Howard Marks.
Co-Chairman, Oaktree Capital Management
- Reports this week
- 1
- Active events
- 0
- Connections
- 17
What's happening
Earlier this month
One to three months ago
-
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
-
Howard Marks co-founded the global asset management firm Oaktree Capital Management on May 22, 2026.Some support1 report
-
Howard Marks, Co-Chairman of Oaktree Capital Management, hosted a CIO Summit in Hong Kong on August 1, 2026.Some support2 reports
-
Howard Marks and Ray Dalio discussed market sentiment regarding current valuations.Some support1 report
-
Howard Marks and Warren Buffett discussed stock valuation principles.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Howard Marks this week
News at the entities that move Howard Marks most-
Oaktree Capital Management StructuralOaktree Capital Management assumed ownership of Inter after a loan default, while the Al Mirqab family office sought a minority stake and Qatar Airways became an official partner.Moves Howard Marks
-
America Shared contextUS officials made comparisons to Hitler and noted the profitability of the Iraq War for Israel following the 2004 occupation end.Moves Howard Marks
-
Nvidia OperationalCoreWeave is an extremely important customer of Nvidia, and Elon Musk is associated with Tesla.Moves Howard Marks
-
Anthropic Mentioned togetherAnthropic is undergoing review under an executive order regarding AI risks, with findings reported on AI and finance.Moves Howard Marks
-
Warren Buffett Mentioned togetherWarren Buffett guided Berkshire Hathaway's investment strategy while the firm invested in Bending Spoons' IPO and maintained Apple holdings.Moves Howard Marks
-
OpenAI Mentioned togetherDonald Trump listed OpenAI, Oracle, Google, Amazon, Meta, and Microsoft in his data operator pledge.Moves Howard Marks
Connections
The 13 strongest of 17, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Oaktree Capital Management Structural
Howard Marks is a co-founder and co-chairman of Oaktree Capital Management.
-
Nvidia Operational
The relationship is discussed as a high-risk, high-potential investment bet within the AI sector.
-
OpenAI Mentioned together
A is cited as discussing B as an example of a high-valuation, high-burn AI company.
-
Microsoft Shared context
The evidence places A within a peer group alongside B, specifically described as a lower-risk hyperscaler group.
-
Meta Shared context
The evidence places A and B in the same market segment, specifically described as a lower-risk hyperscaler group.
-
Amazon Shared context
The evidence places A within a market group that shares operational characteristics with B, specifically the lower-risk hyperscaler segment.
-
Akamai Technologies Mentioned together
The entities are co-mentioned as part of a market camp expressing disagreement with high valuations.
-
Warren Buffett Mentioned together
The two investors are frequently cited together as thought leaders discussing fundamental investment principles.
Show all 13 connections
-
America Shared context
Howard Marks provides expert commentary regarding the impact of America's fiscal situation.
-
Ray Dalio Mentioned together
Both influential figures are discussed in the context of shared market sentiment and current valuation concerns.
-
Google Shared context
A's professional profile is categorized as operating within the lower-risk hyperscaler market group defined by B's operational scale.
-
Anthropic Mentioned together
The relationship is characterized by expert commentary regarding Anthropic's high-risk, high-potential investments in the AI sector.
-
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 beganSeptember 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.