The Minutes

Howard Marks on

innovation

2 entries, 21 Feb 2026 to 4 May 2026

On the recordsourced and dated, oldest first

    1. spoken

      “I always make this point that the bubbles are very, very around something new because the imagination is untrammed and it can go off in a flight of fancy.”

      21 Feb 2026 · The Investor’s Podcast · 8:20 · source · permalink
    2. spoken

      Marks questions whether AI can identify future Amazon or Steve Jobs from present information.

      “Can AI sit down with five business plans and figure out which one is Amazon? Can AI sit down with five CEOs and figure out which one is Steve Jobs.”

      4 May 2026 · Nikhil Kamath · 1:09:59 · source · permalink

Howard Marks ontheir other subjects

Everything Howard Marks is on record saying · RSS