351 results for "Howard Marks":
Showing 21 - 30 of 351 results
Behind the Memo - The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and Maurice Ashley, the chess Grandmaster and author of Move by Move: Life Lessons on and off the Chessboard.
Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative Fund.
Book Disclosures
Oaktree Capital's book section features insights and publications by Howard Marks, offering valuable perspectives on investment strategies and market analysis., Oaktree Capital's book section features insights and publications by Howard Marks, offering valuable perspectives on investment strategies and market analysis.
2020 in Review
Howard Marks discusses approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers.
Thinking About Macro
Howard Marks avoids economic predictions, particularly on inflation., Back in the 1970s, an elder told me, “an economist is a portfolio manager who never marks to market,” and that description still seems highly appropriate.
Selling Out
Howard Marks' memo explores the crucial investing question: when to sell?, The last of these went like this, in part: Howard: Hey, I see XYZ is up xx% this year and selling at a p/e ratio of xx.
Conversation at Panmure House
Howard Marks discussed the Market Mind Hypothesis and other key themes with Patrick Schotanus during a cognitive economics symposium., * * * Patrick Schotanus: Hello, Howard., I got a note from Nick Train of Lindsell Train in London, saying something like, “I disagree with you, Howard: this isn’t a pendulum., PS: Howard, once again, thank you very much for sharing your insights with us, and we hope to welcome you in person one day in Panmure House.
The Memo: Investing Without People
In his memo, Howard Marks considers the future of "Investing Without People."
The Indispensability of Risk
Howard Marks considers what chess can teach investors about the paradox of risk-taking.
What’s Oaktree Reading? 2022 Year-End Book Recommendations
Check out ten books that helped Howard Marks and others at Oaktree make sense of life, work, and an unforgettable year., Mistakes Were Made (but Not by Me): Why We Justify Foolish Beliefs, Bad Decisions, and Hurtful Acts by Carol Tavris and Elliot Aronson Howard Marks Co-Chairman I read this extremely interesting book on self-justification last summer at the suggestion of my son, Andrew.