidence does not describe any relationship or interaction between the US Dollar and Howard Marks.
History
Events by the month they beganNovember 2026
1 eventSeptember 2026
4 events- Howard Marks stated that current fiscal deficits are leading to a situation where they are undermining the purchasing power of the US dollar.
- Howard Marks warned against buying the S&P 500 Index when it was trading at 23 times earnings.
- Market commentators, including Michael Burry, Jeremy Grantham, Howard Marks, and Paul Tudor Jones, warned that current high market valuations resemble a dotcom bubble and could lead to a significant selloff.
- Howard Marks co-founded the global asset management firm Oaktree Capital Management on May 22, 2026.