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Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI

Bloomberg Technology
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⚡ Quantum Brief
Oaktree Capital co-founder Howard Marks warned AI is increasing global unpredictability, emphasizing its disruptive potential during a March 17 interview at New York’s Capital Markets Industry Conference. Marks cautioned investors are underestimating AI’s long-term impact, suggesting its transformative effects will surpass current market expectations and reshape industries unpredictably. He highlighted AI’s dual role as both an opportunity and risk, urging investors to approach it with caution amid rapid technological advancement and economic uncertainty. The interview coincided with Nvidia’s announcement of accelerated H200 chip production for China, underscoring AI’s geopolitical and industrial significance in 2026. Marks’ remarks reflect broader financial sector concerns about AI’s volatility, contrasting with optimistic tech industry outlooks on its growth potential.
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Mar 18th, 2026Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AIArtificial intelligence is making the world more unpredictable than ever before, according to Oaktree Capital Management co-founder Howard Marks. He spoke with Lisa Abramowicz on March 17th in an interview at the Capital Markets Industry Conference in New York.Duration:1:42Not Expecting Fed's Powell to Cut Rates, Schroders SaysThe Opening TradeDuration:1:00Iran Vows Revenge as Security Chief Larijani KilledDuration:1:25Private Credit Market Not in Crisis, Pimco's Stracke SaysDuration:1:37AI Impact Is Underestimated, Oaktree's Marks CautionsDuration:6:10European IPO Pipeline Remains Robust, Goldman Sachs SaysThe Opening TradeDuration:1:58Netanyahu: Undermining Regime so Iranians Can Remove ItDaybreak: EuropeDuration:1:47Trump Says Counterterrorism Official Joe Kent Was Weak on SecurityDuration:2:00Nvidia Says Company Firing Up H200 Production for ChinaAvailable on:Listen onApple TVListen onRokuListen onSamsung TVListen onFire TVListen onAndroid TVListen onRakuten TVListen onHaystack NewsWatch BTV in your area:Channel Finder

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Source: Bloomberg Technology

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