US economy

also referred to as: u s economy

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 4, 2026 by Howard Marks · across every show →

Everything said about US economy, oldest first

May 4, 2026 positive
Opinion
Howard Marks: US Economic Recovery Is in Healthy Middle Age
“Well, I think that the recovery is, ah, I think it's, ah, it's gone on a good while, and, ah, it's, ah, it's not nascent, it's not adolescent, ah, it's, but it's also not, ah, ah, geriatric. I think it's in middle age, ah, and I think the US economy, if that's…”
Howard Marks May 4, 2026 ▶ 28:31 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 neutral
Opinion
Marks: AI Infrastructure Is Booming but Bust Risk Remains Unknowable
“That, that, well, that is the area that's booming in our economy. And I need people who know more about AI than me to tell me whether it's going to bust. You know, the question is, is all of this, or is some of this construction unwarranted? I don't think anyb…”
Howard Marks May 4, 2026 ▶ 30:46 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 28, 2026
Assertion Supported
Zhu: US dollar took nearly a century to replace pound sterling
“The U S economy surpassed that of UK in around the But then U.S. Dollar did not totally replace starting until like almost a hundred years later. So it's a very long and gradual process and full of changes, apps announced.”
Ning Zhu Jul 28, 2026 ▶ 41:26 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
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