347 results for "Howard Marks":
Showing 61 - 70 of 347 results
On Bubble Watch (Audio)
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks., Howard expresses his view that they’re more a state of mind than a quantitative calculation and describes bubble thinking as irrational, often underlaid by a widespread belief that ‘‘this time is different.’’, Rather than opining on whether we’re in a bubble, Howard lists the signs he sees today and suggests how you might think about them . . . just as he did 25 years ago.
Sea Change
Howard Marks suggests a third major investment world shift in 50 years, due to inflation and Federal Reserve's response, impacting lenders.
Specialization with Armen Panossian
In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.
Fewer Losers, or More Winners? (Audio)
In his latest memo, Howard Marks discusses the essential choice in both investing and sports.
The Rewind - Something of Value
Howard reflects on this memo, originally published on January 11, 2021, with his son Andrew Marks.
Lessons from Silicon Valley Bank (Audio)
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse.
More on Repealing the Laws of Economics
Howard Marks discusses government intervention's negative impact on economies, considering how free markets drive prosperity and innovation.
The Insight: The Roundup – December 2023 Edition (Audio)
In the current installment of The Roundup, Oaktree experts consider where opportunities and risks are emerging in various asset classes – including high yield bonds, CLOs, and European real estate – and co-chairman Howard Marks considers what “normal” may mean in this unsettled environment.
The Roundup: Top Takeaways from Oaktree Conference 2024 (Audio)
Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders.
The Memo: On the Couch
In his memo, "On the Couch," Howard Marks explores psychology's role in investing.