My First Million

Howard Marks: 80 years of investing wisdom in 46 minutes

July 15, 2026·46 min·7-min readconversationalbusiness
Podzilla Summary (7 min)
TLDR
In a candid and reflective conversation, Howard Marks revisits his evolving stance on AI, moving from skepticism to cautious optimism after being persuaded by new developments and his son Andrew’s insights. The discussion weaves through AI’s unprecedented autonomy and unpredictability, th

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Guest

H

Howard Marks

conversational on My First Million

Mentions

Books, people, and resources mentioned in this episode.

People

Howard MarksWarren BuffettCharlie MungerAndrew MarksBruce KarshChristopher Morley

Books

A Short History of Financial Euphoriaby John Kenneth GalbraithFooled by Randomnessby Nassim Nicholas Taleb

Topics

Artificial IntelligenceBusiness ModelsEntrepreneurshipInvestingLeadershipManagementStock MarketVenture Capital

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