Sweat Your Assets Podcast Transcripts
Alessandro Baroni · 59 episodes with transcripts
Most of us never got a real financial education. We were left to figure out money on our own — usually the expensive way. We can fix that.
Spoken has transcripts of 59 Sweat Your Assets Podcast episodes, with the speakers named. The newest listed here is from September 17, 2026.
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Latest Sweat Your Assets Podcast transcripts
This is the hardest thing I have ever seen - Howard Marks on the AI Frenzy
September 17, 2026
Alessandro Baroni (0:00)
Every boom arrives with a story, and the story is always good enough to justify the price. The railroads had one, the nifty 50 had one, the internet had one, and now artificial intelligence has one. And here's the awkward part. It might actually be true. That's the bit most people skip past. The story can be…
And here, he takes on the question everyone is quietly circling. Are markets excessively exuberant? Or is this simply what optimism looks like?
Howard Marks (2:52)
There's no question about the fact, to use Alan Greenspan's saying from about 30 years ago, that we have exuberance. That's the only thing we know for sure. The question is, is today's exuberance irrational? Number one, I don't think anybody can definitively say so. I've never heard anybody tell me exactly what AI…
It may be revisionist history, but I think we had a much better view of what all of those could do.
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