The Memo by Howard Marks
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.
Apresentadores e convidados
Logic, plain and simple
23 de set.
A helping of logic and insights in every podcast.
Definition & Drivers of Economical Inequalities
7 de out.
Loaded with nonsensical hot air we have heard from the Wall Street’s so called leaders on free markets??? There has never been a shred of free markets anywhere! Mr Marks should listen to this podcast to get the definition and impact of government take over by businesses and profits of a few billionaires and the rigged systems put in place to keep them happily in business tax free leading to the highly manipulated and fail-proof businesses/markets for the past century and more… Neither presidential candidates have expressed a viable economical plan to really address the economical cancer of our times, exuberant cost of all insurances & healthcare! Both at the brink of massive failures. Not discussed in any context so far. Housing cost is a direct reflection of this selective economical progress. Rigged zoning and permit planing to keep the inventories low for higher profits! It is not rocket science people!!! There needs to be a real change of thinking or else accepting what is and the consequences of total systematic collapse once the AI tools are in place to get it done with efficiency. 🧻🧻🧻
Can be at times a little dry
1 de fev.
The podcast is in my humble opinion is full of insight and wisdom but occasionally can be a little dry I hope to glean tidbits of valuable information for years to come
Monday quarterback marks
24 de ago.
Howard thinks theres value in broad market and youre a dummy if you sell. Hes right but in a boring way cause he doesnt explain the mechanism (inflation) that makes it so... central banks hate you if you have net worth less than 100 million.
Sobre
Informações
- Criado porOaktree Capital Management
- Anos de atividade2020 - 2024
- Episódios63
- ClassificaçãoLivre
- Copyright© 2020 Oaktree Capital
- Site do podcast
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