Oaktree Capital Management Co-Chairman Howard Marks says he finds stocks expensive “relative to what I call fundamentals, or you might call reality,” but says there’s no reason to think there’s a correction coming. He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.

Oaktree Capital Management Co-Chairman Howard Marks says he finds stocks expensive &ldquo;relative to what I call fundamentals, or you might call reality,&rdquo; but says there&rsquo;s no reason to think there&rsquo;s a correction coming. He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.

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Oaktree Capital Management Co-Chairman Howard Marks Talks Stock Valuations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9a5bdc27-3a93-4a03-a5fb-b33f00f02e18/transcript

SMBC Nikko Securities America  chief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney. 

<a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link"></a><a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link">SMBC Nikko Securities America&nbsp; c</a><a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link"></a>hief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

Joe Lavorgna Talks US Economy, Bond Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c563f65-3c80-4def-b577-b44f00f22cc5/transcript

Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity. Currie said the energy sector presents “the biggest asymmetric trade in modern finance” because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern. 

Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.&nbsp;Currie said the energy sector presents &ldquo;the biggest asymmetric trade in modern finance&rdquo; because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern.&nbsp;

Jeff Currie Talks AI Boom and Commodities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f5b2f7c-fb12-4f76-80f3-b44f00f22cc5/transcript

Liberty Media President & CEO Derek Chang speaks on the media landscape with Bloomberg's Lisa Abramowicz from the JPMorgan Technology, Media, and Communications Conference in Boston. 

Liberty Media President &amp; CEO Derek Chang speaks on the media landscape with Bloomberg's Lisa Abramowicz from the JPMorgan Technology, Media, and Communications Conference in Boston.&nbsp;

Liberty Media CEO Derek Chang

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f29dde7-c59f-44c9-810f-b44f00f22cb1/transcript

Oaktree Capital Management Co-Chairman Howard Marks Talks Stock Valuations

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