351 results for "Howard Marks":
Showing 41 - 50 of 351 results
On Bubble Watch
In 2000, Howard Marks warned about market excesses in tech stocks., (Emphasis added) For me, it’s psychological extremeness that marks a bubble.
Something of Value
Howard Marks describes how he views the art and science of value investing, especially in the increasingly efficient and complex world we face today., Our talks usually went something like this: Howard: Hey, I see XYZ is up xx% this year and selling at a p/e ratio of xx.
The Indispensability of Risk (Audio)
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking., Drawing on insights from a recent Wall Street Journal article by chess grandmaster Maurice Ashley, Howard explains why not taking enough risk may be one of the riskiest strategies of all.
Thinking About Macro (Audio)
Howard Marks doesn’t make bets on economic predictions., That’s why Howard has devoted his latest memo to a topic he largely disavows: macro forecasting.
Is It a Bubble?
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence.
Risk Management with Raj Makam
Listen to Howard Marks talk with portfolio manager Raj Makam to understand how we think about and actively manage risk when investing in mezzanine debt.
What Really Matters?
Howard Marks discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence.
Lessons from Silicon Valley Bank
Howard Marks discusses Silicon Valley Bank collapse, suggesting it may amplify investor wariness, leading to credit tightening across sectors.
Bull Market Rhymes
Howard Marks explores investment themes, market correction, role of SPACs, cryptocurrencies, and psychology's impact on investment cycles.
The Archive: You Bet!
, Howard Marks explained what it means to “think in bets,” as he discussed the many parallels between investing and games of chance., , the first release from The Memo by Howard Marks: The Archive, an audio library we're creating of the memos Howard has published over the last 34 years.