On January 27, we shared a memo 📝 from Howard Marks, the founder of Oak Tree Capital, titled "Revisiting the AI Bubble," which has now come true. Yesterday, he was invited for an interview with Bloomberg to discuss his views on tariffs and future prospects, which is worth noting. In the end, at 11 minutes and 35 seconds, he let out a sigh; although as a public figure, it's not appropriate to openly comment on the market, that sigh represented everything!

Several sharp questions were mentioned:

1. "Does the content of the memo you wrote a month ago still hold true?"

2. "How do you assess potential paradigm shifts like the tariffs announced earlier this week?"

3. "Does this mean you believe inflation will be more persistent?"

4. "In this environment, how do you evaluate the risks and returns of asset classes?"

5. "Is this a dislocation period worth taking action in?"

6. "Is it time to be fearful or greedy now?"

7. "Do you still believe the U.S. is the best place to invest?"

Basically, he comprehensively and rationally addressed the market's confusion regarding macro investment themes such as market valuation, credit assets, stock prospects, the reversal of globalization, and inflation outlooks. It's definitely worth a look! 🧐

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