The IPO Frenzy Has Begun — ft. Howard Marks
6/12/202656 min
Ed Elson and Scott Galloway are joined by Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how investors should think about the enormous uncertainty of AI, where opportunities still exist in an increasingly expensive market, and whether fears about private credit are overblown or warranted. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Transcript preview
First 90 secondsEd Elson· Host0:00
[gentle music] Support for the show comes from Odoo. Running a business takes everything you've got, and a lot of the tools out there that are supposed to make your life easier just aren't great at talking to each other, and that means you end up having to toggle between a dozen different apps and services just to keep the lights on. Enough of that. Now there is Odoo, the all-in-one fully integrated platform that might actually help you get it all done. Thousands of businesses have made the switch, so why not you? Try Odoo for free at odoo.com. That's O-D-O-O.com.
Shonda Rhimes· Soundbite0:33
[upbeat music] I don't think I wanna raise girls who are nice. Girls who are nice are pliable and do what other people tell them so that they can be liked.
Speaker 30:45
This week on Project Swagger, the incredible Shonda Rhimes.
Shonda Rhimes· Soundbite0:49
I felt really overwhelmed after Grace was a giant hit, and then I thought, like, "Well, how am I supposed to do this again?"
Speaker 30:55
We talk about motherhood, confidence, knowing your worth, and adding tax.
Shonda Rhimes· Soundbite0:59
If you go in already thinking to yourself, "I have to take a deal, I have to make this deal," you've already lost.
Speaker 31:06
Listen now at Project Swagger.
Speaker 41:08
[upbeat music] When it comes to home improvement, even the most experienced DIYer has a limit.
Speaker 51:17
I'm not going to come in here with a blowtorch and get it hot and solder and put the copper pipes to co- I'm not doing it. I called a very nice man to handle it.
Speaker 41:26
[laughs] When to call the experts and when to do it yourself.