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    The Rewind: What Does The Market Know?

    The Rewind: What Does The Market Know?

    FromThe Memo by Howard Marks

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    The Rewind: What Does The Market Know?

    FromThe Memo by Howard Marks

    ratings:
    Length:
    52 minutes
    Released:
    Oct 7, 2021
    Format:
    Podcast episode

    Description

    Howard reflects on this memo originally published on January 19, 2016. In the second episode of a two-part series, he discusses the problems with taking advice from the market. But he also draws on insights from his latest memo, Thinking About Macro, to consider what it means when the market does get it right.
    Released:
    Oct 7, 2021
    Format:
    Podcast episode

    Titles in the series (56)

    On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.