Alan Greenspan (mentioned)

"We certainly have exuberance. The question is whether it's irrational": Howard Marks

8 arguments: Why he will not call AI a bubble, what he wants a government task force to study, and the one thing he says Oaktree has not handed to a…

2 hrs ago • The Scuttlebutt

80% of voters have a negative view of AI, PIMCO's public policy head finds

11 takeaways: The base case of a Democratic House and a Republican Senate, the 2031 Social Security deadline she thinks finally forces Congress to act…

Sep 17 • The Scuttlebutt

Apollo's chief economist: the global savings glut has become a savings shortage

10 takeaways: Why he says AI will not take jobs while business creation is at a record, the 4 hikes the market now prices, and the reason value beats…

Sep 16 • The Scuttlebutt

David Rubenstein: paying more interest than defense is how a country weakens

13 insights: What the $40T debt bill is already costing the Pentagon, why 19% of US adults cannot read past the 4th grade, and who owns the only Magna…

Sep 15 • The Scuttlebutt

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