347 results for "Howard Marks":
Showing 71 - 80 of 347 results
The Impact of Debt (Audio)
In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel., Howard explains why determining the appropriate amount of leverage should be about optimization, not maximization.
Ruminating on Asset Allocation (Audio)
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target.
The Illusion of Knowledge (Audio)
Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult.
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.
Coming into Focus
Howard Marks explores 2021's unusual economy, Covid's impact on markets, and the potential effects of Fed/Treasury's rescue efforts.
Fewer Losers, or More Winners?
Howard Marks discusses investing's essential choice: more winners or eliminate losers?
Nobody Knows (Yet Again)
Howard Marks explores how recent tariff events may disrupt the global economy, reflecting a major shift with unpredictable outcomes, questioning market reactions.
The Calculus of Value
Howard Marks considers the relationship between value and price, highlighting value's "magnetic" pull on price.
The Folly of Certainty
Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing.
35 Years of Memos
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees., Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about the enduring investment truths encapsulated by his memos.