SpletHoward Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundamentals, primarily drives investment cycles – and likely always will. Splet07. mar. 2024 · Summary. On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released …

TIP545: The Third Sea Change Has Begun w/ Howard Marks

Splet06. mar. 2024 · Apple Podcasts －《The Memo by Howard Marks》 35 集 On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the … Splet08. sep. 2024 · Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult. He discusses … paoline editore

The Memo by Howard Marks - Podcast Addict

SpletThis is a truly excellent read. A wonderful outline of value and growth investment styles from the lens of a father (Howard Marks) and son, based on their respective childhoods and how that shapes ... SpletIn his latest memo, Howard Marks weaves together some of the themes he’s explored in 2024 to explain what he believes really matters in investing and what doesn’t. He discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence. SpletIn his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over the last 50 years. Events in recent years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed during the post-GFC (Global Financial Crisis) period and … paolinelli costruzioni