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AI Summary
- Market optimism since late 2022 necessitates investor caution.
- AI enthusiasm is high, but profitability and job impact remain uncertain.
- Howard Marks questions the rationality of current market exuberance.
Guests on This Episode
CR
Christina Ruffini
12 podcast appearances
DG
David Gura
researcher · 5 podcast appearances
HM
Howard Marks
9 podcast appearances