351 results for "Howard Marks":
Showing 91 - 100 of 351 results
The Folly of Certainty (Audio)
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing.
Mr. Market Miscalculates
Howard Marks uses Mr.
Coming into Focus (Audio)
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts.
Transcript - Founders Unplugged
In honor of Oaktree’s 30th anniversary this April, we’re delighted to bring you an excerpt from a recent fireside chat with co-founders Howard Marks, Bruce Karsh, and Sheldon Stone, mod- erated by Madeleine Horton, Global Head of Human Resources., Howard Marks We l l , s u r e ., Howard 37 years., I g o t a c a l l f r o m a h e a d h u n t e r, said that there’s an oppor- tunity to go into the high yield bond market, and you’ve got to meet this fellow Howard Marks., Howard Five.
Is It a Bubble? (Audio)
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?”, Thus, Howard emphasizes the importance of prudence and selectivity in navigating this transformative yet unpredictable technological revolution.
Cockroaches in the Coal Mine (Audio)
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems., Howard emphasizes that it’s essential to always balance the desire to put money to work with the need for prudence.
Easy Money (Audio)
In his latest memo, Howard Marks considers what financial history can teach us about periods of easy money, the impact they have on investor behavior, and what happens when they end.
Cockroaches in the Coal Mine
Howard Marks examines the recent string of well-publicized credit problems, considering how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie but rather compensation for bearing credit risk.
Meet Oaktree’s New Co-CEOs: Armen Panossian and Robert O’Leary
In this Insights video, they discuss their first jobs, their favorite Howard Marks quote, when their alarms go off in the morning, and much more.
What Really Matters? (Audio)
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t.