347 results for "Howard Marks":
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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.
Behind the Memo - Easy Money with Howard Marks and Edward Chancellor
In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial historian Edward Chancellor to discuss ideas from Howard’s recent memo, Easy Money, which was inspired by Edward’s latest book, The Price of Time: The Real Story of Interest.
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.
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.
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.
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.
The Memo: Expert Opinion
In his memo, Howard Marks examines the precision of so-called "Expert Opinion."
The Illusion of Knowledge
Howard Marks questions macro forecasts' value, citing economic complexity., . – Mark Twain As I mentioned in my recent memo Thinking About Macro , in the 1970s we used to describe an economist as “a portfolio manager who never marks to market.”