347 results for "Howard Marks":
Showing 51 - 60 of 347 results
The Memo: Risk Revisited Again
In his memo, "Risk Revisited Again," Howard Marks further explores the concept of risk.
The Memo: Economic Reality
In his memo, "Economic Reality," Howard Marks explores the reality of economic policies and promises.
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.
AI Hurtles Ahead
In his latest memo, Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations., Just as Claude laid out the skeptics’ issue as identified above, it came back with a spirited rejoinder . . . framed in terms of me (talk about knowing how to argue a point): Howard, everything you know about investing came from other people.
Further Thoughts on Sea Change
Howard Marks argues that the trends he highlighted in Sea Change collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation.
The Impact of Debt
Howard Marks examines the relationship between leverage and survivability and why determining the appropriate amount of leverage should be about optimization.
Sea Change (Audio)
In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change of the last 50 years., Howard discusses what this potentially new era could mean for lenders, especially bargain hunters.
The Memo: Political Reality
In his memo, Howard Marks examines the oxymoron "Political Reality."
The Memo: This Time It's Different
In this special post-release memo video, Howard Marks discusses Modern Monetary Theory, one of the trending points mentioned in his memo titled “This Time It’s Different.”