351 results for "Howard Marks":
Showing 61 - 70 of 351 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.
Mr. Market Miscalculates (Audio)
In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of finance’s classic metaphors: Mr., Howard pulls together some of his best writing on investor psychology from the past three decades, adds some of his favorite investing cartoons, and offers a few new observations.
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.
Shall We Repeal the Laws of Economics – Part III (Audio)
In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields.
Sea Change
Howard Marks suggests a third major investment world shift in 50 years, due to inflation and Federal Reserve's response, impacting lenders.
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.
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.