233 results for "memo":
Showing 1 - 10 of 233 results
Behind the Memo - On Bubble Watch - Transcript
1 Transcript Insights Behind the Memo - On Bubble Watch Harry Whitelaw Hello, and welcome to Behind the Memo with Howard Marks., I’m Harry Whitelaw, and I’m delighted to welcome How- ard to explore a recent memo that has received great reader interest, perhaps because it addresses something that is both enduring and topical, On Bubble Wa t c h ., And again a quote by Kindleberg- er in the memo that I think probably made a lot of us chuckle is, “There’s nothing so disturbing to well-being as to see a friend get rich.”, H a r ry So, the memo mainly addresses equity market bubbles., I’m regretting that we can’t display your probability curves on the podcast format, but I’ll direct our listeners to Howard’s asset allocation memo to see them.
The Memo: Political Reality
Behind the Memo - The Impact of Debt - Transcript
1 Transcript Insights Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel Anna Szymanski Hello and welcome to Behind the Memo by Howard Marks., Howard’s recent memo, The Impact of Debt, is based on a Collaborative Fund blog post that Morgan wrote, entitled How I Think About Debt., As I mentioned, Howard’s recent memo is based on a blog post that you wrote for the Collaborative Fund., Anna So Howard, what were some of the ideas from this piece by Morgan that really jumped out at you and made you want to devote a memo to this?, I show in the memo through a series of little cartoons, that a highly leveraged capital structure cannot coexist with highly volatile assets.
Behind the Memo - Easy Money - Transcript
1 Transcript Insights Behind the Memo – Easy Money with Howard Marks and Edward Chancellor Anna Szymanski Hello and welcome to Behind the Memo with Howard Marks., Howard’s latest memo, Easy Money, was inspired by The Price of Time., As I mentioned, your most recent memo is inspired by Edward’s latest book, but this is actually your second memo to be inspired by a book of Edward’s., So to begin, can you speak about that previous memo and its relationship to this one?, So anyway, I wrote a memo called bubble.com about what I was seeing in the tech bubble.