Nikhil Kamath
@nikhil.kamath·2.2M subscribers·1.7K videos
Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF
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May 4, 2026
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1:43:17Now PlayingI sat down with Howard Marks, the co-founder of Oaktree and the man who has been writing the memos every serious investor on earth opens first for over thirty years, and what was supposed to be a conversation about debt and cycles became a conversation about how anyone gets above-average at anything in a world where everyone smart is already trying — we covered why he picked bonds over stocks for an entire career and got rich doing the opposite of what everyone wanted to do, why the S&P returns 10% a year but almost never between 8 and 12, why he changed his mind on AI after a single conversation with Claude, what AI can't do that great investors still can, why he thinks India's biggest export business sits in the crosshairs of AI, and where the $10 bill nobody has picked up is hiding right now.
#NikhilKamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
#HowardMarks Co-founder and co-chairman of Oaktree Capital Management
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